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Troubleshooting & FAQs - CRM

This category provides common fixes, known issues, and answers to frequently asked questions to help you resolve problems quickly.

261 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)
How EHR Sync Matches Intake Opportunities by Name
How to Fix Workflows Sending Excessive Emails and Texts
Troubleshooting Treatment Program Visibility and Access Issues in Multi-Entity Instances
How to Troubleshoot Workflows Not Triggering Due to Missing Field References
Product FAQ: Customizing Intake Point Values (CRM)
Troubleshooting VOB Payer Code Not Updating When Insurance Changes
Troubleshooting User Visibility Issues in User Management Lists (CRM)
Troubleshooting VOB Payer Code Not Updating When Primary Insurance is Changed
Troubleshooting Alleva EMR Integration Push Failures (CRM)
Troubleshooting Automatic KIPU-Dazos Patient Linking Issues (CRM)
Troubleshooting Invalid Credentials Login Error Dazos (CRM)
Troubleshooting Corrupted Field Blocks in CRM - Field Edit Icons Disappearing (CRM)
Troubleshooting JotForm Integration: 'No forms found' Error with HIPAA Accounts (CRM)
Troubleshooting Duplicate Error When Saving Pre-Assessments / VOBs
Troubleshooting List View Inline Editing Bug with Checkbox Fields
Troubleshooting 'Access Denied' Error When Viewing/Editing Duplicate Leads That Were Converted to Accounts
How to Disable SSO for Individual Users in Dazos (CRM)
Troubleshooting: Admit Alerts Not Populating Due to Email Domain Blocking
How to Optimize Slow Cross-Module Reports
Troubleshooting KIPU Integration: Readmits Not Importing VOBs and PAAs
Troubleshooting CRM and EMR Data Discrepancies
Troubleshoot - How to Fix the Missing KIPU Integration Button
Troubleshoot - iVerify Bad Request errors due to invalid NPI format
Troubleshooting PAA Duplicate Detection Errors When Duplicate Accounts Exist
Troubleshooting Recurring Charges Saving as One-Time Charges (CRM)
Troubleshooting VOB Submission Failures Due to Hidden Practice Type Field (CRM)
Call Log Module Workflow Limitations: Task Creation Not Supported (CRM)
How to Troubleshoot Account Visibility Issues When Users Can't See Accounts in List View
CTM Lead Assignment: Why Existing Leads Are Never Reassigned (CRM)
Troubleshooting Missing Dazos Links in Call Tracking Metrics (CTM)
How to Fix ACCESS_DENIED Errors on REST API CREATE Operations (API)
Troubleshooting Workflow Email Delivery to Email Groups - Whitelist Requirements
Troubleshooting Reference Fields Not Showing Insurance Table Data in Workflow Tokens (CRM)
Understanding Dazos Spam Filtering Limitations for Webform Submissions (CRM)
Can the Admitted Status Picklist Be Edited? (CRM + EMR)
How to Create CRM Workflows Triggered by Task Completion (CRM)
iVerify Submit New Lead Feature Not Working with Errors (CRM)
Where to Set Up Email Signatures in Dazos CRM (User Preferences, Not Company Settings) (CRM)
How to Prevent Caller ID Data from Overwriting VOB Address Fields (CRM)
CTM Webhook Capabilities: Creating and Updating Records (CRM)
Payer Code Delay When Updating Primary Insurance in Full VOB (CRM)
Lightning Step EMR Field Mapping for Bedboards and Patient Data Sync (CRM)
Field Character Limits Causing Data Truncation in EMR Integrations (EMR)
How to manually link EMR patient records when Pre-Assessment push fails (CRM)
How to Fix EMR Discharge Type Mapping When Patients Show Incorrect Status (CRM)
How to Fix EMR Integration Failures After Treatment Program Name Changes (CRM)
Preventing Duplicate Face Charts in Sunwave EMR Integration (CRM)
Troubleshooting iVerify iFrame Font and Styling Issues (CRM)
How to Fix Workflow Triggers Not Firing from Last Call and Last Comment Field Updates For Urgency Tier Scenarios (CRM)
How to Troubleshoot Census Report Discrepancies and EMR Sync Issues (CRM)
How to Prevent Duplicate Admissions When EMR Integration Updates Multiple Opportunities (CRM)
(INTERNAL) Troubleshooting Access Denied Error with Duplicate Lead Detection (CRM)
(INTERNAL) Troubleshooting KIPU EMR PAA Integration: Incomplete Payload Generation (CRM)
(INTERNAL) Troubleshooting PAA Matrix Field Mapping Missing from KIPU EMR Integration Settings (CRM)
(INTERNAL) Troubleshooting KIPU EMR 'Patient Discharged: EMR Updates Locked' Records (CRM)
How to Handle Sunwave EMR API Response Changes for Patient Matching (CRM)
How to Fix Workflow That Incorrectly Updates Historical Records (CRM)
Troubleshooting Alleva EMR Integration: Compound Last Names Split Incorrectly
Troubleshooting Database Column Length Errors When Creating Custom Fields (CRM)
Troubleshooting Last Call Field Not Updating in Accounts and Opportunities (CRM)
Troubleshooting Reference Fields Causing Required Validation in Quick Create
How to Build Reports with Referral Sources as Primary Module (CRM)
Why can’t my reps change the Treatment Program and why are they getting an “Access Denied” message? (CRM)
Best Practices for Duplicating Intake Opportunities for Readmissions (CRM)
How to Save Treatment Programs for Canadian Customers Without NPIs (CRM)
How to Add Calendar Module to CRM Navigation Menu (CRM)
How to Manually Link Patients Using EMR Patient IDs (CRM)
Troubleshooting Quick Create Button Disappearance in Task/Event Settings (CRM)
Troubleshooting Lead Conversion Errors Caused by Removed Fields (CRM)
(INTERNAL) Why Creating Tasks via Workflow Isn't Available for Call History Module (CRM)
How to Add Multiple Emails to Mail Manager with SSO Enabled (CRM)
How to prevent BCBS payer code updates from iVerify responses (CRM)
How to Check Field Mapping Availability for CallRail Unqualified Reasons in Dazos (CRM)
How to Integrate Mailchimp with Dazos (CRM)
Report Chart Export Limitations: PDF Format Does Not Include Visualizations (CRM)
Troubleshooting Quick Create Required Field Validation Errors for Non-Required Fields (CRM)
How to Track BD Rep Activities in Referral Sources with Reports (CRM)
Troubleshooting Hidden Fields Appearing in PAA PDF Exports
How to Set Up Transaction Reminder Automation with Finpay vs Workflow Emails (CRM)
Troubleshooting Users Unable to See List Views Due to Role Permissions (CRM)
How to Fix Global Picklist Fields That Cannot Be Edited (CRM)
Dashboard Editing Permissions in (CRM)
How to Map CRM Created Date Field to KIPU EMR Date Fields (CRM)
Troubleshooting Duplicate Detection Errors When Saving Pre-Assessments (CRM)
How to Add Users to Dashboard Report Graphs (CRM)
Multiple CTM Integration Support (CTM)
How to Set Up Daily Consolidated Email for Intake Opportunities (CRM)
Understanding Referral Contact Linking Limitations with the Campaigns Module (CRM)
Troubleshooting CTM Campaign Source Field Mapping After System Updates (CRM)
How to Add Attachments to CRM Workflow Emails (CRM)
How to Restore CTM Lead Source Mapping After System Updates (CRM)
Troubleshooting Viable VOB Field Edit Permissions After System Updates (CRM)
Understanding CallRail Routing vs Tracking Numbers for Lead Generation (CRM)
Troubleshooting Quick Create Toggle Not Working for Picklist Fields (CRM)
How to Grant Recycle Bin Access to any Role (CRM)
iVerify payer portal availability and troubleshooting failures (CRM)
Meta Lead Ads vs Facebook Messenger Integration: Understanding the Difference (CRM)
How to Troubleshoot Multiple Webhook Forms When Only Some Create Records (CRM)
Troubleshooting Dazos Mobile App Login Issues (CRM)
How to Configure Email Notifications for Tag Alerts in User Profile Settings (CRM)
How to Set Up Multiple Treatment Programs for Facilities with Different Levels of Care (CRM)
How to Use Universal Search: Configuring Modules and Troubleshooting Full Name Searches (CRM)
Troubleshooting Workflow Emails with Raw Tokens and Integration Sender Addresses (CRM)
How to Grant Module Builder Access to Users (CRM)
How to edit the Payer Code picklist values in Insurance Policies for Leads (CRM)
Reference Fields Cannot Be Targeted in Field Dependencies (CRM)
Understanding CTM Webhook Triggers: Immediate Lead Creation vs Call-End Updates (CRM)
Understanding Instant VOB Field Mapping Limitations for CRM Reports (CRM)
Troubleshooting Finpay Integration - Super Admin Access Required (CRM)
Understanding KIPU Outbound Referral Creation: Timing and Discharge Lock Behavior (CRM)
Report Data Field Requirements for Calculations in Summary Charts (CRM)
How to Add Module Tables Using Sub Module Reference Blocks (CRM)
Troubleshooting: 'Switch to IQ' Button Not Appearing in CRM for IQ Users (IQ)
How to Handle Duplicate CPT Code Errors When Updating Service Names in (IQ)
Troubleshooting Workflow Emails Not Triggering Due to Email Whitelist Issues (CRM)
Troubleshooting False Error Messages When Pushing Patients to KIPU EMR (CRM)
Troubleshooting Missing Event Data in Reports: Wrong Primary Module Issue (CRM)
KIPU Bedboard Automatic Updates After Initial Setup (CRM)
Troubleshooting PAA Digital Signature and Patient Portal Configuration Issues (CRM)
Why CallRail leads don't appear in the Leads module (CRM)
Product FAQ: Auto-Incrementing Date Counter Fields (CRM)
SMS Sending Capabilities from Dazos CRM: Current Options and Roadmap
Module Table Mapping Limitations Between CRM Modules
Troubleshooting Checkbox Field Reporting Issues (CRM)
Why VOB Results Show Blank or NULL Values for Deductibles and Out-of-Pocket Amounts (CRM + iVerify)
Troubleshooting Record Merge Permission Issues (CRM)
Tracking Missed Calls That Have Been Returned (CRM)
Troubleshooting iScreen Tables Field Mapping When Values Don't Appear in CRM (CRM)
How to Prevent Duplicate Patients in BestNotes EMR Integration (CRM)
How to Set Up VOB Document Folder Mapping for KIPU EMR Integration (CRM)
How Campaign Value Tracker Works in Analytics Dashboard (CRM)
Understanding iConnect Lead Creation vs. Account Update Behavior (CRM)
Understanding Discharge Type Mapping from Kipu EMR to Dazos (CRM)
How to Fix Print Function Hanging on Resident List Pages (CRM)
How to Fix Recurring Workflows That Create Duplicate Tasks and Send Excessive Notifications (CRM)
How to Configure Default Referral Stage for KIPU Auto-Created Outbound Referrals (CRM)
How to Change Sales Stages in CRM Settings (CRM)
How to Update Dashboard Default Date Ranges to Current Month (CRM)
SMS Message Truncation and Logo Display Issues - Carrier-Side Limitations (CRM)
How to Add Sub-Module Reference Blocks to Module Side Views (CRM)
Why Some Fields Cannot Be Edited from List Views (CRM)
How to Use Calendar User Filter to Show Only Your Own Activities (CRM)
Understanding Duplicate Detection Banner Permissions in CRM (CRM)
How to Avoid 504 Gateway Errors When Running Manual Workflows (CRM)
How to Resolve Reports Disappearing When Shared with Team Members (CRM)
Why New Intake Opportunities Show as 'Discharged' Status Unexpectedly (CRM)
How to Find a User's API Access Key in Dazos CRM (CRM)
Troubleshooting: New Picklist Values Not Displaying (CRM)
How to Fix Login Issues Using the Correct CRM URL (CRM)
How to Fix Multiple Lead Source Conditions Returning Zero Results in Reports (CRM)
How the Transactions Module Works: Manual vs Recurring Charges (CRM)
How to Resolve PAA Saving Issues When Duplicate Accounts Exist (CRM)
Troubleshooting Date/Time Field Update Issues in Workflows (CRM)
Troubleshooting Payment Type Field Reverting from Insurance to Scholarship (CRM)
Troubleshooting Workflow Email Tokens Pulling Incorrect Names (CRM)
Understanding the Compose SMS Module: Integration, Billing, and Configuration (CRM)
Troubleshooting KIPU EMR Location Mapping Issues - Correcting Patient Transfer Destinations (CRM)
Troubleshooting PAA Blocks Not Hiding When Mandatory Fields Are Present (CRM)
How to Configure Workflow Trigger Timing Settings to Prevent Duplicate Actions (CRM)
Troubleshooting: Picklist Values Not Appearing in Dropdown Despite Being Added (CRM)
How to Fix Missing Sales Stage Picklist Values Due to Role Permissions (CRM)
Understanding Bed Reservation Limitations in Bedboards Graph View (CRM)
Troubleshooting Location Import Error: Organization 'not exist!' (CRM)
How to Set Default Date Range on Dashboard Reports (CRM)
How to Add Partner Company Users as Internal Users After License Limit (CRM)
How to Add Custom Payer Codes for Insurance Tagging (CRM)
Opus EMR Integration API Modules and Bidirectional Capabilities (CRM)
How to Set Up Smart Notifications for Age Validation Warnings (CRM)
PAA Block Visibility: Layout-Level Only (No Per-User Controls) (CRM)
Email Click Count and Access Count Definitions in Accounts Module (CRM)
SMS Requirements for CTM Text-Enabled Numbers (CRM)
Workflow Email Templates: Data Table Support Limitations (CRM)
Understanding Revenue Data Sync Limitations Between IQ and CRM (CRM)
Troubleshooting Task Assignment Notification Workflows (CRM)
How to Set Up Google Ads GCLID Data Through CTM Integration (CRM)
How to Fix KIPU EMR Field Mapping for State and Related Contact Fields (CRM)
Understanding How Mandatory Fields Work for Webforms vs CRM Records (CRM)
Understanding VOIP vs OAuth SSO Integration Requirements for Zoom Call Logging (CRM)
KIPU Integration: Document Folder Mapping and Face Sheet Limitations (CRM)
Understanding Manual Pull Patients from EMR: Functionality and Limitations (CRM)
Troubleshooting Workflow Emails with DNS/MX Record Delivery Errors (CRM)
Understanding Admitting to LOC vs Current LOC Fields in KIPU Integration
KIPU Integration: Field Mapping Limitations for Referral Sources and Contacts (CRM)
Lead Source Picklist Keeps Updating with CTM Values After Unmapping (CRM)
Troubleshooting Incomplete Report Exports: Filter Issues (CRM)
How to Set Up Google Calendar Sync for BD Reps (CRM)
Dashboard Updates Cannot Be Reverted to Previous Versions (CRM)
How to Restore a User to Sales Agent Picklists After Role Removal (CRM)
Troubleshooting: Picklist Values Not Appearing Due to Dependencies (CRM)
Understanding Smart Notifications: Setup, Configuration, and Use Cases (CRM)
Instant VOB Field Configuration Limitations (CRM)
Google Ads Integration: What Data Can Be Tracked (CRM)