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Troubleshooting KIPU EMR Linked Record Display Issue - Missing MR Number Field (CRM)

Overview This guide helps resolve an issue where KIPU EMR integration is syncing data correctly but the "Linked EMR Record" section isn't displaying link status in the UI. The root cause is typically a missing MR Number field in Intake Opportunity records

Symptom / Error

The CRM is successfully receiving data updates from KIPU EMR (including Level of Care updates, discharge dates, and other patient information) as verified in audit logs. However, the "Linked EMR Record" section does not display any link status or EMR connection information in the UI.

Even after manual linking attempts, the connection remains invisible in the interface despite data flowing correctly in the background.

Cause

The "Linked EMR Record" section requires the MR Number field to be present in Intake Opportunity records. If this field has been removed from the record layout, the system cannot display the link status in the UI — even though data synchronization continues working in the background.


Solution

  1. Check the Intake Opportunity record layout to confirm if the MR Number field is present.

  2. If the field has been removed, add it back through your CRM field management settings.

  3. Confirm the MR Number field is properly positioned and visible in the record view.

  4. Navigate to an Intake Opportunity record and verify the "Linked EMR Record" section now displays correctly.

  5. Confirm that existing EMR links are visible and that new linking attempts work properly.

Verification / Expected Result

After restoring the MR Number field:

  • The "Linked EMR Record" section appears and displays link status correctly

  • Existing EMR connections become visible in the UI

  • Manual linking options function correctly

  • Data synchronization continues to work as expected

⚠️ Important: Keep the MR Number field in place permanently to prevent this issue from recurring.


Escalation

Contact Dazos Support if:

  • The "Linked EMR Record" section still doesn't appear after restoring the MR Number field

  • You cannot locate or restore the MR Number field in your CRM configuration

  • Data synchronization stops working after making field changes

  • You need assistance with field layout management

Related Resources

  • KIPU EMR Integration with Dazos CRM (Bidirectional)

  • How to Configure Field Layouts in CRM

  • Troubleshooting EMR Integration Issues

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