Connect PointClickCare DataRelay to ARP

 

About PCC DataRelay

• DataRelay is a copy of your PointClickCare (PCC) database.  We use this database to pull your PCC data into AR Proactive.
• 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

Submit a support ticket on to PCC support to request access to your DataRelay. (Just in case, their contacts are helpdeskgroup@pointclickcare.com, (905) 858-8885.)

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 (AR Proactive).   Enter these details on the form:
   1. Representative name: Rodrigo Ferrari
   2. Title: Project Manager 
   3. Contact informtation: rodrigo@arproactive.com, (773) 217-9111
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")

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

Email workflows@arproactive.com the following credentials which will be supplied by PCC:

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 1 week to set up.

 

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Step 3.  Configure PCC's Template Names (optional)

Set up Template names in PCC

1. In order for us to import Collection Activity notes (from PCC DataRelay) associated with Template names, you must set up PCC so that:
   1. the Template name must match the Payer name exactly, with which the notes should be associated.  
      1. For example: if the Template name is "Patient Liability"  then the Payer name must be "Patient Liability".
   2. If there are multiple Payer names associated with this Template, then the Template name must begin with the words that are common to the Payer names. 
      1. For example: if the Template name is "Medicaid Pending"  then the Payer names must all begin with "Medicaid Pending", like this: "Medicaid Pending (IA)", "Medicaid Pending - Illinois", "Medicaid Pending (New York)" 
2. To set up Templates names in PCC go to: 
   1. EMC > Admin
   2. Standards > Template Configuration. (Your username will need permission to edit.)  The page look like this: