Troubleshooting Intake Opportunities Not Appearing in KIPU EMR
Purpose of this Guide
This guide helps resolve issues when intake opportunities pushed from Dazos CRM do not appear in KIPU EMR as expected. This affects the patient transfer workflow and can delay admissions processing.
Symptom/Error
When transferring intake opportunities from Dazos to KIPU, patients do not appear in the KIPU system despite successful push confirmation from Dazos. Staff cannot locate the patient records in KIPU to proceed with admission workflows.
Cause
This issue typically occurs when users look for patients in the wrong section of KIPU or when connectivity issues between Dazos and KIPU prevent successful data transfer.
Solution
Follow these troubleshooting steps in order:
Step 1: Verify Push Success in Dazos
Navigate to the intake opportunity record in Dazos CRM.
Check the patient push status to confirm it shows as successfully sent.
Note any error messages or failed push indicators
Step 2: Check KIPU's Incoming/Pending Section
Log into your KIPU EMR system.
Navigate to the incoming/pending patient queue rather than the admitted patients.
Look for the patient's name in the pending admissions section.
⚠️ Important: Do not look in the admitted patients section initially
Step 3: Test Integration with Known Patient
Create a test patient record in Dazos CRM.
Push the test patient to KIPU.
Verify the test patient appears in KIPU's incoming/pending section.
If the test patient appears successfully, the integration is working correctly.
Verification
After completing these steps, you should be able to locate transferred patients in KIPU's incoming/pending queue. The patient records should contain the basic information transferred from the Dazos intake opportunity.
Escalation
Contact Dazos Support if:
The patient push shows as successful in Dazos, but the patient still doesn't appear in KIPU's incoming/pending section.
Test patients fail to transfer successfully to KIPU.
You receive specific error messages during the push process.
The integration was previously working but has stopped functioning
When contacting support, provide:
The specific patient name that failed to transfer
Screenshots of the push status in Dazos
Confirmation of which sections in KIPU you checked
Results of any test patient transfers