Product:
Dazos CRM – Billing CRM (Data Pro Billing Service)
Question:
Is it possible to enable duplicate prevention for incoming Verification of Benefits (VOB) requests, so that if the billing team receives a request for a patient who already has a VOB on file, the system shows an alert or warning?
Answer:
✅ Yes, Dazos CRM supports duplicate prevention through the Module Layout Settings.
Administrators can configure specific fields to identify potential duplicates when new VOB requests are created.
How It Works:
Navigate to Settings → Module Layouts & Fields.
Open the VOB Requests module.
Locate the Duplicate Prevention Rule configuration.
Select up to three (3) fields to define what constitutes a duplicate.
Common examples include:
Patient Name
Date of Birth
Insurance Policy Number or other constant patient identifier
When a new VOB request is submitted, the CRM automatically checks for existing records matching those selected fields. If a match is found, the user will receive a warning or alert, helping prevent duplicate entries.
Best Practice:
Use unique and consistent identifiers (e.g., Name + DOB + Policy Number) to maximize accuracy.
Regularly review duplicate rules after structural changes to the VOB module to ensure alignment.
User Case:
The Data Pro Billing Service team wanted to avoid duplicate VOB submissions for the same patient.
By configuring the duplicate prevention rule using Name, Date of Birth, and Insurance Policy Number, they ensured staff are alerted when a previously processed patient request is re-entered.