TROUBLESHOOTING · DAILY OPERATIONS
Help with Import clients and migrate data
This page focuses on the guide you were reading. Work through the relevant checks below, then send us a question if the issue is still unresolved.
01
Start with your import clients and migrate data setup
These are checks drawn from this feature's own instructions.
- Open Import & Switch in the provider workspace.
- Review the supported file format and field mapping.
- Test with a small fictional sample first.
- Correct validation errors, then review the preview before committing.
- Only import data you are authorized to hold.
- Clinical records require the protected RL Health import path, when available.
02
Common problems in Daily operations
Choose the problem closest to what you are seeing. Each one includes practical checks and a safe next step.
The dashboard or Today view looks out of date
- Check the selected date, provider, and filters.
- Compare the underlying appointment record with the summary card.
- Refresh the view and record any repeatable mismatch.
Report the affected screen and approximate time rather than client details.
A schedule or assignment seems inconsistent
- Review business hours, staff assignment, route, and available capacity.
- Check cancellations or rescheduling that changed the day.
- Compare the event timeline and selected home-screen preferences.
Confirm the source appointment before manually changing its status.
03
Still not resolved?
When you contact support, tell us what you expected, what happened instead, the non-sensitive error text (if any), and roughly when it occurred. The form will automatically include Import clients and migrate data as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.