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How to Add Legacy IDs for Insurance Providers in Sunwave EMR for Dazos Integration (CRM)

Overview

When insurance providers in Sunwave EMR lack Legacy IDs, they cannot be selected or mapped in Dazos during patient data transmission. This guide explains how to coordinate with Sunwave support to assign unique Legacy IDs and configure them for proper Dazos integration.

Before You Begin

  • Identify which insurance providers are missing Legacy IDs in Sunwave

  • Ensure you have contact information for Sunwave support

  • Have a list of insurance provider names that need Legacy IDs assigned

Steps

Step 1: Contact Sunwave Support for Legacy ID Assignment

Contact Sunwave support and request unique Legacy IDs for the insurance providers that are missing them.

Provide the exact insurance provider names that need Legacy IDs, such as:

  • Healthchoice

  • Creek Nation

  • Healthcare Highways

  • Medicaid/Soonercare

  • Miami Tribe of Oklahoma

  • Otoe-Missouria Tribe

Step 2: Receive Legacy ID Assignments from Sunwave

Sunwave support will assign unique numeric Legacy IDs to each insurance provider. These IDs must be unique sequential numbers (e.g., 252, 253, 254, etc.).

Example of properly assigned Legacy IDs:

  • Creek Nation: 252

  • Healthcare Highways: 253

  • Healthchoice: 254

  • Medicaid/Soonercare: 255

  • Miami Tribe of Oklahoma: 256

  • Otoe-Missouria Tribe: 257

Step 3: Provide Mapping Information to Dazos Support

Once Sunwave assigns the Legacy IDs, contact Dazos support with both:

  • The exact insurance provider names

  • Their corresponding assigned Legacy IDs

Dazos support will then add the mappings to ensure proper data transfer between systems.

Verification / Expected Result

After completing these steps:

  • Insurance providers will have unique Legacy IDs in Sunwave

  • Dazos will be able to select and map these insurance providers correctly

  • Patient insurance information will transmit properly from Dazos to Sunwave

Troubleshooting / Common Errors

Insurance still not appearing in Dazos: Verify that the Legacy IDs were properly assigned in Sunwave and that the mapping information was correctly provided to Dazos support.

Data transmission failures: Check that the Legacy IDs are unique numeric values and that no extra spaces or characters were included in the ID assignment.

Related Resources

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