Frequently Asked Lumary Integration 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. Here is an article on how to change permissions in Motivity.
Should I integrate my Motivity CSC?
You will see your Motivity CSC and Motivity Support in your Member's list for your integration. There is no need to integrate their profiles with your practice management system.
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 Lumary?
- Is their profile marked as "active"?
- Does the name spelling match across both systems?
- Are the first and last names capitalized correctly?