Patient Cannot See Current/Future Appointments After Discharge from One Office and Transfer to Another

When a patient is discharged from one chiropractic office and transferred to another, it’s important to ensure that their information, including appointments and account details, is properly migrated. Sometimes, patients may find that they cannot access their current or future appointments after the transfer. This issue often arises when their account isn’t correctly linked to their new record in the new office's system.

Here are the troubleshooting steps to resolve this problem:

Step 1: Delete the Login from the Old Record

• Navigate to the Patient Details tab in the old record from the office the patient was discharged from.
• Once you are in the Patient Details tab of the old record, look for the vertical ellipsis icon (three dots icon).
• From the dropdown menu, click on Delete Login. This step will ensure that the patient's previous login details are removed and will help in creating a fresh account for the patient at the new office.

Step 2: The patient creates a new account in the EMBODI app

• The patient needs to create a username and password in the EMBODI app as if registering as a new user. They can use the same username and password as before.

• The patient would need to click Sign Up instead of Login

• Once the patient successfully created their EMBODI app account, the provider can verify that they are in their system 

Step 3: Verify Appointment Access

• After the new account has been created and linked to the new record, verify that the patient can now see their current and future appointments.
• You can either test this by accessing the patient’s account directly or by guiding the patient to check their own access through the app.

By following these simple troubleshooting steps, you can ensure that a patient who has been transferred from one chiropractic office to another will regain access to their current and future appointments. It’s crucial to ensure the migration of their account to avoid any confusion or delays in scheduling. If the patient continues to experience issues after following these steps, be sure to check for any system errors or reach out to technical support for further assistance.