Incoming Patients

The Incoming inbox allows users to accept transferred patients from another Kipu Instance, a different Kipu Location, or from the Kipu CRM.

Required: The Manage Incoming Transfers feature must be enabled in the user profile to access these records. 

Incoming Records Badge

Incoming Records are displayed as a badge in the Kipu EMR header. Click on this badge to open the Incoming tab.

Manage Incoming Records

Let’s review how to access the Incoming records tab and accept transferred patients. 

1. Click on your initials and select Incoming.
   
2. All transferred records will be listed. The From section can help you understand what type of transfer this is. 
   • Kipu CRM API Consumer: This indicates the patient is coming from the Kipu CRM.
   • Location name: This indicates the patient is transferring from another Kipu location. 
3. To view an Incoming patient record, click on Preview.
4. Review the patient’s details.
5. To accept the incoming transfer, click Accept. 
   • If the patient has a previous episode of care with your organization, Kipu will match the records based on Name, DOB, and Social Security number and you’ll see a Readmit button. Click this button to ensure the episodes of care are properly linked before clicking Accept.
6. This creates a patient record in the Pre-admission state. You’ll need to add an admission date and MR number to fully admit the patient.
   

   Finding Accepted Patients in Pre-Admission

   From the Patient landing page, click on the Pre-Admission button. This will toggle the view between the Current census and the Pre-Admission census.

   

   Once in Pre-Admission, click the client who has arrived for intake and process. Kipu will place you in the Information Tab of the Patients Chart. Prospects/Patients can stay in Pre-Admissions for as long as necessary if they miss intake appointments or experience delays.

   

   Verifying Socio-Demographic Information

   In the patient chart, the Information Tab is where we verify the client’s socio-demographic information. The CRM will generate this factsheet for you and will contain any information captured during the pre-admissions process over in the CRM.

   Verify and ask the patient for any missing patient information. Update and fill out all the required information to admit the patient by clicking Edit Client/Patient.

   

   Admitting Patients to the Current Census

   When editing a client's face sheet items marked with an asterisk * are required for admission. At the bottom of the form, the Validate Form will check for missing required fields and highlight them in red.

   

   Validating the facesheet provides a list of required fields for admission.

   

   The two most important data fields are Admission Date & Time and the MR# (Medical Record number). Entering both of these into a Validated patient's chart will admit the patient into your facility.

   

If you are interested in using Facesheet transfer from referrer facilities, or API transfer from your CRM, please contact [e-mail] to learn more.