How KIPU Outbound Referrals Work
When staff complete KIPU's 'Discharge/Transition To' field, it automatically triggers the creation of an outbound referral record in Dazos CRM. This process is not instantaneous — Dazos pulls updates from KIPU on a scheduled basis at least once every hour.
Sync Timing Process
Staff complete the 'Discharging To' field in KIPU
Dazos waits for the next hourly sync window
The outbound referral appears in Dazos after the sync completes
⚠️ Important: If the field is filled right before a sync runs, the referral may not appear until the following sync cycle.
Discharge Lock Behavior
When a patient is discharged in KIPU, their record may become 'Patient Discharged: EMR Updates Locked' in Dazos. This lock prevents the integration from pulling
updates, which can stop outbound referrals from being created.
Why Discharge Locks Occur
Discharge locks are expected: once KIPU shows the patient discharged, Dazos records the discharge and stops pulling updates for that record, which protects the finished treatment episode from later changes in KIPU. If KIPU event notifications are set up for your account, Dazos also acts as soon as KIPU reports a new or changed chart, through two webhooks:
Patient Creation webhook — for new patient records
Chart Update webhook — for ongoing patient status and data changes
Resolving Locked Records
If a locked record is preventing outbound referral creation:
Navigate to the affected Intake Opportunity
Locate the 'Unlock EMR Updates' link in the Linked EMR Record section
Click the link to allow updates to continue
Wait for the next sync cycle to process the outbound referral
💡 Tip: Clicking Unlock EMR Updates starts updates again for that record.
Best Practices
✅ Best Practice: Complete the 'Discharging To' field before the patient is fully discharged when possible.
✅ Best Practice: Ensure both Patient Creation and Chart Update webhooks are active in KIPU at all times.
✅ Best Practice: Monitor for 'Patient Discharged: EMR Updates Locked' status regularly and unlock affected records promptly.
💡 Tip: Allow at least one hour for outbound referrals to appear in Dazos after completing the discharge field in KIPU.