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Preventing Duplicate Face Charts in Sunwave EMR Integration (CRM)

When linking old intake opportunities to Sunwave records before pushing new opportunities, duplicate face charts can be created in Sunwave EMR. This issue occurs due to improper Legacy ID mappings between Dazos and Sunwave systems.

Why This Happens

Duplicate face charts are created when the system cannot properly identify existing patient records in Sunwave. This typically occurs when:

  • Old intake opportunities are linked to Sunwave records before new opportunities are pushed

  • Legacy IDs are not properly mapped between Dazos and Sunwave

  • The integration cannot recognize the existing EMR ID assigned to the original patient face sheet


Resolution Process

To resolve duplicate face chart issues, the following steps must be completed:

  1. Generate Legacy IDs: Create proper Legacy ID mappings for all patient records that need to be synchronized between systems

  2. Update Sunwave system: Import the generated Legacy IDs into the Sunwave EMR system

  3. Import into Dazos: Once Sunwave confirms the Legacy IDs are updated, import the corresponding ID mappings into Dazos

  4. Verify integration: Test the integration to ensure new intake opportunities are properly linked to existing patient charts


Prevention Best Practices

To prevent duplicate face charts from occurring:

  • Ensure all Legacy IDs are properly mapped before linking old intake opportunities

  • Verify that existing patients have correct ID mappings in both systems before creating new intake opportunities

  • Contact Dazos support if you need assistance with Legacy ID imports or mapping


What to Expect After Resolution

Once Legacy IDs are properly mapped:

  • New intake opportunities will be created within existing patient charts rather than generating duplicates

  • The "Linked EMR Record" section in Dazos will properly display EMR information

  • Historical patients will be correctly linked to prevent future duplicates


Getting Support

If you continue to experience duplicate face charts after following these steps, please contact Dazos support and include:

  • The specific intake opportunity IDs experiencing issues

  • Screenshots of the duplicate records in Sunwave

  • Your customer instance URL

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