Troubleshooting on your own:
When troubleshooting, keep the steps simple. Try the most basic approach, starting at the beginning and retracing your steps to see if you missed or skipped anything. Exploring the problem will help you to explain it clearly if you must call DocuTrac Support for help.
| • | If you’re not sure how to do a procedure, check the online Help which is customized for each window. |
| • | Check the topics in the Help Contents. |
| • | From the Patient window, Help menu, select QuicDoc on the Web, choose QuicDoc's Technical Support, and check for answers to questions and tips on using QuicDoc. |
Windows and other problems
Make more memory available to QuicDoc. To do this, close any other applications that you have open.
Try a related procedure. For example, if you have a printing problem, test the printer by trying to print something else, such as printing a report if you can't print lists or labels. If you can't print at all from QuicDoc, try printing from another application. If you can't print anything, the problem is most likely related to the printer, the cabling, or its connections. Check the cable connections to your computer and make sure you have the correct printer setup in your Control Panel.
Installing new software and hardware can sometimes cause conflicts. If something used to work, consider what you've installed or changed since it last worked correctly.
A problem may often be the result of a problem with your Windows operating system or your hard disk. If you need more information on how to resolve specific problems in Windows, refer to the Windows online Help.
Troubleshooting QuicDoc
Database
If necessary, restore your database from a backup copy.
User access
Can't access or write clinical notes, and or can't access scheduler.
Check your level of access privileges which is set up by the Administrator.
Note Hx list
If the Note Hx list doesn't reflect changes you've made to existing notes. The Session list may need to be refreshed.
| • |  Click the Refresh Note History button on the toolbar. |
If sessions are not displayed in Note Hx.
| • | Check to see if the Session list is filtered by type of program, and if so |
un-apply the program filter.
Alphabetize lists
I've edited a name in the list and it isn't alphabetized.
After certain editing functions you may need to refresh the patient, user, referral source, or insurance company lists in order for them to be to alphabetized.
| • | To refresh, simply click on another name in the list, and then click back, or switch between the inactive and active lists. You can also go to another window and then back. |
Client missing from list
| • | Be sure the list's filter is set for Show All. |
| • | Check if the client was made inactive. |
Authorizations
Insurance Companies are missing from the drop down list when entering an authorization.
| • | Insurance or Managed Care Companies must first be associated with a patient before they appear in the drop down list when entering authorizations. |
| • | Click Cancel and then close the authorization form. |
| • | Double click on the patient name in the list. |
| • | Select the Insurance/Referral tab in the Patient Information form. |
| • | Enter primary and/or secondary insurance, or managed care company in the insurance fields. |
QuicDoc Scheduler
If you can's see an appointment
You may have made an appointment, and then changed the Preferences to display the start time later than the appointment. Or, you may have created an appointment, and then changed the start and end times to fall outside of the time ranges set in Preferences. To see the appointment, select File...Preferences and reset start and/or end times.