Troubleshooting & FAQ
Something not working the way you expect? Start here. Below are quick links to every troubleshooting guide, grouped by area — find your topic, click through, and follow the steps. If you’re not sure where to look, scan the headings or jump straight to “Teamio’s data looks stale” (the most common one) or Still stuck? at the bottom.
Workflows
Section titled “Workflows”Campaigns
Section titled “Campaigns”Payments
Section titled “Payments”Scheduling
Section titled “Scheduling”Conversations & texting
Section titled “Conversations & texting”Logging in
Section titled “Logging in”- “Need admin approval” signing in with Microsoft
- Microsoft sign-in suddenly stopped for the whole office
- Microsoft sign-in spins or times out (often Safari)
- Sign-in fails / account not found, pop-up blocked
The big one: “Teamio’s data looks stale”
Section titled “The big one: “Teamio’s data looks stale””Nine times out of ten this is the office’s Open Dental server (where the Teamio connector runs) being off or offline. Data catches up when it’s back. Details: How Teamio syncs with Open Dental.
Where alerts show up
Section titled “Where alerts show up”Missed texts, new forms and packets, treatment plan signatures and questions, online bookings, and payments surface in the Action Center — the round button in the bottom-right corner of every page. If something feels like it’s “not happening,” check there first. See the Action Center section, and Rules at a glance for what does and doesn’t alert.
Still stuck?
Section titled “Still stuck?”Can’t find your problem here? Reach out to your Teamio account contact or contact support, and we’ll help.