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This section provides help for common issues, best practices, and a glossary of terms used in Carelane.

Troubleshooting Overview

Common Issues

Solutions for frequent problems.

Best Practices

Recommendations for effective use.

Glossary

Definitions of key terms.

Getting Help

Self-Service Resources

ResourceUse For
This DocumentationFeature guides and how-tos
AI AssistantIn-app help and guidance
GlossaryTerm definitions

Contact Support

If you can’t find an answer:
  1. Check this documentation
  2. Try the AI assistant
  3. Contact your organization administrator
  4. Reach out to Carelane support

Common Questions

Account Access

  • Check your email address is correct
  • Try password reset if needed
  • Check if your account is active
  • Contact your administrator
  • Verify you’ve been assigned a role in the study
  • Check with your study administrator
  • Ensure you’re in the correct organization

Data Entry

  • Check for validation errors
  • Ensure all required fields are complete
  • Look for error messages
  • Check if there are open queries
  • Verify you have edit permissions
  • Contact study team if locked

Exports

  • Large exports may take time
  • Try a smaller export scope
  • Contact support if it persists

Reporting Issues

When reporting issues, include:
InformationWhy It Helps
What you were doingContext for the issue
What happenedActual behavior
What you expectedExpected behavior
Error messagesSpecific error text
Steps to reproduceHow to recreate the issue