We've recently changed how we handle the treatment note creation workflow to make it a little more seamless.

If you're here, you probably received an email regarding a response that skipped treatment note creation. Please read on!

What do I need to do with this response?

☝️If you don't care about creating a treatment note, do nothing with this response. You should still read the section below on preventing this from happening in the future.

Find the response on the Processed page in the Finger-Ink Portal. You can do this by using the new filter button on this page:

Once activated, you'll see all responses where the treatment note creation was skipped due to a missing API key:

Notice the "create now" button in the last row. If you tap that, you'll be asked to select a practitioner and confirm treatment note creation:

In this example, I can't click confirm as Pactrick Titioneaux doesn't have an API key connected in Finger-Ink — which is the whole reason this workflow step was skipped in the first place. To fix this either:

  1. Ask your practitioner to generate an API key in Cliniko, then give it to you to add it to Finger-Ink then try again, or...

  2. Choose a different practitioner then confirm creation, as below:

Your treatment note is now in Cliniko! 🎉

How do I stop this from happening in the future?

You'll keep getting emailed about treatment note creation being skipped unless you take further action. You have two options:

  1. Turn off treatment note creation on your forms if you don't require it, or...

  2. Add any missing practitioner API keys to Finger-Ink to enable treatment note creation by any practitioner.

If turning off treatment note creation sounds like a bit of you, please read this article on changing treatment note workflow behaviour to learn how to do this. Remember to do this for all your forms!

If you'd prefer to add missing practitioner API keys, then please ask your practitioners to generate API keys in Cliniko, then give them to you so you can add them to Finger-Ink.

Once you've done one of those two things, you'll stop getting emailed about this. Thanks for reading ☺️

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