PMS Installation Guide

Minimum Requirements Before Installation

• Windows 7 and above, 1GB Available RAM, 500MB Available Hard disk space, .NET Framework 4.6 and above.

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• Step 1a: Verify Account
• Step 1b: Verify Access
• Step 2: Install
• Step 3: Select PMS to connect to

MISC.

• PMS Notes
• Changing Server
• Reinstalling
• Office Changes PMS
• PMS Integrations Page Review
• Common Integration Errors
• Install Complete Notification

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Quick Links

1. Remote into the office server
2. Via remote chat, ask the customer to verify the office address. (Figure 1)
1. Match the address with the OperaDDS account to make sure you are remoted in to the correct location.

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To access the customer account:

• Login to OperaDDS
• Click Settings | Master Settings | Client Management
• Search for office | Click the > icon (On this screen you will see office info and integrator username/password

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Step 1a: Verification Process

Example

Remote Chat

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Support: Hello! To begin, please confirm your office address

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Office: 1134 Main Street New Jersey, 44593

(Figure 1)

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3. Via Slack, send the following information to the opera-installs Slack channel (Figure 1)

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1. Office ID �
2. Integrator Username/Password�
3. Screenshot verifying you are on office server. Click here for more info�
4. Screenshot verifying PMS version. Click here for more info�
• If Eaglesoft - login to Eaglesoft to screenshot that the office is single database. Click here for more info
• If Open Dental - login to Open Dental to screenshot that the office does not have “Clinics” enabled. Click here for more info�
1. Another support rep will respond with + or - to proceed

Step 1b: Verify Access

Slack Channel example

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Ashley:

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ID: MB72

Username: m25ljg

Password: 869b07ab

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Steve: +

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(Figure 1)

Example

Slack is a tool utilized by Vyne Dental. Patterson should follow the above process by way of Microsoft Teams

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1. Paste the below link into the browser on the customers server and RUN through the steps to completion by selecting ‘create desktop shortcut’ and clicking next | when ‘Launch PMS integrator’ checkbox is seen Click ‘Finish’

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https://app.operadds.com/IntegratorsStore/Integrator/PC/PMSIntegratorSetup.exe

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Step 3: Installation Process - Eaglesoft/Dentrix/Open Dental

2. Next - if it has not opened for you automatically, open the PMS Integrator and proceed to the next slide

3. Enter the Integrator username/password collected from the office account

Installation Process - Logging in and selecting PMS

Next - Select the PMS you are connecting to

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• Eaglesoft Steps
• Open Dental Steps
• Dentrix Steps

1. Select the PMS from the Drop Down menu

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STOP (proceed to next slide)

Eaglesoft: Step 1

follow slides 4-7 of this guide, then:

(Figure 1)

Eaglesoft: Step 2

If the account includes the Recall feature, ask the office the following question:

Click OK

Ignore

If no

If yes

Note: By doing this, the system will: 1. Turn on text for any patient that has a cell phone number listed, and 2. Turn on email for any patient has an email.

Q: When adding new patients in Eaglesoft...does your office select if they should receive text or emails? ��OperaDDS relies on these boxes to know if it can text/email your patients.

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We can turn them on for all patients by selecting the Mass Enroll option here.

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Would you like this turned on?

Click OK

Select this checkbox

Set PMS Status mapping.

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If this window does not appear, in main integrator window click Options | Status Mapping

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• On the left are the statuses from the PMS. Select if the office considers each as confirmed or unconfirmed
• On the right are statuses from OperaDDS. Select the statuses that match unconfirmed/confirmed.
• Click Save Changes
• Click X to close the popup

Eaglesoft: Step 3

Set Patient Recall Type

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If this window does not appear, in main integrator window click Options > Recall Types

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• Checkmark the Recall Types the system will monitor for sending Recall Message.
• Click Save Changes
• Click X to close the popup

Select the following options if available:

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Next Recall

Prophy

Child Prophy

Pedo Prophy

Perio

Perio Recall

Perio Maintenance

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Avoid Selecting:

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4BW

Pano

Etc.

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Eaglesoft: Step 4

• Click X

Eaglesoft: Step 5

Click Check Sync

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• After 2 minutes you will see the color indicator in lower right change colors.

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• Yellow = Syncing information
• Green = Preparing information to sync
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If you see an error, refer here

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To check the status of the installation, click search for office here

Eaglesoft: Step 6

To consider an installation as ‘Complete’, verify all of the above fields have been synced here.

Eaglesoft: Step 7

a: In Progress - Appointments etc. have yet to complete

b: Complete - all fields have been synced and installation is complete

a

b

Upon completion, send Install Complete Email

Eaglesoft: Step 8

1. Select the PMS from the Drop Down menu

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STOP (proceed to next slide)

follow slides 4-7 of this guide, then:

Open Dental: Step 1

2. Fill the popup with credentials that are gathered from the “Choose Database” screen that is seen when logging into Open Dental.

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After filling, click OK

• Note: if MySQL Password is empty, no password is needed. If password present, ask IT or office for this information.

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Open Dental: Step 2

3. Set PMS Status mapping. If this window does not appear, click Options | Status Mapping

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• On the left are the statuses from the PMS. Select if the office considers each as confirmed or unconfirmed
• On the right are statuses from OperaDDS. Select the statuses that match unconfirmed/confirmed.
• Click Save Changes
• Click X to close the popup

Open Dental: Step 3

4. Set Patient Recall Type

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• If this window does not appear, click Options > Recall Types
• Checkmark the Recall Types the system will monitor for sending Recall Message.
• Click Save Changes
• Click X to close the popup

Select the following options if available:

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Next Recall

Prophy

Child Prophy

Pedo Prophy

Perio

Perio Maintenance

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Avoid Selecting:

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4BW

Pano

Etc.

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Open Dental: Step 4

5. Click X

Open Dental: Step 5

6. Click Check Sync

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• After 2 minutes you will see the color indicator in lower right change colors.

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• Yellow = Syncing information
• Green = Preparing information to sync

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If you see an error, refer here

• After resolving the error, open Services to restart the ‘OperaDDS PMS Service’

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To check the status of the installation, click search for office here

Open Dental: Step 6

Open Dental: Step 7

To consider an installation as ‘Complete’, verify all of the above fields have been synced here.

a: In Progress - Appointments etc. have yet to complete

b: Complete - all fields have been synced and installation is complete

a

b

Upon completion, send Install Complete Email

Open Dental: Step 8

Dentrix: Step 1

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• Run G6 Fix Cert

On customers server run Dentrix G6FixCert file below by pasting the link into the customers server web browser (Note** After running the file, you will not be prompted with “Success”. After run, you can proceed to the next slide.

Dentrix G6FixCert

follow slides 4-7 of this guide, then:

1. Select the PMS from the Drop Down menu

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STOP (proceed to next slide)

Dentrix: Step 2

After selecting Dentrix in the PMS dropdown menu

• Click OK
• The screen will load for approx 10 seconds

Dentrix: Step 3

To authenticate with Dentrix, you will enter one of the 2 options below, based on the office setup

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1. Dentrix PassPhrase - if seen, the Dentrix Passphrase can only be obtained by the office. If they do not know their Passphrase, they must request it from Dentrix.

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OR

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• Dentrix Username/Password - if seen, the Dentrix Username/Password can be obtained by the doctor or office manager as these are personal credentials.

Dentrix: Step 4

Set PMS Status mapping. If this window does not appear, click Options | Status Mapping

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• On the left are the statuses from the PMS. Select if the office considers each as confirmed or unconfirmed
• On the right are statuses from OperaDDS. Select the statuses that match unconfirmed/confirmed.
• Click Save Changes
• Click X to close the popup

Dentrix: Step 5

Set Patient Recall Type

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• If this window does not appear, click Options > Recall Types
• Checkmark the Recall Types the system will monitor for sending Recall Message.
• Click Save Changes
• Click X to close the popup

Select the following options if available:

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Next Recall

Prophy

Child Prophy

Pedo Prophy

Perio

Perio Maintenance

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Avoid Selecting:

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4BW

Pano

Etc.

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Dentrix: Step 6

• Click X

Dentrix: Step 7

Click Check Sync

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• After 2 minutes you will see the color indicator in lower right change colors.

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• Yellow = Syncing information
• Green = Preparing information to sync

If you see an error, refer here

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To check the status of the installation, search for the office here

Dentrix: Step 8

Dentrix: Step 9

To consider an installation as ‘Complete’, verify all of the above fields have been synced here.

a: In Progress - Appointments etc. have yet to complete

b: Complete - all fields have been synced and installation is complete

a

b

Upon completion, send Install Complete Email

Dentrix: Step 10

MISC

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Eaglesoft:

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• Eaglesoft must be installed as Server/Workstation (not Server Only)
• If the server is Server Only, request that the office reinstall Eaglesoft on the server computer as Server/Workstation via Patterson

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OrthoTrac:

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• iForms folder must exist in OMS folder

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Dentrix:

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• Run G6 Fix Cert

On customers server run Dentrix G6FixCert provided by Dentrix (Note** There is no UI to display completion of running this file -->

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Dentrix G6FixCert

PMS Notes

• If office gets a new server, or if you’ve installed before but are changing where the integrator is installed (different server) follow along with the below

Old Server

1. Run the ‘Integrator Utility’ by using the below link. Upon “SUCCESS” move to step 2

https://app.operadds.com/IntegratorsStore/Integrator/PC/PMSIntegratorUtility.exe

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• Uninstall Integrator from old server

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New Server

1. Install the Integrator on the new server
2. Log into the integrator and select the PMS (You will see an error: Only one PMS allowed per company)
3. Go into “Services” on the computer and “STOP” OperaDDS PMS Integrator service
4. In OperaDDS click Settings | Master Settings | CRM Reports | PMS Statuses Report, Pull up Customer, click pencil icon
5. Change the identifier to the new server name. Server name is found in the ‘about’ of the computer.
6. Click Save
7. Go back to the server and “Start” OperaDDS PMS Service in Services

Is the integrator syncing?

Yes - Resolved

No - Make sure you have entered only first 15 characters for the new server name in Step 5

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CHANGING SERVER

Changing Server

1. Run the ‘Integrator Utility’ prior to updating the sync by pasting the following link into the browser of the customer server

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https://app.operadds.com/IntegratorsStore/Integrator/PC/PMSIntegratorUtility.exe

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REINSTALLING

Start

Complete

Reinstalling

2. After running the utility, install the Integrator file by pasting the following link into the browser of the customer server

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https://app.operadds.com/IntegratorsStore/Integrator/PC/PMSIntegratorSetup.exe

• Integrated PMS to Another Integrated PMS
• Non-Integrated PMS to Integrated PMS
• Integrated PMS to Non-Integrated PMS

When An Office Changes PMS

IF OFFICE SWITCHES PM SYSTEM AFTER INTEGRATING TO ANOTHER INTEGRATED SYSTEM

• If office has OperaDDS installed and switches PM systems to another integrated system

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1. Support: Clarify with customer that they would like OperaDDS to be connected to NEW PM system instead of OLD PM system
1. Go over how this change will impact the practice (found on Form) with the individual making the request
2. Support: Uninstall the integrator from the OLD PM system
3. Support: After review, request the customer complete PM System Change form while on phone with Support
4. Support: Upon receiving the Form, Schedules new installation date/time
• New Install Date/Time must be minimum 1 day after the day we stop syncing with the existing PM system
5. OperaDDS: Upon receipt, OperaDDS will reset account on the night of the date entered on the form.
6. Install Team: Complete new installation on date specified

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Please note: There is no undo option available for this request. Upon reset, the account will be cleared that night after working hours.

IF OFFICE SWITCHES NON-INTEGRATED PM SYSTEM TO AN INTEGRATED PM SYSTEM

• If office switches PM systems to an integrated PM system

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1. The only thing that needs done in this situation is installing the integrator. Once installed and selecting the proper PMS during the installation, Client Management will be updated with the proper PMS, forms will be loaded automatically, etc.

IF OFFICE SWITCHES FROM INTEGRATED PM SYSTEM TO A NON-INTEGRATED PM SYSTEM

• If office has OperaDDS installed and switches PM systems to a non-integrated PM system

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1. Update the PMS Integration to 'Other' by selecting Company Name in Client Management and then clicking on the Pencil Icon
2. Once updated, Support should uninstall the integrator from the server.

Red: Click here to check the integration errors & connection to the practice management system

Purple: Disregard this status. Mostly unreliable

Turquoise: Name of the server the integrator is installed on

Yellow:Integrator Version #

Green: Time until next 30 minute sync. If Yellow, sync is actively syncing.

PMS Status Review

Dark Blue: Most important. Patients, Appointments, Deleted Patients, Deleted Appointments Synced from PMS. This time should never exceed 2 hours. If it does, something has disrupted the sync process.

Black: Version of Practice Management System.

Pink: Disregard this icon.

Orange: Used for changing the name of the server when office gets a new server

PMS Status Review

Common Integration Errors

error 1003: Only one PMS server allowed per company

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Details: The error indicates that you are attempting to install a second instance of the OperaDDS Integrator for the account.

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Resolution: Follow the steps here

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Error 1002: PMS integration can continue only if you set PMS statuses

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Resolution: If you have set PMS statuses, you may disregard this error.

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