Before You Begin
The PAA form must be fully completed and saved in the CRM
Verify you have access to the intake opportunity where the PAA was filled out
Confirm your Alleva EMR integration is properly configured
Steps
Navigate to the intake opportunity in your CRM and confirm the PAA form is fully completed and saved.
Locate the "Create Patient In Alleva" button within the same intake opportunity.
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Click "Create Patient In Alleva" to push the patient information and PAA to Alleva EMR.
⚠️ Important: The PAA must be fully completed before clicking this button. The system will not properly transfer incomplete assessments.
Verification / Expected Result
After successfully pushing the patient to Alleva:
The patient record is created in Alleva EMR
The completed PAA is automatically uploaded as a PDF
The PAA PDF appears under the Assessment Document tab in Alleva
Clinicians can review and approve the assessment directly in Alleva
Troubleshooting / Common Errors
PAA not appearing in Alleva:
Verify the PAA was completely filled out before pushing to Alleva
Confirm you clicked "Create Patient In Alleva" from the correct intake opportunity
Ensure your Alleva EMR integration is active and properly configured
Look for the PDF specifically under the Assessment Document tab