Getting Started- CRM
This category helps new users get up and running with the CRM, from account setup to everyday actions.
94 articles
- How to Edit Your Email Signature (CRM)
- How to Update the Lead when a form is submitted by a loved one.
- How To Configure iVerify Settings In CRM
- How To Complete Instant VOB Process (CRM)
- How to Create an Instant VOB using iVerify (CRM)
- Does Dazos have a portal that allows my referral partners to Login and view referrals they have submitted to us?(CRM)
- How to Convert a Lead in Dazos CRM
- How To Authorize and Integrate RingCentral with Dazos (CRM)
- How to Create a New Lead (CRM)
- How To Delete Leads and Accounts in Your CRM
- How to Add an Event in (CRM)
- FAQ: What is the criteria necessary for the Daily Census to Capture Records in the Dazos? (CRM)
- What Do the Blue Icons Mean in Dazos CRM Records? (CRM)
- Getting Started with SSO Login (CRM)
- How do I create different versions of the Pre Assessment Type? (CRM)
- How do I sign up for Dazos? What is the pricing for Dazos?(CRM)
- What Are the Summary, Details, and Updates Tabs? (CRM)
- What Are the Icons in the Top-Right Toolbar of Dazos CRM? (CRM)
- What Are the Actions, Activities, and Engagement Buttons in Dazos CRM? (CRM)
- Release Notes: Accessing Updates in Dazos (CRM)
- Navigating to Module Management in Dazos CRM: A Detailed Guide (CRM)
- What are the different fields the Dazos CRM? (CRM)
- How To Rename a Dashboard in Dazos' CRM
- How to Set Up Mail Converter (CRM)
- Level Of Care Integration Functionality in the Dazos CRM
- How to Integrate Google/ Office 365 Calendars (CRM)
- How to Set Up Mail Manager (CRM)
- How to Create a User in Dazos IQ
- Minimal Integration — Medical Mime via SFTP (Flat-File HL7) (CRM)
- New EMR Integration: eClinicalWorks (ECW) for Dazos (CRM)
- How to Edit Fields in a Record (CRM)
- How-To Guide: Integrating JotForm with Dazos CRM
- How Do I Use the Calendar Feature in Dazos CRM?
- DocuSign 5 - How to send a DocuSign email signature request to a patient(CRM)
- How Do I Use the Search Feature in Dazos CRM?
- How to Add Legacy IDs in Sunwave EMR (CRM)
- Introduction to Widgets(CRM)
- How to Integrate CTM
- How Do I Log In to Dazos CRM?
- How to create Leads in Dazos from Emails and Fax Services
- How to Clear Your Cache using Google Chrome
- How to Organize the Matrix Table in Kipu CRM
- How To Send A PAA To EMR After The Opportunity Is Created in The EMR
- How Do I Set Up and Manage Customer Portal Access in Dazos CRM?
- Adding a Referral Contact(CRM)
- Adding an email template(CRM)
- Ritten EMR Integration Data Flow and Insurance Mapping (CRM)
- Adding Charges and Sending Statements(CRM)
- What Do I Need To Integrate Google Ads With Dazos? (CRM)
- How Do I Build a Report in Dazos? (CRM)
- Converting a Qualified Lead(CRM)
- How to update discharge date in CRM (CRM)
- How to Allow the EMR to Automatically Create Patients in the (CRM)
- How to Restore Data from the Recycle Bin (CRM)
- Iverify - How To Submit a New Lead
- Customer Portal Contract Management(Billing CRM)
- How to Indicate Inbound and Outbound Referrals (CRM)
- How Do I Create a Webhook to Send Website Form Data to Dazos CRM?
- How to import Intake Opportunity Data
- What Is the Dashboard in Dazos CRM? (CRM)
- How Do I Add or Manage “Substances of Abuse” Options in a Pre-Assessment in Dazos CRM? (CRM)
- How To Upgrade Your User License in Dazos (CRM)
- How to Integrate Google Ads for Conversion Tracking
- How to Create a User in Dazos CRM (CRM)
- Using Logic-Based Conditions in Reporting and Workflows (CRM)
- Setting Up Client Signatures in Settings (CRM)
- Process for Attaching Explanation of Benefits (EOBs) to IQ Claims (IQ)
- How to Make a Field Mandatory Based on a Sales Stage Condition
- How to Create a New Report in Kipu (CRM)
- The Difference Between “All Conditions” and “Any Conditions” (CRM)
- Where and how can i add a new Treatment Program in the CRM? (CRM)
- Setting Up Picklist Dependencies in Dazos (CRM)
- How to Test and Verify Patient Record Push from Dazos CRM to Sunwave
- Creating a Shared Field Across Multiple PAA (Pre-Admission Assessment) Types (CRM)
- How can i setup an automated email to a specific party? (CRM)
- How to Enable the Call Tracking Metrics Softphone in the Dazos CRM?
- How Do I Enable Admin Access For My Users?(CRM)
- How to Edit Role Privileges in Dazos (CRM
- How Do Agents Manage Records from a List View in Dazos CRM?
- How Do I Successfully Send My VOBs to the Billing CRM? (Billing CRM)
- How to Access and Use the Dazos Support Messenger
- How to Designate Scholarship Patients in the CRM (CRM)
- How to Create an Owner Field in Module Layouts (CRM)
- How to Update Company Name on CRM Statements and Invoices (CRM)
- How to Add Additional Intake Opportunities to Existing Accounts
- Understanding the Different Types of Field Dependencies in Dazos
- Which PAA Field Types Can Be Mapped Field-to-Field with KIPU? (CRM + KIPU)
- How User Creation Works in Dazos: Support Limitations and Proper Process (CRM)
- Understanding the Last Activity Created Time Field in Historical Data Blocks (CRM)
- How Credit Usage Works with Multi-Channel Campaigns (iCampaign)
- How to Push Pre-Assessment (PAA) to Alleva EMR for Clinician Review (CRM)
- Understanding Demographic Field Behavior in Intake Opportunities vs Accounts (CRM)
- Field Visibility - Profile Permissions
- Mail Manager vs Mail Converter: Understanding the Differences (CRM)