In this article, we will look into different scenarios where troubleshooting is required.
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The below error message will occur when the client did not successfully integrate to the AlayaCare Assessment module.
To open a client record in the AlayaCare Assessment module, the following criteria must be met:
- The client record must be saved in AlayaCare
- There must be a first and last name, with at least 2 characters for each
- If a health card number has been populated, it must be unique so to avoid poor quality or inconsistent data
1. Client has been saved in AlayaCare
In this first step, as an initial check, identify if this is a new client record and if the client has been saved to the database. The client cannot be opened within the AlayaCare Assessment module until the client record has been saved.
2. Client has both a first and last name
The next step is to verify that the client has been configured with both a first and a last name. This can be checked by accessing the client in AlayaCare, verifying that the client has both a first and last name set up under Client Info > Demographics. If this is the reason that the client has not integrated, update the client name and make corrections as necessary, then save this change. The user should then be able to launch the AlayaCare Assessment module successfully for the client.
3. Health Card number must be unique
In order to isolate this item as a reason for failure, the user must identify if there is already an client with the AlayaAssessment Module who has the same health card number. Follow the instructions below to identify if this is the case:
The following steps need to be completed by a user with an AlayaAssessments Manager role.
- Navigate to Dashboard > AlayaCare Assessments.
- Select the Briefcase icon in top right corner.
- Select Audit Report.
Using the Actions filter at the top, as seen in the screenshot below, deselect all and then choose the following 2 options:
- Client Creation
- Client Modification
In the Display Columns, Move Reason for Failure over to Selected Columns.
Generate the report
Identify any errors that appear with the following message.
Return to the AlayaCare application and search for the client with this health card number. If two clients are returned, this confirms that you have more than one client with the same health card number; the requirement of a unique health card number is therefore not met. You must then identify if they have a duplicated client, or if one of these clients has the incorrect health number entered into their record. Depending on the scenario, there may be a few ways to correct the situation but ultimately, the client must have a unique health card number.
Once the health card numbers have been corrected for the client records in AlayaCare and the records saved, relaunch each client where the health card number has been updated or changed, so that your AlayaAssessment module is also updated for each impacted client.
Please note that if assessments have been submitted with an incorrect health card number, those records will also need to be corrected.
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