On the left-hand menu, go to the 'Clinical Systems' tab ๐, this will show any records that failed to file back to EMIS or System 1
โTo Identify the Incorrect Connection look for records that failed to send ๐, which may be because the clientโs record in Joy is linked to the wrong clinical system (e.g., they're registered with a different GP surgery)
โNext, open the Client Record by clicking on the title of the failed record ๐ to open the full details
โ
โThis will open this page:In the clientโs profile, go to the 'Profile' tab ๐ under the clientโs name
โLook at the Client Status box and check the listed clinical record to verify if it's correct
โEnsure the clinical record matches the GP surgery they are registered with
โIf they do not match you will need to update the Clinical Record, to do this click the 'Edit' ๐ button on the right side of the client status box
โUse the drop-down menu to select the correct clinical record, then click 'Save' โ
โTo retry sending the record return to the Clinical Systems list from step 1, find the record again, and click the 'Retry' ๐๐ button, the system will now try to send the record to the correct GP practice
โThis should resolve the issue of the client being connected to the wrong clinical system! ๐
Video Walkthrough