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How to Purchase iVerify (Instant VOB) Credits (CRM)

Before You Begin

You'll need:

  • Access to your Dazos CRM instance.

  • A valid payment method ready to complete the transaction.

Steps

  1. Navigate to iVerify Settings: Log in to your Dazos CRM and go to the iVerify Settings page. You can find this under your CRM Settings or Configuration area.

  2. Click the Purchase Credits button: On the iVerify Settings page, locate and click the Purchase Credits button.

  3. Complete the transaction: Follow the on-screen prompts and complete the purchase using your preferred payment method.

Result

After completing the transaction, your Current Balance on the iVerify Settings page will update immediately to reflect your new credits. You can then proceed to run Instant VOBs on patient records right away.

💡 Tip: If your balance does not appear to update after a successful transaction, try refreshing the iVerify Settings page. If the issue persists, contact Dazos Support.

Related Resources

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