Getting Started- CRM
This category helps new users get up and running with the CRM, from account setup to everyday actions.
80 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)