Overview
This guide explains how to create a new facility in Dazos CRM. Adding facilities allows you to properly configure treatment programs and ensure accurate organizational data within the system.
Before You Begin
• Access to your Dazos CRM instance
• Admin permissions for CRM Settings → Configuration
• All necessary details for the facility (e.g., name, treatment program, type)
Steps
1. Access Your CRM Instance
Navigate to your specific CRM login page and enter your credentials to access it.
2. Once you're logged in
Look for "Settings" in the main menu or dashboard.
3. Select the "CMR Settings"
4. On the right-hand list, navigate down to Configuration.
5. Under Configuration, click on Treatment Program.
6. Click the '+ Add' button to create your new facility.
7. Finally, fill out the form with all the necessary details for your new facility.
Verification / Expected Result
• The new facility is listed under Treatment Program.
• Facility details are available for use in CRM workflows and reporting.
Troubleshooting / Common Errors
• Missing fields: Ensure all required form details are completed.
• Can’t access Configuration: Verify you have admin permissions.
• Facility not saving: Refresh the page and confirm internet connectivity before retrying.
Please don't hesitate to reach out to us for guidance.
Support email: [email protected]