Before You Begin
You must have administrator access to use this feature. Note that this tool has limitations:
It does not pull all historical records (limited date range)
Some fields like lead source or referral source may not transfer
It's recommended to test with one patient first to validate what data transfers
Steps
Navigate to EMR Settings
Go to Settings → CRM Settings → Integrations → EMR Settings
Access Manual Pull Feature
Click on Manual Pull Patients from EMR
Run the Manual Pull
Execute the pull for your desired patient(s)
Verify Record Creation
Confirm that new Account and Intake Opportunity records are created in the CRM with the mapped EMR data
Verification / Expected Result
After running the manual pull, you should see new patient records created in Dazos CRM that include:
Patient Account information
Intake Opportunity record
Related objects like contacts and insurance policies (when available in EMR mapping)
The records will contain whatever data is available through your current EMR field mapping configuration.
Troubleshooting / Common Errors
Missing Data Fields: If important fields like lead source or referral source are missing, this is expected behavior. The manual pull only transfers fields that are currently mapped in your EMR integration settings.
Limited Historical Range: If you don't see older patient records, remember that this feature doesn't pull all-time historical records - it's based on what's currently available to pull at that moment.
Incomplete Records: Always test with one patient first to validate what data transfers before running larger batches.
Related Resources
For bulk historical data migration, consider using the Kipu historical data export process combined with intake opportunity data import.