Before You Begin
Admin access is required to modify EMR settings
The new KIPU instance must be set up with proper credentials and webhook configuration
Provide super admin access to [email protected] in your new KIPU instance
Have the new KIPU instance URL and location ID ready
Steps
1. Navigate to EMR Settings
Go to Settings (gear icon) → CRM Settings → Integration → EMR Settings in your Dazos CRM.
2. Contact Dazos Support for Instance Setup
Contact Dazos Support and provide:
The new KIPU instance URL (e.g., https://ltc12846.kipuworks.com/patients)
The new location ID provided by KIPU (e.g., 12846.01.137)
Confirmation that [email protected] has super admin access in the new KIPU instance
Treatment programs that need to be mapped between systems
3. Support Team Configuration
The Dazos support team will:
Set up the new KIPU instance with proper credentials
Configure webhooks, secret keys, and headers
Map treatment programs between the old and new KIPU instances
Map discharge types and LOC (EMR Programs)
Map payers between systems
4. Test Patient Pushes
After the support team completes the configuration:
Test pushing a patient from CRM to the new KIPU instance
Verify the patient record appears correctly in KIPU
Confirm all mapped data (treatment program, discharge types, payers) transfers properly
5. Disconnect Old KIPU Instance
Once testing confirms the new instance is working correctly, request that Dazos Support disconnect the old KIPU instance from the EMR settings.
Verification / Expected Result
After completion:
Patient pushes will be directed to the new KIPU instance
All treatment programs, discharge types, and payers will be properly mapped
The "Create Patient in KIPU" function will work with the new instance
The old KIPU instance will be disconnected from EMR settings
Troubleshooting / Common Errors
Patient pushes not working after configuration:
Verify the new KIPU instance has proper super admin access for [email protected]
Confirm all treatment program mappings are complete
Test the connection in EMR Settings
Contact support if issues persist
Missing treatment programs in mapping:
Ensure the treatment programs exist in both the CRM and new KIPU instance
Only operational treatment programs should be mapped
Request additional mapping from support if needed
Related Resources
How to Map New EMR Treatment Programs - Post EMR Integration
How to Refresh EMR Connection When New Treatment Program Doesn't Appear in CRM Mapping Dropdown
Contact Dazos Support for integration assistance