Prerequisites
Before you begin, make sure the following are in place:
Your Ritten EMR integration has been fully set up and connected by the Dazos team
The required mapping values have been provided to Dazos Support during integration setup (see below)
You have access to Intake Opportunities in your Dazos CRM instance
Information Required During Integration Setup
Before the Dazos team can complete the Ritten EMR integration, you must supply the following values exactly as they appear in your Ritten account. These are used to configure the field mapping between Dazos CRM and Ritten EMR.
Admitted Status — Provide the status name and its unique status ID as they appear in Ritten. Example format:
Status Name: Admitted
Status ID: c33d4211-f707-5516-998a-fc33cca10955
Discharge Types — Provide the full list of discharge type names exactly as they are labeled in Ritten. Common examples include:
Successful
AMA/ACA
Transfer
Administrative
Deceased
Intake - No Show
Unsuccessful
Levels of Care (LOCs) — Provide the LOC values currently used in your Ritten patient program enrollments. Common examples include:
IOP (2.1)
PHP (2.5)
Clinically Managed High-Intensity Residential Services (3.5)
Outpatient Services (1.0)
Important: All values must match exactly as they appear in Ritten. Any discrepancies may prevent proper mapping and cause data sync issues.
Steps
Step 1: Navigate to the Intake Opportunity
In Dazos CRM, open the Intake Opportunity for the patient you want to push to Ritten EMR.
Step 2: Access the action menu
Once the opportunity is open, click the three-dot menu icon located in the top-right corner of the opportunity record.
Step 3: Select "Create Patient in Ritten"
From the dropdown menu, click Create Patient in Ritten. This will push the patient's CRM data to Ritten EMR using the established field mapping.
Step 4: Confirm the push was successful
After the data is sent, the patient record will appear in the Linked EMR Records section within the opportunity. If this section is empty, the push has not yet been completed.
Result
After completing these steps, the patient's demographic and relevant clinical data will have been pushed from Dazos CRM to Ritten EMR. The linked record will be visible in the Linked EMR Records section of the Intake Opportunity. If you do not see the record appear or encounter any issues, contact Dazos Support for assistance.