New Mail Manager Module - A new module called Mail Manager has been released and is now available for use. With the Mail Manager module, users may now manage their primary e-mail account directly through the Dazos CRM, enabling actions that can be taken directly from e-mails such as creating and updating Leads, Accounts, Opportunities, Referral Sources, Tasks, Tickets, and appending your communications with them to their records in the Dazos CRM.
New Field Types: Number Slider, Percent Slider, and Toggle - 3 new types of fields are now available for use in all Dazos CRM Modules. The Number Slider is a number selector in a horizontal slider within a specified range. Similarly, the Percent Slider allows a user to select a % from a horizontal slider rather than manually entering it or selecting it from a picklist. Finally, the Toggle type of field is an On/Off toggle type of field (similar in concept to a checkbox but with a toggle interface).
New Notifications Center - A new and improved Notifications Center has been released. By clicking on the Notifications icon on the top, you will now be able to clear notifications without clicking on them, clear all notifications at once, or click on View All to go to the Notifications Center. In the Notifications center, you will be able to view Notifications and Reminders from the Dazos CRM, Read and Unread, as well as manage their Read settings.
Renaming of Blocks - Blocks may now be re-named / re-labeled on any module. Before this update in order to change the name of a block a user would need to delete/hide the existing block and create a new one, then move all the form fields into that block. Now existing blocks may be re-named, avoiding the need for this process. Available under Module Fields & Layout on all modules.
Relation Fields are now editable - Relation fields are now editable directly from their record screen. Users may now edit a Relation field directly from its record without having to go to the parent or grandparent record. For example, the Date of Birth (DOB) is a reference field on the Intake Opportunity, calling the DOB from the parent Account, and may now be edited directly from the Intake Opportunity itself without going to the Account.
Summary Graph Report Improvements - Multiple grouping levels (3) are now available in Summary Graph Reports.
New Referral Source Portal - Your Referral Source Contacts may now log in to their portal! In their portal, Referral Sources can do several things including: Submit a new Referral to your Organization, view their past and present referrals (both inbound and outbound), and much more. You may enable the Referral portal login by going to the Referral Contact that you want to enable access for and under "Portal User" select Yes or checkmark it. The Referral Contact will then receive an email with their portal login credentials and link.
New Customer / Client Portal - Accounts and their Related Contacts may now be given access to your Client Portal! In the Client Portal, your clients and their Related Contacts will be able to log in, view their information, submit a Survey, and much more! To enable the Client portal for any client, go to their Account and checkmark the "Portal User" setting. This will automatically send an email to the client with their portal credentials and login link. You may also enable the portal for their Related Contacts by editing the Related Contact and setting the "Portal User" setting to Yes.
Calendar Tasks Improvements - Tasks have several improvements: They are now able to have either a Specified time or be set as an "All Day" task. In addition, tasks for Leads and Referral Sources now show comments and the parent record's contact information directly from the Task screen itself, for easy access to their contact information.
Related Contacts from PAA - Related Contacts may now be added and managed directly from the Pre-Admission Assessment module. Due to popular demand, related contacts are many times collected during the Pre-Admission Assessment process, and so the Dazos CRM now enables this easily while filling out the PAA.
Recurring Payments and Payment Plans - Recurring Payments and Payment Plans are now available and fully configurable within the Transactions module. Recurring Payments may be created to collect a routine payment from a patient (i.e. Rent)... while Payment Plans may be created to collect a patient's balance in equal installments over a certain period of time.
Import Comments from CSV - Modules with Comments (Leads, Accounts, Intake Opportunities, Referral Sources) may now have their comments imported from a CSV file.
Expected Discharge Date and Expected LOS - The Treatment Plans tab inside Opportunities now have an Expected Discharge Date field and an Expected Length of Stay (LOS) field that gets updated on its own based on the Treatment Plans entered. The Expected Length of Stay may then be used to compare to actual Length of Stay in any report or Dashboard graph.
Outbound Referrals from EMR Integration - A setting may now be turned on to enable the EMR integrations to create Outbound Referrals within the Dazos CRM, if a "Referred To" value is entered in the EMR.
Discharge Patient Window defaults to Discharge Plan - For patients who have Admitted, the Discharge Patient button popup now automatically grabs the information from the Discharge Plan and puts in on the screen by default, avoiding the need to enter the Discharge Date and Outbound Referral information if one is available on the Discharge Plan.
Patient E-Mail Statements and Detailed Invoices - The Transactions Module now allows users to send out both Summary and Detailed statements via email. Summary statements group all of the transactions into their categories and sums each category (both charges and payments) up to a final balance, while Detailed statements will list every single transaction on the e-mail statement (both charges and payments), tallying up to a final balance.
iVerify Automation Schedule - Administrators may now select which days of the week or days of the month, and time of day they want iVerify Automation to run on.
PDF Re-Design - VOB and PAA PDFs have been re-designed to match with Dazos' new and improved look and feel.
Email Templates and Workflow File Attachments - Files may now be attached to E-Mail Templates and Workflow Emails, to allow for automating of emails with attachments on them.
Recurring Payments and Charges until Discharge - The Transactions Module now allows recurring charges and payments to continue running until the patient discharges and will automatically stop running as soon as the patient discharges, avoiding the need to manually cancel recurring charges or payments when a patient discharges.
Export & Import Dazos Report Settings - Dazos Report files may now be exported to a file and imported into any Dazos instance. Enables the easy copying of reports across separate Dazos instances.
Multiple Survey Capabilities - The Survey module now enables multiple survey versions to be created and sent/presented to your patients based on any conditions set. For example, you may have a Post-Discharge survey sent out as soon as the patient discharges, and another survey sent out 3 months after discharge. Configurable using the Module Type field and under CRM Settings -> Configuration -> Survey Settings.
Inbound Call Notifications - With CallTrackingMetrics, agent users can now receive WebPush notifications when receiving an Inbound call and answer the calls directly from the Dazos CRM popup CTM opener. Available by Role permissions.
WebPush Notifications - WebPush notifications are now available and standard in the Dazos CRM. Not only will you continue to get a notification bubble on the top of the CRM with your Notifications Center, but you will also get clickable WebPush notifications on your computer whenever a new message comes in for you (optional).
Custom Fields for Insurance Policies and Related Contacts - Custom fields may now be added to Insurance Policies and Related Contacts - in case any Administrator would like to collect more information on either of these 2 tables they may do so by creating custom fields or by editing the default fields that come with it.
Custom Fields for Treatment History and Substance History in PAA - Custom fields may now be added to the Treatment History table and the Substance Use History table in the PAA module - in case any Administrator would like to collect more information on either of these 2 tables they may do so by creating custom fields or by editing the default fields that come with it.