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Motivity PM Connection FAQs (Motivity Clinical and Motivity Practice Management)

This article applies to Motivity Clinical and Motivity Practice Management. It answers common questions about the connection between the two systems.

Frequently Asked Motivity PM Connection Questions

  • Why can't I see the integration setting?

  • Should I integrate my Motivity CSC?

  • My session note is not attached to the appointment.

  • Why are my learners or staff not syncing?

Why can't I see the integration setting?

If you are unable to see "Integrations" in Motivity, that indicates that your role does not have permission to view or manage the integration. If this is an error, reach out to your organization's administrator. They can change permission settings for you. If you are the organization's administrator, you will need to turn on the integration permission in Motivity. Please see our Roles & Permission Settings article for guidance on how to change permissions in Motivity.

My session note is not attached to the appointment.

Session notes might not be attached to an appointment due to a staff member not linking their appointment when creating a note. To fix this, they can link that note to their appointment. To link, simply click the "Link Appt" icon at the top of the screen. To learn more about linking and unlinking notes read this article here.

Why are my learners or staff not syncing?

There are several things to check if you click on a learner or staff in the "Not Linked Motivity" category and do not see a linkable name card.

  • Does a corresponding profile exist for that individual in Motivity PM?

The Not Linked list in Motivity Clinical, showing learners or staff that have not yet linked to Motivity Practice Management.

A name card in Motivity Clinical showing a matching profile found in Motivity Practice Management.

  • Is their profile marked as "active"?

  • Is Caregiver information information added to a patient profile in Motivity PM?

The Caregiver information section of a patient profile in Motivity Practice Management.

  • Is Employment Info added to the provider profile in Motivity PM?

The Employment Info section of a provider profile in Motivity Practice Management.

  • Does the name spelling match across both systems?

  • Are the first and last names capitalized correctly?

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