DAZOS Implementation and Optimization
The short answer
DAZOS implementation sets up the behavioral health CRM around your actual admissions process: pipeline stages, dispositions, VOB tracking, referral management, user roles, and integration with CallTrackingMetrics. Optimization fixes existing DAZOS accounts where data, adoption, or reporting has drifted. I'm a certified DAZOS administrator.
Why DAZOS
DAZOS is built for behavioral health admissions and referral management. It speaks the language of the industry out of the box, which shortens implementation compared to a general CRM. It still needs to be configured for how your team works.
New DAZOS implementations
- Map the current admissions and referral process.
- Configure pipeline stages, required fields, and dispositions.
- Set up users, roles, and facility structure.
- Integrate CallTrackingMetrics so calls create and update records with source intact.
- Configure VOB tracking and handoffs.
- Build dashboards for admissions, marketing, and business development.
- Train reps and managers, then support go-live.
Optimizing an existing DAZOS account
Accounts drift. Dispositions multiply, reps skip stages, integrations stop syncing, and dashboards stop matching reality. I audit configuration and data, clean up what's there, and retrain the team. Nothing gets deleted without sign-off.
DAZOS plus CallTrackingMetrics
This pairing is one of the most common stacks I implement. CTM handles tracking numbers, routing, recordings, and AI voice agents. DAZOS holds the lead, the pipeline, and the admission. Together they let leadership see conversion and cost per admission by source.
See the CRM and phone system implementation case study, plus behavioral health CRM consulting and CallTrackingMetrics consulting.
Frequently asked questions
What is DAZOS?
DAZOS is a CRM built for behavioral health organizations, used for admissions pipeline management, referral tracking, and reporting.
Is Jim Malcom a certified DAZOS administrator?
Yes. Jim Malcom is a certified DAZOS administrator and implements and optimizes DAZOS for treatment centers through Crucial Consultants.
Does DAZOS integrate with CallTrackingMetrics?
Yes. CallTrackingMetrics can pass calls and source data into DAZOS so leads keep their marketing attribution through admission.