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Troubleshooting Avatar EMR Integration: 'Client is already enrolled in the selected Clinical Pathway' Error CRM

Error Symptoms

When attempting to push a patient to Avatar EMR, you receive the error message: "Client is already enrolled in the selected Clinical Pathway"

This error may appear even though:

  • The API call returns HTTP 200 (success status)

  • The push operation appears to complete normally

  • No obvious duplicate records are visible in Dazos

Root Cause

This error occurs when Avatar's business logic detects an existing active enrollment for the same patient in the identical Clinical Pathway. Even though the web service call technically succeeds (HTTP 200), Avatar rejects the record to prevent duplicate enrollments in their system.


The HTTP 200 response can be misleading because it indicates the API call was processed, but Avatar's internal validation blocked the actual record creation.


Solution Steps

Step 1: Check Patient's Chart in Avatar/Netsmart

Access the patient's chart in your Avatar/Netsmart system and look for existing enrollments:

  1. Search for the patient using their ID or name

  2. Review their current enrollments in Clinical Pathways

  3. Identify if there's an open enrollment in the same Clinical Pathway you're trying to push

Step 2: Determine the Appropriate Action

Once you've confirmed the existing enrollment, decide on the best course of action:


Option A: Keep Existing Enrollment

  • If the existing enrollment should remain active, no further action is needed

  • The patient is already properly enrolled in Avatar

  • Consider updating the Dazos record to reflect the existing Avatar enrollment

Option B: Replace with New Enrollment

  • If the new enrollment should replace the existing one, proceed to Step 3


Step 3: Discharge/Close Existing Enrollment (if needed)

If you need to replace the existing enrollment:

  1. In Avatar/Netsmart, locate the existing enrollment

  2. Discharge or close the current enrollment following your facility's procedures

  3. Ensure the discharge is properly saved and processed

  4. Wait for the system to process the discharge completely

Step 4: Re-push the Patient Record

After closing the existing enrollment:

  1. Return to Dazos CRM

  2. Navigate to the patient record

  3. Retry the push to Avatar EMR

  4. Verify the new enrollment is created successfully

Expected Result

After following these steps, you should:

  • See the patient successfully enrolled in Avatar without the duplicate error

  • Have only one active enrollment per Clinical Pathway for the patient

  • Receive confirmation that the push completed successfully

When to Contact Support

Contact Dazos Support if:

  • You cannot access Avatar/Netsmart to check existing enrollments

  • The error persists after discharging the existing enrollment

  • You're unsure which enrollment should be kept or replaced

  • You need assistance interpreting the Avatar enrollment records

⚠️ Important: When contacting support, include the specific patient ID, the Clinical Pathway name, and confirmation of what you found in the Avatar system.


Related Resources

  • Avatar EMR Integration Setup and Configuration

  • How to Prevent Duplicate Admissions When EMR Integration Updates Multiple Opportunities

  • Understanding EMR Integration Data Flow and Error Handling

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