nsite Documentation Table of Contents

Transcription

1 nsite Documentation Table of Contents Licensing Eaglesoft for Multiple Locations... 2 nsite Solution... 2 Single Database for multiple locations with the Eaglesoft nsite module... 2 Features Comparison of the different Multi-site solutions... 3 Wide area network (WAN) configuration recommendations... 3 Connection and Configuration... 3 Terminal Services Configuration... 4 Database Server... 4 Terminal Server... 4 Workstations... 4 Recommended WAN Environment... 5 USB Peripherals that will work within Terminal Services... 7 Terminal services notes of interest... 8 Additional Licensing... 8 CAESY... 8 Fast CheckIn... 8 Voice... 8 Hardware... 8 Training... 9 Conversions, Merge & Data Import... 9 Trial Conversion and Final Conversion Pricing Hardware Requirements for utilizing Eaglesoft via Terminal Services over a WAN

2 nsite Documentation Licensing Eaglesoft for multiple locations The Eaglesoft practice management software has several different modules available for purchase. The 6 basic modules are: Practice Management, Tooth and Perio Charting, Digital X-ray, Video Capture, Cosmetic Imaging and nsite. When a customer has more than one office and these offices will all be accessing a single shared database all of their offices must be licensed for the same modules of Eaglesoft as is the office whose database they are accessing and they will all have to make the same twelve month commitment to service club if applicable. For example, if a practice has three offices that will be practicing dentistry and a fourth, Corporate office that will doing centralized scheduling, billing and reporting for the three dentistry sites and all four of these sites will be accessing a single Eaglesoft database or each of the other offices databases, then all four locations must be licensed for the same Eaglesoft modules and all four sites should be on service club. nsite Solution Single Database for multiple locations with the Eaglesoft nsite module This is the best solution for offices that intend to open two eight locations that they intend to manage through a single database. The nsite module allows the office to set up and treat each location as a separate entity within a single database. By utilizing this configuration all of the locations will share a single patient database, thereby eliminating the inconvenience of duplicate patient records. It also allows for a single storage location for data, images and documents for all sites. It allows up to date scheduling, patient records, documents and imaging for all sites in real time. It also allows for centralized reporting, scheduling, billing and insurance claim processing. This solution can be utilized over a LAN or a WAN. If utilizing this over a WAN then the use of terminal services is required. Our hardware requirements for a WAN are included later in this document. 2

3 Features Comparison of the different Multi-site solutions Feature Separate DB s in each location Dual Database Single DB Without nsite (WAN or LAN) Single Db With nsite (WAN or LAN) A Single Data & Images Storage Location No Yes Yes Yes Treat patients at multiple locations without having duplicate records No No Yes Yes Manage sites as 1 large enterprise No No Yes Yes Create treatment plans for patients that will span sites & providers No No Yes Yes View information for all sites without changing databases No No No Yes Quickly view schedules for providers at other sites No No No Yes Manage sites as individual locations and\or 1 large enterprise No No No Yes Manage sites as individual businesses Yes Yes No Yes Provide centralized or by site scheduling for each site No No No Yes Provide centralized or by site payment management for each site No No No Yes Provide centralized or by site claims processing for each site No No No Yes Provide centralized or by site billing for each site No No No Yes Assign providers to work at specific sites No No No Yes Assign patients to specific sites No No No Yes Wide area network (WAN) configuration recommendations Connection and Configuration Patterson requires a connection that offers dedicated bandwidth and Point to Point connectivity at each location that will be accessing the database. By dedicated we mean that it is used exclusively by the practice (not a shared line). Patterson does not recommend the use of a VPN to connect the locations. A point to point connection would eliminate the need for a VPN. The minimum connection that meets these parameters is a T1 line and 10 years ago it may have been the best option. Today our recommendation is at least a 10Mbps x 10 Mbps Fiber Optic connection with true point to point capability. Patterson would also recommend that Eaglesoft be the only software running on this connection. If the office utilizes VoIP or any other software that needs to be networked between the locations then Patterson would recommend a separate line for those items. If a connection meeting the description above is not available then Patterson would not recommend utilizing a single database solution. If the connection described above is available but the customer chooses to utilize a shared connection instead then Patterson would not recommend utilizing a single database solution. 3

4 If a customer chooses a connection other than the connection described above and chooses to proceed with a single database solution against the recommendation of Patterson then the customer will be asked to sign a waiver releasing Patterson of liability over any previously discussed or otherwise unstated expected performance levels at the remote sites. Terminal Services Configuration Database Server The specs for the Database Server can be found on the last page of this document. Patterson recommends separate computers for the Database Server and terminal Servers. Patterson does not recommend or support the use of Virtualized Servers for the database server. Terminal Server The specs for the Terminal Server can be found on the last page of this document. Patterson recommends a 1:1 Terminal Server to Remote Site ratio. It is recommended that separate computers for each Terminal Server be used. It is recommended that the office have no more than 25 concurrent connections per Terminal Server. Patterson does not recommend or support the use of Virtualized Servers for the Terminal Servers. Workstations The last page of this document outlines the recommended workstations for both your main site and remote sites. Patterson does not recommend or support the use of Thin Clients or PC s utilizing an Atom Processor. 4

5 Recommended WAN Environment Patterson Eaglesoft is a robust practice management software program that will function through terminal services over a wide area network (WAN). All users accessing Eaglesoft across the WAN will have access to all features and functionality of the software. In regard to networking multiple locations for accessing Eaglesoft, there are some guidelines that need to be adhered to in order to gain the best performance possible of Eaglesoft across the wide area network. They are: - Bandwidth requirements o Each LAN connection requires 100Mbps of dedicated bandwidth. o Each WAN THIN client connection requires 50kbps of dedicated bandwidth. All references to thin clients throughout this document is in reference to a full service workstation not an actual thin client type of box. o Each WAN FAT client (for image capture only) requires kbps of dedicated bandwidth. - Server Operating Systems(Domain) o v15 of Eaglesoft Windows Server 2003 Not supported on Windows Server 2008 R2 or 2012 R2 o v16 of Eaglesoft Windows Server 2008 R2 Not supported on Windows Server 2012 R2 o v17 of Eaglesoft Windows Server 2012 R2 - Network cabling o - Connection o Proper cabling is paramount Patterson recommends having a hardware technician with MCSE and MSDBA certification install your hardware. Network cabling should be installed by a Certified Network Installer. 8-conductor, twisted pair, Category 5/6 wire with RJ45 connectors needs to be used X-ray equipment and fluorescent lights can adversely affect your network performance. All cable needs to be certified for use with at least 100 Mbps network cards (instead of 10 Mbps cards). The cabling is as important as the connection in a WAN environment Patterson recommends a connection with dedicated bandwidth and point to point connectivity at all sites Preferably at least a 10 x 10 Private Network This type of connection will eliminate the need for a vpn to be created - Power supply o For added protection, you may want to consider an uninterruptible power supply (UPS) if an inspection of the buildings power supplies indicates a need for it. 5

6 Notes: - Patterson does not recommend and in fact discourages FAT clients in a WAN environment. o Except when necessary for image capture. In these cases once images are captured via the FAT client, users should switch to a THIN client session for all other work. - WiFi or wireless networks may not provide sufficient performance or security and are not recommended. - Your network is the backbone of your practice management system. This is why it is vital that all cabling and/or hardware is installed or inspected by a certified technician. o Your local Patterson representative can help you decide what you need to get started and may be able to recommend a reputable service provider to get your network up and running. - Give all users on all workstations no less than Power User rights - It is also important to know that UNC paths are not recommended for linking workstations to the data folder for Eaglesoft. 6

7 USB Peripherals that will work within Terminal Services This list represents the USB peripherals that we recommend for use through terminal services from the remote sites. It does not apply to the main site as the machines there will be connecting locally to the database server and the USB peripherals used there will not be going through terminal services. Digital Sensors Schick CDR Elite USB Sensors Schick 33 PLANMECA Dixi3 or newer Sensors Pans Schick Pans PLANMECA Proline XC, Promax or ProOne Pans Sirona Pans Intraoral Cameras (Video Capture) Only the Schick USB Cam 2 or the Schick USB Cam 4 with the Cam 2 Driver will work remotely through Terminal Services Signature Pads The Topaz TLBK462-BSB This uses a USB Connection but you have to have the specific model number listed here for it to work. The Signature Pads with HSB or USB in the model number will not function through Terminal Services Topaz Signature Pads with a Serial connection will work through Terminal Services and are available for purchase through More Direct Credit Card Swipes USB Credit Card swipes will work through Terminal Services. You can work with our support team to configure this. Scanners Scanning through Terminal Services is possible with the use of a TWAIN Compliant Scanner and a third Party software such as RemoteScan or TS Scan. 7

8 Terminal services notes of interest Additional Licensing Terminal Services Each machine connecting to a Terminal Server will need Terminal Services licensing. A corresponding number of Server Cal s will be needed on each Terminal Server to cover the number of concurrent connections you will have Microsoft Office Microsoft Office Volume Licensing is required on the Terminal Server(s) to view and\or save documents into Smart Doc through Terminal Services CAESY CAESY Enterprise will not work through Terminal Services. The office will need to look into CAESY Cloud. Fast Check In Fast Check In will not function through Terminal Services Voice Voice will not function through Terminal Services Hardware Dual Monitors will work through Terminal Services but requires additional setup within the Remote Desktop 7.0 or higher software under the Display Tab. To use this feature through terminal services you must: 1. Connect using the Remote Desktop Client 7.0 (mstsc.exe) available initially on Windows 7/Windows Server 2008 R2. 2. Enable Multimon using one of the three methods described below: a. Click Use all monitors for the remote session in the client (mstsc.exe) window. b. Use the /multimon switch on the mstsc.exe command line. c. Add Use Multimon:i:1 to the RDP file. 3. Connect to a computer running Windows 7 or Windows Server 2008 R2. Print Servers or IP Addressable printers are recommended at the remote site for use in Terminal Services 8

9 Training New Eaglesoft Customers with nsite A total of four - five days of training are recommended. Training would be done without patients being seen. A 1:10 Trainer to trainee ratio is preferred Existing Eaglesoft customers adding nsite Patterson recommends one day of training per location. This day would be broken down to include four hours without patients and four hours with patients. Conversions, merge & data import Database Conversion A database conversion is the process of converting as much data as possible from the existing software s database into an Eaglesoft Database. Patterson converts literally hundreds of different softwares with varying amounts of data converting depending on the software being converted. Patterson s conversions team can detail what will and will not convert from these softwares. Image Conversion An image conversion is separate from a database conversion and therefore carries a separate charge. An image conversion is available but not required for offices doing a Database Conversion. Quite often when Images are involved an office will start new with imaging in Eaglesoft and simply keep a copy of their old imaging around to reference until it is no longer needed. Merge A merge is the process of turning two separate databases into one. With a merge nearly all data is kept from both databases but a lot of cleanup is required by the office to remove items that were duplicated during the merge. We are able to merge two Eaglesoft databases into one so long as they are both on version fifteen or older of Eaglesoft. Two version sixteen Eaglesoft databases cannot be merged into one, for this we would need to use a Data Import Data Import A data import is much like a merge except it garners much less data from the second database. With a data import all of the data from the first database is kept intact. However that is not true for the second database. All that is kept from the second database is the Patient Demographic Information and a Balance forward on each account. Such things as the Employer List, the Insurance Company list, Patient Service History and Patient Account History are not moved to the final database. Images can be brought over in a Data Import. 9

10 Trial Conversion and Final Conversion Trial Conversion For Customers that would be converting to Eaglesoft from different software Patterson does a free Trial Conversion. This requires almost no down time for the office. It only takes about twenty thirty minutes to connect to the server via Webex to grab a current copy of the data. Patterson then runs that Database through the conversion process and then contacts the office to review the results of the trial conversion via a webex session. The trial conversion is beneficial to both the office and Patterson. It allows the office to see what will and will not convert and it allows Patterson to project a very accurate turnaround time on the final conversion should the office decide to proceed. A trial conversion normally takes five - seven business days to complete. Final Conversion Once the office has made the decision to move forward and convert to Eaglesoft, Patterson will start the final conversion process by scheduling training dates for the office. These are the dates that a Patterson Level three Technology Advisor (Trainer) will be on-site at the office to conduct training. Patterson will then build the schedule backwards from there to determine the dates on which the current database will be needed for the final conversion as well as the date on which the new Eaglesoft Database will be returned. In the time that passes from when Patterson obtains the Database until the final conversion database is returned, anything entered into the old software will have to be manually re-entered into Eaglesoft once the final conversion database is being utilized. Time for entering this information is built into the training agenda. 10

11 Pricing Eaglesoft Modules Practice Management Free with 12 month commitment to Service Club Tooth and Perio Charting $2000 per location Digital X-ray $2000 per location (free at each location that purchases $5000 of digital equipment from Patterson) Video Capture $2000 per location (free at each location that purchases $5000 of digital equipment from Patterson) Cosmetic Imaging $2000 per location nsite $5400 per location Dual Database $4,000 Practice Management only Practice Management with Clinical With nsite Main Location With nsite Remote Location Service Club $125 per month per location $172 per month per location $184 per month $79 per month per Remote Location Training First Day $1200 Additional Days $600 per day Conversions Data Conversion $1800 Image Conversion $1800 Database Merge $1800 Data Import No Charge Trial Conversion No Charge 11

12 Hardware requirements for utilizing Eaglesoft via Terminal Services over a WAN Database Server and Terminal Server(s) Workstations for all sites Intel Xeon Processor 32 GB RAM (minimum) 1 TB 7200RPM Hard Drive Raid Level 1or 5 1, 2 Gigabit Ethernet Adapter LCD Monitor (Capable of 1024x768) 1024 X 768 Capable Video Resolution Intel USB Chipset with at least 4 powered USB 2.0 Ports 3 Additional AGP, PCI or USB 2.0 expansion Slots May Be Required Supported Operating Systems: 32-bit or 64-bit Windows Server 2012 Standard R2 (ES V17.0 or higher) Windows Server 2012 Foundation R2 (ES V17.0 or higher) Windows Server 2008 R2 SP2(ES V16.0 or higher) Windows Server 2003 SP2(ES V15.0 or lower) A Dedicated database Server is recommended for all WAN environments Patterson does not support or recommend virtual servers Intel Core i5 Processor 4 GB RAM (minimum) 500 GB Hard Drive DVD-ROM Drive Gigabit Ethernet Adapter Integrated Sound or Dedicated Sound Card LCD Monitor (Capable of 1024x768) 1024 X 768 Capable Video Resolution Intel USB Chipset with at least 6 powered USB 2.0 Ports 3 Additional AGP, PCI or USB 2.0 expansion Slots May Be Required Supported Operating Systems: 32-bit or 64-bit Windows 7 Professional Sp1 32 Bit - (ES V15.0 or lower) Windows 7 Professional Sp1 64 Bit - (ES V16.0 or higher) Windows 7 Ultimate SP1 32 Bit - (ES V15.0 or lower) Windows 7 Ultimate SP1 64 Bit - (ES V16.0 or higher) Windows 8 Professional 64 Bit - (ES V17.0 or higher) Windows Tablet PC Edition (Eaglesoft 10.0 or Higher Only) Whenever possible a 64 bit OS is recommended Whenever possible a 64 bit OS is preferred ¹ Storage of images may require larger capacity hard drive 2 Terminal server would not need as much storage because no data for Eaglesoft is stored on the terminal server 3 Intel USB Chipsets are recommended for Schick digital x-ray devices. ScanX will not work with the SIS chipset. 12