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How to Enable Automatic Outbound Referral Creation from Alleva EMR Discharge Destination Data (CRM)

When a patient is discharged from Alleva EMR and a discharge destination is recorded, Dazos CRM can automatically create an Outbound Referral record — no workflow or automation build-out is required. This is controlled by a single setting in your Global E

Before You Begin

  • You must have administrator access to CRM Settings.

  • Your Alleva EMR integration must already be configured and active.

  • Confirm that Alleva is returning a discharge destination value when a patient is discharged. If no discharge destination is passed by the EMR, no Outbound Referral will be created.

⚠️ Note: If you do not see the Global EMR Settings button, your account may not have administrator permissions, or the Alleva integration may not be active yet.

Steps

  1. Log in to the CRM and navigate to Settings.

  2. Click on CRM Settings.

  3. Navigate to the Integrations section and open your Alleva EMR Settings screen.

  4. On the EMR Settings screen, click the Global EMR Settings button.

  5. Locate the setting labelled Create Outbound Referrals from the EMR and enable it.

  6. Save your changes.

Verification / Expected Result

Once this setting is enabled, the following will happen automatically:

  • When a patient is discharged from Alleva EMR and a discharge destination is returned, the CRM will create an Outbound Referral record linked to that patient.

  • No manual data entry or workflow configuration is needed in the CRM.

💡 Tip: Syncs between Alleva EMR and Dazos CRM occur on a scheduled basis — at least once per hour. If a discharge is recorded right before a sync runs, the Outbound Referral may not appear until the next sync cycle. For real-time updates, webhooks can be used to reduce this delay.

Troubleshooting / Common Errors

Outbound Referrals are not appearing in Dazos

  • Confirm the Create Outbound Referrals from the EMR setting is enabled and saved in Global EMR Settings.

  • Verify that Alleva is actually returning a discharge destination value for the patient. If no destination is passed, no referral will be created.

  • Check that the Alleva integration is active and functioning correctly.

  • Allow at least one full hour after discharge for the referral to appear, unless webhooks are configured.

Unable to find the Global EMR Settings button

  • Ensure you have administrator-level permissions in Dazos CRM.

  • Confirm the Alleva EMR integration is set up and active on your account.

  • Contact Dazos Support if the Global EMR Settings section is not visible.

Related Resources

  • How to Set Up Alleva EMR Integration (CRM)

  • Understanding Alleva EMR Integration Data Flow Limitations (CRM)

  • Set Up Real-Time Alleva EMR Webhook Integration (CRM)

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