Before You Begin
Familiarize yourself with your current intake opportunity naming conventions
Confirm you have access to manage intake opportunities in Dazos CRM
⚠️ Important: KIPU does not assign a unique trace to a patient until they are officially accepted as a client. The system matches records based on identical patient details during intake.
How the Matching System Works
When pushing intake opportunities to KIPU, the system matches records based on identical patient details. If multiple opportunities exist with the same name, the system now automatically links to the most recent matching opportunity rather than the first one found.
Steps
Option 1 — Use Unique Naming Conventions (Recommended)
When creating a new intake opportunity for a readmission, modify the patient name.
Add a suffix to distinguish it from previous admissions (e.g.,
Patient Name-2,Patient Name-3).Confirm the readmission has a unique identifier before pushing to KIPU.
Option 2 — Rely on Automatic System Matching
The system automatically links to the most recent matching opportunity, so identical names will update the newest record rather than the oldest one.
⚠️ Critical: Records for different admissions must never be merged — they represent distinct clinical admissions with different dates and must remain separate.
💡 Tip: Even with automatic matching, unique naming conventions add an extra layer of data protection and make record identification easier.
Verification / Expected Result
After creating a readmission intake opportunity:
Verify the naming convention is unique if using manual naming
Push the opportunity to KIPU
Confirm historical admission records remain unchanged
Check that only the most recent opportunity receives updates from KIPU
Troubleshooting / Common Errors
Historical records being overwritten:
Ensure each readmission opportunity uses a unique naming convention
Confirm records have not been merged in the system
Matching the wrong opportunity:
Verify the most recent opportunity is correctly identified before pushing to KIPU
Contact Dazos Support if incorrect records continue to be updated
Related Resources
For questions about intake opportunity management or Kipu integration issues, contact Dazos Support.