There are two primary settings to consider to ensure the successful integration of your visits with Access Care Planning. If your visits are not integrating correctly, it’s likely due to the configuration of these settings.
Employee allocation
The most prevalent reason for integration failure is the absence of an employee assigned to the visit.
You can verify this in the planning screen:
⚠️ Important: Ensure the visits are allocated to an employee before the scheduled start time, or this won't feed through to Access Care Planning.
Click Rostering, then click Visits.
Click Planning, then select the missing visit.
Verify that there’s an employee assigned to the visit.
If an employee is missing, click on the visit, select the employee and click allocate.
Integration filters
The next settings to verify are your integration filters. These settings are often overlooked when creating a new branch and area. If you’re aware of the branch and area associated with the service user, follow these steps to check the settings:
Click Settings, then click Monitoring.
Click Access Care Planning and click Integration Settings.
Next to the Mobizo or Access Care Planning record, click the arrow button.
Within filters, click Service User and locate the branch and area.
Ensure there’s a check in the selected column.
Click the back arrow, then within filters, click Employees and find the branch and area.
Make sure there’s a check in the selected column.
If a check was missing in either of the selected columns, this is likely the cause of your integration issues. You can rectify this by selecting the selected checkbox, and then clicking the save button.