The recommended solution is to build a custom Report using Intake Opportunities as the Primary Module and pull in UR Authorization fields as additional columns. This produces a single exportable report that combines census data with authorization details.
Before You Begin
You must have access to the Reports module in Dazos CRM.
Confirm that the UR Authorization fields you need (e.g., auth status, level of care) exist in the UR Authorizations module on your instance.
UR Authorization records must be linked to Intake Opportunity records for this approach to work.
Steps
Navigate to Reports. In Dazos CRM, click Reports in the top navigation bar, then click Add Report.
Select a report type. Choose Chart and Detail or Detail depending on whether you want a visual chart alongside your data table. Click Next.
Set the Primary Module to Intake Opportunities. In the Primary Module dropdown, select Intake Opportunities. This ensures each row in the report represents a patient opportunity record, giving you the census-level view you need.
Set the Related Module to UR Authorizations. In the Related Module dropdown, select UR Authorizations. This makes UR Authorization fields available as columns in the next step. Click Next.
Apply filters (optional). Add any filters you need — for example, filter by admission date range or census status — to narrow the report to active patients. Click Next.
Select your columns. In the column picker, add the fields you need from both modules, for example:
Patient name
Admission date
Census status
Auth status (from UR Authorizations)
Level of care (from UR Authorizations)
Any other authorization or census fields relevant to your daily census
Click Next.
Configure the chart (if applicable) and click Save.
Verification / Expected Result
After saving and generating the report, you should see one row per Intake Opportunity record, with UR Authorization fields displayed as additional columns alongside your census data. The report can be exported for use as your daily census deliverable.
Troubleshooting / Common Errors
⚠️ UR Authorization fields not appearing as column options: Confirm that UR Authorizations is selected as the Related Module in the report setup. Fields from UR Authorizations will only appear in the column picker once the related module is set.
⚠️ Cannot add UR Authorization fields directly to the Billing/Daily Census module: This is a platform limitation. Module fields are tied to the module they belong to and cannot be natively embedded into other modules. The Reports approach described above is the supported workaround.
💡 Tip: If you run this report daily, consider saving it with a descriptive name (e.g., "Daily Census with UR Authorizations") so your team can access and export it quickly each day.
Related Resources
How to Build a Report in Dazos CRM (Administration Guide)
How to Build Reports with Referral Sources as Primary Module (CRM)
Module Tables as Primary in Reports (CRM)
Troubleshooting Empty Daily Census Reports with Incomplete Row Level Formulas (CRM)