Presenter(s): Jon Smykal Ron Malcolm Elana Erdakos Topic

Troubleshooting your KBM 8.3 Upgrade

Level
200

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Things our lawyers make us say...

Neither NextGen Healthcare nor any presenter at the Users Group Meeting is engaged in rendering legal or other professional advice and this presentation is not a substitute for the advice of your attorney, accountant and/or other professional advisor.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Upgrade Process Discussion

What are the requirements?

How do I get the upgrade? Do I need a conversion? Review the high-level process.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Upgrade Process Discussion

What are the requirements?

How do I get the upgrade?

Do I need a conversion? Review the high-level process.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Upgrade Process Discussion

What are the requirements? How do I get the upgrade?

Do I need a conversion?
Review the high-level process.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Upgrade Process Discussion

What are the requirements? How do I get the upgrade? Do I need a conversion?

Review the high-level process.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Copying System/Practice Data

There are two new tools in 5.8 to help you!

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Copying Practice Data from another DB

Click the Copy Practice Data External menu item

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Copying Practice Data from another DB

Get Practice Level configuration from one DB to another!

1. Click the Connect Button

2. Enter your DB info 3. Pick templates and practices that you want to copy.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Copying Practice Data from another DB

Get Practice Level configuration from one DB to another! 1. Click the Connect Button

2. Enter your DB info

3. Pick templates and practices that you want to copy.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Copying Practice Data from another DB

Get Practice Level configuration from one DB to another! 1. Click the Connect Button 2. Enter your DB info

3. Pick templates and practices that you want to copy.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Copying Practice Data between practices

Back in TIE: Click on the Copy Practice Data Internal menu item.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Copying Practice Data between practices

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Common Solutions

Macros/documents
Dont develop in prod What happens when you edit KBM macros (same name macros, same name documents)

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upgrade process | copying practice data | common solutions | testing | support | questions

Common Solutions

Data
check any data that you believe should be carried over (esp. datagrids). Important to look for past data during workflow testing/validation/training

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upgrade process | copying practice data | common solutions | testing | support | questions

Common Solutions

After test upgrade: stop development in Prod.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Common Solutions

Dont bring in your custom templates over updates!

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Testing Best Practices

Go through end-to-end workflow

Sample test plans! New in 5.8/8.3!

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Testing Best Practices

Involve champions
from each of your teams

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Testing Best Practices

Document workflows
test them! multiple teams integrated scenarios.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Testing Best Practices

Use this as a training opportunity

Build intuition on the new content/workflows by re-documenting real-world visits.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Effectively Report Issues to NG Support!

For upgrade related problems:

get in touch with your upgrade specialist

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Effectively Report Issues to NG Support!

Support Tickets
Be detailed! KBM version. App Version. Test or Prod or Both Name of the template affected Detailed steps to recreate

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Effectively Report Issues to NG Support!

If it only occurs for specific users

make note of that user and their availability. support will work with their schedule.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Effectively Report Issues to NG Support!

Attempt to recreate problems Make note of affected patients. Include relevant screenshots/logs.
Ctrl+C to copy an error messages text.

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

upgrade process | copying practice data | common solutions | testing | support | questions

Any Questions?

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013