This page compares what each Dazos EMR integration does: what comes back to Dazos, how often, and what Dazos sends. It was rebuilt on October 21, 2026 from the EMR customer overviews. Click an EMR name for its full overview.
Our Technical Services team sets up every integration, and some features are optional and turned on during setup. Your Implementation Specialist will confirm which ones apply to your account.
How updates come back from the EMR
EMR | Automatic updates | Refresh one patient now | Patients created only in the EMR | After discharge |
Every hour | Pull Updates from EMR; Manual Pull Patients from EMR (admin) | Optional | Updates lock | |
Every hour, or instantly if Alleva notifications are turned on | Pull Updates from EMR | Optional (including re-admissions) | Updates lock until Unlock EMR Updates | |
Every hour | Pull Updates from EMR; Pull Patient Updates from EMR; Manual Pull Patients from EMR | New stays for linked patients are added; others via Manual Pull Patients from EMR | Stays linked, so later corrections still come through | |
Every hour (records changed in the last 10 days) | Pull Updates from EMR | Optional | Updates lock until Unlock EMR Updates | |
Every hour, for linked patients still in treatment | Pull Updates from EMR; Pull Patient Updates from EMR; Pull Encounters | No (patients link only through Dazos) | Updates lock | |
Every hour, or near-immediately if Kipu event notifications are set up | Pull Updates from EMR; Pull Appointments from EMR | Optional | Updates stop (except while Discharged: Unknown) | |
Every hour | Pull Updates from EMR; Manual Pull Patients from EMR | Optional | Updates lock until Unlock EMR Updates | |
None (nothing comes back) | None | No | Send option is hidden after discharge | |
None (only the MR Number comes back, on each send) | None | No | — | |
Every hour, for linked patients still in treatment (appointments hourly too) | Pull Updates from EMR; Pull Appointments from EMR; Sync Patients from EMR to CRM | Optional | Updates lock | |
Every hour | Pull Updates from EMR | No | — | |
Every hour | Pull Updates from EMR | Optional | Updates lock | |
Every hour | Pull Updates from EMR | Optional | Updates lock | |
Every hour (last 30 days plus the census) | Pull Updates from EMR | No (links only to an existing Intake Opportunity) | — | |
Every hour (demographics only) | Pull Updates from EMR; Pull Patient Updates from EMR | No | — |
What comes back to Dazos
EMR | Always | Optional (turned on during setup) |
Admitted Status and Sales Stage (on a completed appointment), admission date, discharge date and type, MR Number | Insurance; patients found only in AdvancedMD. Level of care does not come back. | |
Admitted Status, Sales Stage, admission and discharge dates, discharge type, MR Number, admitting level of care | Level-of-care history, emergency contacts, insurance, pronoun, custom intake fields, outbound referral, bed board | |
Admitted Status, Sales Stage, admission and discharge dates, discharge type, MR Number, level of care and program | Level-of-care history, demographic corrections, emergency contacts. Insurance does not come back. | |
Admitted Status and Sales Stage (via tags), admission date, discharge type, admitting level of care; discharge date if turned on | Level-of-care history, demographics | |
Admitted Status and Sales Stage (from the visit), admission and discharge dates, discharge type, MR Number, level of care and program, emergency contacts | Level-of-care history, demographic corrections | |
Admitted Status, Sales Stage, admission and discharge dates, discharge type, MR Number, admitting level of care, payment method | Level-of-care history, demographic corrections, emergency contacts and insurance, referral source, UR, outbound referral, care team, diets, allergies, outcomes, attendance and appointments (V4), bed board, consent forms | |
Admitted Status, Sales Stage, admission and discharge dates, discharge type, MR Number, level of care at admission and current | Demographic corrections, other matched fields, emergency contacts and insurance | |
Nothing | — | |
MR Number (from each send) | — | |
Admitted Status, Sales Stage, admission and discharge dates, discharge type, MR Number, level of care and program; appointments | Level-of-care history, demographic corrections, Do Not Readmit, insurance from the financial eligibility form | |
Admitted Status, Sales Stage, discharge date, discharge type, MR Number, location, level of care; beds | Demographics, emergency contacts, insurance | |
MR Number, Admitted Status, Sales Stage, admission date, discharge type, admitting level of care; discharge date if turned on | Level-of-care history, demographic corrections | |
Admitted Status, Sales Stage, admission and discharge dates, discharge type, MR Number, admitting level of care | Level-of-care history and current level of care, demographic corrections, emergency contact and insurance changes, referral source and referring contact, UR data | |
Admitted Status, Sales Stage, admission and discharge dates, discharge type, MR Number, Treatment Program, level of care (admitting, current, history) | Primary insurance, outbound referral; claims and payments with Dazos IQ | |
Name, date of birth, phone, mobile and email on the Account; Valant Patient ID as MR Number | Other demographics by field mapping. Admissions, discharges, level of care and stage do not come back. |
What Dazos sends to the EMR
EMR | What goes over | How it's sent |
Chart, responsible party, referral source (as referring provider) and inbound referral, pre-admission assessment, VOB and documents; primary insurance optional. Contacts aren't sent. | Manual send or automatic sending; on save, only address, phone, email and sex changes | |
Patient record, program or facility, admission date, MR Number, referral source and contact, pronoun, pre-admission assessment, VOBs and documents as PDFs; insurance and emergency contacts optional | Manual send or the Create EMR Record workflow action; edits pushed on save | |
Chart, insurance in priority order, related contacts as emergency contacts, pre-admission assessment, VOB and documents | Create Patient in AURA or stage automation; every save is pushed; Push Update EMR Record | |
Record, admission date and a Sales Stage tag, pre-admission assessment, VOB and documents as PDFs; first active policy optional. Contacts aren't sent. | At creation only (manual or workflow); later edits aren't sent | |
Patient, home facility and practitioner, one contact, all active insurance, pre-admission assessment, VOB, documents and insurance card/ID images | Manual send; saves are pushed; Push Update EMR Record. Dazos can't create visits. | |
Patient, Treatment Program (picks the Kipu location), referral source, payment method, insurance and card images, pre-admission assessment and VOB PDFs, documents, assessment answers into evaluation forms; emergency contacts when turned on | Manual send buttons; saved changes when automatic EMR updates is on; Push Update EMR Record | |
Patient (or a new episode for returning patients), location, level of care, admission date, insurance, referral source and contact, emergency and related contacts, pre-admission assessment, VOB and documents as PDFs, assessment answers into a LightningStep form | Manual send or workflow; saved changes via the Update EMR Record workflow | |
One-way HL7 registration: demographics, facility, expected admission date, referrer, guarantor, active insurance with pharmacy benefits, first emergency contact. No paperwork. | Only Create Patient in Medical Mime; changes after the send aren't passed on | |
Demographics, family and emergency contacts, active insurance, admission and discharge dates, admission type, Treatment Program. No documents. | Only when a user sends; resending updates the same patient | |
Client and admission (program, level of care, staff), active insurance, pre-admission assessment, VOB and documents as PDFs, assessment answers into mapped forms, appointments | Manual send or admin automation at a stage; forms can send when a Pre-Assessment is saved; updates on save if automation is on | |
Chart and an Episode of Care, pre-admission assessment, VOB and documents, Episode of Care and Additional Information Form fields, bed assignments; insurance and emergency contacts optional | Manual send; Push Update EMR Record for later changes (not insurance or contacts) | |
Client (location, status, service intensity), insurance as funders, emergency and related contacts, latest pre-admission assessment, VOBs and documents | Admit and Send to EMR, Create Patient in Rethink, or a workflow; demographic and status changes sent on save | |
Chart, insurance in priority order, program, level of care and admission date, pre-admission assessment, VOB and documents, assessment answers into Ritten forms, tasks and calendar events | Manual send or stage automation; phone, address and insurance changes sent on save | |
New Sunwave opportunity (demographics, caller details, scheduled admission date and time, level of care, facility), primary and secondary insurance, referral source and contact, pre-admission assessment, VOB and document PDFs; assessment answers into a Sunwave form optional | Manual send or automatic at a stage such as Pending Admit; changes after the send aren't pushed | |
Patient (after checking Valant for a match), insurance 1–3, family and emergency contacts, program by level of care; PDFs if turned on | Manual send or optional automatic send; updates only with Push Update to Valant |
Good to know
Several EMR accounts or locations: supported for every EMR above. Patients are routed by Treatment Program.
Who can send: only roles with the Push to EMR permission can send patients and files to the EMR.
Matching: most EMRs link a patient on name, date of birth and admission date (exact or within 2 days), plus location or Treatment Program for some. Each overview lists the exact rule.
Other integrations
Credible and InSync aren't covered by the October 2026 overviews. As of the July 2026 version of this page, both pulled demographics, admissions and discharges, insurance and contacts on a schedule. Ask our team to confirm current details.
This page reflects the EMR customer overviews as of October 1, 2026.