SOFTWARE AND HARDWARE SETUP CHECKLIST  
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SERVER AND WORKSTATION SETUP

 

Setup server as follows:  WORKGROUP – NOT A DOMAIN
Name of workgroup:  EMEDICAL
Name of server: SERVER
TCP/IP address of server:  192.168.1.99

 

Create APPS and AppsONCE folders on c:\ drive

 

Share c:\apps and c:\appsONCE

 

Create group EMEDICAL
Make every user we created a member of EMEDICAL group:  ADMINISTRATOR, DIEGORA, TCSP, SUPERVISOR, REMOTE1 TO REMOTE3, BACKUP

 

REMOTE1 TO REMOTE3 - make sure REMOTE CONTROL is allowed and does not require the users permission

 

DO NOT GIVE ADMINISTRATOR ACCOUNT TO USER...USE SUPERVISOR at the server and create user profile.

 

Grant full access to EMEDICAL group to C:\apps and C:\appsONCE folder

 

Setup CopyToC.bat in Task Scheduler at 6:00 am at the server!

 

Run MS Windows Automatic Updates at 3:00 a.m.

 

Did you create the ERD (emergency repair disk)

 

Format each Backup external hard drive MONDAY, TUESDAY, WEDNESDAY, THURSDAY, FRIDAY (in uppercase), and label it.

 

Create user SUPERVISOR with ADMINISTRATOR RIGHTS on the file server and workstations

 

Show user how to backup / sign on as SUPERVISOR

 

Setup each PC as 192.168.1.101 PC Name: Workstation1  User Name: Supervisor

 

Create labels for each computer and tape it on the right side of the monitor:  Label contains Workstation1 and IP Address

 

Install MS Access and Run Updates

 

Install ARC32 and MediDocs

 

Setup Advantage database using ADS configuration utility table definitions ON SERVER as follows: 200 (users times 10), 1200, 200, 150, 400 may vary from practice to practice 

 

Make sure that the server has NORTON ANTIVIRUS installed

 

Install MS Windows Defender all all Workstation (NOT THE SERVER)

 

Make sure that all ports are closed on ROUTER and only 3389 forwards to file server port UDP and TCP enable to 192.168.1.99

 

Install Modem on PC that is going to submit the electronic claims and/or Eligibility

 

Increment the number of licenses for file server.  Control Panel /Licensing Per Server / Add Licenses / 40

 

Load Master UReports for Medisoft

 

Load HOW TO documents in c:\Apps\How To

 

COPYTOC.BAT, PrepareServerbackup.BAT, are set to read-only on SERVER\APPS

 

There is a UPS setup on file server

 

Make sure all workstations have NORTON ANTIVIRUS or NORTON INTERNET SECURITY
PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Create additional username on all PCs for TCSP, DIEGORA, ADMIN, SUPERVISOR
PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

  Copy installation files from medisoft to server: C:\APPSONCE

 

Grant TCSP, DIEGORA, ADMIN, SUPERVISOR, SUPERVISORx Remote Access (right click on My Computer / Remote) on all PCs
PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Make sure that all workstation computers share the C drive as CDRIVE
 PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Install Medisoft on all PCs   SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Install Office Hours on all PCs   SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Install Final Draft Hours on all PCs SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Did you install a shortcut on Desktop to check IP address on all PCs
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10
?

 

Create icon on all PCs for COPYTOCDRIVE.BAT PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Install CustomEMedical on C:\apps\CustomEMedical
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Setup label maker on all PCs SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Clean up all PCs registry setting Windows / RUn and Startup folder
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Setup ODBC driver for MS Access Database (CustomEMedical).  Control Panel / Data Source ODBC / System DSN / AdvDBTCSP1  -  \\SERVER\APPS\MEDIDATA\XXXXXXX on all computers  / checked INTERNET / LOCAL AND REMOTE - otherwise ePractice EMR™ will lock up Medisoft
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Label server as DO NOT TURN OFF FILE SERVER

 

Install Latest service pack and updates from Microsoft for all computers
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Install Latest service pack for Medisoft on all PCs.
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Disbale Synchronization on all PCs (FOLDER OPTIONS / OFFLINE FILES)
PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Setup MAPF.BAT on each computer to run UPDATES.BAT (DO NOT RUN ON FILE SERVER) from \\apps\updates.bat on all computers.   PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Disable power save on all NICs SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Install TCSP Background
Regedt32 - HKEY_USERS\DEFAULT\CONTROL PANEL\DESKTOP - WALLPAPER. 
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Install Acrobat reader on all PCs.  SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Install Acrobat Standard for scanning.  SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

If using LPT1 for prining make sure LPT1 has checked USE ANY INTERRUPT ASSIGNED TO THE PORT / ENABLE LEGACY P&P DETECTION (LPT1)

 

Write with a sharpie or not erasable marker on each CD any S/N, validation code or any other information needed to install the program in case paper certificate gets lost

 

Change password for the DSL/CABLE router

 

Install l electronic claims module on PC that is going to submit electronic claims

 

Disable power save mode on router

 

Create folders using Go.Bat file under C:Apps\ medidata\ pratice name\emc\ emc saved reports. server  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Create shortcut on workstations to emc saved reports folder PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10

 

Create the following folder: Apps\Medisoft Data Dictionary folder
Make a copy of the following files into this folder: mwddf.add    -  mwddf.ai    and mwddf.adi
from Apps\Medidata\xxxxxxx -----> practice data folder

 

Once is done, did you sign in using remote1 to 3 and Supervisor on server so the profile is accurate and runs for each user that is going to be logging into the system at the file server

 

Setup doctor for OnCallData - eprescribing

 

Download DataRunner from OnCallData on server

 

Setup Temporary Server with Backup unit at it. Name it SERVERTemp

 

Setup Temporary backup script on Temporary server PC (SERVERTemp)

 

Setup "EMC Saved Reports" folder under the EMC saved reports folder. 

 

Create EMC Saved Reports shortcut on desktops - use the Updates.bat file to do this

  Allow Remote Desktop and file and printing sharing; on windows firewall: server, pc1, pc2, pc3...
  Disable Internet access on server.
  Create registration files on server, copy them from medidata folder
  Disable auto updates for Adobe
  Create folder on the server's desktop for all users "TS Client Connections"

 

Create folders for years, months under EMC Saved Reports - run go.bat to do this from inside the EMC Saved Reports - You must map a drive to a letter before running the go.bat

 Medical Edge

 

Did you setup Medical Edge on a different computer and not the file server – Win200 (DO NOT)

 

Did you create the icon on Workstation 1 (server using Medical Edge) to copy data to server at the end of the date into C:\APPS\MEDBAK

 

Did you show the user how to copy the medical edge data at the end of the day to the server

 

Icon on the screen, make sure is set to: IDLE SENSITIVITY all the way to the right or a little before it

 

Make sure MS-DOS spooling is not checked for the printer – LPT1 port

 

Make sure that there is a 10/100 switch and not a 10/100 hub.

 

Make sure 10/100 switch is not connected to UPS…only to surge protector or directly to wall

 

Files =199

 

Lpt_timeout = 5

 

Printer port is using IRQ and legacy at all times

 

Printer port is ECP if a laser printer is used

 

Printer driver used on the PC is HP LaserJet III

 

Alt + ENTER was explained to the user

 

ESC or SHIFT + ESC was explained to the user

 

If Medical Edge is running on a different computer than the server, did you setup an icon on the desktop and showed user how to run the file \\SERVER\APPS\COPYTOSERVER.BAT

 

Did you create C:\WINDOWS\MAPF.BAT file on all PCs to

 

Did you create an icon on AllUsers/Desktop for "Connect Network Drives"

 

DID YOU TEST COPYTOSERVER.BAT TO MAKE SURE IT COPIED DATA TO ME1 AND ME2
(RD /S /Q ...maybe required)

 ePractice EMR™

  CheckList_CustomEMedical.htm
 
 
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