Dazos

Administrator access to Dazos CRM settings

Access to the Company Details section in your CRM instance

- Administrator access to Dazos CRM settings
- Access to the Company Details section in your CRM instance

Log in to Dazos CRM and navigate to your company or account settings.

Open Company Details. This is where the visibility setting for the Admit Patient button is now controlled. Do not use EMR Global Settings for this — the setting has been relocated.

Locate the setting labelled Hide Admit Patient Button in Opportunity.

Set the value to Yes to hide the Admit Patient button from all Intake Opportunities.

1. Log in to Dazos CRM and navigate to your company or account settings.
2. Open Company Details. This is where the visibility setting for the Admit Patient button is now controlled. Do not use EMR Global Settings for this — the setting has been relocated.
3. Locate the setting labelled Hide Admit Patient Button in Opportunity.
4. Set the value to Yes to hide the Admit Patient button from all Intake Opportunities.
5. Save your changes.

After completing these steps, the Admit Patient button will no longer appear on Intake Opportunities in your Dazos CRM instance.

⚠️ Do not use EMR Global Settings for this configuration. The Hide Admit Patient Button in Opportunity setting was previously located in EMR Global Settings, but has since been moved by the development team to Company Details. Configuring the setting in EMR Global Settings will have no effect — changes must be made in Company Details for them to apply correctly.

If you have already attempted to configure this in EMR Global Settings and the button is still appearing, navigate to Company Details and apply the setting there.

If the button continues to appear after saving the setting in Company Details, contact Dazos Support for further assistance.

How to Hide the Admit Patient Button on Intake Opportunities (CRM)

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How to Hide the Admit Patient Button on Intake Opportunities (CRM)

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