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If something does not work

Most administrator problems come down to three checks: is this the correct patient, is the consultation active, and is the needed option enabled in the clinic.

Administrator cabinet

Patient did not receive an invitation

Check the patient's email or phone on the patient page and contract page.

Then check:

  • whether the contract was created;
  • whether the patient activated access earlier;
  • whether the email went to Spam;
  • whether SMS sending is enabled if the invitation should go by phone;
  • whether the resend invitation button is available.

If the contact is incorrect, fix it before resending.

Doctor did not receive an invitation

Open the doctor page and check email, activation status, and clinic membership.

If the doctor has not activated the account yet, resend the invitation. If the email is incorrect and the doctor has already activated, contact Medsenger support: email is the login.

Patient does not see the consultation

Open the contract page and check:

  • the patient in the contract is correct;
  • the contract is active and not archived;
  • the patient activated the account;
  • the end date has not passed;
  • the invitation was sent to the email or phone the patient uses for login.

If the patient logs in with another contact, they may not see the needed consultation.

Doctor does not see the patient

Check that the doctor is specified in the contract as the current doctor. Then check whether the consultation is completed or archived.

If the doctor was changed, the new doctor should see the consultation, while the old doctor may see only history according to clinic rules.

Monitoring buttons are missing

Open the contract page and check:

  • whether monitoring scenario is connected;
  • whether the needed action is included in this scenario;
  • whether the consultation is active;
  • whether the doctor role has access to the action;
  • whether the consultation needs to be reopened after the change.

If the scenario is connected but the button is still missing, send contract number, scenario name, and the expected button to support.

Patient received text without a button

This happens if the message was sent as regular text or the action is not connected to an interactive button.

Check which task should have arrived: questionnaire, medication, examination, video call, or information message. Then open the contract and make sure the corresponding action is connected.

No data in the medical record

Check:

  • the patient actually submitted a form or measurement;
  • the correct period is selected;
  • the form saves answers to the medical record, not only to the chat;
  • the doctor opened data for the correct patient and consultation.

If the patient has data but the doctor does not see it, include patient full name, contract number, form name, and an example value in the request.

Request did not create a consultation

Open the request and check its status.

If the request requires manual confirmation, the administrator must confirm it. If the request should open automatically, check service settings and payment status.

Consultation request report

If the patient paid but the consultation was not created, check the payment report and send support the request number, patient email, and payment time.

Notifications do not arrive

Check:

  • user email;
  • account activation;
  • Spam folder;
  • whether email notifications are disabled in the user profile;
  • response rule and clinic time zone;
  • whether notification settings were changed recently.

For testing, create a training consultation and send a test message from patient to doctor.

What to include in a support request

If the problem cannot be resolved, send Medsenger support:

  • clinic name;
  • patient or doctor full name;
  • contract or request number;
  • what exactly you expected to see;
  • what actually happened;
  • error screenshot;
  • event time and login email of the user.