Symptom / Error
When pushing a document from an intake opportunity to Alleva EMR, the system displays an error and the document fails to transfer to the patient's Alleva chart.
You may encounter:
Error messages during the document push process
Documents not appearing in the Alleva EMR system
Push operations that appear to complete but don't transfer files
Cause
Document push failures are typically caused by:
API connection issues between Dazos and Alleva
Authentication problems with the EMR integration
Integration configuration errors
Timeout issues during file transfer
Solution
Step 1 — Identify Error Messages and Status Codes
Check for specific error messages displayed during the push attempt. Note any status codes or detailed error information that appears in the interface.
Step 2 — Review Integration Logs
Access integration logs in both Dazos and Alleva (if available) to identify the specific failure point in the document transfer process.
Step 3 — Verify API Permissions and Connection Settings
Confirm that:
API credentials are current and valid
Integration permissions are properly configured
The connection between Dazos and Alleva is active
Step 4 — Test the EMR Connection
Perform a connection test with the Alleva EMR system to verify the integration is functioning properly.
Step 5 — Verify Successful Resolution
When the integration issue is resolved, successful document pushes return confirmation messages with specific record IDs (e.g., 'ID: 11611') confirming the transfer is complete.
Workaround
If documents continue to fail, use this temporary solution while the issue is being resolved:
Download the files from Dazos CRM
Manually import the documents into Alleva EMR
Confirm the documents are properly associated with the correct patient record
⚠️ Note: This workaround should only be used temporarily while the integration issue is being investigated.
Escalation
Contact Dazos Support immediately if:
Document pushes continue to fail after basic troubleshooting
You cannot access integration logs to diagnose the issue
Multiple documents are failing simultaneously
The integration was working previously but has suddenly stopped
When contacting support, provide:
Specific error messages encountered
Screenshots of the failed push attempts
Number of documents affected
Your CRM instance URL
Related Resources
Troubleshooting Alleva EMR Integration Push Failures (CRM)
How to View and Configure Alleva EMR Integration Field Mappings (CRM)
Required Fields for Pushing Clients to Alleva EMR (CRM)