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Important Dashboard Alerts

  • Updated

Throughout your Dashboard, you’ll notice various alerts to inform you of potential issues or opportunities to update information for your clients and patients. 

 

Alerts

Client and Patient Data Alerts.png

 

  1. Invalid Email: Email is invalid. Once resolved, the warning will update after the nightly sync. Read how to update invalid emails.
  2. Missing Email: Email does not exist in PIMS. Once resolved, the warning will update after the nightly sync.
  3. Invalid Mobile: Mobile phone number is invalid. Once resolved, the warning will update after the nightly sync. Read how to update invalid phone numbers.
  4. Missing Mobile: Mobile phone number does not exist in PIMS. Once resolved, the warning will update after the nightly sync.
  5. Out of Compliance: Patient has one or more expired Health Service Reminders in your PIMS. Once resolved, the warning will update after the nightly sync.
    • Action: If the patient is scheduled for an upcoming appointment, ensure all past due services are discussed with the client. If the patient is not scheduled, consider reaching out to the client to schedule an appointment for past-due services.
  6. Other Pets Out of Compliance: This client has another pet with expired Health Service Reminders in your PIMS. Once resolved, the warning will update after the nightly sync.
    • Action: If the client is scheduled for an upcoming appointment, confirm all pets are scheduled. If the client is not scheduled, consider reaching out to schedule an appointment for past-due services.
  7. Missing Reminders: This patient has one or zero active Health Service Reminders in your PIMS. Once resolved, the warning will update after the nightly sync.
    • Action: Review the patient’s profile and determine if/which services are missing from the record. Reach out to the client to schedule an appointment for past-due services if needed.
  8. Other Pets Missing Reminders: This client has another pet with one or zero active Health Service Reminders in your PIMS.
    • Action: Review the patient’s profile and determine if/which services are missing from the record. Reach out to the client to schedule an appointment for past-due services if needed.
      Missing Reminders.png
  9. Phone Out of Sync: Phone number does not match in PIMS. Once resolved, the warning will update after the nightly PIMS sync. 
    • Action: Next time you talk to this client, confirm which number is correct. If the number in PetDesk is correct, update your PIMS. If the PIMS number is correct, ask the client to update their number within the PetDesk App to ensure they will be reached.
  10. Email out of Sync: Email does not match in PIMS. Once resolved, the warning will update after the nightly PIMS sync. 
  11. Patient name out of Sync: Patient name does not match in PIMS. Once resolved, the warning will update after the nightly PIMS sync. 
  12. Client name out of Sync: Client name does not match in PIMS. Once resolved, the warning will update after the nightly PIMS sync.

 

Errors (Coming Soon!)

Appointment Mismatch

There are two types of mismatch errors to look out for:

    1. Not scheduled in PIMS: 
      • An appointment exists in PetDesk, but there isn’t a matching appointment in your PIMS. This typically happens when a request is scheduled in the Dashboard, but the step to schedule the appointment in the PIMS is missed. 
      • To resolve this error, confirm the appointment exists in both PetDesk and in your PIMS for the same date and time. 
    2. Incorrect Time: 
      • A matching appointment exists in PetDesk and your PIMS, but the time does not match between the two systems. This typically happens when a request is scheduled in the Dashboard, but a different time is accidentally selected when scheduling in the PIMS. 
      • To resolve this error, confirm the appointment time in both PetDesk and your PIMS matches.

 

TIP: Appointment mismatch errors will not show for requests confirmed in the Dashboard on the same day. After a nightly sync, an error will show in the Dashboard if there is a mismatch with the appointment in the PIMS.

 

Appointment Mismatch Notes

Appointment mismatch errors will not show for requests confirmed in the Dashboard on the same day. After a nightly sync, an error will show in the Dashboard if there is a mismatch with the appointment in the PIMS. Look out for these common scenarios that can cause errors: 

  1. Duplicate clients/patients:
    • This typically happens when a client creates an app account with information that does not match what you have in your PIMS; therefore, we cannot sync the account properly.
    • If you see an error with a “New Client” in PetDesk who is an established client, we recommend confirming the correct appointment exists in the PIMS and then deleting the PetDesk appointment from the Dashboard. After the nightly sync, the PIMS appointment should sync correctly to the Dashboard.

  2. Single pet profile in app for two pets:
    • If clients create a single pet in the app with two pet names associated, such as "Spike & Fido”, this will likely cause a discrepancy with the PIMS appointments.
    • Similar to the above example, you can delete the appointment associated with the error in the Dashboard, and after the next sync, the PIMS-based appointments will correctly sync into the Dashboard. 

  3. New clients:
    • If you do not create a new client account in your PIMS before the appointment, a mismatch error will display since there is no appointment with a matching client in the PIMS to map to.

  4. Scheduling cadence:
    • Mismatch errors may surface issues regarding PetDesk scheduling settings and how you schedule appointments in your PIMS (e.g., PetDesk is set to every 30 minutes, but in PIMS, you start appointments every 10 minutes).
    • This is an easy fix - click into Settings in the PetDesk Dashboard > Availability > Client Scheduling Limits. Ensure the “Display appointment start times every [x] minutes” is set to the correct cadence. 

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