Troubleshooting Integration

In your PatientNotes app, you might come across where a user does not have access to the dashboard. to Cliniko and Nookal integrations. This guide will help you understand what these statuses mean and how to manage them effectively.

Status Indicators:

1. Green Checkmark (✓)

   • Description: The green checkmark indicates a successful integration with Cliniko or Nookal.
   • Action Required: None. This status means everything is working correctly.
     
     

2. Red Exclamation Mark (!)

   • Description: The red exclamation mark indicates a problem with the integration.
   • Possible Issues:
     • Incorrect login credentials
     • Integration settings need adjustment
     • Network or connectivity issues
   • Action Required: Troubleshoot the issue by checking your user has the same login email for both accounts.  If both emails match then contact the support team for further assistance.

Managing Integrations:

1. View Integration Status:

   • Go to the "Integrations" section in the PatientNotes app.
   • Look for the status indicators next to each user's details under the "Cliniko" or "Nookal" columns.
     
     

2. Troubleshooting and Removal:

   • To Troubleshoot:
     • Click on the red exclamation mark for more details about the error.
     • Follow any provided instructions to resolve the issue.
   • To Remove a User:
     • Click the "Remove" button next to the user you wish to remove from the integration list.

Example:

In the screenshot provided, you can see two users with their Cliniko integration status:

• Jason Smale (jason@patientnotes.app): The green checkmark indicates his integration is successful.
• Jason Smale (jason+2@patientnotes.app): The red exclamation mark indicates there is an issue with his integration.

Checking Cliniko or Nookal Status:

To see the Cliniko or Nookal status:

• Go to Settings.
• Navigate to Organisation.
• Then, see Cliniko / Nookal. It will have a green or red light indicating the status.

If you need further assistance or encounter any issues, please contact our support team at support@patientnotes.app.

By following this guide, you should be able to effectively manage and troubleshoot your Cliniko and Nookal integrations within the PatientNotes app.