Issue
How can I set up pre-population from my CRM live form template to an EMR template? I am seeking to streamline our intake process upon the patient's arrival at the facility.
Environment
Kipu CRM, Roles: N/A, Live Forms Transfer
Resolution
To initiate the pre-population mapping process, it's essential to have a valid CRM live form template available in your CRM tenant that has been transferred to your EMR instance. For more information on creating a CRM live form and transferring it to the EMR, please click here.
-
Login to your Kipu EMR instance.
- Select Templates from the Kipu EMR site banner.
- Select the KipuCRM Forms tab to view all CRM live form templates.
- Locate your desired CRM live form template that you would like to pull data from for your pre-population mapping. Once located, select the template name to access the form.
- In the form template, scroll down until you find the Evaluation Item section. This area will showcase all of the fields present on the form.
- Identify the exact fields you would like to use as your source of data. In the example below, I will be using the "How can we help you?" field.
- Take note of the field ID. This will be required to establish the pre-population of data from the source field to a target field of your choosing in another EMR form template.
Important
Please note, that for pre-population mapping to be successful, both the source and target fields must utilize the same field type. Please see a breakdown of the field type mapping between CRM & EMR:
| CRM Field | Corresponding EMR Field Type |
| Single Line Input | string |
| Long Text | text |
| Radio Button Group | Radio_buttons |
| Checkboxes | Check_box |
| Dropdown | Drop_down_list |
| Yes/No (Boolean) | radio_buttons |
| Multiple Textboxes | matrix |
| Multi-Select Matrix | matrix |
| ICD Search | patient.diagnosis_code |
- Next, select the Evaluations tab to view all available form templates in your Kipu EMR instance.
- Locate the EMR form template you would like to pre-populate data to. Select the edit icon to open the template.
- In the EMR form template, scroll down to the Evaluation Item area. This area will showcase all of the fields present on the form.
- Locate the field on the form that you would like to pre-populate data to. Once located, paste the field ID from your CRM live form field into the Pre-populate with (ID) field.
- Scroll down to the bottom of the form template and select Update to save your changes.
- Please repeat the steps above for any additional pre-population mapping you would like to establish from your CRM live form to other EMR form templates in your instance.
- Once completed, anytime you push your CRM live form with the treatment opportunity to the Kipu EMR, the data will pre-populate into any applicable EMR forms that your team may add to the face sheet. Here is an example of the end result:
| CRM Live Form | EMR Form Template |
Important
If you need an updated CRM live form template in your Kipu EMR, please contact CRM Support.
Important
If you need any assistance configuring pre-population in your Kipu EMR, please contact EMR Support for help.
Additional Information
Please refer to the following articles for assistance in creating a CRM live form template: