PMP Post August 2008
Contents
1. The right side of the screen will be populated as tables are converted into your SOL program iy p ep Pay attention to the Error Report if the conversion creates one The generation of an Error report signifies some data did not convert Print it and read it Details regarding how to deal with errors can be found on the report Contact support as soon as possible if you do not under stand a generated error report if the details in the error reportare not covered by the explanations or you have any issues with the conver sion Information added to the old PMP after the conversion will oe not be updated in the SOL version Subsequent conversions will overwrite SOL data Confirm and Backup As soon as the conversion is complete do a comparison of your Yearly Summary sheets and Account Receivable reports from the current PMP and SOL to confirm the results are identical The Total Patients Seen number on summary sheets will change os te arounis are called dierent in SOL see enhancement list for details Once you are assured the reports are the same exit PMP SOL and do a backup in the new Backup SOL program PMP Icons ld PMP icons are no longer required on your desktop and wil cause confusion They must be deleted but don t worry you are deleting the shortcut not the program Right click on the PMP for Windows icon Make sure nat to delete the PMP icons with the yellow S writte2. s correct click Install If it is incorrect choose another option or contact support The install will proceed with required installations running oneatterthe other Pauna Aan rA EE SEAE BERANE eee eA AN based upon the selected o opion Tine Option a was selected 3 components will be in mesnemancmem Ei etaled Mae nett PU saat re eheconpire sisson teat nn PN The bta edn mmo Click OK on the Select orcinquaretm sear ie conmte rtnn te FE dmt bedere mt nn the ena Language Setup screen ct lek MAL ihe arta set se Oaa cpu On the Setup Firebird ss eat acta INSTALL wna esas click Next Click 1 accept the agreement Click Next AII the defauts for this installation are correct and modifications are not required Continue to lick Next until you reach the Ready to Install screen Click Install Next then Finish On the PMP SOL Database v3000 screen click Next Continue to click Next through all the screens until you reach the Completing the InstallAware Wizard for PMP screen Click Finish On the PMP SAL v3000 screen click Next Next Finish then OK You should now see the icons PMP SOL Backup SOL PMPs Uti Z ry ities and Convert to SOL Note the difference in the icons Close all 3 oe windows and proceed to Converting your PMP Data into PMP SOL See page 2 Continued on page 2 PMP Post August 2008 Continued from page 1 gt Option b was selected go to In
3. setup of your computer Read the selected choice in the Options box If this information is correct click Install If it is incorrect choose another option or contact support The install will proceed with required instal lations running one after the other based upon the selected option Option b was selected 1 component will be installed On the PMP SOL v3000 screen click Next Next then Finish The workstation needs to locate the PMP server This function is re quired for the setup only Go to the computer where the PMP data is stored Click Start Programs or All Programs Patient Management Program SQL PMP Installation Utility Leave this screen open On the workstation double click PMP SQL The workstation should lo cate the server and start PMP SQL Firewalls on the server may block this functionality and may need to be tumed off Details regarding Firewalls can be found on the version 3000 CD under Installations Close the PMP Installation Utility once all workstations are functioning You shouid now se the icons PMP SL Backup SOL PMPs Utes ard Comen M A md 2 to SOL Note the diference inthe icons 77 vee HEH Close al windows FAQs My firewall is blocking PMP access is there any way around this PMP SOL uses a protocol named TCPIIP to communicate to the data base server This type of protocol is typically used by programs to access the internet PMP does not use the internet but firewall
4. AUGUST 2008 Version 3000 Installation 1 Converting your PMP data into PMP SOL Confirm and backup PMP Icons PMP Launcher Installation for workstations FAQs Firewalls SOL backup Challenges with Microsoft Vista Enhancements and changes PMP SUPPORT HOURS Monday Friday 730 am 5 pm EST The OCA Patient Management Program is the leading patient management software for Ontario chiropractors designed and developed by chiropractors for chiropractors PMP contact info 30 5160 Explorer Dr Mississauga ON LAW 417 Support Line 905 629 4020 Toll free 1 800 561 7361 Fax 905 629 8214 www chiropractic on ca support chiropractic on ca PMP POST lt PATIENT MANAGEMENT PROGRAM Ontax Version 3000 Installation Instructions Installation for the Main or only PMP Computer Start by doing a PMP Daily backup We re not kidding Put the v3000 CD in the drive Double cick the My Computer icon or locate My Computer Vista users will see Computer from the Start menu Double click the CD drive It will be titled PMP Version 3000 Double click either Manitoba or Eastern Canada amp International depending upon your location Double click Installations followed by New Install or New Install exe On the Install PMP SOL screen there will be a Pre Selected Option This option was chosen by the installation based upon the setup of your computer Read the selected choice in the Options box If this information
5. me upmaybethemost M amp s Sienan important2minutes 7 of your day eee Challenges with Microsoft Vista Many PMP offices have recently upgraded to the Microsoft Vista oper ating system Vista offers more security features than previous ver sions and on occasion this may interfere with PMP functionality We have noticed that some error messages that may refer to Permission Soto an be recited py right cng onta Sat fhe pro gram you are trying to use and selecting Run as administrator from the list tf you do not have administrator rights you will be required to log in or have an administrator log in with their usemame and password es zj pann mussau py Enhancements and Changes All items listed below have been detailed in the updated PMP User Manual The manual is on the version 3000 CD and can easily be printed or viewed See also Enhancement Details for specific details on the new features The ability to change the screen size of PMP this feature al Jows you to change your default and you also have the option to change it temporarily Ability to hide invalid appointments from the appointment book screen the appointments are stil on the screen but aren t visible until you click on them Ability to book practitioner time off for half days a few hours even 15 minutes Option to automate inactivating or activating patients through the query Option of today s note appearing when PMP
6. n across them as they are your new icons Left click Delete Confirm the deletion if asked Follow this same procedure with PMP Utilities PMP Daily Backup and PMPwSet if you have it You must also delete the convert to SOL icon so that you do not overwrite SOL data in error This pro cedure should be repeated on all computers that run PMP PMP Launcher When you open PMP SQL you will see a Launch Utility screen that checks database integrity and network connectivity This screen will launch PMP within 6 seconds provided that PMP did nat encounter any issues Start PUP W SOL in 4 seconds Installation for Workstations Put the v3000 CD in the drive Double click the My Computer icon or locate My Computer Vista users will see Computen from the Start menu Double click the CD drive It will be titled PMP Version 3000 Double click either Manitoba or Eastern Canada amp International de pending upon your location Double click Installations followed by New Install or New Install exe On the Install PMP SOL screen there will be a Pre Selected Op Ta mamanda eye ean ae nh aga ep Pressed pon s i a e na gat a ua PAP beman anpor PUP an at ha cote D anancang BEPA ese uee ye unpre ecg PAP Te antas arat on soanar cng Te cmpdretesre Fhe cepa ct na PhP ot te pe INSTALL ioe o canora itan oe PMP Post August 2008 tion This option was chosen by the installation based upon the
7. opens New Health tab has been added to Patient Information This tab allows you to record the patient diagnosis A Do Not Contact field has been added to the Patient Informa tion Personal tab This allows for the patient to be included or not included in certain reports Wordpad can be minimized New Edit Appointment function Add items to the Setup menu from within the patient file Next Appointment pop up box has additional information A Patient database button has been added to the Referred By field Patient Referral Activity Report has wildcard options PMP Backup has been improved Sort options are available on daily summary sheets Hotkey N for patient search by Number Detailed Service Report By Doctor New Bug Report that sends information about task failure to PMP support Total Patients Seen on summary sheets now refers to the num ber of individual patients treated during the reporting period Reindexing has been eliminated Networking activities are simplified
8. s rec ognize the TCP IP protocol and may block access to PMP Normally we use features such as Exclusion Permissions and Exceptions from within the firewall program to allow access to PMP Check your Version 3000 CD or the OCA website for instructions on setting up McAfee Permissions Norton s Exclusions and or Microsoft Exceptions For settings within other firewall programs you may cho within the firewall program or contact the vendor e Help from PMP Post August 2008 New Information on SQL Backup While PMP is creating daily and monthly backups a copy is saved onto the C drive of the computer or mapped drive for networked offices as well as being stored onto the backup media of your choice The last four daily and two monthly backups contained on the computer are listed as items numbers 1 6 on the Restore tab in the backup utility On occasion you should check the size of your backups to confirm the data is actually being saved The backup size is listed beside each backup A listing of 0 0 MB would indicate an unsuccessful backup Contact PMP support for more information or help itis critical that you do regular backups ee and periodic test Gites aa E restores M you lemmeawanimoomensy oea have any questions f amammaw r S meyaete regarding either Ame of these functions Sipain memme e wate please contact PMP Late vama Support Your back Ce
9. stallation for Workstations page 3 Option c was selected 2 components will be installed Glick OK on the Select Language Setup screen On the Setup Firebird Database Server screen click Next Click I ac cept the agreement Click Next All the defaults for this installation are correct and modifications are not required Continue to click Next until you reach the Ready to install screen Click Install Next Finish then OK On the PMP SOL Database v3000 screen click Next Continue to click Next through ail the screens until you reach the Completing the In stallAware Wizard for PMP screen Click Finish Close all windows Converting your PMP Data into PMP SQL will be done from avorsiaten senp Converting your PMP Data into PMP SQL Converting data transferring PMP patient information and setup op tions into SQL is your next step For networked offices this procedure is completed on one computer only preferably the Main computer Depending upon the speed of your computer and the size of your data base this step may take 2 to 20 minutes PMP must be closed on all computers during this process Please make sure you allot enough time for this step Close PMP on all computers Reindex the files prior to using the con version by double clicking the current PMP Utilities icon and clicking Reindex All Files Double click the Convert to SQL icon on the desktop Click Convert Click Yes on the Are you sure screen
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