Overview
Displaying key identifiers like the Member ID in your Outbound Referral list view is essential for quick access to patient-related information. This customization improves visibility, reduces lookup time, and ensures staff can cross-reference records without navigating away from the page.
Before You Begin
• Access to Dazos CRM
• Permissions to configure list views in the Admissions module
Steps
1. Access the CRM: Open your web browser and navigate to your organization’s Dazos CRM link.
2. Open the Admissions Module: From the left-hand navigation menu, click on “Admissions” to expand its options.
3. Select Outbound Referral: Click on “Outbound Referral” to access the list view associated with this module.
4. Open the Column Editor: Click on the column editor icon (usually located in the top-left corner of the list view). This will display the interface where you can add or remove visible fields.
5. Search for the Member ID Field: In the “Search Fields” input box, begin typing the name of the field as it is saved in your CRM—typically “Member ID”.
6. Type “Member ID”: As you type, matching fields will begin to populate in the dropdown list.
7. Choose “Opportunity - Member ID” if the Member ID is stored within the Intake Opportunity field.
8. Choose “Opportunity - Member ID Referenced” if the Member ID is referenced from another field, such as an associated Account.
9. Save and Update the View: Click on “Update List” to apply your changes. The Member ID column should now be visible in the Outbound Referral module list view.
Verification / Expected Result
• The Outbound Referral list view now includes the Member ID column.
• Staff can view Member IDs without needing to open individual records.
Troubleshooting / Common Errors
• Field not found: Double-check the field name in CRM settings.
• Changes not visible: Ensure you clicked Update List and refresh the page.
• No access to editor: Confirm you have permissions for customizing list views.