Purpose of this Guide
This guide helps resolve errors when pushing patient opportunities to Sunwave EMR that are caused by missing or mismatched Level of Care (LOC) mapping between Dazos CRM and Sunwave EMR systems. When LOC mapping is incorrect, patient records fail to transfer automatically to the EMR system.
Symptom/Error
When attempting to push a patient opportunity to Sunwave EMR for a specific location, you receive error messages indicating the push has failed. The patient record fails to be created automatically in Sunwave despite being properly configured in the CRM system.
Cause
This error occurs when the Level of Care (LOC) field mapping between Dazos CRM and Sunwave EMR is missing or misconfigured. This prevents the automatic creation of patient records in the EMR system because Sunwave cannot interpret or match the LOC data being sent from the CRM.
Common causes include:
LOC exists in Dazos CRM but is missing from the Sunwave EMR system
LOC names don't match exactly between the two systems
New Level of Care options have been added to one system but not mapped to the other
Integration field mapping was not configured after adding new LOC values
Solution
Follow these steps to resolve LOC mapping errors:
Step 1: Verify LOC Exists in Both Systems
Confirm the Level of Care exists in both Dazos CRM and Sunwave EMR
Check that the LOC is available for the specific location experiencing the error
Step 2: Compare LOC Names
Ensure LOC names match exactly between both systems
Check for any differences in spelling, capitalization, or spacing
Step 3: Add Missing LOC to Sunwave
If the LOC is missing from Sunwave EMR, add it to the system first
Ensure it's configured for the correct location/facility
Step 4: Align LOC Names
If LOC names differ between systems, choose one of these options:
Add a matching name to Sunwave EMR to match the CRM name
Update the CRM name to match an existing Sunwave EMR LOC
Step 5: Complete Mapping Configuration
Once LOCs are aligned between systems, contact Dazos Support to complete the mapping configuration
Provide details about the LOC values that need to be mapped
Expected Result
Once the LOC mapping is correctly configured:
Future patient pushes will work automatically without LOC mapping errors
Patient records will be created successfully in Sunwave EMR
The integration will properly recognize all Level of Care options for the affected location
Escalation
Contact Dazos Support immediately if:
LOC mapping errors persist after verifying LOC exists in both systems
You need assistance adding or modifying LOC values in either system
Patient records continue to fail after LOC alignment
You've added new Level of Care options that require mapping configuration
When contacting support, provide:
The specific location experiencing the error
LOC names in both Dazos CRM and Sunwave EMR
Patient examples that failed to push
Screenshots of any error messages received
⚠️ Important: Always notify Dazos Support when adding new Level of Care options so the integration mapping can be updated accordingly.
Related Resources
Sunwave EMR Integration: VOB Document Pushing vs. Live Form Field Mapping
EMR Integration Field Mapping Overview
Sunwave Integration: Required Field - Admitting to LOC for Successful Patient Push