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How to Migrate from KIPU v3 to v4 (CRM)

Overview: This guide walks you through migrating from KIPU v3 to v4, requiring coordinated updates in both KIPU EMR and Dazos to ensure proper alignment after the upgrade.

Before You Begin

  • Administrative access to your KIPU EMR system

  • Access to Dazos EMR settings with proper user permissions

  • Confirmation that your facility is ready to migrate to KIPU v4

⚠️ Important: The order of operations is critical β€” KIPU must complete their migration first before any changes are made in Dazos.


Steps

  1. Contact KIPU to initiate the switch to v4 on their end. This must be completed before making any changes in Dazos.

  2. Wait for KIPU to confirm the migration to v4 has been completed successfully on their system.

  3. Log into Dazos and navigate to EMR Settings.

  4. Locate the versioning toggle and switch it from KIPU v3 to KIPU v4.

  5. Click Save to complete the configuration.

Verification / Expected Result

Once both systems are updated:

  • KIPU EMR is running on version 4

  • Dazos is configured to communicate with KIPU v4

  • Data synchronization between both systems continues functioning correctly

Troubleshooting / Common Errors

Integration issues after migration:

  • Verify KIPU has successfully completed the v4 migration on their end

  • Confirm the versioning toggle in Dazos EMR Settings is set to v4

  • Test the integration to ensure data is flowing correctly between systems

Related Resources

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