Overview
When a Pre-Admission Assessment (PAA) is sent from Dazos CRM to KIPU EMR, it can be delivered in one of two formats: as a PDF attachment (the default) or as a mapped Evaluation Form (requires additional configuration). The timing of when the PAA is pushed to KIPU also depends on whether the patient is already linked to a KIPU MR record at the time the PAA is completed. This article explains both topics so you know what to expect and how to configure your integration accordingly.
Key Concepts
Default format: PAAs are always sent to KIPU as a PDF unless the Evaluation Form option has been configured.
Evaluation Form format: Sends PAA data as field-by-field mapped data into a KIPU Evaluation Form. Requires specific setup steps before the option becomes available.
Push timing: Whether the PAA pushes automatically or must be pushed manually depends on when the patient is linked to the KIPU MR record.
How It Works
Format 1: PDF Attachment (Default)
By default, the PAA is sent to KIPU as a static PDF document and stored in the patient's KIPU record. No additional configuration is required for this format. The PDF serves as a documentation copy of the completed assessment but does not populate individual fields within a KIPU Evaluation Form.
Format 2: Evaluation Form (Requires Configuration)
To send the PAA as a mapped Evaluation Form instead of — or in addition to — a PDF, the following setup must be completed in full before the option becomes available:
Enable the Evaluation Form option in the integration settings within Dazos CRM.
The corresponding Evaluation Form must already exist in KIPU. The form must be created in KIPU before any mapping can take place.
Every field included in the KIPU Evaluation Form must also be created in the CRM. Fields that exist in KIPU but not in the CRM cannot be mapped.
Each CRM field must match the corresponding KIPU field type. For example, a checkbox field in KIPU requires a Multi-Select Combo Box in the CRM; a radio button field in KIPU requires a Picklist in the CRM.
Every field must be mapped correctly between the CRM and KIPU. All field mappings must be completed before the Evaluation Form push option will function as expected.
Once all of the above configuration steps are complete, the Send to KIPU as Evaluation Form option will become available on the PAA record. When used, the PAA data will populate the corresponding fields inside the KIPU Evaluation Form.
PAA Push Timing: Automatic vs. Manual
When a PAA is pushed to KIPU depends on the relationship between PAA completion and the patient's MR link status in KIPU:
PAA completed before the patient is linked to the MR: The PAA will be pushed to KIPU automatically when the patient is linked to the MR record.
Patient already linked to the MR when the PAA is completed: The PAA will not push automatically. It must be pushed manually from the PAA record in Dazos CRM.
To manually push a PAA to KIPU, open the completed PAA record, click the three-dot menu (...) in the top-right corner, and select the appropriate push option.
Important Notes
⚠️ All five configuration steps are required before the Evaluation Form option becomes available. If any step is incomplete — such as a missing field in the CRM or an incorrect field type — the mapping will not work correctly.
⚠️ Field types must match exactly. KIPU and CRM field types must correspond correctly (e.g., Multi-Select Combo Box for KIPU checkboxes, Picklist for KIPU radio buttons). Mismatched field types will prevent data from syncing. See the related article on supported field types for full details.
💡 Tip: If you are unsure whether your integration is configured to send PAAs as Evaluation Forms, contact Dazos Support to review your current setup before attempting to push PAA data.