Intro / Context: Customers often hide this button when they prefer to use the Create Patient EMR Button, or if they rely on an automated workflow to create the patient chart.
When the Admit Patient button is useful: if your Dazos CRM does not have an EMR integration, the Admit Patient button is handy and easily visible for your team.
Q: Why would I want to hide the "Admit Patient" button on the Intake Opportunity record?
A: Clients often hide this button when managing admissions via EMR and prefer using the 'Push to EMR' option in the 3-dot menu in the opportunity's Detail view. Or if a custom workflow or integration triggers pushing the patient to the EMR only after certain conditions — like financial clearance or clinical assessment — are fulfilled, staff should be restricted from using the instant button.
Q: How do I hide the "Admit Patient" button from the Intake Opportunities screen?
A: The visibility of this button is controlled in the global EMR Mapping Settings, regardless of which EMR system is integrated.
Access Settings: Navigate to Settings.
Go to Integrations: In the sidebar or menu, select the Integrations tab or section.
Open EMR Mapping: Click on Global EMR Mapping Settings.
Locate the Setting: Look for the specific setting labeled "Hide Admit Patient button in opportunity"
Enable Hide: Select Yes to hide.
Click Save.
Q: How long does it take for the button to disappear?
A: After clicking Save in the Global EMR Mapping Settings, the button should be removed from the Intake Opportunities list view and detail page.
You may need to refresh your browser page or clear your cache, but the removal is usually near-instantaneous once the setting is saved.
Related Resources
[Guide: Managing EMR Integration Settings]
[FAQ: Troubleshooting Failed Kipu Push]