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How to Fix EMR Integration Payment Method Auto-Toggling Issue (CRM)

Covers how to fix payment methods automatically switching values (e.g. 'Insurance' to 'Private Insurance') every 50–60 minutes on their own — usually caused by EMR integration writing raw values into the CRM when no field mapping is set up.

Symptom / Error

Patient records show payment methods repeatedly switching between values like "Insurance" and "Private Insurance" approximately every 50 minutes to an hour. The changes appear in the activity log without being attributed to a specific user, indicating they are triggered by EMR integration rather than manual updates.

Additionally, the system may be writing invalid payment method values that are not selectable options in the CRM picklist, causing data inconsistency.
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Cause

This issue occurs when the EMR integration (such as KIPU) copies raw payment method values directly into the CRM field without proper mapping configuration. When no mapping exists between EMR values and CRM picklist options, the integration writes whatever raw data it receives, leading to invalid values and constant overwrites.
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Solution

This issue has been resolved in recent system updates. The fix involves three key changes:

  1. EMR Cron Update: The EMR integration no longer copies raw payment method values directly into CRM fields when no mapping is configured.
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  2. Data Protection: Existing payment method values in your CRM remain unchanged and protected from automatic overwrites.
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  3. Queue System: New EMR payment method values are now queued under EMR Settings, allowing you to review and map them properly.

Set Up Payment Method Mapping

To ensure accurate data going forward, complete the following steps:

  1. Navigate to Settings → CRM Settings → Integrations → EMR Settings

  2. Locate the Payment Method mapping section

  3. Map each EMR payment method value to the corresponding CRM picklist option

  4. Save the mapping configuration
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Once mapping is in place, the EMR integration will automatically convert raw EMR values into the correct CRM picklist values during each sync.
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Expected Result

After the system update and proper mapping configuration:

  • Payment methods will remain stable once set by users

  • EMR integration will only update payment methods with properly mapped, valid values

  • No more automatic toggling between different payment method options

  • Raw values saved before the update will be automatically corrected on the next sync run

When to Contact Support

Contact Dazos Support if:

  • Payment methods continue to toggle automatically after the system update

  • You cannot locate the Payment Method mapping section in EMR Settings

  • You need assistance setting up the field mapping

  • Invalid payment method values persist after mapping is configured

Related Resources

  • How to View and Configure EMR Integration Field Mappings

  • EMR Integration Settings and Configuration

  • How to Prevent Duplicate Admissions When EMR Integration Updates Multiple Opportunities

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