cdmNet Desktop Installation Guide pages 161007 PDF cdmNet Desktop Installation Guide.pdf

Contents Requirements.....................................................................................Page 3Install cdmNet Desktop: Standalone Mode................................................Page 4Install cdmNet Desktop: Terminal Server Mode or Citrix...............................Page 6Install cdmNet Desktop: Server/Client Mode..............................................Page 7Clinical Software Configuration...............................................................Page 9Configure cdmNet Settings For You.........................................................Page 14Configure cdmNet Settings For Other Users .............................................Page 15 of 216

Requirements Broadband Internet Connection

cdmNet Desktop communicates over an Internet connection with the cdmNet web service. For this reason, an Internet connection is essential for using cdmNet Desktop.

Recommended Internet Speed

The minimum recommended internet speeds for cdmNet are: •Download speed: 2Mbps •Upload speed: 0.6Mbps Recommended Software Environment

•Windows 7 or higher

Recommended Internet Browsers

•Google Chrome version 39 (or higher) •Firefox version 34 (or higher) •Internet Explorer version 10 (or higher) •Safari •Microsoft Edge

Compatible Practice Software

•Best Practice (v.1.8.2 or higher) •Medical Director 3 •Zedmed (v.22.02) •Monet of 316

Install cdmNet Desktop: Standalone Mode cdmNet can be downloaded from the Precedence Health Care website: 1.Navigate to http://cdm.net.au/help 2.Select Downloads and then cdmNet Desktop Software 3.Click on Run to launch the cdmNet Desktop Wizard 4.Click on Install to start the installation (Figure 1) 5. Tick the box to accept the Terms of Use and click Next

of 416Figure 1: Click Install to start the Installation

6.Select the option Install just for you if you do not have Administrator privileges or Install for all users of this machine if you have Administrator privileges (Figure 2) 7.Accept the default folder location or change to another folder location 8.Click on Install and then click on Finish to complete the installation process

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Install cdmNet Desktop: Terminal Server or Citrix The process for installing in a Terminal Server or Citrix environment is similar to the Standalone Mode. 1.Follow the steps Install cdmNet Desktop: Standalone Mode to install cdmNet Desktop for all users on the Terminal Server or Citrix 2.Configure the cdmNet settings for each Terminal Server account

(see Configure cdmNet Settings pages 14/15) of 616

Install cdmNet Desktop: Server / Client Mode cdmNet can be installed on the server and clients can connect and store settings on this machine. Ensure you have the IP address of the designated server machine. Server Mode Configuration 1.Follow the steps Install cdmNet Desktop: Standalone Mode to install cdmNet on the designated server machine 2.Click on the cdmNet Desktop application from the tray area and select Settings

(Figure 3) 3.Click on Advanced and then Change Operation Mode (Figure 4) of 716Figure 4: Change Operation ModeFigure 3: Settings

4.Change to Server Mode and click on Close (Figure 5) Client Mode Configuration 1.Repeat the steps to Install cdmNet Desktop: Standalone Mode on any client machines 2.Click on the cdmNet Desktop application from the tray area and select Settings

(Figure 3) 3.Click on Advanced and then Change Operation Mode (Figure 4) 4.Change to Client Mode and enter the server IP address. 5.Click on Test and if correct click on Close (Figure 6) of 816Figure 5: Change to Server ModeFigure 6: Change to Client mode and Enter the Server IP Address

Clinical Software Configuration To integrate cdmNet with your clinical software you need to configure the following information in the cdmNet Desktop Settings. Database server instance (Medical Director, Zedmed, Best Practice, Monet)

cdmNet will make a best guess at the server name to connect to your clinical software. However, in some cases this will need to be configured manually. The database server instance should be the same as where the practice software has been installed. Medical Director Configuration

1. Click on the cdmNet Desktop application from the tray area and select Settings 2. Click on Clinical Software (Figure 7) 3. Select Medical Director from the drop down list 4. Check the Database server instance is correct 5. Click on Test of 916Figure 7: Medical Director 3 Configuration

Zedmed Configuration 1.Click on the cdmNet Desktop application from the tray area and select Settings 2.Click on Clinical Software (Figure 8) 3. Select Zedmed from the drop down list 4. Check the Database server instance is correct 5. Click on Test of 1016Figure 8: Zedmed Configuration

Monet Configuration 1.Click on the cdmNet Desktop application from the tray area and select Settings 2.Click on Clinical Software (Figure 9) 3. Select Monet from the drop down list 4. Check the Database server instance is correct 5. Click on Test Best Practice Configuration Role based access roles

If Best Practice is version 1.8.2 or above you can enable access to the Best Practice database without a password. To enable this: 1.Navigate to the Setup menu of Best Practice and select Configuration 2.Select Database from the left hand side 3.Next to External data access roles tick Clinical, Billing and Appointments and then Save (Figure 10) of 1116Figure 9: Monet Configuration

4.Click on the cdmNet Desktop application from the tray area and select Settings 5.Click on Clinical Software 6.Select Use external data access roles and click on Test (Figure 11) of 1216Figure 11: Use External Data Access RolesFigure 10: Enable External Data Access Roles

Database Browser Password If a password has been set for the Best Practice database: 1.Click on the cdmNet Desktop application from the tray area and select Settings 2.Click on Clinical Software (Figure 12) 3.Select Best Practice from the drop down list 4.Select Use database browser password 5.Enter the password and click on Test of 1316Figure 12: Use Database Browser Password

Configure cdmNet Settings For You Once cdmNet has been installed, ensure you are logged into your clinical software.

Click on the cdmNet Desktop application from the tray area and select

Get Started with cdmNet (Figure 13) 1.If you have already registered for cdmNet or have been provided with log in details, enter your cdmNet username and password and click Log in (Figure 14) 2.If you are new to cdmNet click on Register for cdmNet 3.If you have forgotten your log in details click on Forgot log in details

of 1416Figure 13: Get Started with cdmNetFigure 14: Enter cdmNet Username and Password

4.If your log in details have been entered correctly your setup is complete.

Click OK (Figure 15) Configure cdmNet Settings For Other Users 1.To enter the log in details for other staff click on the cdmNet Desktop application from the tray area and select Settings (Figure 16)

of 1516Figure 15: Setup CompleteFigure 16: Settings

2.Select a name from your list of clinical software users and click on Edit (Figure 17) 3.Enter the cdmNet username and password and click on Save 4.Enter any subsequent users log in details and when you are finished click on Apply cdmNet Support For further assistance or technical support please contact the cdmNet Help Desk.

Phone: 1300 236 638

Email: support@precedencehealthcare.com of 1616Figure 17: Enter Log In Details for Subsequent Usersquotesdbs_dbs9.pdfusesText_15

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