Before You Begin
Ensure you have administrative access to your Dazos CRM system to temporarily modify duplicate prevention settings.
Steps
Identify the cause: When a PAA fails to save with a duplicate detection error, this indicates that multiple accounts exist for the same patient in your system.
Contact Dazos Support: Open a support ticket and provide the patient's name and any relevant details about the PAA saving issue.
Support will temporarily disable duplicate prevention: A Dazos agent will temporarily turn off the duplicate prevention rule to allow the PAA to be saved immediately.
Save your PAA: Once notified by support that the rule has been disabled, complete and save your PAA form.
Choose your next action: You have two options:
Merge duplicate accounts: Ask support to merge the duplicate patient accounts into a single record
Complete PAA first: If you prefer to finish your current work, you can complete the PAA and request account merging afterward
Request rule reactivation: Once your PAA is saved and any duplicate accounts are merged, ask support to reactivate the duplicate prevention rule.
Verification / Expected Result
After following these steps:
Your PAA will save successfully without duplicate detection errors
Duplicate accounts will be merged into a single patient record (if requested)
The duplicate prevention rule will be reactivated to protect your system going forward
Why Duplicate Accounts Occur
Even with duplicate prevention enabled, duplicate accounts can still be created in certain situations:
Records imported from external integrations (like Netsmart)
Data entered with slight variations in formatting (different email addresses, name variations)
Information that differs enough from existing records to bypass the matching criteria
When to Contact Support
Contact Dazos Support immediately when:
You receive duplicate detection errors when trying to save a PAA
You need duplicate prevention rules temporarily disabled
You want to merge duplicate patient accounts
The PAA continues to fail after duplicate prevention is disabled
When contacting support, provide:
The patient's name and date of birth
Screenshot of any error messages
Whether you want accounts merged immediately or after PAA completion