Overview
This guide explains how to set up a new Ritten EMR integration with Dazos CRM. The integration enables pushing patient demographics, discharge data, and LOC mapping between the systems.
Before You Begin
You'll need the following information from your Ritten account:
Location Alias
Client ID
Client Secret
Integration credentials (similar to Sunwave integration setup)
⚠️ Note: If you already have one Ritten account connected and want to add a second location, you can follow the same setup process for the additional account.
Integration Capabilities Matrix
Our integration with Ritten is highly robust and covers several key areas of data synchronization:
1. Sending Data TO Ritten (CRM ➡️ EMR)
Supported:
Send patient to EMR (including via automated workflows/workflows).
Send full demographic and contact data (including custom demographic field mapping, such as SSN).
Send patient insurances, in priority order. Related contacts aren't added to the Ritten patient record, but a related-contacts table can be included in a Ritten form if your form has one.
Send PDFs/documents (already in use via workflow automations).
Create follow-up tasks and calendar events in Ritten (tick the Ritten box on a Dazos task or event).
Under Review/Limited:
Referral Source: Not currently open, but Ritten can enable this upon request.
2. Pulling Data FROM Ritten (EMR ➡️ CRM)
Supported:
Manual pulls (Pull Updates from EMR) and scheduled hourly pulls.
Hourly updates: Every hour, Dazos reads your full list of active Ritten patients and updates admitted/in-treatment status, admission and discharge dates, discharge type, MR Number and level of care. LOC history, patient info corrections, emergency contact and insurance changes, referral source and UR data are optional.
Limitations:
Changes made in Ritten do not reach Dazos instantly; they arrive with the hourly update. To refresh one patient right away, use Pull Updates from EMR.
Outbound Referrals: Not currently supported/confirmed.
3. Linking & Matching
Supported:
Manual linking of CRM opportunities to existing EMR patients.
Auto-linking based on admission date, name, and date of birth (DOB).
Automatic creation of new CRM opportunities when a patient exists in the Ritten census but has no matching CRM record (all linking logic resides on the Dazos side).
4. Field & Form Mapping
Supported:
Discharge type and discharge reason mapping (fully supported and updated with the hourly sync).
NOT Supported:
Now supported: Pre-Admission Assessment (PAA) answers can fill your own Ritten forms on the patient's chart, field by field (Send to Ritten as Form), for the clinician to review and sign. Completed pre-assessments can still be sent as PDFs.
One pre-assessment mapped to multiple forms.
Direct treatment program field mapping.
5. Specialty Features
NOT Supported:
Bed Board: Not currently connected to Ritten's API (can be custom-built upon request, but not active out-of-the-box).
Steps to Integrate
Gather Required Information: Contact your Ritten administrator or Barry O'Brien (
[email protected]) to obtain your Location Alias, Client ID, and Client Secret.Provide Integration Credentials: Create integration credentials for Dazos (using your dedicated integrations email).
Submit Integration Request: Open a ticket with Dazos Support, providing the credentials and Ritten API details.
Configuration & Mapping: Dazos support will set up the handshake, map custom demographic fields, and test the initial data flow. Level-of-care and other updates from Ritten then arrive with the hourly update.
Expected Timeline and Considerations
⚠️ Important: Working with Ritten support can be complex and may involve delays, especially for custom requirements that need cross-department coordination. Standard mapping is processed first, with specific customizations handled as additional requests.
Verification / Expected Result
After setup is complete, you should be able to:
Push patient demographics from Dazos CRM to Ritten
Receive discharge updates in your CRM
View accurate LOC mapping between systems