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Troubleshooting & FAQ

Run into something unexpected? Here’s the fastest way to get it sorted.

If something isn’t working as expected, the quickest way to get it sorted is to reach out to your account manager. They know your clinic’s setup and can either resolve the issue directly or escalate it to the ManaNotes team for you.

Before you reach out

A lot of issues have a quick answer in the guides — or in a two-minute video on the ManaNotes YouTube channel. A 30-second check often saves a support round-trip:

  1. 1
    A reminder didn’t send?

    Open the appointment and review its notification status — see Reminders for the common causes.

  2. 2
    An ACC submission was returned?

    The error almost always traces to source data — see ACC claims & submissions.

  3. 3
    A charge looks wrong?

    Check the source billable item before cancelling anything — see Invoices & payments.

Common questions

Contact your account manager. They have your clinic’s context and can resolve or escalate immediately.

For billing or ACC problems, include your clinic identifiers, the invoice or schedule reference, and the exact error message. That’s usually enough to pinpoint the cause.

Yes — Mana Agent can answer most “how do I…” questions about ManaNotes on the spot, in English or 中文.

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