Dazos

Dazos Basic User Manual (CRM)

User Manual for Administrators covering the Dazos CRM Settings and configuration

Dazos Configuration Guide (CRM)

Dazos Developer / API Manual (CRM)

This PDF user guide guides advanced users on the Expressions and accepted syntax and formulas to be used on Row Level Formulas (Reports) and on Workflow Actions (Update Fields /…

Dazos Expressions Manual for Row Level Formulas and Workflows

This guide explains how to modify your personal user preferences to set your preferred Default Record View. Choosing between "Summary" and "Detail", you can control how information is presented the…

How to Change Your Default Record View (CRM)

Overview:
After Dazos updated the Google Ads integration to support multiple accounts, existing connections need re-authentication to sync with the new system. This guide will help you resolve persistent mapping…

How to Fix Google Ads Integration After Multiple Accounts Update (CRM)

When a field is deleted from a CRM module, it cannot be restored through normal CRM functions. The field and all its associated data are permanently lost once the deletion…

Understanding Deleted Field Recovery Limitations (CRM)

(INTERNAL) Troubleshooting Google Ads OAuth 'localhost2' Callback URL Error (CRM)

Understanding Empty Financial Fields in VOB Responses Despite Active Coverage (CRM)

How to Set Up a Ritten EMR Integration with Dazos CRM

This guide shows you how to use the Data Import feature in Dazos to upload multiple referral accounts and contacts at once via CSV file. This saves significant time compared…

How to Bulk Import Referral Accounts and Contacts via CSV

If your facility is launching a separate location using a different KIPU account, you can connect this additional KIPU instance to Dazos. This process requires extra billing setup and follows…

How to Connect an Additional KIPU Account to Dazos

This guide explains how to configure a custom Return URL for Dazos webforms to redirect users to a thank you page. By default, forms redirect to capture.php, but you can…

How to Configure Return URL for Dazos-Generated Webforms

The Manual Pull Patients from EMR feature allows administrators to manually retrieve specific patient records from your EMR (like Kipu or Alleva) and create new Account and Intake Opportunity records…

How to Use Manual Pull Patients from EMR to Retrieve Historical Records

Create a printable blank PDF version of your PAA form by setting up a special version with minimal required fields, allowing you to generate empty forms for manual completion.

How to create blank PDF versions of PAA forms for manual completion

This guide explains how to configure an Elementor webform to integrate with Dazos CRM using webhooks. This integration allows form submissions to automatically create Leads in your CRM, including custom…

How to Configure Elementor Form Integration with Dazos CRM using Webhooks

This guide explains how to create a report that shows each referral source's first intake opportunity referral. The solution involves creating a custom date field that tracks the first referral…

How to Create a Report Showing First-Time Referrals from Each Referral Source

If workflow tasks require Start and Due Dates but you need the current date, system limits can block you. This guide shows how to build a custom "Today" field that…

How to Create a Workaround for Required Task Date Fields Using a Custom Today Field

You can configure workflows to automatically send emails to Related Contacts email addresses when specific triggers occur, such as when a patient's status changes to "Admitted".

How to Send Workflow Emails to Related Contacts Email Addresses

Learn how to create workflow triggers in Dazos CRM that respond to text messages sent through the CTM app. This setup allows you to automatically update fields when inbound or…

How to Set Up CTM Text Message Workflow Triggers in CRM

You can control when the Outbound Referral section (containing "Referred To", "Referral Date", and "Referral Stage" fields) appears in Intake Opportunities by configuring which sales stages trigger this section to…

How to Show Referral Fields for Specific Sales Stages in Intake Opportunities

This guide explains how to create reports that include Events and Tasks from your CRM, even though these aren't directly selectable as Primary Modules in the report builder.

How to Build Reports for Events and Tasks in (CRM)

This guide explains how to create custom referral source reports that track referral activity within specific time periods.

How to Build Referral Source Activity Reports with Time-Based Criteria (CRM)

Before you can send PAA forms to Kipu EMR, specific prerequisites must be met. This guide explains the required steps to ensure the "Send PAA Pdf to KIPU" option appears…

Prerequisites for Sending PAA to Kipu EMR

This guide walks you through the process of establishing API access to your Dazos CRM instance. After completing these steps, you'll have the credentials and documentation needed to build integrations…

How to Set Up API Access to Dazos (CRM)

You can import emergency contact information into the Related Contacts table during patient account CSV imports. During the field mapping step, the system displays all available Related Contact fields for…

How to Import Emergency Contact Information During Account Import (CRM)

Overview
This guide shows you how to set up workflow notifications that trigger only when an Instant VOB is submitted through your iFrame, without receiving notifications for VOBs created directly…

How to Set Up Workflow Notifications for Instant VOBs from iFrame Only (CRM)

The 'Select From Number' field in the SMS module displays phone numbers available for texting from your connected CTM accounts. The display format shows the CTM account number in parentheses…

SMS Module 'Select From Number' Field Display with CTM Integration (CRM)

This article explains why Length of Stay calculations may differ between Dazos CRM and KIPU EMR, and how to investigate discrepancies when they occur.

Understanding Length of Stay Calculation Differences Between Dazos CRM and KIPU EMR (CRM)

This guide explains how to send PAA (Pre-Admission Assessment) forms to KIPU in two different ways: as PDF attachments or as field-by-field mapped evaluation forms. Understanding the difference is crucial…

How to Send PAA Forms to KIPU as Evaluation Forms vs PDF Attachments (CRM)

This category contains CRM user guides that show you how to navigate the CRM, configure settings, and complete common tasks.

Dazos CRM: User Guides

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