Dazos

Documentation and users guides to support IQ.

Dazos IQ

This guide addresses a common issue in the IQ Marketing Reports module where the first identifying column (such as Sales Rep, Lead Source, or Referral Source) temporarily appears and then…

IQ Reports FAQ: The Sales Rep Column in  Marketing Reports is missing and how to use the Main Grid (Dazos IQ)

The '% Collected' metric in Claims by Patient reports varies for the same patient across views or claims because the system uses different formulas depending on display location and patient…

Understanding '% Collected' Metric Discrepancies in Claims by Patient Reports (Dazos - IQ)

If you're using IQ without Dazos CRM, note that IQ currently does not have a built-in option to import external CRM data for Marketing Reports.

IQ Standalone CRM Data Import for Marketing Reports (IQ)

This category helps new users get up and running with IQ, from account setup to everyday actions.  

Getting Started - IQ

This guide details how Dazos IQ utilizes the QuickBooks Merchant Services (QBMS) integration to manage financial responsibilities and automate payment processing for institutional billing.

Product FAQ: QuickBooks (QBMS) Integration (IQ)

Overview:
Dazos IQ currently cannot assign different service names to the same CPT/Rev code combination across different payers, which can affect billing accuracy and Low Payment calculations.

IQ CPT Code Service Name Limitations with Payer-Specific Billing (IQ)

Role Permissions & Intake Opportunity Tabs

Role Permissions & Intake Opportunity Tabs (CRM)

This category includes administrative and configuration documentation for Dazos IQ. 

Administration and Configuration- IQ

A Facility appears in the IQ Marketing Dashboard that doesn’t belong to the Instance. This usually shows up when reviewing “All Facilities” in any Dashboard.

IQ FAQ: Removing an Incorrect Facility from the Marketing Dashboard (IQ)

Clarifies that the IQ invoice logo is set in Customer Portal Settings — not CRM logo settings — correcting the common misdirection from Fin that sent users to the wrong…

How to Add a Logo to IQ Invoices (Patient Collections Module)  (IQ)

IQ reports filter claims data based on specific date fields, which is important to understand when claims appear to be missing from your reports for certain date ranges.

How IQ Report Date Filtering Works with Claims Data (IQ)

This guide helps resolve issues when users cannot access IQ despite being properly configured. The most common cause is user profile synchronization problems between CRM and IQ platforms.

Troubleshooting IQ Access and User Synchronization Issues (CRM - IQ)

This article clarifies what invoice automation features are currently available in IQ and explains the difference between invoice templates and automated delivery.

Invoice Automation Capabilities in IQ (IQ)

For billing platforms without direct Dazos IQ integration (like Zealie), you can manually import billing data by downloading it as a CSV and working with our development team to get…

How to Import Billing Data from Unsupported Platforms (Zealie) for IQ Marketing Reports (IQ)

Overview:
When your organization has multiple facilities in different states with separate BCBS contracts and varying rates, you can set up multiple contracts tied to specific facilities using the same…

How to Set Up Facility-Specific BCBS Contracts with Different Rates (IQ)

This FAQ covers common questions about data update frequency for Policy Reimbursement History and iVerify features in Dazos CRM.

Policy Reimbursement History and iVerify Data Update Frequency (IQ)

Why IQ Revenue Data Is Missing When Program Names Don't Match Between Your Billing Platform and Dazos CRM

Dazos Reimbursement Search: Out-of-Network (OON) Estimates Only (IQ)

(IQ) Patient Responsibility vs. Patient Balance vs. Balance Due – Patient: Field Definitions and Formulas

CollaborateMD Account Must Stay Active for Dazos IQ Integration to Continue Syncing (IQ)

How to Import and Remove Demo Facility Data (IQ)

This category offers troubleshooting resources and FAQ documentation. 

Troubleshooting and FAQ's - IQ

This FAQ explains how Dazos IQ ingests, scrubs, and processes billing platform data to ensure accurate and reliable reporting at both the claim and charge levels.

Product FAQ: How Dazos IQ Calculates and Digests Data from Your Billing Platform (CRM)

FAQ: IQ Reports Missing First Column in Marketing Reports (IQ)

How do I consolidate duplicate payers in IQ?

How to Connect IQ to Lightning Step EMR (IQ)

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

Dazos IQ: User Guides

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