Dazos CRM
Documentation and user Guides to support the Dazos CRM
239 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)
Import your Accounts Related Contacts to the Dazos CRM
How To Import Comments in Referral Sources
How To Export And Import Data In CRM
How to Import Intake Opportunities (CRM)
How to use Webhook Instructions From Dazos Support and apply them in WordPress using Gravity forms
How to Import Contacts from a CSV (Accounts) (CRM)
How to Display Member ID in the Outbound Referral List View in Dazos CRM
How to Import Bedboards From EMR(AVAILABLE WITH KIPU ONLY)
How to change a username in the Dazos (CRM)
How to Prepare Account and Opportunity Data for Import into Dazos CRM
How to set up a Sunwave integration
How to Integrate Collaborate MD (CMD) with Dazos CRM
Exporting records from Kipu CRM for data migration (CRM)
Adding Conversion Actions in Google Ads for Dazos CRM Integration
How To Enable KIPU Webhooks
How to edit and rearrange columns within a list view
Troubleshooting Picklist Editing Issues in Dazos (CRM)
How To Edit Surveys in Dazos (CRM)
How to Access IB Referral Reports in (CRM)
How to add an insurance provider to the payer codes list (CRM)
How to set up Field Mapping from Leads to other compatible modules (CRM)
How to Create A Referral Source and Intake Opportunity Report (CRM)
How to make Mandatory Datetime Fields in Events and Tasks non Mandatory
How to Hide and Reactivate both active and inactive fields.
How to Create Reference Fields in the VOB (CRM)
How to Export from any module in the CRM
How to Add a New Custom Field (CRM)
How to Merge Module Records (CRM)
How to Map Picklist Values in Dazos CRM
How to Integrate Call Rail (CRM)
Understanding the RingCentral VOIP Integration with Dazos (CRM)
What are the different VOIP system integration capabilities? (CRM)
What are the different EMR system integration capabilities? (CRM)
How to Integrate Dazos CRM with KIPU EMR
How to Integrate Alleva with Dazos CRM
Integrate Zapier with Dazos CRM for Lead Creation (CRM)
iVerify to Domain Instructional
How To Configure Stripe Payment Gateway Settings (CRM)
How to Map New EMR Treatment Programs - Post EMR integration (CRM)
KIPU EMR Integration with Dazos CRM (Bidirectional)
How to Set Up Payment Gateway Integration (CRM)
How to map CTM users to Dazos through VOIP Settings
How to Export Historical Client Data from Kipu EMR
How to Diagnose and Resolve Email Rejection with Mandrill (Denylist Issue)
Integrating EMR Provider Information Dazos (CRM)
How to Integrate Facebook Messenger with Dazos CRM
How to Add a Charge to a Patient’s Account in Your (CRM)
How Do I Edit User Role Permissions Within The Dazos (CRM)
How to Securely Remove a User (CRM)
Restore Inactive Users in Dazos (CRM)
How to Add a New User in Dazos CRM
How to Restore Inactive Users (CRM)
How to Reset a User Password (CRM)
How to give users access to only specific treatment programs
How to give access to any role for any dashboard in the Dazos CRM
How to create Webhook Instructions in Dazos (CRM)
How do I map my Google Click ID from Call Tracking Metrics(CTM) to the Dazos CRM
DocuSign Integration Part 2 - How to Set Up DocuSign Integration(CRM)
DocuSign Integration Part 3 - How to Set up a DocuSign Template(CRM)
DocuSign Integration Part 4 - How to Map a DocuSign email template(CRM)
DocuSign Integration Part 1 - Setting up Webhooks in the DocuSign Admin Portal(CRM)
Preparing for Data Migration - Customer Scoping Guide (CRM)
Update Calendar/Time Stamp Settings in Dazos CRM (CRM)
Verifying Call Tracking Metrics (CTM) Integration (CRM)
Configure QBMS Payment Gateway Settings(CRM)
I created an Age field and want it to automatically update based on the Patient's DOB (CRM)
How to Enable the iVerify Automation Report in your (CRM)
How to Set Up Dashboard Date Range Rules in (CRM)
How to Map Webform Fields From CTM to Dazos (CRM)
Product FAQ: Understanding the “Admitting to LOC” Field When Pushing Records to KIPU (CRM)
How to Export Historical Client Data from Kipu EMR (CRM)
How to Add a Direct Intake Opportunity Link to a Workflow Email Alert (CRM)
How to Configure Dialpad Integration in Dazos (CRM)
How to Create a Workflow to Trigger Alumni Follow-Up Tasks in Dazos (CRM)
How to enable my Historical Data Sync (CRM)
How can I manage user accounts and assist with login issues in Dazos CRM?
How to Push VOB Documents to the Kipu EMR's Financial Folder (CRM)
How to Retrieve a User's API Access Key (CRM)
Map Your Dazos CRM Instance to Intercom
Product FAQ: Data Import & Auto-Generated Fields (CRM)
Report Export Permissions: Enabling CSV & Excel File Downloads (CRM)
Custom Domain Email Setup – Domain Verification Process (CRM)
How to Set Up Gmail as Your Outgoing Mail Server (SMTP) (CRM)
How to Set Up Office365 as Your Outgoing Mail Server (SMTP) (CRM)
How to Set Up Yahoo Mail as Your Outgoing Mail Server (SMTP) (CRM)
How to Set Up Hotmail (Outlook.com) as Your Outgoing Mail Server (SMTP) (CRM)
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)