Fix Sync and Posting Problems

Steps

1. Identify what isn’t syncing (payment posting, balances, statements, or patient data).

2. Confirm the action succeeded in PayStack first.

3. Wait a few minutes and refresh the PMS/patient ledger.

4. Check transaction history/reporting to confirm final status.

5. If the issue persists beyond normal timing, capture details and escalate.

What Happens Next

• Most sync issues are timing-related and resolve once the next sync cycle completes.

• Persistent issues should be escalated with specific examples.

You’ll Know It Worked When

• The expected entry appears in the PMS (payment posting, balance update, etc.).

• Totals and patient balances align between systems (within normal timing).

Common Issues

• Approved in PayStack but missing in PMS: wait and refresh; then escalate with reference ID if it persists.

• Some patients sync and others don’t: capture multiple examples—this can indicate a mapping issue.

• Network/connectivity interruptions: confirm the integrator and workstation are online and stable.