Before You Begin
You'll need access to your Intake Opportunity screen in Dazos CRM
You'll need the patient's Medical Record (MR) number from KIPU
Ensure you have permissions to link EMR records
Steps
Navigate to the Intake Opportunity
Open the Intake Opportunity record for the readmission patient in your Dazos CRM.
Locate the Link EMR Record Option
Find the "Link EMR record" dropdown button on the Intake Opportunity screen.
Click Link EMR Record
Click on the "Link EMR record" button (appears as a grey button).
Search for the Existing Patient
In the pop-up that appears, use the filters to search for the patient's existing record. You can search by name, MR number, or other identifying information.
Select the Existing EMR Profile
Once you locate the patient's existing KIPU profile, click the green button to establish the link.
Refresh and Verify
Refresh your browser to see the updated connection. The Intake Opportunity should now show it's linked to the existing KIPU profile.
Verification / Expected Result
After completing these steps:
The Dazos CRM record will be linked to the existing KIPU profile
No duplicate profile will be created in KIPU
The system will use automated hourly sync to keep data updated between both platforms
Future updates will sync to the correct existing profile
Troubleshooting / Common Errors
Data Mapping Issues (SSN, Address, Gender):
If you notice problems with data mapping such as:
Social Security Number not displaying
Address formatting issues (extra "US" added)
Incorrect gender assignment
These typically require field mapping configuration adjustments in the integration settings and should be reported to Dazos support.
Patient Not Found in Search:
If you can't locate the existing patient profile, verify the spelling of the patient's name or try searching by Medical Record number.
💡 Important Notes
Manual Linking Purpose: By following these steps, you're telling Dazos exactly which KIPU record to sync with, preventing duplicate creation.
Continuous Updates: Once linked, the system uses automated background tasks to update fields hourly, ensuring information remains synced between both platforms.