Synchronising Sources 7 0
Contents
1. Note The Configuration tab will now remain as a feature of the logon screen In the event of the network failing or a laptop not connected to the network the LOCAL configuration can be selected when required in the same manner Synchronizing Sources Introduction A source contains a complete set of information regarding a practice including patient files billing information appointment information and user information Many practices will have secondary sources such as a laptop source RIP Source and possibly a backup source somewhere on the network These secondary sources need to be kept in sync with the master source on the server How a source is created is documented in the nstallation Guide and is normally performed at installation time There are two types of source Master and Slave and dependent upon the type s being synchronised various options will will not be available Regardless of source type the procedure is quite straightforward Synchronisation Technique 1 Start HEALTHone and login to ONE OF THE SOURCES TO BE SYNCRONISED 2 Click on the Synchronise Sources button on the Standard Toolbar Illustrated opposite The Synchronisation Wizard start There now follows a series of screens the first of which is just an opening screen and can be by passed in the future by ticking the Do not display box HELIX 195 HEALTH Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd Synch2. nchronisation parameters are entered Press the finish button to start the synchronisation Synchronisation can take time You can press the escape key to abort the synchronisation process HELIX 197 aa a Typically in the case of a laptop the direction of synchronisation when leaving the practice would be Server to Laptop and when returning Laptop to Server There is also an option to synchronise in both directions naturally this would take longer to perform Options a Synchronise HCR s Patient Files b Don t Do synchronise deleted Patients deleted in one source can optionally be deleted in the destination source c Advanced Archive This option is for archiving files for example if deceased patient s are being synchronised to an RIP source Options control what will happen to the files in the original once synchronised to the destination Don t delete Files left intact Delete HCR Moves patient files to the deleted patient selector screen Delete permanently Permanently delete the files in the original source d Audit trail Only applicable for Slave Master synchronisations synchronises the audit log e User information Only applicable for Slave Master synchronisations Changes in Master Source users i e new users password changes rights changes etc f Billing Billing information g Appointments Appointment information 193 m Dd HEALTH
3. ronisation wizard This wizard will help you to specify the parameters to be used to synchronise yo data You will be asked to specify a source to synchronise data with the type of synchronisation some parameters depending on the type of synchronisation Do not display this first step in the future Cancel 3 Click Next choose the direction of synchronization and press next x Select the source you want to synchronise with Fra In order to synchronise Health sources you need to specify another source to RJ synchronise data with and the way of the synchronisation process m Select the source Select source Selected source Do you want to upload or download your data JohnSOURCE M Compact database before lt Back Next gt Finish Cancel Change direction 4 Click next choose the data you would like to synchronise Click next 1967 aa Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd Select the kind s of synchronisation What do you want to synchronise For each type of synchronisation you will be asked to provide some parameters Last synchronisation dates V Synchronise HCAs Destination z z Don t synchronize deleted patient Advanced Archive of patient Synchronize deleted patient J Synchronise audit trail I Synchronise user information I Synchronise billing Synchronisation wizard All sy
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