When new and or existing ROVs are not showing up when trying to schedule a patient under a specific provider, you MUST make sure the ROV(Reason of Visit) you are missing is attached to the provider.
There are two reasons ROVs are not connected to providers:
- A New ROV was created and not attached to providers that need access to them.
- A User logged in as themselves on more than one device to access the software.
If your ROVs were previously available, your ROVs may present this issue if you have logged in as yourself on more than one computer to access the software. Each and Every software user MUST BE logged in on one device at a time to access the software. Logging in as yourself on more than one computer at a time will result in data display issues.
To Correct:
Go to Admin
Select Providers>
Select the specific provider that Reason of Visits are not displaying for>
Hit the Edit button
Select Reason of visit Tab>
Make sure the box is checked next to the ROV you are missing for the Provider and click SAVE>
Once these steps have been performed, please log out of the software, log back in and try to schedule again.
**Please contact support if you have reviewed these items and need additional support**
- Support Information -
If you have any questions or need assistance with this process please contact
Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on the left-hand side) within Katana, click the green 'Support' box in the bottom right of the screen.
***This has the fastest response time***
Phone: 909-378-9514
Email: support@coactionsupport.com
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