To ensure the successful integration of your visits with Access Care Planning, there are three primary settings to consider. If your visits are not integrating correctly, it’s likely due to the configuration of these settings.
Employee allocation
The most prevalent reason for integration failure is the absence of an employee assigned to the visit.
You can verify this in the planning screen:
⚠️ Important: Ensure the visits are allocated to an employee before the scheduled start time or this won't feed through to Access Care Planning.
Click Planning, then click the timeline planning button.
Locate the missing visit and hover over it.
Verify that there’s an employee listed next to the staff icon.
If an employee is missing, right-click on the visit and select allocate.
Integration filters
The next settings to verify are your integration filters. These settings are often overlooked when creating a new branch and area. If you’re aware of the branch and area associated with the service user, follow these steps to check the settings:
Click Settings, then hover over Monitoring.
Hover over Access Care Planning and click Settings.
Next to the Mobizo or Access Care Planning record, click the arrow button.
Within filters click Service User and locate the branch and area.
Ensure there’s a check in the Selected column.
Click the back arrow, then within filters click Employees and find the branch and area.
Make sure there’s a check in the Selected column.
If a check was missing in either of the selected columns, this is likely the cause of your integration issues. You can rectify this by selecting the selected checkbox, and then clicking the save button.
Funder filter
You should also check the funder filter, as this is another common cause of integration issues. If a funder record is ticked, only visits linked to that funder integrate over to Access Care Planning.
⚠️Important: If any funder is ticked in the Selected column, only visits linked to that funder integrate. If you want all visits to integrate regardless of funder, ensure no funder records are ticked.
Within filters, click Funder.
Review the list of funder records and check whether any are ticked in the Selected column.
If a funder record is ticked, do one of the following:
Untick the record so that no funder is selected; this allows all visits to integrate, regardless of funder.
Tick any additional funders you wish to integrate over to Access Care Planning.
Click Save to apply your changes.
EMS exclusion
You need to ensure your service user doesn’t have an EMS exclusion. Any service users with exclusions are automatically excluded from the integration.
Click Service User, then hover over Service User.
Click Find and next to your service user, click the arrow button.
Click EMS.
Ensure the exclusion type field is blank.
If this field isn’t blank, this is likely the cause of any integration issues. To resolve this, select the blank record and click the save button.