Connect PointClickCare DataRelay to ARP

 

About PCC DataRelay

• DataRelay is a copy of your PointClickCare (PCC) database.  We use this database to put your PCC data in AR Proactive.
• Request PCC to turn on your DataRelay.  (PCC may charge a fee for DataRelay.)
• We will help you push the DataRelay files to us.
  
  

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Step 1.   Request DataRelay Login from PCC

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. Request PCC to supply your DataRelay credentials
   
   1. If asked, request "DataRelay Microsoft SQL 2022 version" (or 2019 version, but not 2016)
2. Request PCC to 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. 

 

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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: