What are the different EMR system integration capabilities? (CRM)

Capability

KIPU

OPUS

Alleva

Sunwave

Lightning Step

Allow sending of PDF files

✅

✅

✅

✅

Send patient to the EMR

✅

✅

✅

✅

Send Demographic and Contact Data

✅

✅

✅

✅

Send Patient Insurances

✅

✅

✅

✅

Send Related Contacts

✅

✅

✅

✅

Pushes Patient Demographic/Insurance/ Contact updates from the CRM to the EMR after creation

✅

Bed Board integration

✅

Manual Pull Patients from EMR to CRM

✅

EMR Custom Field Mapping

✅

Manual Linking of Opportunities to EMR Patients

✅

Manual Pulling of Opportunity Updates from EMR

✅

Robust Discharge Type / Reason Mapping

✅

Manual Pushing of Opportunity Updates to EMR

✅

Create a new opportunity in Dazos CRM when a patient is found in the EMR census but is not in CRM

✅

✅

✅

Pre Assessment Form field-for-field mapping

✅

✅

One PAA to multiple forms mapping

Send Patient to EMR via Workflow

✅

Send Forms to EMR via Workflow

Linking of Opportunities to EMR Patients depends on fields matching (Admission Date, Name, DOB)

✅

Pulls Updates Hourly

✅

Pulls Updates in real-time (as needed only)

✅

Pulls LOC History

✅

✅

✅

Multiple Treatment Program Mapping

✅

✅

✅

Pulls MR Number from EMR

✅

Pulls Admitted / In Treatment Status from EMR

✅

Pulls patient Discharge Updates from EMR

✅

✅

✅

Pulls patient demographic and contact updates from EMR

✅

Pulls patient insurance updates from EMR

✅

Pulls patient related contact updates from EMR

✅

Pulls and Creates CRM outbound referrals in the CRM

✅

Sends Referral Sources

✅

Pulls Setup Data Dynamically (Programs, Discharge Types, Folders)

✅

Requires Manual Mappings and Entity Setups

Pull LOC History

✅

Capability

BestNotes

Ritten

Advanced-MD

Netsmart myAvatar

Rethink

Allow sending of PDF files

✅

✅

Send patient to the EMR

✅

✅

✅

Send Demographic and Contact Data

✅

✅

✅

Send Patient Insurances

✅

✅

✅

Send Related Contacts

✅

✅

Pushes Patient Demographic/Insurance/ Contact updates from the CRM to the EMR after creation

✅

Bed Board integration

Manual Pull Patients from EMR to CRM

EMR Custom Field Mapping

Manual Linking of Opportunities to EMR Patients

Manual Pulling of Opportunity Updates from EMR

Robust Discharge Type / Reason Mapping

Manual Pushing of Opportunity Updates to EMR

Create a new opportunity in Dazos CRM when a patient is found in the EMR census but is not in CRM

✅

✅

✅

Pre Assessment Form field-for-field mapping

✅

✅

One PAA to multiple forms mapping

Send Patient to EMR via Workflow

Send Forms to EMR via Workflow

Linking of Opportunities to EMR Patients depends on fields matching (Admission Date, Name, DOB)

✅

Pulls Updates Hourly

Pulls Updates in real-time (as needed only)

Pulls LOC History

✅

✅

✅

Multiple Treatment Program Mapping

✅

✅

✅

Pulls MR Number from EMR

Pulls Admitted / In Treatment Status from EMR

Pulls patient Discharge Updates from EMR

✅

✅

✅

Pulls patient demographic and contact updates from EMR

✅

Pulls patient insurance updates from EMR

Pulls patient related contact updates from EMR

Pulls and Creates CRM outbound referrals in the CRM

✅

Sends Referral Sources

Pulls Setup Data Dynamically (Programs, Discharge Types, Folders)

Requires Manual Mappings and Entity Setups

Pull LOC History