The KIPU API has specific limitations that affect how documents can be transferred from Dazos CRM to the KIPU EMR system. Understanding these limitations helps set proper expectations for document handling workflows.

Face Sheet Direct Injection: Insurance card photos (JPEG) are the exception: they are sent directly into KIPU's front and back insurance card slots when the patient is sent. Other documents cannot be injected directly into specific Face Sheet slots.

Folder Restrictions: The integration can only send files as attachments to available folders (tabs) in the EMR. There is no dedicated 'Insurance' folder for document transfers via the API.

Documents can be mapped to existing folders in your KIPU instance, such as:

The exact folder names and availability depend on your specific KIPU configuration.

Descriptive File Naming: When uploading documents in the CRM, use clear, descriptive names to make identification easier once they transfer to KIPU. For insurance cards, recommended naming conventions include:

Folder Organization: Work with your team to establish a consistent folder mapping that aligns with your clinical workflows, even if documents cannot reach their ideal destinations.

Since documents other than insurance card photos cannot be directly injected into Face Sheet slots, staff will need to:

💡 Tip: Coordinate with your KIPU administrator to identify the best available folders for different document types based on your facility's workflow needs.

⚠️ Important: These limitations are imposed by the KIPU API itself, not by the Dazos integration. Future API updates from KIPU may expand these capabilities.