Symptom/Error
When creating a new intake opportunity:
The opportunity automatically shows as 'Discharged' in the pipeline stage
The patient hasn't actually been admitted or discharged
This occurs immediately after creating the opportunity
Cause
This happens when specific fields are populated that trigger the CRM's automatic stage progression:
Admitted Status field is set to any 'Discharged' value (such as 'Discharged: Unknown')
Unqualified Reason field is filled out with any value
When both of these conditions are met, the CRM automatically moves the visual pipeline to the 'Discharged' stage, regardless of the patient's actual status.
Solution
To fix this issue, follow these steps:
Open the affected intake opportunity
Clear the Admitted Status field (remove any 'Discharged' values)
Clear the Unqualified Reason field (remove any populated values)
Reset the Sales Stage back to its appropriate active step
Save the opportunity
Expected Result: The opportunity will now display in the correct pipeline stage and no longer show as 'Discharged'.
Prevention
⚠️ Important: When creating new intake opportunities, avoid filling out the Admitted Status and Unqualified Reason fields unless the patient has actually been discharged.
💡 Tip: These fields should only be populated when a patient is genuinely being moved to a discharged status in your workflow.
When to Contact Support
Contact Dazos Support if:
The issue persists after clearing the specified fields
You're unsure which fields are causing the automatic stage progression
Multiple opportunities are affected and need bulk correction
You need assistance with workflow configuration to prevent this in the future