What's happening
When an appointment is booked in Avimark for a patient who hasn't been checked in yet, the appointment can come across to HappyDoc without a patient record attached to it. On the visit you may see a blank or zero patient ID.
The appointment is there. The patient information behind it isn't yet, because it doesn't exist on the appointment in Avimark either.
The fix
In Avimark, check the patient in, or link them to their client record.
Wait for the next sync, or refresh the day in HappyDoc.
The visit will show the correct patient, and export will work normally.
Do this before you record wherever possible. A few seconds at check-in saves sorting it out afterwards.
If you've already recorded
Don't re-record the visit. The recording is safe and can be attached to the correct patient.
Check the patient in or link them in Avimark.
Send us the patient name and the date and time of the visit.
We'll attach the recording to the right patient.
Quick Tips
Check in first, record second: This is the whole prevention. Walk-ins are the common case:, because they're created in a hurry. If the patient is right but export fails:, that's a different problem. See the Avimark export guide. |
Troubleshooting / FAQs
Q: The patient exists in Avimark, so why does HappyDoc not have them?
A: They exist, but aren't attached to that appointment yet. HappyDoc reads the appointment, so it only sees what the appointment carries.
Q: Will this fix itself overnight?
A: Once checked in or linked, the appointment updates on the next sync. If it doesn't, let us know.
Q: Can I just add the patient manually in HappyDoc?
A: You can record against a manually added visit, but it won't have a valid patient ID for export. Quicker to fix it in Avimark first.
💬 Need a hand? Chat with us in the app (bottom right corner) or email [email protected]. We're always happy to help.
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