SOFTWARE AND HARDWARE SETUP CHECKLIST  
 
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SERVER AND WORKSTATION SETUP

  Did you submit the electronic claims form to Health / ProxyMed a MONTH BEFORE THEY GO LIVE
  Did you get a copy of each EOB for the insurance companies that the providers participate with and submitted it with ProxyMed form

 

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 folder on c:\ drive

 

Share c:\apps folder as apps

 

Create group EMEDICAL
Make every user we created a member of EMEDICAL group:  ADMINISTRATOR, DIEGORA, EMBS, SUPERVISOR1 to SUPERVISOR10, REMOTE1 TO REMOTE5, SUPERVISOR, BACKUP, EMBS1 TO EMBS5

  REMOTE1 TO REMOTE5 - 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 folder

 

Setup daily backup

  Create backup service to start using BACKUP user account- set password

 

Setup auto-retention before backup

 

Run backup at 11:00 PM every day

  Run Automatic Updates at 8:00 pm
  Did you create the ERD (emergency repair disk)
  Setup disk quotas so users don't overflow the server hard drive space to 425 max and 125 warning

 

Setup script to close all open files at 12:30 AM

 

Format each tape MONDAY, TUESDAY, WEDNESDAY, THURSDAY, FRIDAY (in uppercase)

 

Create user SUPERVISOR with ADMINISTRATOR RIGHTS on the file server

 

Show user how to backup / sign on as SUPERVISOR

 

Setup each PC as 192.168.1.101  workstation1  supervisor1

 

Setup all supervisor1….10 to be the same password to get into Windows (you know it)

 

Create labels for each computer and tape it on the right side of the monitor:  Label contains Workstation1 /Supervisor1

  Install MS Access to run auto updates at 8:00 pm at the server

 

Rename the account Administrator to Admin  password ..you know it

 

Install ARC32 and MediDocs

 

Setup Advantage database using ADS configuration utility table definitions 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 Real VNC for computer that don't have remote desktop connections. www.realvnc.com

 

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

 

Copy Medisoft Client to C:\APPS\Medisoft Client folder

 

Install Modem on PC that is going to submit the electronic claims

  Run CopyToC.bat at 6:00 am at the server
  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

 

Did you setup WORKSTATION1 to run a 6:00 am to copy server\apps folder to the C:\medbak folder on Workstastion1.  This file is ran from SERVER\APPS\COPYTOC.BAT

 

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

 

There is a UPS setup on file server

 

Disabled Internet access from PCs not wanted

  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 EMBS, DIEGORA, ADMIN, SUPERVISOR
PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10
  Grant EMBS, 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

 

All PCs are running at 100 Mbps SERVER  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
  Create icon on all PCs for ResetCustomEmedical bar SERVER  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 / AdvDBEMBS1  -  \\SERVER\APPS\MEDIDATA\XXXXXXX on all computers  / checked INTERNET / LOCAL AND REMOTE - otherwise Custom EMedical will lock up Medisoft
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10
  Load the graphics for eMedCT.com backgrounds and screen savers on all PCs
SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10
  Label all computers SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10
Label server as DO NOT TURN OFF FILE SERVER EMEDCT.COM
  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 Acrobat reader on all PCs.  SERVER  PC1  PC2  PC3  PC4  PC5  PC6  PC7  PC8  PC9  PC10
  Install Acrobat Professional 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 router

 

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

  Disable power save mode on router
   
  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 5 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 the remote printer for EMBS ser (HP Officejet 135d) and label it DO NOT DELETE on server

 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

 

NOTEPAD C:\WINDOWS\SYSTEM32\CONFIG.NET   at end of file set Files =199

 

Run REGEDIT search / replace from 15 to 5 the following value: 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)
 
 
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