It's important to verify that your automations are working as expected.
- Go to Clinic Settings from the top navigation, then click Automations in the left sidebar
- Click on any automation to view its details
- You'll see a record of:
- When the automation triggered
- What action was taken
- Whether it succeeded or failed
- Any error messages
Troubleshooting Automations
If an automation doesn't work as expected:
| Issue | What to Check |
|---|---|
| Automation never triggers | Condition logic may be too restrictive. Simplify conditions first |
| Wrong action happens | Verify the action configuration matches your intent |
| Automation fails | Check the history log for specific error messages |
| Unpredictable behavior | Check for multiple automations that may conflict with each other |
Tips for debugging:
- Start with simple conditions and add complexity gradually
- Test with a real encounter to see the automation in action
- Check the automation history after each test
- Review that your actions have the required permissions