Overview
This setting controls the bi-directional synchronization feature that allows your EMR (e.g., KIPU, Alleva, Sunwave) to automatically create a new Intake Opportunity/Patient record in Dazos CRM. This is essential for preventing data loss when patients are managed or transferred in the EMR first.
Why Use This Feature?
When this feature is enabled (YES), Dazos prevents data gaps by:
Capturing Internal Transfers: If a patient is transferred to a new Level of Care (LOC) in the EMR and the system attempts to create a new opportunity record that doesn't exist in Dazos, the EMR will automatically push and create that new Intake Opportunity.
Preventing Manual Entry: It eliminates the need for staff to manually re-enter patient data into the CRM when the record originates in the EMR.
Maintaining Accurate Census: It ensures the Dazos CRM Census/Reports accurately reflect all active patient records being tracked in your EMR.
Steps
1. Access Your CRM Instance
Navigate to the specific CRM login page and enter your credentials.
2. Navigate to Settings
After logging in, locate and click on the "Settings" option in the main navigation panel on the left side of the CRM.
3. Access CRM Settings
In the Settings menu, click on "CRM Settings." This section gives you complete control over your CRM's management.
4. Access the "Integration" dropdown menu
Locate the "Integration" dropdown menu and click to expand it.
5. Access "EMR Settings"
Under the "Integration" menu, click on "EMR Settings."
6. Locate "EMR Global Settings"
In the EMR Settings menu, find the "EMR Global Settings" section
7. In the Global EMR Mapping Settings
Find the specific setting label:
Create a new opportunity in Dazos CRM when a patient is found in the EMR census but is not in CRM:
8. Activate the New Opportunities creation
Select the desired option:
Yes: (Recommended) Enables the EMR to automatically push and create new Intake Opportunities in Dazos.
No: Disables this automatic creation. Dazos will not create new opportunities based on EMR census data; if an EMR record is not found in Dazos, it will be ignored.
Click Save to apply the change.
Troubleshooting Note
If your team is experiencing duplicate opportunity creation, the setting may need to be temporarily disabled, or it may indicate a deeper logic issue that needs fixing by the Development team.
If the goal is to prevent manual duplicate creation, this setting should be Yes.
If you encounter perpetual duplicates after enabling this setting, please open a support ticket.