Before You Begin
This issue typically occurs due to temporary internet connection problems or random connection loss during the initial patient intake process. You'll need access to your Intake Opportunity screen and the patient's EMR record.
Steps to Link EMR Record
Navigate to the Intake Opportunity screen for the affected patient
Locate the "Link EMR record" dropdown on the screen
Click on "Link EMR record" (the grey button)
Use the filters in the popup that appears to search for the patient
Once you locate the patient, click the green button to establish the link
Refresh your browser to see the updated options
Click on "Pull Updates From EMR" to sync the latest information
Expected Result
After completing these steps, you should be able to push the Pre-Assessment (PAA) to your EMR system. The connection between the Intake Opportunity and the EMR patient record will be restored.
Troubleshooting
If the issue persists:
Ensure you have a stable internet connection
Try refreshing the page and repeating the process
Contact Dazos support if this becomes a recurring issue
Need Additional Help?
If you prefer to have our team handle this process for you, or if you encounter this issue repeatedly, don't hesitate to contact Dazos support. We're always happy to assist with EMR linking issues.