Q: When should I use this process?
A:
You should follow this process when:
VOBs are repeatedly showing as Incomplete
No eligibility information appears after several days
The Biller confirms they are not seeing the VOB in their CRM
You need to re-trigger the VOB flow cleanly
This applies only if you have integrated your CRM instance with the Dazos Billing CRM
Q: How do I create a VOB so it appears in the Biller’s CRM?
A:
Follow these steps carefully:
Create a New VOB Record
Enter the First Name and Last Name
Click New
Enter the Date of Birth
Complete Required Intake Details
Select the Program (training/program type)
Enter the Admission Date
Enter the Member ID
Select the Insurance Company
Save and Verify
Click Save
Click Verify to complete the initial VOB step
Create the Full VOB
Once verification completes, click the three dots (⋮) on the VOB record
Select Create Full VOB
Click OK to confirm
Submission Complete
The Full VOB is now created and sent
This is the step that allows the VOB to properly appear in the Biller’s CRM
Q: Why does this fix incomplete VOBs?
A:
Sometimes VOBs get stuck in an incomplete state due to timing issues, partial submissions, or earlier data inconsistencies. Creating a new VOB and then explicitly generating a Full VOB re-initiates the process and allows the Biller’s system to properly receive and process it.
Q: How do I know it worked?
A:
The VOB should no longer remain stuck as Incomplete
Eligibility details should begin to populate
The Biller should now see the VOB in their CRM
If the Biller still doesn’t see it after completing these steps, Support may need to review the submission.
Pro Tips / Extra Help
Always double-check DOB, Insurance, and Member ID before saving
Make sure you complete the Create Full VOB step, this is critical
If issues persist after following this process, contact Dazos Support and reference that you’ve already recreated and submitted a Full VOB