Overview
This guide explains how to connect Dazos IQ to an existing LightningStep EMR system. Once connected, IQ will sync billing-related data with LightningStep in real time through a bi-directional integration.
Before You Begin
You'll need:
An authorized admin user in IQ with Admin/Configuration role access
LightningStep Access ID and related authentication keys
Administrative access to both IQ and LightningStep systems
Steps
1. Navigate to EMR Settings
In IQ, go to Administration → EMR Settings → LightningStep.
⚠️ Note: Only users with Admin/Configuration roles can access this section.
2. Add LightningStep Account
Click Add Account and enter the required LightningStep keys to establish the connection.
You'll need to provide:
Access ID
Related authentication keys provided by LightningStep
3. Configure Field Mapping
Click Add EMR mapping entities to map CRM fields to LightningStep fields.
This step is required for the integration to work end-to-end and ensures data flows correctly between both systems.
4. Confirm Connection and Set Up Sync Settings
Confirm the connection is active and configure:
Historical data pull settings
Ongoing sync settings from the LightningStep settings page
Verification / Expected Result
Once setup is complete:
The connection status should show as active
Billing data will sync between IQ and LightningStep in real time
You can use IQ's claim scrubbing and submission tools to reduce denials and speed reimbursement
Troubleshooting / Common Errors
Cannot access EMR Settings: Verify you have Admin/Configuration role permissions in IQ
Connection fails: Double-check that LightningStep credentials are correct and properly entered
Data not syncing: Ensure field mapping entities have been properly configured
Related Resources
For additional support with LightningStep integrations, contact Dazos Support. The integration supports the same capabilities as other leading EMR connections including Kipu, Alleva, and Sunwave.