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Prerequisites for Sending PAA to Kipu EMR

Before you can send PAA forms to Kipu EMR, specific prerequisites must be met. This guide explains the required steps to ensure the "Send PAA Pdf to KIPU" option appears in your CRM.

Before You Begin

You need:

  • An Intake Opportunity with a completed Pre-Assessment.

  • Active access to both Dazos CRM and Kipu EMR.

  • Proper user permissions to create and edit patient records in both systems.

Steps

Method 1: Push Patient from Dazos to Kipu (Recommended)

  1. Open the Intake Opportunity in Dazos CRM.

  2. Click the three-dot menu (More Actions) in the top-right.

  3. Select Create Patient in Kipu.

  4. Confirm the push to create the patient record in Kipu.

  5. Go to Kipu and manually accept the patient.

  6. Return to Dazos. The patient record should now appear under Linked EMR records on the Opportunity.

Method 2: Manual Creation and Linking

If you created the patient directly in Kipu first:

  1. Accept the patient in Kipu EMR. This step is critical and must be completed before linking.

  2. In Dazos, open the Intake Opportunity.

  3. Click Link EMR Record.

  4. Search using the patient's first name, last name, or full name (exactly as entered in Kipu).

  5. Select the matching Kipu patient record to establish the link.

Sending the PAA PDF After Linking

  1. Open the Pre-Assessment you want to send.

  2. Click the three-dot menu in the top-right.

  3. Select Send PAA Pdf to KIPU.

  4. Confirm to upload the PDF to the patient's file in Kipu.

Verification / Expected Result

Once the patient is successfully linked:

  • You'll see the patient record listed under Linked EMR records in the Opportunity.

  • The Send PAA Pdf to KIPU option will appear in the three-dot menu when viewing Pre-Assessments.

Troubleshooting / Common Errors

"No data available in table" when searching:

  • Ensure the patient has been accepted in Kipu EMR first.

  • Verify the patient name spelling matches exactly between systems. Try different name variations (first last vs last first).

  • Check your user permissions. You may need access to the specific Treatment Program; ask your admin to check your Treatment Program settings in User Management.

"Send PAA Pdf to KIPU" option not visible:

  • Confirm the patient record is properly linked (check the Linked EMR records section).

  • Ensure the patient was accepted in Kipu before attempting to link.

  • Refresh the page and check again.

⚠️ Important: For Kipu EMR specifically, patients must be manually accepted within Kipu before the CRM linking and PAA send options will work properly.

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