Symptom / Error
You receive failure messages when attempting to "Create Patient in Alleva" after converting a lead to an account and intake opportunity.
Cause
Integration mappings break when treatment program or location names are changed in either system. The integration can no longer match labels between the CRM and Alleva EMR, causing patient push failures.
Solution
Identify which treatment program or location names were changed in Alleva EMR.
Contact Dazos Support with the following information:
List of old treatment program names
List of new treatment program names
EMR access credentials (if needed for mapping verification)
The support team will update the treatment program names in your CRM to match Alleva.
Support will reconfigure the integration mappings to reconnect updated programs with EMR locations.
Test the "Create Patient in Alleva" function to confirm records transfer successfully.
⚠️ Note: Always notify Dazos Support before making treatment program or location name changes in your EMR to avoid integration failures.
✅ Best Practice: Schedule EMR name changes with the Dazos team so CRM mappings can be updated simultaneously.
Escalation
Contact Dazos Support immediately if:
You receive "Create Patient in Alleva" failure messages
You've made EMR name changes and the integration has stopped working
You need help remapping treatment programs or locations
You're planning EMR configuration changes that may affect the integration
Related Resources
Contact technical support at [email protected]
Schedule a meeting with the integrations team for complex mapping issues