Troubleshooting & FAQs - CRM
This category provides common fixes, known issues, and answers to frequently asked questions to help you resolve problems quickly.
69 articles
Product FAQ: Readmitting a Patient Between Dazos and Kipu(CRM)
FAQ Article: Meta (Facebook) Ads and Messaging Integration (CRM)
FAQ Article: DocuSign Integration and KIPU Sync (CRM)
FAQ Article: Mapping Financial Information to Insurance Information (CRM)
Report Export Permissions: Enabling CSV & Excel for my Reps (CRM)
FAQ Article: Dazos CRM & IQ Integration with QuickBooks (QBMS) (CRM & IQ)
FAQ Article: Sidebar Auto-Collapse Behavior in Dazos (CRM)
FAQ Article: Outbound Referral Section Not Appearing Under Quick Create (CRM)
FAQ Article: Best Practices for Editing Pre-Admission Assessment (PAA) Forms (CRM)
Unlock VOBs: Your Guide to Setting Up Treatment Plan Templates (CRM)
How to Add a Direct Intake Opportunity Link to a Workflow Email Alert (CRM)
Resolving "Unsent" SMS Messages Due to CTM Rate Limits (CRM)
Why are Multiple Insurance Policies Created After I Edit a VOB? (CRM)
Pre-assessment Complete - Send for Approval process (CRM)
FAQ Article: Duplicate Prevention for Incoming VOB Requests (CRM)
Why Can't I See Report Data in the CRM? (CRM)
How to Update Your Payment Method (CRM)
My User Does not have access to Policy Reimbursement search. How do I enable this? (CRM)
FAQ: Unqualified Reason Picklist Values Missing (CRM)
Referral Sources FAQ: How to Bulk Assign Referral Contacts from One Rep to Another (CRM_
How to Send a Password Reset Email (CRM)
FAQ Article: Viewing Full Comment Threads on Records (CRM)
FAQ: How do I hide my Admit Patient Button from my Intake Opps? (CRM)
How do I find User Manuals and API Documentation?
How to Upgrade User Licenses (CRM)
How to Send Protected Emails via Workflow (CRM)
How to Access and Update PDF Password Settings (CRM)
Error Message When Upgrading License or Purchasing iVerify Credits (CRM)
How to Purchase I-Verify Credits (CRM)
Product FAQ: VOB Duplicate Prevention (CRM)
How to modify the logo of the CRM
How to hide the Admit/Discharge Button on the Intake Opportunity Module
FAQ: Technical Support – CSM Chat FAQs (CRM)
Why Can’t I See Lead Records or Records in a List View? (CRM)
How to Mass Editing Records in Your Dazos Health CRM
FAQ: Configuring Related Contact Roles (Billing CRM)
How to View Patient Contact Information in Intake Opportunities (CRM)
Product FAQ: Navigation, Configuration, and Integrations (CRM)
Quick Troubleshooting: Google Ads Offline Conversion Upload
EHR Bedboard Import is not working(CRM)
FAQ: Getting iVerify Error Reason: Provider Not on File (CRM)
Error while verifying VOB- Bad Request (CRM)
Emails sent from Dazos are not reaching my Gmail inbox. (CRM)
Dazos Emails Not Reaching Microsoft Inbox?(CRM)
Updating the Company Name in Transactional Emails within Dazos CRM (CRM)
How to troubleshoot Gravity Forms
Workflows FAQ: Troubleshooting Failed Patient Satisfaction Surveys (CRM)
Troubleshooting Group Email Failures (CRM)
Is there a way to not have to manually create a new intake opportunity when we have patients in the EMR that do not exist in the CRM?
Product FAQ: KIPU Integration (Internal Reference) (CRM)
Troubleshooting Standard Fields That Do Not Hide in Dazos (CRM)
Troubleshooting Workflow Automation not Working (CRM)
Troubleshooting Bedboard Discrepancies in Dazos CRM with Kipu EMR integration (CRM)
Missing Google Ads Data (CTM Integration)
Troubleshooting VOB and Insurance Integrations (CRM)
Payer And Demographic Information Is Not Pushing Into Lightning (CRM)
Can Dazos Integrate with My Website’s Form Submissions? (CRM)
Session Expired — “Click here to Log In Again” Message Persists (CRM)
What to do if Payer Codes are removed from Insurance Provider field! (CRM)
Product FAQ: Re-Mapping Discharge Type Between EMR and CRM (CRM)
Why do my Insurance Policies disappear When Editing Payor Name or Member ID? (CRM)
Product FAQ: PAA Form Not Sending as PDF to KIPU on Patient Push (CRM)
How to Diagnose and Resolve Email Rejection with Mandrill (Deny list Issue) (CRM)
Best Practices for Managing Pre-Assessment (PAA) Module Fields without reaching the limit (CRM)
CRM FAQ: Incorrect Default Task Type creation for my Inbound/Outbound Calls (CRM)
CRM FAQ: My reps are unable to see list views (Leads, Accounts, Intake Opportunities). Troubleshooting Process (CRM)
I am missing the Save & Submit Button for Instant VOBs inside the Customer Portal (CRM)
Product FAQ: QuickBooks (QBMS) Integration (CRM)
Troubleshooting CTM Updates Overwriting Lead Fields (CRM)