Common Symptoms
You may experience one or more of these issues:
CRM reports showing data mismatches with EMR
Integration mapping errors
Missing admissions in either system
Field mismatches between CRM and EMR records
Duplicate patient records due to step-down logic
Census reports not aligning between systems
Cause
Data discrepancies typically occur when CRM Intake Opportunities are not properly linked to corresponding EMR charts, or when step-down scenarios create multiple opportunities that aren't properly managed across both systems.
Solution
Follow these steps to systematically resolve CRM-EMR data discrepancies:
Verify Patient-by-Patient Linking
Check that each Intake Opportunity in your CRM is properly linked to the corresponding EMR chart. Review the census carefully to identify any unlinked records.
Address Duplicate Intake Opportunities
For patients with multiple Intake Opportunities:Determine if they represent legitimate separate admissions
If duplicates exist, decide which opportunity should be kept and merge accordingly
Verify admission dates match between systems
Handle Step-Down Scenarios
When step-down scenarios create multiple opportunities but the patient declines:Either discharge the declined opportunity in CRM with appropriate notes
Or create a corresponding chart in EMR and link it properly
Document the step-down situation clearly in patient notes
Review Field Alignment
Ensure critical fields (admission dates, discharge dates, patient status) match between CRM and EMR for all linked records.Request Backend Integration Review
If systematic discrepancies persist after manual corrections, contact Dazos support for backend integration fixes to prevent ongoing synchronization issues.
Verification
After completing the above steps:
Run census reports in both CRM and EMR
Verify patient counts match between systems
Confirm all active patients have properly linked records
Check that discharge dates and statuses align correctly
When to Contact Support
Contact Dazos support if you experience:
Persistent integration mapping errors after manual corrections
Systematic data sync failures affecting multiple patients
Backend integration issues requiring technical intervention
Complex step-down scenarios requiring system configuration changes
Related Resources
For additional assistance with CRM and EMR management, refer to your system documentation or contact your Customer Success Manager for advanced integration troubleshooting.