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Leads in Medstar App not showing up with Patient Now integration

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
HI Isaac Klausnser, Medstar Isaac and Alyssa Workman, Medstar Alyssa
tagging you both here for documentation.

Dr. Lantin cannot show me proof that "leads from the Medstar app are not showing up in Patient Now". I requested that I get on a zoom where she share her screen. She send me the login so I can look into it on my own, instead. I only have apple device and android phone. Neither seem compatible for PN as it requires an apple phone, tablet, or PC with windows.

First, Isaac Klausnser, Medstar Isaac   would you please check this integration as you likely already have access to her PN?

Alyssa Workman, Medstar Alyssa would we be in any sort of hippa violation logging into her PN account in this capacity? I assume not but, I do not know.


Comments & Events

Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol - I just did a test and as per the log it successfully went to their PatientNOW account.


Please ask them to share the PatientNOW web portal login URL and also confirm them if they recently made any changes in the POI IDs in their account.
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol , no, not unless we did anything questionable there with their data. Isaac is very trustworthy and would only be helping in technical support. If you’re worried, you can put an agreement together for the client, but I worry that would only make them question it themselves and could delay getting them help. 
Nicol Razon, Medstar
Isaac Klausnser, Medstar Isaac their login is above
If they made changes they likely did so by accident. I doubt they are tech savvy enough to have created a customization for themselves.
Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol - The changes could be from the PatientNOW team. They made these changes recently on their own in one of our other client as well. Dr. Julia Edelman MD.

their login is above

Sorry for being not clear. I was referring to the login URL where will be input the username and password. Every client gets their own unique login URL from them.
Nicol Razon, Medstar Gotcha
Nicol Razon, Medstar sent email
Nicol Razon, Medstar
Isaac Klausnser, Medstar Isaac just a quick update here for documentation-
I asked Dr. Lantin once more for the URL to log in, but she hasn't responded and is currently worried about the phone call set-up that she says is not working. I reminded her that you had opened a ticket and that we were waiting on the resolution after further looking into the matter w/ the support team. 
Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol - Yes. I just replied her in the email along with screenshots. The call event is working now. Leads are getting connected to their voicemail.
Nicol Razon, Medstar TY!
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.