Before You Begin
Ensure you have administrator access to CRM Settings
Confirm your KIPU integration is configured and active
Verify both 'Admitting to LOC' and 'Current LOC' fields exist in your CRM
Have [email protected] user access to KIPU for testing (if needed)
Steps
1. Navigate to KIPU Integration Settings
Log in to the CRM and navigate to the Dashboard.
Click Settings.
Select CRM Settings.
Click Integrations.
Select EMR Settings.
Click on the KIPU tab.
2. Access KIPU Field Mapping
Click KIPU Field Mapping to view the current mapping configuration.
Locate the Program field mapping section.
3. Configure Static Field Mapping (Admitting to LOC)
Verify that the KIPU Program field is mapped to the Admitting to LOC field.
This field should be configured to capture the initial level of care and remain static after the first data push.
4. Add Dynamic Field Mapping (Current LOC)
In the mapping configuration, add a new mapping for the same KIPU Program field.
Map the KIPU Program field to the Current LOC field.
Configure this mapping to receive real-time updates when the program value changes in KIPU.
Click Save to apply the mapping configuration.
5. Test the Dual Mapping
Create or update a test patient record in KIPU with a Program value.
Verify that both CRM fields populate correctly:
Admitting to LOC: Shows initial program assignment
Current LOC: Shows current program assignment
Change the Program value in KIPU and confirm that only the Current LOC field updates while Admitting to LOC remains unchanged.
Verification / Expected Result
After successful configuration:
The Admitting to LOC field captures and retains the initial level of care from admission
The Current LOC field updates in real-time when program changes occur in KIPU
Both fields can be used separately for reporting and automated notifications
You can track patient progression from admission level to current treatment level
Common Use Cases
Reporting: Calculate days spent in each level of care using both static and dynamic data
Automated Notifications: Trigger alerts when level of care changes (using Current LOC field)
Treatment Progression Analysis: Compare admission level with current level for patient outcomes
Compliance Tracking: Maintain records of both original admission criteria and current treatment status
Troubleshooting / Common Errors
Current LOC field not updating:
Verify the field mapping is configured correctly for real-time updates
Check that webhooks are properly configured between KIPU and Dazos
Confirm the integration user has appropriate permissions in KIPU
Admitting to LOC field changing when it should stay static:
Review the field mapping configuration to ensure proper static vs. dynamic setup
Contact support to verify the mapping logic for the static field
Neither field populating:
Confirm the KIPU Program field contains data
Verify the integration connection is active
Check that the field names match exactly between systems
Related Resources
KIPU EMR Integration with Dazos CRM (Bidirectional)
Product FAQ: Understanding the "Admitting to LOC" Field When Pushing Records to KIPU
EMR Integration Field Mapping Overview