If the Docnote forms stop working on every computer at once, the forms' connection to Docnote has usually been turned off or replaced. Start with the Docnote card below, then follow the fix that matches.

Check the forms card in Docnote

1. In Docnote, click Settings, then the EMR Connectors tab.

2. Read the Install Docnote Custom Forms card.

Someone rotated the key or revoked the integration

The most common cause. Under Developer tools on that card, an Owner or Admin can click Rotate API Key or Revoke Integration. Either one stops the installed forms working straight away, for everyone using that PS Suite. If the card reads Integration revoked, this is what happened.

To fix it, download the forms again and import the full set into PS Suite:

1. On the Install Docnote Custom Forms card, click Download forms.
2. In PS Suite, go to Records, then Settings, then Edit Custom Forms.
3. In the Custom Forms window, choose File, then Import Forms, and select the zip file you downloaded. Import the full set at once.
4. Close and reopen any open chart, and restart PS Suite on the other workstations.

The forms work again, and the card reads Forms are up to date.

Sharing PS Suite with another clinic?

Rotating the key stops the forms for every clinic on that PS Suite. Let the other clinic know, and import the new forms promptly.

Your office moved, or PS Suite was reinstalled

For security, the Docnote forms are locked to the PS Suite install they were first used from. After a move, a migration or a reinstall, PS Suite has a new site number, and Docnote rejects requests from it.

A new download doesn't fix this. Contact Docnote support, and tell them your office has a new PS Suite install. Once support has reset the lock, the next request from your new install works.

Another clinic imported its own forms into your PS Suite

If your PS Suite is shared with another clinic, only one clinic's forms can be installed. If the other clinic downloads the forms from its own Docnote account and imports them, the forms stop working for both clinics.

Contact Docnote support. Don't download and import again yourself: it doesn't fix this.

The toolbar is missing on some charts

If the forms work but the Docnote toolbar doesn't show on some charts, check the PS Suite reminder that shows it. Your office sets this up in PS Suite. It can show the toolbar in two ways:

• By the patient's doctor: the reminder has one Doctor Number line per doctor, and shows the toolbar on that doctor's patients' charts, for anyone who opens them.
• By who is signed in: the reminder uses Other, then Current user's initials, and shows the toolbar only to those users.

If it's missing on a chart:

1. Open the patient's demographics and check Patient's MD/NP. The Doctor Number line reads only this field. Primary Provider, Family MD/NP and Referring MD/NP don't count.
2. Check the reminder has a Doctor Number line for that doctor. Each doctor needs their own line.
3. If the reminder goes by initials, check the person signed in is one of the users it lists.