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Problems logging in to Case Management System

This article walks you through what to do if your notes are not sending back to SystmOne.

Why aren't my notes sending to SystmOne?

This article walks you through common errors surrounding sending files back to EMIS.

Why aren't my notes sending to EMIS?

If there is a connection error between EMIS and Joy, this guide will be sent to the practice manager to update the connection.

Checking EMIS user's access for the Joy Integration

This article walks you through what to do if your notes are not sending back to SystmOne if you are using the JoyConnect Widget.

JoyConnect users: Why aren't my notes sending to SystmOne?

Sonja Gebhardt

Nico Campodonico

These guides help you troubleshoot any issues you are having within the CMS.

❗ Troubleshooting for Users of the Case Management System

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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