Treatment Episodes: Add Location

Kipu EMR allows you to assign multiple locations to a patient’s chart, enabling treatment at different facility locations in the same instance without requiring readmission. When you add a location to a patient’s chart, the chart is available in both the current and newly added locations. This functionality is particularly useful for facilities offering specialized services at different locations.

Required Permissions: Super Admin, or users with Allow Add Locations feature enabled in the user profile. Click here to learn more about user permissions.

Add Location Video

Add a Location to a Patient’s Chart

Follow these steps to add a location:

In the patient's current location, click Manage.
The Episode of Care Summary window displays the current patient's location(s). In this example, the patient's chart is in the Demo Outpatient Program location.
Click Add Location.
Alternatively, click on the Manage Icon and select Add Location from the drop-down list.
Assign a date, select the location, level of care, and patient programs, then click Save. In this example, you are adding the patient's chart to the Demo Eating Disorder location.
Once the location is added, the patient’s chart becomes accessible in both locations. The treatment episode appears as In Progress for both the Demo Eating Disorder and Demo Outpatient Program locations.
You can now access the patient’s chart in the newly added location, together with all documentation from the previous locations where the patient has been treated.
- Note: Users can only access locations specified in their user profile. Repeat the same process to add additional locations. You can add as many locations as needed.
Edit the Added Location
Click on the pencil icon to modify the added location event.
In the Edit Event Referral window, enter the reason for the edit and click the Proceed to Edit.
The system displays an Editing Add Location notice. The documentation will be reassigned to your new selection. Update the Added Location Date, Level of Care, or Program, then click Save Changes.
The edited Added Location event will appear grayed out to indicate it has been modified.
Click the Information (i) icon to view the staff member’s name and the reason the added location event was edited, and click the Staff icon to see who Added the Location and the timestamp.

Undo the Added Location

Use Undo when an entire Add Location event needs to be removed. Example: If a location was added but the patient never arrived there, the Add Location event should be deleted. Undo is only available when the Added Location is the most recent event, and no documentation is tied to that episode. Click here to learn more about the Episode of Care Summary.
Open the Episode of Care Summary and click the Undo icon next to the Staff icon to remove the entire added location event.
Enter the reason for the undo and click Undo Event.
If documentation exists in the Added Location; such as completed evaluation, the Undo option will not appear.
To make Undo available again, move all documentation out of the Added Location Episode using Move Records in Bulk from Chart Summary > Treatment Episodes. Once the episode is documentation-free, the Undo option will reappear.