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How to Set Up New Treatment Programs for iVerify Integration (CRM)

When adding new treatment programs to your Dazos account, you'll need to configure them properly to enable iVerify functionality and EMR integration. This guide walks you through the essential setup steps.

Before You Begin

You'll need the following information for your new treatment program:

  • NPI number for the treatment program

  • The correct EMR location name where patients should be transferred

Steps

Step 1: Add the NPI Number

  1. Navigate to Treatment Program settings in your Dazos account
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  2. Locate your new treatment program in the list

  3. Add the NPI number to the treatment program record

  4. Save your changes

Step 2: Configure EMR Location Mapping

  1. Contact Dazos support to request EMR location mapping

  2. Provide the treatment program name and the corresponding EMR location where patients should be transferred

  3. Support will configure the mapping between your treatment program and the EMR location

Step 3: Test iVerify Functionality

  1. Run a test iVerify request using the new treatment program

  2. Verify that the request processes successfully

  3. Test patient transfer functionality to ensure patients route to the correct EMR location

Verification / Expected Result

After completing the setup:

  • iVerify requests will process successfully with the new treatment program selected

  • Patients will transfer to the correct location in your EMR system

  • The new treatment program will appear in your available options when running eligibility checks

Troubleshooting / Common Errors

AETNA Policy Issues

If you encounter NPI errors when running iVerify for AETNA policies specifically:

  • The new treatment program's NPI may need to be registered directly with AETNA through their clearinghouse

  • Contact AETNA to register the NPI for eligibility verification services

💡 Tips & Best Practices

  • Proactive Setup: Contact your Customer Success Manager whenever you add new treatment programs or locations to ensure proper integration setup

  • Test Early: Always test both iVerify and patient transfer functionality before going live with a new treatment program

  • Insurance-Specific Requirements: Some insurance providers may require additional NPI registration steps beyond the Dazos system setup

Related Resources

For additional help with:

  • Treatment program management - contact your Customer Success Manager

  • EMR integration issues - submit a support ticket

  • Insurance-specific eligibility problems - contact Dazos support

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