Release Notes

Stay updated on Dazos' latest developments with Release Notes. They give you a brief overview of the new features, fixed issues, and known issues in the most recent versions of Dazos products and services.

Version: 3.20 Release Date: 05/13/2024

  • 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.

Version: 3.10 Release Date: 02/15/2024

  • 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.

Version: 3.00 Release Date: 10/12/2023

  • 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.

Version: 2.90 Release Date: 07/22/2023

  • 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).

Version: 2.80 Release Date: 06/22/2023

  • 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.

Version: 2.70 Release Date: 05/15/2023

  • Import Improvements - The importing of records (CSV imports) into any module in the CRM has been dramatically improved to allow for easier importing, better error logging, and more forgiveness in the data structure requirements. Among others, improvements include the ability to import a single Full Name column instead of separate First/Last Name columns, the option to create Related Module objects during the import process (i.e. you no longer need to import Referral Sources prior to other records like Leads, they can now be imported with Leads/Accounts/Opportunities if they don't already exist), and improved error logging after the import completes in order to provide the user with full details as to why any records failed to import.
  • Webhook Improvements - Webhooks have been highly improved to allow for complete flexibility - from being able to re-name the fields that the webhooks accept to accepting a single Full Name field (instead of separate First Name / Last Name fields), the Dazos CRM webhoooks are now 100% configurable to a point where it can be used with any basic or complex Webhook system.
  • Field Type: Date - "Date" fields in any module may now have a default value set to "Today", "Tomorrow", "First Day of Month" and "Last Day of Month", allowing date fields to be pre-filled with dynamic dates in relation to the current date.
  • DialPad Integration - An integration is now complete and available between Dazos and DialPad. Similar to our CallTrackingMetrics and CallRail integrations, the DialPad integration automatically creates Leads and logs Activities based on incoming phone calls and text messages, and logs both inbound and outbound calls and messages as CRM Activities to existing Leads/Accounts based on matching phone numbers.
  • Duplicate / Copy Workflows - Workflows may now be easily duplicated in order to easily create a new workflow that is similar to another one. Available in the Workflows list under CRM Settings -> Automation -> Workflows, when mousing over each Workflow and clicking on the Duplicate icon right below the On/Off toggle.
  • Pie Charts with %s or Unit Counts - Pie Chart type of reports may now be configured to show each piece of the pie either as a % of the whole pie, or the unit count it represents, as opposed to only showing unit counts.
  • Outbound Referral Block Visibility by Sales Stage - There is a new setting that allows Administrators to select on which Sales Stages the Outbound Referral block shows while changing the sales stage. By Default, Referral Out Opportunity and Referred Out are the sales stages that present the Outbound Referral block automatically, however these may now be edited in CRM Settings->Configuration->Company Details.
  • Generate Secure Password & Send Password Reset Instructions - CRM Settings -> Manage Users now allow Administrators to easily generate a new secure password with a button while resetting it, or to send password reset instructions to any user via email, with the click of a link, making the process of changing another user's password a breeze.
  • Sorting of Lists - List views in every module (Leads, Accounts, Intake Opportunities, others) can now be configured with default sorting, including the "All" lists, allowing users to select how they want to sort each list by default. Available when editing any list view.
  • CTM Forms Integration - There is now an integration available for CallTrackingMetrics forms.
  • PandaDoc Integration - Like our DocuSign integration, our new PandaDoc integration allows users to send documents for e-signature directly from the CRM, filling in the patient and opportunity information into the documents automatically by mapping the fields from each PandaDoc document to their Dazos matching fields from the Account/Opportunity as needed.
  • Go to Customer Portal link - CRM users may now access the Customer Portal on any Account with the click of a link, in order to have direct access to how their patients (Accounts) view the customer portal. Simply go to any Account with the "Portal User" toggle setting enabled (On), and on the Actions menu (the ... icon), click on "Go to Customer Portal".
  • Go to Referral Source Portal link - CRM users may now access the Referral Source Portal for any Referral Contact with the click of a link, in order to have direct access to how their referral contacts view their portal. Simply go to any Referral Contact with the "Portal User" toggle setting enabled (On), and on the Actions menu (the ... icon), click on "Go to Referral Source Portal".
  • Bugfix: Editing of Related Module columns improperly changing Key Fields - There was an error when editing the columns in Related Module views (i.e. when viewing the VOBs from the Opportunity) that would affect the Key Fields for that related module. The applied patch separates the two, and modifying the columns for Related Modules no longer affects its Key Fields.

Version: 2.6 Release Date: 03/15/2023

  • 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%!

Version: 2.5 Release Date: 02/27/2023

  • GoogleAds Integration - Your CRM may now be integrated directly with your Google Ads account, in order to record Offline Conversions for your Google Ads. Available under CRM Settings -> Integration -> Google Ads Setting.
  • Multiple EMR Accounts - The Dazos CRM may now be integrated with multiple EMR (Kipu / Alleva) accounts / instances, mapped by location.
  • HubSpot Web Analytics Integration - The Dazos CRM may now be integrated with HubSpot Web Analytics, in order to pull web traffic data from your HubSpot system directly into the CRM Leads/Accounts/Opportunities.
  • iVerify on your Website - iVerify may now be added directly to your website for a "Verify your Insurance" form, providing you with the ability to offer insurance verifications to potential patients directly from your corporate or facility website. Available under CRM Settings -> Integration -> Verify insurance setting.
  • Sync All Records to MailChimp/ConstantContact/HubSpot - There is now a setting to on-demand synchronize all of your records to MailChimp, ConstantContact, or HubSpot Email Marketing. Available under CRM Settings -> Integration -> Mail Campaign Settings.
  • MailChimp Tagging - MailChimp Tagging is now available. Through our MailChimp integration, you may now add tags to the diferent types of Objects (Leads, Accounts, Referral Sources, Referral Contacts) when synchronizing them to MailChimp, so that you can create list segments for each audience type.
  • CRM Theme Settings - The Dazos CRM look and feel may now be fully customized through our Theme Settings. Colors, fonts, logos, and other aesthetics may be fully customized to meet your brand's image.
  • Documents now available in the Transactions module - The Transactions Module now has a Documents tab, so that files may be uploaded that are tied to a transaction (receipts, invoices, payments).
  • Schedule an E-mail for later - Users may now choose to schedule an e-mail to be sent later within the CRM. When using the "Send E-mail" icon in any Lead/Account/Opportunity/Referral Source, there is now a checkbox to "Schedule Email" to be sent at a later date/time.
  • New Field Type: Related Module - When editing a module under "Module Fields & Layout", a new field type is available when selecting Add Custom Field: Related Module. This field type will allow the adding of a secondary related module field, such as a 2nd "Referral Source" or "Campaign Source" field to a Lead/Account/Opportunity.
  • New Field Type: Owner - When editing a module under "Module Fields & Layout", a new field type is available when selecting Add Custom Field: Owner. This field type will allow the manual adding of a new CRM Users/Group list, such as a "Admissions Rep" field, automatically containing all of the users and groups in the CRM.
  • Sorting of Detail Reports - Detail reports may now be sorted by any field, regardless of its grouping. When viewing a Detail Report, there is now a "Order By" button that allows you to sort the report by selecting the sorting fields right before it.
  • CTM Text Message Integration - There is now an integration available for inbound and outbound text messages sent to and from CallTrackingMetrics. Like the phone integration, text messages will now automatically trigger Leads to be created (for non-existing numbers), and Task Activities to be logged to their corresponding object in the CRM.
  • Profile Pictures - Profile Pictures may now be enabled for Leads/Accounts, in order to optionally upload and attach profile pictures to these records.

Version: 2.4 Release Date: 01/09/2023

  • Google and Office365 Calendar Integrations - Your CRM calendar may now be integrated and fully synchronized with your Google/Gmail calendar or your Office365 Calendar. Available under My Preferences / Calendar Settings / User Management for each user.
  • New Medications Module Table - The Pre-Assessment module now includes the sub-module Medications in order to collect patient medication usage during the pre-screen assessment.
  • Module Table Fields - A new configuration screen allows administrators to change the fields collected on sub-modules (Related Contacts, Insurance Policies, Treatment History, Substance Use History, Travel Records, Medications). Available under Settings -> Modules -> Module Table Fields.
  • Viewable PDF Files - PDF Files are now directly viewable inside the CRM without having to download and open it with Adobe or other apps.
  • Manually Link and Un-Link Opportunities to EMR Records - When integrated with an EMR, your Intake Opportunities will now show a link to manually "Link" or "Unlink" the Intake Opportunity to an EMR Chart record. This is in case the system's automatic mapping for that opportunity/patient failed or was mapped to the wrong patient in the EMR.
  • EMR PDF Integrations - The EMR integrations now transfer VOB, PAA and other PDF files from your Documents module directly to the EMR when creating the patient in the EMR.
  • Zapier Integration - The Dazos CRM is now fully integrated with Zapier in order to allow integrating the Dazos CRM with hundreds of other applications that also integrate with Zapier as a bridge.
  • Square & Stripe Payment Gateway Integrations - Square Payments and Stripe Payments have been fully integrated into the CRM for the Transactions module and credit card processing.
  • WendiForms Integration - The CRM is now pre-integrated with WendiForms for webhooks.
  • User Group Tagging in Comments - Groups may now be tagged in the Comments section in order to tag all users in a single comment that belong to a group.
  • Webhooks in JSON Format - Webhooks may now be created in either FORM/POST format or JSON format.
  • Re-arrange Key Fields - Key Fields on all modules may now be re-arranged in any order.
  • Documents module Roll-up - The Documents module now has a "Roll-up" feature (like the Comments and Activities) so that you can view documents that are tied to either the Account or the Intake Opportunity from either screen, or from any parent/child module object.
  • Mail Converter to automatically attach emails to CRM records - By enabling the Mail Converter, the Dazos CRM can now scan all of your inbound e-mails and automatically attaches any e-mail coming from a Lead, Account, or Referral Source to its corresponding record under the "E-Mails" tab.
  • Mass Edit more than 500 records at a time - The Mass Edit tool may now be used for an unlimited number of records, through a scheduled process when more than 500 records are updated at a time.
  • Import Related Contacts - Related Contacts may now be imported for Leads and Accounts under the "More" menu in those module lists.
  • Hidden Fields - There is a new "Hide" checkbox when editing a field in the Module Fields & Layout screen. This new hide setting will by default hide a field but leave it enabled, in case it is desired to be shown through a Field Dependency and used to collect/show data.
  • EMR Integration - Updating of Admission Date Field - All EMR integrations now automatically update the Admission Date field in the Dazos CRM if it is updated in the EMR for a linked opportunity/patient file.
  • Workflow Conditions Improvement - When adding Workflow conditions, you may now select multiple values in picklist conditions, enabling the use of "Or" conditions within "And" conditions.
  • Spell-Check in Comments - Comments sections in the CRM now include a spell-check feature.
  • New Workflow Action: Send Internal Notifications - There is a new Workflow action available: "Send Internal Notification". This new action will allow the automatic sending of an internal notification to any CRM User/Group based on your Workflow conditions and triggers.
  • HubSpot Integration - There is a new integration with HubSpot Email Marketing. Similar to our MailChimp and ConstantContact integrations, the HubSpot Marketing integration automatically synchronizes Leads, Accounts, Referral Sources and Referral Contacts to HubSpot E-mail Marketing.
  • Text Message Notifications - New fields under "My Preferences" are available for configuring automated text message notifications. Under My Preferences, all users may now enter their Mobile Phone, Mobile Carrier, and choose "Yes" under "System Text Notifications" in order to start received text message notifications from the system.
  • Pull Traffic Data from CTM - A new setting has been enabled in the CTM integration to quickly and easily enable the pulling of visitor / site tracking data from CallTrackingMetrics, including Landing Page, Keywords, etc. These fields will be directly visible in the CRM under the Lead/Account/Opportunity.
  • Comments on Referral Contacts - Comments may now be added and tracked directly to Referral Contacts.

Version: 2.3 Release Date: 09/07/2022

  • 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.


Version: 2.2 Release Date: 06/22/2022

  • New Documents Module - A new module called Documents has been released and is now available for use. With the Documents module, Dazos CRM users can now upload, attach, link, modify, and create files inside the Dazos CRM without the use of Comments, and link these Documents to any of the major object types (Leads, Accounts, Intake Opportunities, and Referral Sources). Users may also upload global documents to share internally within the CRM or with clients/families. The Documents module is available as an icon in the "ribbon" area of these 4 modules, and also show below their Summary view tab (under Key Fields). A "Documents" link has also been added to the CRM's Main Menu on the left, taking users to a full list view of all uploaded Documents regardless of which record they are attached to (or not attached to any record if global).
  • New Survey Module - A new module called Survey has been released and is now available for use. The Survey module allows Dazos Administrators to configure a survey questionnaire to send to patients after they discharge. These survey results will be stored and can be reported on from within the Dazos CRM, either aggregating the results and averaging them out, or on an individual basis.
  • Mail Converter - A new feature called Mail Converter has been released and is now available for use. The Mail Converter is a tool that allows you to connect your e-mail account to your Dazos CRM, enabling the Dazos CRM to read and analyze your e-mails in order to attach inbound emails to CRM records (inbound emails will appear under the "Emails" ribbon icon tab on the Account for any emails that come from that account's matching email address), and to be able to define rules to create, update, and fully manipulate records within your CRM based on those emails and rules you define. Available under CRM Settings -> Other Settings.
  • Mailchimp Integration - Dazos CRM is now fully integrated with MailChimp via API. Leads, Accounts, Referral Sources, and Related Contacts will automatically be synchronized with MailChimp. Dazos CRM will also pull and show sent campaign information and read/click statistics from your MailChimp Campaigns inside each Account within the CRM.
  • iVerify Eligibility Details Re-Design and Cleanup - The iVerify Instant VOB results screen has been re-designed to be cleaner and only show relevant information by default, eliminating the "Sea of Text" previously shown for some results. Duplicate and un-necessary redundant information has also been removed from the results screen, resulting in a much cleaner and easier-to-read Eligibility results screen.
  • Treatment Plan Templates - A new feature called Treatment Plan Templates is now available in the CRM Settings -> Configuration menu. Treatment Plan Templates allow Dazos Administrators to configure default templates for treatment plan stays, specifying how many days in each level of care each treatment plan template comes with (i.e. 60 Day Treatment Plan can be configured as being 20 days of Residential and 40 days of Partial Care). Treatment Plan Templates may then be easily added to any Intake Opportunity and it will insert the treatment plan with the step-down dates accordingly.
  • Treatment Plans: Discharge Information - A new feature called Discharge Information is now available in the Treatment Plans section of each Intake Opportunity to allow Dazos CRM users to enter the initial discharge plans for incoming clients, inputting where the patient will be discharging to upon completion, which will make the Dazos CRM automatically create the Outbound Referral when the patient discharges. Treatment Plans are accessible as the last icon under the Intake Opportunity screen's icons "ribbon" area.
  • Global Treatment Program filter - There is a new global filter in the Dazos CRM that will allow users to filter the entire CRM by locations (Treatment Programs). By clicking on the first "Facility" icon on the Dazos CRM header, a user can now filter the entire CRM by Treatment Program or by a group of Treatment Programs, and only records for the selected location(s) will be shown. Administrators may now also limit CRM Users so that they only have access to view information for certain locations, allowing for location-specific users to be set up.
  • New Fields added to Accounts and Opportunities - The Opportunities module has a few new fields that work in conjunction with the new Treatment Plans functionality: Discharging To, Expected Length of Stay, and Expected Discharge Date. The Accounts module also has a new field: Member ID, that will work in conjunction with the primary insurance under the Insurance Policies for the Account.
  • Global Search Settings - There is a new Settings screen under Module Management called Global Search Settings. This Settings screen allows Admin users to customize and refine the Dazos CRM global search tool, to configure which modules and which fields the global search function will search in. In addition, the Global Search will now also by default search inside the Related Contacts and Insurance Policies records, so that users may search for related contacts, their emails and/or phone numbers, or patient/subscriber insurance policy details like Member ID and Group ID.
  • Transaction Category Role Limitations - Administrators are now able to limit the Transaction Categories by Role, allowing certain CRM users/roles to be configured to only view and add certain Transaction Categories. For example, you may now have an Operations/BHT CRM user that only has access to view and post operational/housing transactions and not other types of transactions.
  • Staffs Module Renamed to Referral Contacts - Globally, the Staffs module has now been renamed to Referral Contacts, in order to have a clearer name that clearly identifies what this module is for. Referral Contacts allow you to add unlimited contacts to your Referral Sources.
  • Admit Patient confirmation popup on Intake Opportunities - Upon clicking on Admit Patient on an Intake Opportunity, the Dazos CRM will now present a popup asking the user to confirm several things on Admission, including: The Admission Date, Bedboard Assignment, Treament Plan, and if you want to send the patient to the EMR from there.
  • Customizable Submit New Lead screen - There is a new setting under the Accounts and Intake Opportunities Module Fields and Layout, that allows you to specify if any field in those 2 modules should appear in the "Submit New Lead" screen (under iVerify). This enables Administrators to fully customize this Submit New Lead screen and add other fields to it that are not Mandatory and did not previously show on this screen.
  • Webforms/Webhooks for Transactions - Webforms / Webhooks may now be configured by Admin users in order to integrate external "Make a Payment" pages and forms that may be on your Organization's website. These webforms/webhooks will look for an existing Account/Opportunity (based on patient name and DOB collected on the form), and create the Payment Transaction with the CRM, eliminating the need to then manually post patient payments in the CRM and instead, having the CRM automatically post the payment transaction and adjust the patient's Final Balance when they make a payment through the website.
  • Travel Itinerary Form Changes - The Travel Itinerary module has now changed to allow for unlimited flights or other modes of travel to be recorded for a single Itinerary. Rather that being limited to Flight 1 and Flight 2 Details, you may now simply click on Add Travel Record and add any number of flights, train rides, ride-share rides, bus rides, or any other method of travel.
  • iVerify Automation Reports now available in CRM Settings - The reports that get generated and emailed when the iVerify Automation runs can now be viewed at any time directly from the CRM under CRM Settings -> Configuration -> iVerify Settings by clicking on the "iVerify Automation Report Log" button, avoiding the need to rely on the sent emails to view these reports.
  • EMR Integration Mapping Options - More advanced mapping settings have been added to the EMR Integrations, so that Administrators may customize and configure the way their Dazos CRM integrates and communicates with the EMR and choose which type of data gets shared between the systems and in what direction.
  • Task Module Improvements - Some basic improvements have been made to the Tasks module, allowing a user to easily search for and link the task to any object when it is added from the Calendar view or the Quick Add menu, and removing the confusing duplicate parent reference field that was previously visible.
  • My Billing Account - You may now access your Dazos billing account, view and update your card on file, and view your Dazos statements, invoices and payments directly from your Dazos CRM by going to My Preferences (under CRM Settings or your user icon on the top right) and clicking on "My Billing Account".
  • Bugfix - Commenting now updates Last Modified Date - Adding a Comment to any object now updates that object's "Last Modified Time", where it wasn't doing so previously.

Version: 2.1 Release Date: 05/26/2022

  • 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.

Version 2.0 Release Date 04/12/2022

  • 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 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

Version 1.8 Release Date: 02/28/2022

  • 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.

Version 1.7 Release Date: 01/10/2022

  • 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.
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