Issue
I need to know how to add locations to my facility records in the Kipu CRM.
EnvironmentF
- Product: Kipu CRM
- Roles: Super User
Important
If a third-party biller manages you, it is possible you will not see these roles available for your tenant. Please contact support for more assistance.
Resolution
For guidance on how to create locations in your facility records in the Kipu CRM, please refer to the steps below.
- Hover your mouse over CRM and select Facilities.
- In the Facility Records grid, find and select the facility where you want to add a location. This action will open the focus panel for the selected facility.
- In the focus panel, select the facility name located on the top-left to access the Facility Information page.
- In the Facility Information page, select Locations on the left-side panel.
- Click the Add button in the Facility Locations section.
- Fill in all required fields, indicated by red highlights.
Important
If you need to assign a new NPI number to this location that is not already in the system, select the New NPI option.
Important
Please note that the "Request Network Status on VOB?" feature has been sunset in the system. Therefore, set this option to No.
Important
Selecting Yes for the “Is Primary?” toggle will set this location as the default for any new records assigned to the facility. Please note, that you can only have one location designated as the primary per facility.
- Once you have filled out all required fields, select Save Changes to generate the new location in the Kipu CRM.
Important
Please note that the location assigned to a patient record in Kipu CRM does not impact the EMR transfer process. The location is visible only in Kipu CRM. The facility assigned to the record will determine the specific EMR location where the patient record will be assigned upon transfer.