Connect PointClickCare DataRelay to ARP

How to connect AR Proactive to DataRelay (from PCC)

 

About PCC DataRelay

• DataRelay is a copy of your PointClickCare (PCC) database.  We access this database copy to provide you these features and reporting:
  • Percent Collected report
  • Cash vs. Revenue report
  • DSO (Days Sales Outstanding) report
  • Collection Activity notes (historical and current), Payer Template notes, "Notes tab" import to the AR Aging page
• Request PCC to make the DataRelay available.  (PCC may charge a fee for DataRelay.)
• AR Proactive will the setup and maintain the database copy. (There is no fee from AR Proactive for this.)  You do not need an IT team.
  
  

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Step 1.   Request PCC to give you access to DataRelay

Contact PCC support (905) 858-8885 (helpdeskgroup@pointclickcare.com) to request access to your DataRelay. 

Complete these steps with your PCC representative:

1. Sign an LOA (letter of authorization) giving PCC permission to share your data with an outside vendor like us (AR Proactive)
2. Set up a DataRelay Microsoft SQL 2022 version (or 2019 version, but not 2016)
3. Generate a "full backup" and begin "hourly" backups (which are also known as "log files")
4. Supply PCC with these vendor contact details: Rich Handler, CEO, (414) 699-2541, rich@arproactive.com. 

It takes PCC about 2-5 business days to supply DataRelay FTP credentials after you make the request them.  When you receive them, proceed to Step 2 below.  

 

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Step 2.   Send us your PCC DataRelay FTP credentials

PCC will supply you with the following credentials. 

Please email workflows@arproactive.com the following credentials from PCC (if PCC does not copy us on the emails):

1. FTP credentials to download the "full backup" of your PCC database, and then "hourly backups" (aka "log files) of your new data. The credentials consist of:
   1. 1. The FTP username you need will be in the form [org code]rdbuser e.g. acmerdbuser.  (The other FTP usernames, like[org code]ftpuser and 
         [org code]emaruser and are not relevant, and will not work for this setup.)
      2. The FTP password
      3. The FTP folder that will contain .sqb files which are RedGate SQL Server backup files. 
2. Decryption password for us to use with Redgate software, to decrypt the above backup .sqb files.  (Since 1/25/25, the password is a 12+ character, strong password.  Prior to 1/25/25, the password was usually in the form of Pcc+[org /code]=$uccess .)

We will begin setting up your DataRelay database after we receive these details.  It takes us about 2 weeks to set up.

 

You're done!