User Interface and Experience Enhancements

• New iOS Mobile App Released! Released a new and improved Dazos mobile app on the App Store (iOS), with improved scrolling, loading icons, and Single Sign-On (SSO) capabilities, enabling users to log in to the app using their Google and Microsoft credentials.
• New System Emails List View! - Added a new screen under Mail Manager -> System Emails that will show all system-generated, sent, and received emails from a single screen, rather than having to go into each Account's Emails tab.
• Picklist Auto-Sorting - Added a button in CRM Settings -> Modules -> Picklist Values to automatically sort long picklists in alphabetical order, with a confirmation alert before sorting begins.
• Redesigned Transactions Add Charge and Add Payment Screens - Improved usability and mobile responsiveness, enhancing user experience with better validation and flow in the Add Payment window.
• Manual Workflow Execution - Added functionality for manual workflow execution, allowing Administrators to run time-interval workflows on demand without changing settings, improving user experience and reducing the chance of human error.
• Daily Census Tracker - Implemented a new module to track the Daily Census throughout history. This module stores a record for every patient In Treatment so that reports can be created on this module to report on daily historical census data from the CRM.
• Tags Reporting - Enhanced reporting functionality to allow users to add tags as conditions, enabling the generation of reports that can pull records with specific tags assigned.
• Mandatory Fields for Quick-Create Outbound Referral - Ensured that all mandatory fields in the outbound referral module are displayed during the quick-create Outbound Referral section when the sales stage is set to "Referred Out".
• Re-direct After Saving Opportunity - Users were redirected to the Summary view after saving changes to a field with dependencies, disrupting their workflow. The system now maintains the user's current view (Details view) after saving changes.

Integration and Sync Enhancements

• New Facebook Messenger Integration! - A new integration with Facebook Messenger is now available. This integration allows users to connect their Facebook Company page to their Dazos CRM, in order to pull up Messenger conversations, interact with Facebook messages directly from the CRM, and attach FB Messenger conversations directly to CRM records (Leads, Accounts, Referral Sources), so that FB conversations can be easily retrieved from the CRM records they get attached to.
• Chats Module Integration with CTM - Implemented configuration in CTM to automatically create a Lead whenever a Chat is initiated using the new CTM chat tool, with a duplicate prevention rule to avoid creating existing records. Additionally, enabled logging of tasks / activities for existing leads or accounts on CTM chats and Webforms, similar to the functionality for Calls.
• Automated Lead / Campaign Source Sync from CTM Forms - Implemented automatic mapping of Campaign Source and Lead Source for CTM form submissions, ensuring accurate reflection in the CRM without requiring additional mapping via CTM settings (like calls).
• Sunwave Live PAA Mapping - Integrated real-time mapping of PAA with Sunwave using the Sunwave EMR API, including the implementation of the PAA live field mapping to be sent as a form to the Sunwave EMR along with the patient creation.
• Manual Pull Opportunity Updates from the EMR - Added a new feature allowing customers to pull updates from their EMR on Demand with the introduction of a "Pull Updates from EMR" link on the Intake Opportunity screen (under Linked EMR Record->Actions).
• Manual Push Patient Updates to EMR Button - Implemented a new link in the CRM Intake Opportunity (under Linked EMR Record->Actions) to quickly push patient / opportunity updates to the EMR on demand, enhancing data synchronization efficiency and allowing already-synced patients to get updated by the CRM on demand.
• Manual Un-Lock EMR Updates After Discharge - Implemented a new link in the CRM Intake Opportunity (under Linked EMR Record->Actions) to "Unlock EMR Updates" for a patient, allowing admins to manually circumvent the rule that an Opportunity stops pulling EMR updates once they are set as Discharged.
• Pull Insurance Updates from EMR to CRM - Implemented synchronization of insurance updates from the EMR to the CRM along with other patient data, ensuring accurate and up-to-date records. Added a new setting for "Pull Insurance Updates from EMR" to Global EMR Settings to enable this process.
• Pull Referral Source Updates from EMR to CRM - Implemented synchronization of referral source updates from the EMR to the CRM's Intake Opportunities along with other patient data, ensuring accurate and up-to-date records. Added a new setting for "Pull Referral Source Updates from EMR" to Global EMR Settings to enable this process.
• Automated Opportunity creation for AdvanceMD EMR - Implemented automatic transfer of patient records from ZocDoc to the CRM via AMD, ensuring that ZocDoc patients are created as Accounts and Opportunities in the CRM with all relevant data.
• Ritten EMR VOB/PAA/Document Push - Improved document sharing with Ritten EMR! You can now seamlessly upload PDF documents from the CRM to the "Attachments" section in Ritten, including VOBs and PAAs from your CRM, ensuring that patient records are complete and accessible in both systems.
• BestNotes Multiple Locations / API Keys Mapping - Added the ability to configure multiple BestNotes API Keys mapped to specific Treatment Programs.

Bug Fixes

• Fixed an issue where users were unable to pull patients from KIPU if the patient's name contained an apostrophe, preventing the creation of Accounts and Intake Opportunities.
• Resolved an issue where a blank insurance policy was automatically created when a lead was generated without an associated insurance policy, preventing unnecessary clutter in user records.
• Updated pie charts in the Dashboard to display the Related Module record name instead of the record ID, enhancing clarity and data interpretation for users.
• Fixed an issue where users were unable to save treatment program names containing apostrophes due to an error message being displayed.
• Resolved inconsistency in module visibility for users with the same role in the Mobile App, ensuring all users see the same icons in the bottom menu.
• Changed the comment tagging email subject line to display the Full First Name followed by the Last Name Initial, correcting the previous reverse format that caused user confusion.
• Resolved an issue where some users were unable to see all columns in the 'All' list view, which previously only displayed 3 columns despite all being selected.
• Resolved a bug that was preventing the Insurance Effective Date from being mapped to KIPU, ensuring it is now saved correctly in the Mapping table.
• Fixed issue with scheduled reports triggering and arriving at the wrong time-zone.
• Fixed a bug preventing duplicate prevention rules from being applied during webform submissions, allowing users to create multiple leads with identical information from webforms.
• Resolved an issue where the Referral Source field was not being populated correctly when automatically pulling patient data from Kipu. The integration now accurately captures and transfers referral source information, ensuring complete and consistent data in the CRM.
• Corrected an issue in the Kipu integration where the middle name was being incorrectly mapped to both the Patient Middle Name and Subscriber Middle Name fields in Kipu. The middle name is now accurately mapped to the designated field, preventing data inconsistency.
• Resolved an issue where the CTM "Score" field was not mapping correctly to the "Reporting Tag" field. The integration now accurately captures and displays the CTM score in the CRM, ensuring data consistency and proper CTM lead score tracking.
• Fixed issue where an empty Outbound Referral was incorrectly created every time a patient was discharged, leading to unnecessary referrals.
• Updated the system to require selection of a stacking field when creating stacked bar charts, with the asterisk indicating its mandatory status now displayed in red to reduce user confusion.
• Resolved an issue where the reference field in Quick Edit mode was not saving values correctly in the detailed view, ensuring accurate task details for users
• Resolved the absence of a loading icon when interacting with the CRM menu and other elements in Safari browsers and on iOS devices, enhancing user experience by indicating system processing.
• Resolved an issue with the Lead Conversion Data Mapping where fields mapped to the Outbound Referral module would not get carried from the Opportunity to the Outbound Referral on OR creation.
• Addressed low success rate of KIPU webhook calls by implementing updates at regular intervals, enhancing data retrieval for users.
• Changed the default role selection in user management from "Executives" to "Select One" to ensure new users are actively assigned a role before proceeding.
• Resolved a bug preventing users from sending patient documents multiple times after the initial send operation.

User Interface and Experience Enhancements

• Verify VOB skipping Member ID - Implemented a new endpoint for retrieving a patient's Member ID using Name and DOB, enhancing the efficiency of member eligibility verification.
• Comment Tagging E-mail Templates - Emails sent out when a user/group is tagged in a Comment are now available as Email Templates. The Email Templates editor now allows you to customize your emails sent from Comment tagging.
• Enhanced Module Table Fields within Module Layout & Fields - The Module Layout and Fields screen now supports creating blocks specifically to embed Module Table Fields within the module/form. This eliminates the need for placeholders and provides greater flexibility in data/block organization and more flexibility in the display of Module Table Fields within forms.
• Payment Receipt Customization - Personalize your payment receipt emails! You can now customize the email template used for payment confirmations generated through the Transactions module.
• Multiple Digital Signatures - You can now add multiple digital signatures to any module (i.e. PAAs), including signatures from different staff members with different roles.
• New Donors Module - A new Donors module is now available for Non-Profits and donor-based organizations, allowing for the tracking of Donors with Transaction tracking and processing, as well as calendar Activities and Comments.
• Referral Source Portal Enhancement - Referral Sources can now submit Pre-Assessments (PAAs) directly from the Referral Source Portal.
• Removed Duplicate Fields in Submit New Lead - Mandatory fields from Leads/Accounts/Opportunities were incorrectly appearing mulitple times in the "Submit New Lead" form (once for each module). The form now accurately combines mapped fields from these 3 modules in order to only show one of them on the Submit New Lead form (even if all are required), ensuring a streamlined and duplicate-free lead creation process.

Integration and Sync Enhancements

• Dazos App Re-Listed on Google Play Store - After a few months of de-listed status on Google Play Store, the Dazos mobile app is now available for download, allowing new users to install and existing users to update the app conveniently on their Android devices.
• DocuSign Completed Documents Retrieval - Completed DocuSign documents are now automatically pushed back into the CRM and accessible from the Emails tab (in Leads, Accounts, Referral Sources), providing a centralized and convenient way to manage signed documents.
• CallRail Text Workflow Text Messages - You can now send text messages through CallRail using workflow actions, similar to the CTM integration.
• Only Push Completed VOBs to EMRs - You can now configure the EMR integration to only push VOBs to the EMR when they have a "Complete" stage/status, ensuring that only finalized information is transferred to the EMR.
• Only send Completed VOBs to EMRs - New EMR Mapping Setting allows admins to select whether only Completed VOBs should be pushed to EMRs.
• "Un-admit Patient" functionality with Kipu EMR - Implemented a new "Un-admit Patient" functionality based on KIPU MR Number Removal. This enhancement aims to automatically "un-admit" a patient in the CRM when their MR number is removed in KIPU. This will ensure data consistency between the two systems when an admission is removed from Kipu and trigger any relevant workflows or actions. A new setting in EMR Mapping Settings allows Admins to choose which Sales Stage to move "un-admitted" patients to.  
• Kipu Integration Enhancement for Primary Policyholder - Improved data transfer accuracy for Kipu integration! The system now automatically splits the Primary Policyholder Name into separate first name and last name fields, ensuring compatibility with the Kipu API.
• BestNotes Phone number Format - Improved phone number formatting for BestNotes integration! The system now automatically removes country codes from phone numbers received from VoIP integrations.
• AdvancedMD EMR Integration Enhancement - The system now automatically updates the Sales Stage / Admitted Status to "Admitted / In Treatment" when a related appointment in AdvancedMD is completed, streamlining workflows and ensuring data accuracy.
• Ritten EMR PDF Push - The Ritten EMR integration now allows for pushing of PDF files - for syncing of PAAs and VOBs.

Improved System Functionality

• Automatic Updating of Insurance Policies from VOBs - Field mappings are now available for VOBs to Insurance Policies, allowing users to automatically update the Account's Insurance Policies with updated information from the VOB or Instant VOB. Previously, Insurance Policies would only get created based on new policies being entered into VOBs, with only the Payer and Member ID fields going into the Insurance Policies. With this enhancement, Insurance Policies (all fields) can always be kept up-to-date with the latest information from VOBs. Requires mapping to be done at CRM Settings -> Marketing & Sales -> VOB Insurance Policy Mapping.
• Report Month Ordering - Choosing to order data in Reports by month in ascending or descending order now sorts the months in proper calendar order (January-December), providing greater flexibility in visualizing and analyzing trends.
• Enhanced and fixed issues with Field Dependencies, including:
• Resolved problems with multi-select combo boxes not allowing dependency rules.
• Corrected the conditional hiding of dependent fields that were not being hidden as expected.
• Ensured the required field indicator (red asterisk) is displayed correctly for mandatory fields based on dependency rules.
• User Re-direction - Users were being redirected to the Summary View after saving changes from the quick-edit in the Details View on any module. Users will now be re-directed to the original view they were in after saving quick-edit changes.

Bug Fixes

• Resolved an issue where an unexpected HTML link entry was sometimes appearing in the Primary Email reference field at the Opportunity level (as a Reference field). The field now consistently displays the correct primary email address, ensuring data accuracy and preventing confusion.
• Fixed an issue in the Call Log feature where some call records displayed a duration of 0 and a status of "in progress," ensuring accurate representation of call data.
• Resolved an issue where Transactions coming in from IQ Patient Responsibility were missing / not attached to their related (parent) Account.
• Resolved an issue where reports were showing duplicated to some users, ensuring that deleting one report does not affect others.
• Resolved issue in Reports (conditions) where changes made to the AM/PM values in date/time filter conditions were not being saved.
• Resolved an issue in the Android mobile app where scrolling up on any page caused the page to refresh; now, the refresh only occurs when the user is at the top of the page and scrolls up more.
• Resolved an issue with the Comments in the mobile app not being displayed in a legible manner.
• Resolved an issue where click-to-call was not functioning correctly in CRM instances with both CTM and CallRail integrations. Users can now initiate calls seamlessly through either VoIP provider, enhancing flexibility and communication efficiency.
• Resolved an issue where links from Summary Charts on Dashboards were not being applied correctly upon redirection to list views. Clicking on an item in the Summary Chart now accurately filters the corresponding list view.
• Resolved an inconsistency in the "Submit New Lead" form where the "Practice Type" field was hidden on the desktop view but visible in the mobile app. The field visibility is now consistent across platforms.
• Resolved an issue where the Invoice Template did not display Total Charges and Patient Balance in Detailed view, and Charge Type and Transaction Type fields were missing in Summary view.
• Resolved issue where the Related Module field targeting Referral Contacts was not displaying all available contacts in search results, improving the ability to associate the correct field.
• Resolved an issue where the Sales Stage picklist in the Intake Opportunities module was not displaying background colors correctly in Edit mode within the Detail view. The picklist now consistently shows the configured colors, improving visual clarity and user experience.
• Resolved a sorting issue in the Manual Pull Patients from EMR functionality. The "Admission Date" sorting now correctly considers the year, ensuring accurate ordering of patients. Additionally, patients with missing admission dates are now displayed last when sorting by most recent admissions.
• Resolved an issue where the CTM "Score" field was not mapping correctly to the "Reporting Tag" field in Leads. The integration now accurately captures and displays the CTM score in the CRM.
• Resolved issue preventing long text messages from being sent through the workflows, ensuring successful transmission of messages up to 1600 characters (split).
• Resolved an issue in the Reports Detail View where changing the sorting order using the "ORDER BY" button caused the report data to disappear. Reports now correctly display data when the sorting order is modified.
• Resolved an issue with the Calculate EIV window improperly showing a $0 for the total EIV in some cases.
• Resolved an issue with the EMR Manual Pull: When manually pulling records from KIPU in the EMR settings the Referral source is not pulling.
• Resolved an issue when Adding Dashes in a Text field the last two digits would get removed upon saving.
• Resolved an issue when adding "Last comment" as a Column in a Report the Raw Data export did not reflect any Data.
• Resolved an issue with Stacking fields on stacked Bar Chart reports where the bar graphs would not stack with their stacking setting.
• Resolved an issue with Substances of Abuse History section not showing the field headers/titles.
• Resolved an issue with the Stacking Field not being mandatory for Stacked Bar Charts.
• Resolved an issue with the AMD Integration: Manual Pull Patient from ADVANCEDMD was not working.
• Resolved an issue with the Sunwave integration where the Insurance Provider was not being pushed correctly.

User Interface and Experience Enhancements

• Single Sign-On (SSO) with Google and Microsoft - Enjoy a convenient and secure login experience with our new Single Sign-On (SSO) integrations! Users can now use their existing Google or Microsoft accounts to access the CRM, simplifying the login process.
• Simplified Login: Log in to the CRM using your Google or Microsoft credentials with just a few clicks.
• Enhanced Security: Benefit from increased security by leveraging the robust authentication mechanisms of Google and Microsoft.
• Flexible Options: Choose your preferred login method:
• Use the new "Login with Google" or "Login with Microsoft" buttons on the login screen.
• Switch between SSO and traditional username/password login as needed.
• New User Invitations: New user invitations now include the option to set up SSO during the initial login process.
• Existing User Migration: Existing users can easily migrate their accounts to use Google or Microsoft SSO.
• Account Recovery: If you lose access to your Google or Microsoft account, you can request a password reset to regain access to the CRM.
• List View Freeze Header - Improved scrolling and header visibility in list views! You can now choose to freeze the header to keep column names always visible in all list views.
• Invoice Templates - Invoice emails are now available as Email Templates. The Email Templates editor now allows you to customize your Invoice/Statement emails sent from the Transactions module.
• Email Template Organization - You can now assign priority numbers to your templates, ensuring your most frequently used ones appear at the top for quick and easy selection. We've also added a search function on Email Template selection and removed unnecessary white space for a cleaner and more streamlined experience.
• User Picklist on Dashboards for All Roles - Greater flexibility for user roles! Admins can now enable the User picklist in the Dashboard for non-admin roles, allowing those users to switch between different user views on My Dashboard without requiring full admin privileges.
• New Module: System-Generated Emails - Access all your system-generated emails in one place! A new "System-Generated Emails" module provides a comprehensive list view of all automated emails from one place, complete with searchable columns, filtering options, and a preview function for easy access and management.

Integration and Sync Enhancements

• Send PAAs to KIPU as Evaluation Forms - Integrate the Pre-Assessments (PAAs) module directly to KIPU as Evaluation forms! This enhancement allows users to configure their CRM Pre-Assessment form in a similar format to the Kipu PAA and have the PAA sync form-to-form, field-to-field, instead of just as a PDF attachment. Eliminates manual data entry and ensures accurate integration of assessment data into EMR patient records.
• Enhanced Document Management for Alleva EMR - Documents uploaded to an Account can now be pushed into the Alleva EMR.
• Integration Management - Easily disconnect and remove integrations! A new "Delete" button has been added to the integration settings pages, allowing for quick and efficient removal of EMR, VoIP, Payment Gateway, and other integrations. No more manual entry of fake values!
• Kipu Webhook Updates - Experience faster and more efficient updates from Kipu! The integration can now utilize Kipu's new webhooks for real-time opportunity updates, ensuring your CRM data stays synchronized with Kipu without having to wait.
• DocuSign Integration Enhancement - Enjoy greater flexibility when sending documents with DocuSign! You can now change the recipient, upload your own PDFs, and send DocuSign envelopes directly from the Documents Module. No more need to use DocuSign Templates!
• Best Notes Integration Enhancement - Improved Sales Stage tracking! The integration with Best Notes now dynamically updates the Sales Stage in your CRM based on the tags selected in Best Notes.
• Only send Completed VOBs to EMRs - New EMR Mapping Setting allows admins to select whether only Completed VOBs should be pushed to EMRs.
• Manual Pull Patient from EMR Improvements - Improved accuracy and efficiency when creating new Accounts/Opportunities in the CRM from EMR census data using the Manual Patient Pull from EMR function. The integration now correctly pulls and maps essential information, including Referral Source, Insurance Provider, and Account Member ID.
• LightninStep EMR  Integration Improvement - The integration with LightningStep EMR now includes all necessary payer and policyholder information in the payload, ensuring seamless data transfer and matching data with the EMR.
• Improved System Functionality
• Run Instant VOBs without the Member ID - The system now allows you to submit Instant VOBs using only Name, DOB, and SSN for certain policies, allowing you to run policies for patients that may not have their Member ID immediately available. Requires adding and mapping an SSN field.
• Performance Improvement for Mail Manager - Improved the speed of page transitions within the CRM, particularly when navigating between different sections or modules. Users should experience faster loading times and a smoother workflow.
• Prevent Crucial Picklist value deletion - Improved the reliability of EMR integrations by preventing accidental modification of critical fields and picklist values.

Bug Fixes

• Resolved an issue where the Name Search Bar in User Management was not functioning correctly. Users can now efficiently search for users by name, improving navigation and management within the User Management section.
• Resolved an issue with the Sunwave integration where Insurance Names were not being pushed correctly. The integration now uses a more accurate mapping system based on Payer Codes, ensuring that insurance information is correctly synchronized with Sunwave.
• Fixed an issue with the Sunwave integration where certain fields, including subscriber and insurance details, were not available for mapping. All necessary fields can now be mapped correctly, ensuring accurate and complete data synchronization with Sunwave.
• Resolved an issue where the AdvancedMD EMR integration was not correctly transferring Referral Source information from the CRM to the "Referring Provider" field in AMD's "Referrals" section. Referral data is now accurately synchronized, ensuring complete and consistent patient records.
• Resolved an issue where documents attached to Intake Opportunities were not being pushed to the "Uploads" folder in Sunwave. Documents will now be correctly transferred, ensuring that all relevant files are available in the patient's Sunwave record.
• Resolved an issue that limited the available Account fields and expressions when configuring "Create a Record" or "Update a Record" actions for mandatory VOB fields in workflows. You now have full access to all Account fields and expressions, providing greater flexibility in workflow automation.
• Resolved an issue in the Pre-Assessment module and other modules where HTML code was incorrectly displayed in text area fields using the WYSIWYG editor. The fields now correctly render formatted text, improving readability and user experience.
• Resolved an issue where default values for Pre-Assessment fields were not displaying correctly in the Edit View, Detail View, or exported PDF. Default values are now consistently shown, ensuring accurate data representation and preventing confusion.
• Corrected an issue where call logs were displaying an incorrect call time based on Time Zone differences. The "Call Time" now accurately reflects the actual time of the call taking the Time Zone into consideration, ensuring consistency and accurate record-keeping.
• Resolved an issue in the Call Log where some call records were incorrectly showing a duration of 0 and a status of "in progress." Call durations and statuses are now accurately displayed.
• Resolved an issue where reports were sometimes showing duplicated in the Reports list, and deleting one duplicate would remove both.
• Resolved an issue preventing long text messages (over 160 characters) from being sent correctly through CTM in the CRM workflows. You can now send detailed messages, and the system will automatically split them into multiple SMS messages if needed. A notification has been added to inform users about this limitation.
• Resolved an issue preventing correct sorting of the VOB Priority column in the list view. The VOB module now displays items in the correct order when sorted by priority.
• Addressed an inconsistent issue where the Mail Manager was not displaying any emails for some users. The Mail Manager should now consistently show all emails, ensuring reliable access to your communication records.
• Resolved a problem in the Mail Manager where only the last 48 hours of emails were visible. The Mail Manager now displays all emails correctly, providing a complete view of your communication history.
• Fixed an issue where the primary email address from an email message was not consistently auto-populating in the primary email field when creating new records (e.g., Accounts) from an email in the Mail Manager. The primary email now automatically appears in the appropriate field.
• Resolved an issue in the Mail Manager where all folders were unexpectedly deselected when connecting. Folders now pre-select based on previously saved settings.
• Resolved an issue where related record names were not being displayed in Summarized Grouped Table report graphs when grouping by the "Related To" field. Also resolved an issue with displaying the Related To field in the Calendar list view.

User Interface and Experience Enhancements

• Dashboard Customization - Set a default date range for the date filter other than "Current Month" and choose whether to include optional filters like "CRM Owner/User," "Exclude Scholarships," and "Exclude Internal Transfers" in each Dashboard. This allows for a more personalized and efficient dashboard experience.
• Enhanced Global Search with Autocomplete - The Global Search bar now offers predictive suggestions as you type. Simply start typing, pause for a second, and results will appear. This feature can be enabled in the Global Search Settings screen under the Global Predictive Search Settings tab.
• Mandatory Field Clarity - Required fields are now marked with a red asterisk (*) in the Detail view, helping you quickly spot mandatory inputs.
• Enhanced Calendar Control - In your Calendar, you can now choose to display Pending Admits for all users or only assigned users. Additionally, you can customize which Sales Stages appear, color-code them, and view "Sales Stage: Opportunity Name" for greater clarity.
• New "My Tickets" Tab - In the Dazos Support section, users will now see their own submitted tickets by default under the new "My Tickets" tab, while Administrators retain full access to all users’ tickets in the "All Tickets" tab
• Mobile Navigation Buttons - A Back button has been added to mobile navigation, making it easier to move between screens and offering a more consistent experience.
• Improved "My Finances" Experience in Customer Portal - The "My Finances" section is now seamlessly integrated into the main page of the customer portal, eliminating the need for popups and providing a smoother user experience.

Workflow and Automation Improvements

• Workflow Field Clarity - When creating or editing workflow actions (e.g., Send Email, SMS, Internal Notification, Update Fields), you can now easily identify and manage custom fields. Field names are displayed when hovering over their corresponding tokens (e.g., $cf_2021).
• Survey Delivery via SMS - You can now send survey links via SMS in addition to email within workflow actions, expanding your ability to gather valuable feedback from your audience.
• Workflow Time Delay - There is a new optional time delay setting in workflow triggers. You can now specify a delay (up to 15 seconds) before a workflow is activated, allowing for more precise timing in your automated processes.
• Send Pre-Assessment Link - You can now send Pre-Assessment (PAA) links directly to leads via email in the Leads Module, streamlining the assessment process.
• Admitting LOC Automation based on Treatment Plan - Treatment Plans applied to an Opportunity now automatically sets the "Admitting to LOC" field based on the first Level of Care (LOC) in the Treatment Plan, improving accuracy and saving time.

Field and Data Management

• PDF Export on Any Module - You can now export the details of any record from any module to a PDF document, improving reporting flexibility.
• Field Length Editing - You can now increase the character limit or precision of text, decimal, integer, and currency fields directly within the Layout & Fields Editor, eliminating the need to delete and recreate fields.
• Improved Field Management Security - Fields set to "Module Type Pre-selection" in the Layout & Editor can no longer be deleted accidentally, ensuring consistency and preventing potential data loss.

Integration and Sync Enhancements

• New EMR Integration: AdvancedMD! - This bi-directional integration allows for the automated exchange of patient data, documents, and appointments, streamlining workflows and ensuring data consistency between the two systems.
• Enhanced VOB Control on EMR Integrations - Administrators can now choose to push "Full" or "Instant" VOB PDFs, or both, to their EMR in the EMR Mapping Settings, providing greater flexibility in PDF synchronization.
• Improved LightningStep Integration - The LightningStep integration now utilizes the Admission endpoint in addition to the Episode of Care endpoint, ensuring accurate patient records and discharge information.
• Constant Contact Tagging - Now assign tags to Constant Contact subscribers based on their CRM data, enabling better segmentation and more targeted campaigns.
• Mail Converter Enhancements - The Mail Converter now supports an unlimited number of mailboxes and allows you to select up to 10 Folders.
• Stripe Integration Enhanced - The Stripe payment integration, previously available only within the main application, is now extended to customer-facing payment standalone pages and the customer portal, enhancing the payment experience.
• Treatment Plan Enhancements - The "Admitting to LOC" and "Current LOC" fields are now automatically updated based on the first Level of Care in the entered Treatment Plan within the Opportunity.
• Enhanced Document Management for Kipu/Alleva/Sunwave Integrations - No need to re-sync entire patient records! You can now push documents from the Documents module (based on mapped folders in the EMR settings) to Kipu/Alleva/Sunwave EMR even after the initial patient sync.

Improved System Functionality

• Lead Conversion Rate Reporting - New settings on Reports using the Leads module allow you to track and analyze lead conversion rates over time (converted vs non-converted leads).
• Improved LOC Hx LOS Calculation - The Level of Care History (LOC Hx) Length of Stay (LOS) now updates daily, ensuring real-time visibility into the actual length of stay for patients currently in treatment.
• Simplified iVerify Automation Report Delivery - You can now configure the recipient email address for the iVerify Automation Report directly in the CRM Settings → Notification Settings screen, simplifying the report delivery process.

Bug Fixes

• Resolved an issue where specific users were experiencing limited functionality in the Dazos Mobile App and not showing some action icons. They now have access to all features based on their roles and permissions.
• Images pasted into comments overlapped the comments column in the Detail view. Images now display properly within the comments section.
• "Repeat" option in the Events module was being automatically set to "Yes," leading to the creation of unintended recurring events. The default behavior has been corrected.
• Fixed an issue where EIV calculations were showing as "Null" after Treatment Plan selection in EIV Calculator. The "Calculate EIV" function now correctly computes the Expected Insurance Value and displays the appropriate values in the EIV field for LOCs.
• Users can now remove uploaded logos in Company details and Theme Settings and revert to the default as expected.
• Resolved an issue in Reports, where selecting some fields in in the "Order By" caused incorrect display of data. Reports should now display data accurately when sorted by any field.
• Re-addressed the issue where RingCentral voicemails were not generating leads in the CRM. Now when callers leave a voicemail a lead will be automatically created and a Call Log / Activity record will be created.
• The 'Operator' field in Task workflows was not displaying options when using a Reference field. Additionally, picklist values from the referenced field are now accessible for selection.
• Fixed data synchronization issues between the CRM and Sunwave, particularly for PDFs, Levels of Care (LOC), Discharge Types/Dates, and Sales Stages. Updates made in the CRM will now be accurately reflected in Sunwave.
• Resolved an issue in the Staff Signature feature where Role/User selection was mandatory. Now, if no specific Role or User is selected, any staff member can provide the signature.
• Fixed an issue where ON/OFF toggles were spilling over two lines, affecting the visual layout.
• Patient face sheets in KIPU were not updating correctly during re-admission. Updates made to the Intake Opportunity in the CRM will now be reflected on the patient's face sheet in KIPU after re-admission.
• Manual patient pulls from Kipu now correctly import Insurance information and other related objects like Related Contacts.
• Resolved an issue preventing Constant Contact synchronization. Manual sync and scheduled sync jobs now correctly add new subscribers to Constant Contact.
• Users can now seamlessly paste images directly into the body of support tickets in the Dazos Support Module.
• The "Comments Comment" field in reports and list views now displays only the latest comment by default. You can configure the number of comments shown via a new option in the report settings.
• Resolved an issue in the Daily Admissions Report that was causing duplicate entries to appear. The report now accurately reflects the number of admissions per day.
• Resolved an issue causing "Failed payment declined" errors during Stripe payments, even with correct gateway settings. Payments should now process smoothly.
• Resolved an issue where "Location" and "Services" fields showed "Access Denied" for leads created via CallRail webforms. The necessary permissions have been adjusted, ensuring these fields are correctly populated and displayed for seamless lead management.
• Addressed an issue where submitting a PAA via email link resulted in a blank screen error. The submission process should now be seamless, ensuring successful completion and data capture.
• Fixed an issue where imported Referral Contacts were not displaying their associated Referral Source in the contact record, despite being correctly linked within the Referral Sources module.
• Fixed an issue in the Mail Manager where the "From" email address was not automatically populating to the Primary Email field when creating Accounts, Referral Sources, or Referral Contacts from the Mail Manager email actions.
• Fixed an issue that prevented mapping the 'subscriber_gender' field to VOB/Account DOB fields in the Kipu integration settings. You can now correctly map these fields, ensuring accurate data synchronization between the CRM and Kipu.
• Fixed a CTM issue where enabling both "Dazos Record Update Webhook" and "Dazos Inbound Webhook" caused duplicate leads to be created from a single form submission.
• Fixed an issue where hidden or disabled fields in the PAA were still appearing in the exported PDF. The PDF export now accurately reflects the configured visibility settings.
• Resolved an issue preventing the retrieval of Bedboard data from KIPU. The integration now correctly pulls and displays bed availability and occupancy information.
• Resolved an issue that limited the available Account fields and expressions when configuring "Create a Record" or "Update a Record" actions for mandatory VOB fields in workflows.
• Resolved an issue where duplicate versions of the same report were being displayed in the Reports list view for some users.

Enhanced Forms and Data Management

• Digital Signatures on Forms / PAAs:  Easily add digital signatures to any form or record, including Pre-Admission Assessments. Customize settings for staff and client signatures, including role-based restrictions and mandatory requirements. Optionally require staff signatures before completing a form. Save staff signatures for quick and easy access using a PIN. Find this feature in the Module Fields & Layouts of any module by clicking on the Digital Signature tab.

• New Field Type - File Upload: Easily attach files to any form or record using the new custom field option - File Upload. Uploaded files are easily viewable, downloadable, and can be included in reports.
• Field Descriptions & Info Icons:Add helpful descriptions to any field in your CRM. These descriptions will appear as a tooltip when you hover over the information icon next to the field label. Use this feature to clarify the field's purpose for your users.

Improved User Experience and Productivity

• New Floating Phone Widget & Phone Dialer Revamp: Enjoy our new floating phone widget, which provides quick and easy access to our CTM dialer from any page in your CRM. Search for contacts and make calls with ease. Click-to-call links on phone numbers within CRM records now use this new dialer, and you can answer inbound calls directly from the widget.

• Enhanced Pagination in List Views: Customize how many records you see per page in list views (20, 50, or 100) and easily navigate between pages using controls at the top and bottom.

• Predictive Global Search / AutoComplete: Quickly find records with our improved global search. As you type, the search tool will suggest possible matches, saving you time and effort.

• New Convert Lead Button: Convert leads to accounts or opportunities more easily with our new, prominent Convert Lead button.

• Click-to-Call on List Views:Make calls directly from list views by clicking on phone number fields.

• Mail Manager Actions for Referral Contacts: Easily take actions on emails from matching Referral Contacts in your CRM. The Mail Manager now associates emails with Referral Contact records for your convenience.
• Referral Contact & Referral Source Backwards Compatibility: The system automatically selects the Referral Source when you select a Referral Contact in a Lead, Account, or Opportunity, simplifying your workflow.

• Clickable Reference Phone Number Fields: Easily make calls directly from the CRM by clicking on reference fields that contain phone numbers.

• Rename Dashboards: Rename dashboards with ease using the Rename Dashboard button in the edit mode. No need to delete and recreate them.

• Nested Row-Level Formulas: Create a nested row-level formula (by placing a row Level formula inside of another row level formula) for advanced calculations and aggregation.Useful for complex report summarization and aggregation. 

• Date / Time Field Picker: Select the time component more easily when working with datetime fields in the calendar date picker.

• Improved Dazos Support & Knowledgebase: Access our enhanced support and knowledgebase section. Submit your own tickets as a reporter and easily view your tickets and all tickets using the new “My Tickets” and “All Tickets” tabs. Enjoy improved sorting and other user interface enhancements.

• Quick-Sync Referral Contacts into Related Contacts: Automatically pull Related Contacts from the associated Referral Source's Referral Contacts. Find this feature in the Related Contacts screen by clicking "Pull From Referral Contacts." 

• Consolidated Notification Settings Screen: Manage Admin Contact Details and Notification Settings in a single convenient location under “Notification Settings”.
• Email Tracking / Log for Sent Statements/Invoices: Track all sent statements and invoices from the Account (Transactions Module)  in the Account's "Emails" tab. Easily view and trace your sent documents.

Enhanced iVerify Functionality

• Quick-Create Referral Source from iVerify: Create Referral Sources directly from the iVerify -> Submit New Lead screen by clicking the plus sign icon (if the field is enabled).

• Funding Type available in iVerify Eligibility:See the funding type (Fully Funded vs Self Funded) in the Instant VOB Data for United Health Care and other policies that make this information available.
• iVerify Automation Report Email Configuration: Send iVerify reports to any email address, not just the CRM admin. Customize the recipient email address for the iVerify Automation Report by navigating to CRM Settings -> Configuration -> Notification Settings.

Advanced Filtering and Reporting

• Advanced Tag Filtering within List Views: Previously, using Tags in any module meant you could only filter by the tag. Now, filter by Tags within List Views without clearing other filters or searches. Combine Tag filters with other types of filters

Enhanced Payment Capabilities

• Customer-Facing Payments: Make payments through the Customer Portal or using "Pay Now" links in Statements and Invoices. This feature requires a supported Payment Gateway integration.

Security and Permissions Updates

• Single Sign On (SSO) via oAuth and SAML: Integrate Dazos CRM with third-party applications using SSO capabilities via oAuth and SAML. Enhance security and simplify user access
• Report Role Permissions: Set specific permissions for creating, editing, and deleting reports within the Reports module. Previously, only access to the entire module was controlled.

Lead Management Enhancements

• Pre-Admission Assessments for Leads: Complete Pre-Admission Assessments for Leads before converting them to Accounts or Opportunities. Existing assessments are automatically transferred to the Opportunity upon conversion.
• Pre-Assessments via Email Link:Pre-Assessments may now sent via email link to be filled out by clients using a workflow.

Workflow & Automation Improvements 

• Enhanced Workflow Management: Manage workflows more efficiently with new filtering, sorting, and searching options in the Workflow management screen (CRM Settings -> Automation -> Workflows).

• Workflow Datetime Expression Enhancement:Use the getdate('today') function to get the current date and time for time-sensitive calculations.
• Duplicate Prevention on Webhooks / Webforms: Activate duplicate prevention rules for Webhooks/Webforms to prevent the creation of duplicate records. The system detects duplicates and notifies the user.

Mail Manager Enhancements

• Mail Manager New Action - Add Referral Contact: The Mail Manager has a new Action to Add Referral Contact from an email. 

New Integrations

• New Spruce Health Integration: The CRM is now integrated with Spruce Health (VOIP/Messaging system) for logging calls and messages into the CRM, and for automated sending of text messages through Workflows.

• Google Ads Integration Complete! The Dazos Google Ads app is approved by Google and the integration is complete, allowing users to record Offline Conversions on Google Ads using different Google "Conversion Actions" based on triggers like Sales Stage changes or Lead conversions.

Enhanced CTM Integration

• Auto-Mapping of CTM Users: The Mapping of CTM users to Dazos Users can now be an automatic process using the new "Auto Map Users" button on the CTM User Mapping configuration screen. Users are automatically mapped if they have the same email, name, or username in Dazos and CTM.
• CTM AI Transcript in Call Log: The AI Transcript from CTM is now available for mapping to any field in the Call Log Module.

EMR Integration Improvements

• Timestamps for EMR Push/Link Events: Track EMR integration actions like when patients are sent from the CRM to the EMR and when they are linked together in the Opportunity Updates Tab.

• EMR Mapping of VOB Fields: Map CRM's VOB fields (including Instant VOB fields) to their EMR field counterparts for more comprehensive data synchronization. Previously, only Insurance fields could be mapped.

• Send PAAs to Kipu: Send Pre-Assessments to Kipu EMR after the initial patient push. Find this option in the Actions menu (...) while viewing any record in the Pre-Assessment module.

• Original Lead Creation Time Tracking: Track the original Lead's creation time in the Account module's Lead Created Time field. Map this field during the Lead Conversion process to the Created Time.

• Alleva LOC and Discharge Reason Integration: The Dazos integration with Alleva EMR now sends and pulls the LOC field correctly and has proper field mapping for pulling Discharge Reasons from the "Discharge Summary" form.
• Account Documents Push to EMR: Sync documents uploaded to the Accounts module to the EMR for seamless data transfer. Ensure proper configuration for this feature.

Finpay Integration Enhancements

• Finpay Integration Optional Buttons: When a Finpay integration is activated, administrators can now choose to show the “Take a Payment” or the “Send to FinAdvisor” buttons, or both (each optional) in the Intake Opportunity.

Bug Fixes

• Payment / Invoice Logo in Payment Gateway Settings cannot be uploaded / does not reflect in statement / invoice emails.
• Deleting a Referral Source automatically deletes anything associated with it (Opportunities, Leads, Accounts).
• Deleting an Account does not delete its associated Intake Opportunities (child) or VOB (granchild) records.
• Call Logs module not pulling lead source, also not setting the CTM-Mapped users as Assigned To.
• Call Logs module creating duplicate records.
• Mobile App forcing users to re-log in on certain actions within the CRM.
• Bed Boards showing Single/Bunk bed Kipu summaries instead of Dazos Bedboard summaries.
• Workflow Actions not saving on new/duplicate workflows until after initial Save.
• Edit Report: Enable navigation to Report steps as they load for faster access to editing capabilities.
• iVerify Credit Auto-Replenish was not working in some cases.
• iVerify response display issues - some info (Group Number, Group Name, Relationship to Primary) not displaying or displaying incorrectly.
• Improved Referral Source portal functionality, email invite template, and user Unqualified Leads not returning in Global Search results.
• Mass Edit issues clearing and updating fields in the Calendar module
• Mass Edit issue - when searching through a filtered list view, checkmarking all records, then selecting "Select All Records (X)" link on the green bar, it was doing the mass edit on All Records in the module, not the filtered results.
• Issue with Mass Edit on Tasks: When mass updating Tasks and re-assigning (Assigned To field), the related to data is being erased.
• Incorrect Comment Roll-Up. Accounts, Leads, and Opportunities were showing Referral Source comments and vice-versa when the Comments were rolled up.
• Issues with uploading images in Workflow Emails, unable to upload images.
• Issues with Conditions section in Survey Settings and Smart Notifications not having the right operators / field value selections for some types of fields in order to add the right conditions, also added a time selector on Datetime fields on all Conditions areas in CRM. All screens that use Conditions have all been standardized across the CRM so they all work the same.
• When renaming a picklist value in the Survey Type Field (Survey Module) or a PAA Type field, all fields that are tied to this Survey/PAA type get unassigned and must be re-assigned.
• Scrolling is not available in Upcoming Activities and Overdue Activities widgets on Dashboards.
• Mobile issues with closing the CRM Settings menu.
• Mobile issues with navigating the Module Layout & Fields screen.
• Mobile App issues with logging into CTM from the Dazos Mobile App.
• Loading Icon / Spinning Wheel not loading on Global Search.
• Issue with Column Picker on Calendar/Activities list views: only shows Task columns and not Event columns.
• RingCentral integration issues with Outbound Calls being recorded as Inbound direction.
• Kipu UR Integration creating duplicate UR records.
• UR: Next Review Date and End Date in UR Auth is displaying a default date of 12-31-1969.
• Sunwave integration not pulling Current LOC, LOC Hx, Discharge reasons or discharge info.
• Sunwave instances using Child Realms not having the Patients properly created into their Child realms in Sunwave.
• CallRail Mapping of Call Time field is wrong, should map to Date Time field instead of Start Time.
• CTM Assigned To override on Outbound calls - If a Lead/Account already exisits and an outbound call is made to that person, the CTM User Mapping was automatically re-assigning (Assigned To) that Lead/Account to the User that made the outbound call.
• Some GCLIDs not carrying over from CTM.
• AI Transcript field from CTM is not pulling the transcript data into the CRM even when configuration is enabled.
• Issue with column picker in Activities-related (Calendar) module list views.
• Large data import: Large file import doesnt go anywhere on the final Import step action, just stays on the mapping screen.
• Default Date setting on Admission Date field not pre-populating on Convert Lead popup.
• Auto-Save: Some fields not being restored from Draft
• Health Plan IDs and Payer Code / Insurance Company not being saved into Account from iVerify -> Submit New Lead.
• Issue with Lead conversion when un-chhecking the Create Opportunity - error shown.
• Color-coding of picklist values not showing colors on Global Picklists.
• Kipu patient re-admissions were not sending updated patient data to Kipu, resulting in Kipu showing outdated patient information on re-admits that were previously sent.
• When re-clicking on the Summary button (Detail view) on any module only 5 Key fields show.
• Scrolling not available in Upcoming Activities and Overdue Activities widget, cannot scroll down to see all tasks if it goes over the widget height.
• Issue with filtering Datetime fields on list views/reports/filters not carrying the time in the filter.
• Issue with Scholarships not showing in reports.
• Issue with adding Insurance policies to a Lead/Account and using quotes/apostrophes - would not save the record.
• Field Dependency MAKE REQUIRED Function was not working for checkboxes
• Currency fields should default to 2 decimal places, currently currency fields saving as .999999. Also when putting commas into a currency field it doesnt save or display right (thousands mix-up).
• Issue when editing a Pre-assessment any edits you make if you then add a new medication to the Medication table the page refreshes when you save the medication and you lose other edits to the PAA.
• Call Log: Call Time field added as a date field instead of a Datetime field, not tracking time only date.
• Increased character limit showing on Summary Chart type of graphs on Dashboards.
• Levels of Care in CRM Settings -> Treatment Program configuration screen not coming from Global LOC picklist.
• Integrations -> EMR -> Manual Pull Patient from EMR does not show a notification to the user that the system has began pulling Data from EMR, also not pulling Insurance information from EMR.
• Issue with Module Fileds & Layout: Once you switch to the Arrange Key Fields or any other tab, then go back to the Detail View Layout tab, you can't do anything, the screen breaks.
• When adding more then six tags on a record we are unable to see all tags on the " Current Tags" View.
• Mail Manager Field Mapping is not correct, it is taking the first part of the sender's email address and putting it into the Last Name field and the last part of the email and putting it as the organization instead of grabbing the "From Name" and assigning the fields properly.
• When creating an event with multiple "Related to" Fields the event does not show up on the corresponding records chosen.
• UI Issue with CRM Settings menu not closing up when clicking on an open menu item, creates problems for mobile browsing within CRM Settings.
• Export action not functioning on Manage Users screen.
• Workflows list view showing incorrect trigger.
• Reference Fields in Workflows/Reports/List conditions lacks operator options and Picklist Values.
• Responses that contain an Image on Jira now updates the Dazos support module correctly without the broken image
• The system now allows deleting and renaming or deleting of the picklist values tied to events and Tasks
• Fixed an unexpected behavior with the Mandatory field setting and Show field options in the Module Layout & Fields -> Add / Edit Custom Field function.
• The Roll up On/Off button has been Removed from the Leads view as it is not applicable on this screen

• Send Text Messages via Workflows - For CTM and CallRail users, there is a new Action in the Workflows called "Send SMS". This action allows sending an SMS / Text Message to any recipient automatically, using CallTrackingMetrics or CallRail.
• List Views increased to 25 columns - All List Views in the CRM have been increased in capacity from maximum of 15 columns to 25 columns.
• Smart Notifications - VOB Smart Replies has been updated to Smart Notifications, and now works for any module in the CRM. Using Smart Notifications, notification banners can be added to the top of any record on your CRM using any custom conditions.
• New Call Log module - The Call Log has been moved from being a sub-module to a full module, allowing complete functionality, reporting, and workflows of the Call Log. The Call Log module has relations to: Leads, Accounts, Related Contacts, Referral Sources, and Referral Contacts, in order to link inbound and outbound calls and messages to their respective records in those modules through a matching phone number.
• Textarea fields with WYSIWYG / HTML Editors - Textarea type of fields may now have the WYSIWYG attribute turned on, which will enable an HTML editor to be shown for that field, allowing users to style and format the contents of the textarea.
• Report / Chart Groupings by Date / Day of Week - All "date" type of fields may now be grouped by their Day or Weekday in all Reports - allowing users to group reports and graphs by day of the week or day of the month.
• Mail Manager and Mail Converter Gmail / Office365 oAuth - The Mail Manager and Mail Converter modules have been updated to connect to Google (Gmail) and Microsoft (Office365/Outlook) via oAuth instead of IMAP. Both Google and Microsoft have stopped supporting IMAP for 3rd party connections to e-mails, and all accounts must be re-connected using oAuth.
• Mail Converter Email Mapping of Related Contacts - The Mail Converter now maps emails from Related Contacts and Referral Contacts to their corresponding CRM records automatically, in addition to mapping emails to the Leads/Account email fields.
• Role Permissions for Reports module - There are now separate Add / Edit / View and Delete permissions available for the Reports module, allowing Administrators to limit Roles or Profiles to only performing certain actions on Reports, instead of the previous all-or-nothing permission for the Reports module.
• Enable File Upload on iVerify ->Submit New Lead - A "File Upload" section may now be added to the iVerify -> Submit New Lead screen in order to accept uploading of insurance ID cards or other files or documents during verification requests.
• Best Notes EMR Integration - A full integration is now available with Best Notes EMR.
• Ritten EMR Integration - A full integration is now available with Ritten EMR.
• Bed Board Status now dynamic - Applying filters to the Bed Boards screen now updates the Bed Boards summary and totals. Previously, the Bed Board totals and summary showing on top of the Bed Boards screen was static and did not update with the selected filters.
• New Help Icon - You will now find a new Help icon on the top right of the CRM with quick links to the Dazos User Manual, Knowledgebase, and Submit a Ticket.
• Field Dependency Operator - Field Dependencies may now be used with "equals" or "not equals" operators, in order to allow fields to be shown/hidden/made mandatory based on other fields NOT equaling a certain value.
• User Export Tracking - All CRM exports are now tracked in the User's history, for auditing and accountability purposes. Administrators may now see which users exported any data from the Dazos CRM.
• New Workflow Action -> Send to EMR - A new workflow action for Intake Opportunities has been added called "Send to EMR", which will automatically push the opportunity to the EMR, so that administrators can choose at what point to automatically push their patients to the EMR.
• Bed Boards Default View - The default view of the Bed Boards module has been changed to the Graph view, instead of the List view.
• Calendar List View Icon - A new icon has been added to the top of the Calendar module to quickly switch to the List view and vice versa.
• Workflow Priorities / Sequence - Workflows may now have a priority / sequence specified on them, in order to specify which workflows run first or last when targeting the same record.
• Global Picklists for Multi-Select Combo Boxes - Multi-Select Combo Boxes may now be considered as Global Picklists and use Global Picklists as their values.
• Bugfix: Global Picklists Coloring - Color selections on Global Picklist values now work and show the color selection wherever the picklists are displayed.

• New "Raw Data Table" Graph Reports for Dashboards - Reports may now be graphed on your Dashboard using the "Raw Data Table" chart type / format, which is basically the Detail view of the report, showing the columns from the "Select Columns" section of the report builder.
• New "Summarized Grouped Table" Graph Reports for Dashboards - Even more advanced, Reports may now also be graphed on your Dashboard using the "Summarized Grouped Table" chart type, which is a summarized / grouped table that can group items by any field, showing their counts in a table format, and in addition use Row-Level Formulas to calculate and summing or averaging specific values and counts for display on Dashboards.
• "Being Edited By" Notice - When viewing or editing a record, all modules now produce a notice on top of the screen if another user is editing the same record you are viewing / editing. In addition, List Views now have the capability of directly showing the "Being Edited By" in a list view column, so that users can quickly see who is editing records and avoid opening records that are currently being edited by other users.
• "Tabbed Details" toggle on Details screens - A new toggle has been added to every module's Details screen called "Tabbed Details". When disabling this toggle (switching to Off), the tabs in the Detail view will turn into blocks and all fields will display in a single screen, instead of being separated into clickable tabs they will be separated by Block sections, much like the Edit screen. This is a "session-sticky" action, meaning, once you hit the toggle, it will remain in that view across all of the CRM's details screen during the current CRM session, and reset once you log out.
• "Sticky" Menu Auto-Hide - Hiding the CRM's Main Menu by clicking the Hamburger icon will now be a "sticky" action, meaning, once you hide (minimize) the menu, it will stay hidden/minimized even as you move across different CRM screens, until you click on the Hamburger icon again to re-maximize your main menu, which will also stick.
• Module Table Fields Block Order - Module Table Fields (i.e. Related Contacts, Insurance Policies, Medications, etc) are now blocks that can be moved to any position (via drag & drop) in the Module Layout & Settings.
• Graph Plotting at 0 - There is now an option for all Bar Graphs and Line Graphs (including Stacked) to start at 0 as the minimum value instead of at the minimum value produced in the report.
• Outbound Referrals for Leads - Outbound Referrals may now be created / attached directly to Leads (without having to convert Opportunity). Once a lead is converted, any Outbound Referrals attached to it will automatically get carried over to the converted Opportunity.
• LightningStep EMR Integration - A full integration is now available with LighningStep EMR.
• Sunwave EMR Integration - A full integration is now available with Sunwave EMR.
• Custom Field Mappings for EMR Integrations - Administrators may now map custom EMR fields in each of the EMR Mappings screen.
• New Main Menu Settings Screen - A new "Main Menu" settings screen has been released, allowing administrators full and complete control of the CRM's left navigation menu, including the ability to add custom links, change link names, and re-organize menu items.
• Instant VOB Link on Full VOBs - Full VOBs that are created from Instant VOBs now have an Instant VOB Link on them, so that the instant VOB can be access directly from the Full VOB. This is available as a field, so it can be displayed anywhere including VOB list views
• New EMR Integration Setting for re-admissions: - A new setting in EMR Integration -> EMR Mapping Settings allows you to "Create a new opportunity in Dazos CRM when a patient is found in the EMR census but is not in CRM", allowing you to automatically pull patients that are manually created or re-admitted in your EMR without having to manually create them in your CRM. The system is smart, making sure no duplicate opportunities or accounts are created, only creating an Account if the Account matching that patient's name and DOB doesn't already exist, otherwise it will create both an Account and an Opportunity.
• Global Picklists for Multi-Select Combo Boxes - Multi-Select Combo Boxes may now be Global Picklists, available for use across many modules (previously unavailable).
• Workflow Action Improvements - Several improvements have been made to Workflow Actions:
  1. Workflow Sequencing (run order) - you may now choose which workflows run first vs other workflows, allowing for further flexibility when using multiple workflows   
  2. Several new date-manipulation functions have been added to Regular Expressions (for Update Fields/Create Record)
  3. The Create Task and Create Event actions are also now able to include fields from the workflow's Target Module in their subject/description field
• Row-Level Formula Expressions (Reports) - Several new date-manipulation functions have been added to Regular Expressions used in Row-Level Formulas for Reports.
• FinPay Integration Improvements - The Dazos CRM / FinPay integration may now include "Send to FinAdvisor" and "Take a Payment on FinPay" buttons directly from the CRM Opportunity screen.

• Report Improvements - We continue to improve the Reports module:
  • Instant loading of report details / Report loading speed improvement
  • New Summary Calculation settings to summarize groupings, clusters and report totals using Sum, Avg, Median, Min, and Max calculations on any Integer or Number fields.
  • Row-level formulas are now available - allowing users to add calculational fields to a report on-the-fly. Row-level formulas may be added while selecting the Columns in a report.
  • Live-view Report Editing now allows users to modify the report's Columns, Groupings, and Filters directly from the report's view screen, without having to click on Customize. Previously, only the conditions (filters) were editable on the report view screen. Available by clicking on Modify Conditions while viewing a report.
  • Switching between the 4 steps / tabs while editing a report is now available - allowing users to quickly move between the different steps of the report builder without having to click on Previous/Next.
  • Ability to add up to 3 Data fields (bar groupings) in all Bart Charts: Horizontal/Vertical and Stacked charts.
  • Mobile / App view improvement - The mobile view for reports has been optimized and viewing reports in mobile or the Dazos mobile app is now cleaner and less cluttered.
• Manually Pull Patients from Kipu / Alleva EMRs into CRM - Administrators may now manually pull patients / clients from their Kipu or Alleva EMRs into their CRM. This process will create a patient Account and Opportunity using the data from the EMR, including all mapped fields and related objects (related contacts, insurance policies, etc). Available under CRM Settings -> EMR Settings -> Manual Pull Patients from EMR.   
• Draft Auto-Saving - All modules now have an automatic Draft auto-saving feature. This feature will automatically save new forms as users are filling out the forms, in case the connection to the CRM gets interrupted while Saving, users will now be able to retrieve and restore the auto-saved Draft of lost forms that were never saved.
• Comment Reply Visibility and Notifications - When replying to comments in the CRM, the user that entered the original comment being replied to will now receive an email/internal notification whenever a reply is posted to a comment. Previously, only tagging users in the comments would send a notification, and replying to comments would not unless the user was tagged in the reply. In addition, any tagged users (either in the original comment or the reply) will also get notifications on replies to that comment. In addition, previously users would need to click on a link to view comment replies, as they were not visible to the eye unless a user clicked on the Reply from the original comment. Now, comment replies are no longer hidden through a link under their original comment and are instead always shown on the comments screen by default.
• Clickable Calendar Interface - Users may now click on any spot in their CRM Calendar and choose to create a Task or Event on the timeslot selected.
• iVerify without Insurance - iVerify's "Submit New Lead" screen may now be used without insurance in order to quickly create an Account & Opportunity without insurance (without having to create a lead and convert it). Available by selecting "Use in Submit New Lead" on the Payment Method field in the Intake Opportunity (displaying the Payment Method on Submit New Lead will enable Cash Pay/Scholarship for it).
• iVerify Calculate EIV / Automatic Treatment Plan Assignment - After selecting a Treatment Plan Template and viewing the Estimated Insurance Value (EIV) in iVerify, users may now click on the "Assign Treatment Plan to Opportunity" button to automatically assign the selected Treatment Plan Template to the opportunity.
• Documents Multiple File Download - The Documents module now allows users to download multiple documents at once by check-marking the desired documents and clicking on the Download icon.
• Created / Modified Time Fields added to 3 views - The Reports list, Workflows list, and Users list now includes columns for created time and modified time, in order to quickly be able to see when a report, workflow, or user was created or last modified, or in order to sort the lists by created/modified time.
• Alleva EMR Prospects Mapping - The Alleva EMR integration now includes the ability to manually map an opportunity with an Alleva Prospect. Previously, opportunities could only be mapped to admitted Alleva Patients. Available to Alleva EMR users in the CRM Opportunity view by clicking on "Manually Link EMR Patient".
• Bugfix: Textareas and Long Picklists on Details View - Textareas with a lot of text and long-named picklists were previously showing incomplete or cut off, and would not allow users to properly view it or Quick-Edit it. A new "Read More" link has been added to expand long text fields. In addition, a general layout improvement has been implemented for the Details view on all modules, in order to improve the readability and left-right scrollability of all fields when viewing and editing these screens from smaller monitors and mobile devices.

• New and Improved iOS/iPhone App! - There is a new, updated version of Dazos in the iOS App Store that includes several bugfixes and improved navigation and functionality within the app. Go to the App Store and search for Dazos to install or update it.
• Dashboard Improvements - Dashboards have been given several improvements, including cleaner widgets without overlapping scroll-bars, cleaner switching of Pie Charts between units and percentages, easier pinning of Reports to Dashboards and a better Add Widget button menu, and viewing the Dashboard from mobile devices / the Dazos Mobile App will now maintain the same order of widgets as the Desktop view.
• New Calculate EIV tool in iVerify! - iVerify's Policy Reimbursement History section now includes a button called Calculate EIV (Estimated Insurance Value). Clicking on this button will allow users to view the estimated revenue from servicing this patient by entering or selecting from a Treatment Plan template (LOCs and Days).
• Live-Editing Reports - Report Columns and Groupings may now be editing in real-time while viewing the report, without having to click on Customize to edit the report.
• Workflows with Full Intake Packet! - Workflows targeting Intake Opportunities may now include attachments for VOB, PAA, and Travel Itinerary, allowing administrators to set up an automated e-mail that includes any or all 3 attachment PDFs on a full Intake Packet type of e-mail.
• Report Date Groupings - All reports may now have any of their date fields grouped by either Month or Year. Previously, only graphs allowed grouping date fields by Month/Year, now, details in the report may also be grouped by Month/Year.
• Re-Order / Sort Module Table Fields - All Module Table Fields (Treatment Hx, Medications, Related Contacts, Insurance Policies) may now be re-ordered and sorted in any order desired by Administrators. Available in CRM Settings -> Module Management -> Module Table Fields with simple drag & drop.
• Tabbed View Remains on Refresh - The Tabbed View has been modified to maintain itself on browser refresh or on browser nagivation, so that the tabs are not lost on these actions.
• Changing Password prompts for User Notification - Administrators may now choose to send a user their updated login credentials when updating their Password, in order to simplify the process of resetting another user's password.
• EMR Integration Updates - The process to update EMR patient charts with updated CRM info has been updated to work as a workflow, so that no matter how the Account/Opportunity is updated it will always send the update to the EMR.
• Document Upload Size Increased - Files up to 100MB may now be uploaded into the Documents module.
• Export Reports in Raw Data or Formatted View - When exporting Reports, users may now select to export in Raw Data format (no groupings, just data), or in Formatted Data format (with Groupings and Clusters, as shown on the screen).

• New and Improved Google Play Android App! - There is a new, updated version of Dazos in the Google Play Store that includes several bugfixes and improved navigation and functionality within the app. Go to the Google Play Store and search for Dazos to install it (please make sure to uninstall the previous Dazos app beforehand).
• Reports Overhaul - The Dazos CRM reports have been re-designed to combine Detail and Graph reports into a single type of report that will include both. All existing detail/graph reports will continue working, however, adding any new report will be a single type of report that will be able to produce both details, and a graph, making it much easier to add and update reports and dashboard widgets by eliminating the need to create and update 2 separate reports. These new reports, when added to dashboards, will automatically show only the graph portion on the dashboard and will automatically link to its detail report.
• Reports Pagination - More than 500 Records - Pagination (moving between pages) has now been added to Reports, allowing users to view more than 500 records in a report without having to export it by simply moving to the next 500 records.
• NEW Report Clusters! - A new feature called Report Clusters is now available while viewing a Report. Clusters allow users to manipulate reports while they are viewing them by adding temporary groupings to the report based on certain values manuallly "Clustered" or "bucketed" together.
• Nested Conditions - When adding Conditions (filters) to Reports, Lists, and/or Workflows, users now have the ability to put OR conditions inside AND conditions, and vice-versa, allowing for full flexibility of CRM filtering by using parentheses on the condition queries in order to prioritize your AND and ORs groupings in the filter.
• Bookmark Dashboards - Dashboards now have the ability to be Bookmarked (as favorites). Bookmarked dashboards will show up first on the dashboards list, with an Asterisk (*) next to them.
• Favorite Reports - Reports now have the ability to be marked as Favorites. Favorite reports can be viewed in the Reports screen under the More menu -> Favorites Report.
• New Internal Alert Notifications - There are new "Alert" notifications that pop up on the top right corner of the CRM when an inbound phone call comes in and the CRM user has "Answers Inbound Calls" selected in their Role. Alert notifications also appear when a Calendar task or event actvity is upcoming.
• Calendar Tasks and Events Assigned to Multiple Records - A single task or event can now be assigned to multiple related records (multiple Accounts/Opps/Leads/Referral Sources), allowing users to create a single task attached to multiple clients or multiple referral sources at once.
• Related Contacts Phone Number Recognition - Our integrations with CTM, CallRail, DialPad, and other phone systems will now automatically recognize inbound and outbound calls and messages from/to Related Contact phone numbers and if the phone number is found it will attach the activities to the matching parent account of the Related Contact, rather than creating a new Lead.
• CTM & DialPad User Mapping - CTM and DialPad configurations now allow mapping Dazos users to CTM/DialPad users, in order to assign the Lead and Task to the CRM user / agent who answered the call in CTM/DialPad.
• Group Reports by Date (Month) and Date (Year) - Detail reports may now be grouped by Month and Year for any date field in the report's modules. Previously, only graph reports allowed for grouping by Month and Year, now the Detail part of the report also allows this kind of grouping.
• Verify Your Insurance Advanced Settings - The configuration for Verify your Insurance (under CRM Settings -> Integrations) now has advanced configuration options, allowing Administrators to fully configure how the Verify your Insurance form will show on their website. It now has the ability to customize the fields being displayed on your Verify your Insurance page, how they are labeled on your page, what happens after submission (thank you message, verification results shown or not, Smart Replies, re-direct to Thank you page, etc), and to use Placeholders vs Labels on your page.
• BugFix: Events and Tasks (Calendar Activities) and Tickets (Support) modules may now have their fields moved, editied, and managed in the Module Fields & Layout screen, as well as having Custom Fields added. These modules were previously locked for editing but are now fully editable.

• Speed & Performance Improvements! The Dazos team has been working hard on optimizing the code and data structures to enhance the performance and loading speed of the CRM. With these improvements, you can now enjoy lightning-fast browsing and loading times, as the average system-wide performance has been boosted by 300%!

• New Tabbed View! CRM users may now navigate with internal tabs within the Dazos CRM, allowing the user to keep multiple tabs open at the same time within the same browser window, one tab for each section of the CRM. Tabbed View can be quickly enabled on the top right corner of the CRM by going to the "User" icon and clicking on "Tabbed View".
• New Feature: Treatment Plans! A new feature called Treatment Plans is now available to allow Dazos CRM users to enter the initial treatment plans for incoming clients, inputting the pre-planned Levels of Care and step-down dates for each client, accumulating to a total planned Length of Stay. These Treatment Plans can be used to report on and analyze planned stays vs actual stays, by level of care. Treatment Plans are added to Intake Opportunity and is the accessible as the new, last icon under the Intake Opportunity screen's icons "ribbon" area.
• New iVerify Layout - A new, cleaner, easier to read layout has been released for the Instant VOB details screen. Admin users may now sort and limit/remove/add the benefit categories listed on iVerify results screens, and non-behavioral health benefits have been removed from the screen by default. The benefit category selection and sorting can be accessed by Administrators under CRM Settings -> Configuration -> iVerify Settings, in the Iverify Service list section.
• Phone Numbers and Emails now Searchable - The global Search function now searches through all phone number and email fields, allowing users to quickly find patients and other records by the phone number or email address.
• Insurance Policies now viewable from Opportunity Screen - The Intake Opportunity details screen now includes a new tab on the right for "Insurance Policies", listing and allowing the management of the parent Account's Insurance Policies directly from the Opportunity screen without having to go to the Account's screen.
• Admit Patient and Discharge Patient buttons - Buttons for Admit Patient and Discharge Patient have been added to the Intake Opportunity screen to facilitate the process of Admitting or Discharging patients through a simple button click, rather than manually changing the sales stages. These buttons will result in a popup that will allow users to verify the Admission or Discharge information prior to completing the action, as well as take additional actions such as adding an Outbound Referral while discharging a patient or assigning a bed from the bedboard or confirming / adding a Treatment Plan on Admission action.
  Recurring Charges - Recurring Charges may now be added under the Transactions Module. This feature may be used to set up recurring rent, medication, or other miscellaneous charges on a client's account.
• Sorting / Ordering of Dashboards - Admin users may now change the order of the Dashboards, including the first (initial) dashboard that shows upon login. Available under Settings -> User Management -> Dashboard Role Settings
  Exporting of Reports in PDF Format - All reports may now be exported directly into PDF format without the need for using the Print function. The "Schedule Reports" feature also includes PDF exports now.
• DateTime Fields - Admin users may now add DateTime type of fields to any form. DateTime fields are fields where users can enter both a date and a time into a single field, with a friendly date/time selector. Available under "Customize -> Form Fields and Layout" under Add Custom Field for all modules.
• Global Picklists - Picklists may now be added as Global Picklists, allowing Admin users to easily re-use picklists from any module on the CRM on any other module. Available under "Customize -> Form Fields and Layout" on picklist type of fields for all modules.
• Import/Export Picklist Values - Picklist Values may now be imported from CSV files and exported to CSV files. For large picklists, this new feature allows for easier management of the picklist options/values.
• Webforms/Webhooks for VOBs and PAAs - Webforms / Webhooks may now be configured by Admin users in order to integrate external "Verify Your Benefits" forms and "Pre-Admission Assessment" that may be on your Organization's website. These webforms/webhooks will create a lead, convert it to an account and opportunity, and create the VOB or PAA, all at the same time, or add it under a matching patient's latest existing Opportunity (based on Name and DOB).
• Password Protect PDFs - Administrators may now configure a password for PDF files. Password-protecting your PDF files will force anyone to enter the password when opening a VOB, Pre Assessment, or report PDF file generated by the Dazos CRM. Available under CRM Settings -> Configuration -> Notification Settings.
• Settings Menu changes - The CRM Settings sub-menu has been significantly altered for simplicity. A new menu item has been added called Integration, and several of the links previously under the Configuration menu have been moved to the new Integration menu, and others have been moved to the Module Management menu.
• Comments accessible from Task detail screen - The Task (calendar activity) detail screen now contains the full Comments section that will display the comments from the task's related item (Account or Opportunity) and allow users to directly enter new comments into the item that the task is related to from the task screen.
• Transactions Module List - The Transactions list is now available directly from the left menu, giving users access to a filterable list of all Transaction records in the CRM.
• Level of Care History integration with Kipu EMR - The Kipu EMR integration now includes pulling of the LOC History from Kipu into the Dazos CRM for reporting purposes.
• Service Fee Capabilities - Service fees may now be added on top of payments collected through the Transactions module. Can be configured as a percentage or a flat fee.
• Bi-Directional Integration with Dazos IQ - The Transactions module is now fully bi-directionally integrated into Dazos IQ. Payments made through the CRM for Patient Responsibility categories will automatically get posted to Dazos IQ and payments made through the Patient Collections module in IQ will automatically post in the CRM.
• All Description fields re-named to Notes - Across the entire Dazos CRM, all fields previously named Description have been re-named to Notes, in consistency with Behavioral Health standards.

• New Theme / CRM Layout! New & Improved Look & Feel - same great Dazos CRM. Without sacrificing any functionality or features, the highly anticipated Dazos CRM 2.0 is now out! Also don't forget to check out the new Dazos CRM on your Mobile device or the Dazos Mobile App - it is 100% mobile-friendly!
• EHR Integrations - Dazos CRM now has released bi-directional API integrations with 3 popular Behavioral Health EHRs: KIPU, Alleva, and Opus. Contact Dazos support to configure your EHR integration.
• New Bedboard Module - A brand new module to completely manage your Bedboard and available beds. Beds within the bedboard can be booked, reserved, and released by Opportunities, according to their Admission and Discharge dates and how they affect the bed availability. Fully integrated with all 3 EHR and their internal Bedboards.
• New Transactions Module - A brand new, highly anticipated Transactions module has been released. The Transactions module sits under the Accounts module (the Account is a parent of the Transactions), and allows users to start tracking all sorts of patient finances and transactions, including charges and payments for medications, rent, groceries, private pays, and much more. Includes invoicing capabilities and integrations with online payment gateways Authorize.net and QBMS. An Account Balance section has also been added to the Account details screen, with clickable details that sum up all of the charges and payments and presents the user with the patient balance summary details.
• 2-Factor Authentication - 2 Factor Authentication has been enabled for all CRM users. The first time you use a device to log in to Dazos, you will now be required to enter a verification code that will be e-mailed you to (HIPAA requirement). This authentication will only be required the first time on any device and will be skipped after you verify your login on that device.
• Account Locks - After 5 failed login attempts, users will now be locked out of the CRM for 1 hour (HIPAA requirement). Accounts can be manually un-locked by Admins under the Manage Users screen

• iVerify Policy Reimbursement History - New, highly anticipated feature displays historical out of network re-imbursement data for any policies that Dazos has re-imbursement history on, directly from the iVerify results screen. Users can now view historical reimbursement numbers for different services as they are verifying a policy with iVerify. Role-based permissions - meaning this can be visible or non-visible to certain users, depending on their Role and if the role has this permission enabled under the VOB module.
• LOC History / Current LOC - Intake Opportunities now have a Current Level of Care field and Level of Care History tracking. Accessible through the new LOC Hx Related Module icon in the Intake Opportunity screen.
• Field Dependencies Through a new Settings screen in the CRM called Field Dependencies, we now have unlimited flexibility to set up custom dependency rules for any type of field, including the ability to make any field required, show a field, or hide a field based on another field's selection or input. Also works across related modules (a child module can have a field dependency based on a parent module field, and vice-versa).
• Cross-Module Update Fields Workflows - Workflow Actions can now update a Related Module's field (child or parent module) based on a related Target module.
• Rollup Tasks & Events - Accounts and Intake Opportunities can now "Roll-Up" activities (ON by default). Activities saved to Accounts can now be viewed on the Intake Opportunity screen and vice-versa.
• Language Management - Users can now quickly create a new VOB (Full or Instant) by picking from the saved Insurance Policies on the parent Account, rather than having to enter the insurance information manually on the VOB it will use the parent Account's saved Insurance Policy information and instantly verify.
• Length of Stay field & Workflow - New Length of Stay field on Intake Opportunity is being automatically updated by a Workflow once a patient discharges. Also now that we are tracking the LOS, unnecessary Admin DC and AMA/ACA Over/Under 5 Days have been removed from Admitted Status and replaced with simple Admin DC and AMA/ACA statuses.
• Unnecessary Quick View and Popups removed - Removed the unneccessary Quick Add and Quick View popups when adding or viewing a Related Module item from a list. Instead, it now takes users directly to that item's Details Screen or Add screen. Quick View is still available through the Quick View magnifying glass icon.
• Edit Picklist Values from Module Fields & Layout - There is now a link to edit the picklist values for a field directly from the Module Fields & Layout screen.
• Outbound Referrals tab added to Referral Source Details Screen - You can now view all related Outbound Referrals directly from the Referral Source screen (new icon).
• List-Based Workflow Emails - With Time Interval based workflows, users can now send Workflow emails containing lists of all items matching conditions, rather than individual e-mails for each item. This enables the sending of lists (i.e. Today's Admissions, Today's Airport Pickups, Today's Discharges, etc).
• New Dashboard / Report Graph styles - including Stacked Bar Graphs with a 2nd Grouping Option - Users can now create stacked graphs with 2 grouped metrics (i.e. Current Census by LOC)
• Updates tab added to all Modules - you can now view the history of any changes made to any item/object within the Dazos CRM using the global Updates tab inside the Detail screen.
• Read-Only fields can now be added to any Module. Read-only fields are fields that display but are not manually editable in the CRM, however they may be updated automatically by Workflows or by API Integrations.
• Multiple new Treatment Workflows added: Alumni Followup Tasks, Open Lead Followup Tasks, Referral Source Followup Tasks, Referral Source automated Emails.
• Webhooks instructions added to the Webforms area - Webhook instructions may be easily emailed.

• Rename Fields - Fields can now be easily re-named in the Module Fields & Layout screen.
• Quick Edit capabilities added to all CRM Summary (Key Fields) and Details screens (edit 'pencil' icon added to most fields - those without Dependencies).
• Related Contacts - Leads and Accounts now have the ability to add multiple related contacts, including emergency contacts. Visible from the Account screen and all Intake Opportunity screens.
• Insurance Policies - Leads and Accounts can now add multiple insurance policies.
• Quick VOB Creation using saved Insurance Policies - Users can now quickly create a new VOB (Full or Instant) by picking from the saved Insurance Policies on the parent Account, rather than having to enter the insurance information manually on the VOB it will use the parent Account's saved Insurance Policy information and instantly verify.
• Rollup Tasks & Events - Accounts and Intake Opportunities now have the ability to "Roll-Up" activities - enabling users to view Tasks and Events related to parent/child accounts on either the Account or the Opportunity.
• Limited Access Users by Role - Through a new setting/checkbox on the Roles screen called "Limit Access", Admin users can now limit any CRM user's access to ONLY view the items that are assigned to them. Users assigned to a Limited Access role will only be able to see objects in the entire CRM where they are set as the: Assigned To, Sales Rep, Closing Agent, or Assisting Team Member fields, and will not be able to see any other objects globally within the CRM.
• Quick Outbound Referral on Discharge - When changing an Opportunity's Admitted Status to any o Discharged statuses, users can now quickly add an Outbound Referral as they are discharging the patient.
• Related Modules Edit Columns - Admin users can now modify the columns they want to view when viewing the list of Related Modules/Objects inside any Detail screen.
• Instant VOB Run Type Field - A new field has been added to the Instant VOB called Instant VOB Run Type. This is a picklist with 3 options: Initial Run, Re-Run, or Automation Run. This field will allow Dazos CRM to report on initial Instant VOB (iVerify) submissions vs Policy Re-verification and Automation runs.