How to connect AR Proactive to DataRelay (from PCC)
- Below is how to connect DataRelay (from PointClickCare) to AR Proactive (ARP).
- DataRelay is a copy of your 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
- Historical and current Collection Activity notes (and payer Template notes) for the AR Aging page
- If you get stuck PCC support is: (905) 858-8885, helpdeskgroup@pointclickcare.com.
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.
Work with your PCC representative to:
- Sign an LOA (letter of authorization) giving PCC permission to share your data with an outside vendor like us (AR Proactive)
- Requests PCC to
- set up a Microsoft SQL 2019 version (not 2016)
- generate "full backup" and begin "hourly" backups (which are also known as "log files")
- Contact person
- If you want AR Proactive to host your DataRely, then supply PCC with these vendor contact details: Rich Handler, CEO, (414) 699-2541, rich@arproactive.com.
- If you're hosting your own DataRelay, then supply them a contact person in your organization.
- (More information about hosting on AR Proactive, or hosting internally is below.)
- 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 choose Option 1 or Option 2 below.
You have an option for the next step:
Option 1: request AR Proactive to host your DataRelay database.
- Select this option if you do not have an IT team, and/or you don't already host your DataRelay. There is no cost from AR Proactive for this.
- Proceed with Step 2 below.
Option 2: host your own DataRelay database.
- Select this option if you have an IT team, and/or you already host your DataRelay. There may be IT costs for this on your side.
- Proceed with Steps 3 and 4 below.
Step 2. Send us your PCC DataRelay FTP credentials
PCC will supply you with the following credentials, (which you should forward to us (as a vendor) if PCC does not copy us on the emails):
-
- FTP credentials to download the "full backup" of your PCC database, and then "hourly backups" (aka "log files) of your new data.
- The FTP username you need will be in the form
[org code]rdbuser
e.g.acmerdbuser
. (The other FTP usernames are[org code]ftpuser
and[org code]emaruser
and are not relevant, and can be ignored for this setup.)
- The FTP username you need will be in the form
- FTP credentials to download the "full backup" of your PCC database, and then "hourly backups" (aka "log files) of your new data.
-
-
- The FTP folder will contain
.sqb
files which are RedGate SQL Server backup files.
- The FTP folder will contain
- Decryption key to be used by Redgate software, to decrypt the above backcup
.sqb
files. The password is usually is the form ofPcc+[org code]=$uccess
. - We will begin setting up your DataRelay database after we receive these details.
- You're done!
-
Do Steps 3 and 4 only if you're hosting your own DataRelay.
Step 3. Set up your Microsoft SQL Server to host your DataRelay database
- Create a Microsoft SQL Server in which you make the DataRelay database available.
- Use MS SQL Server from 2012 and more recent
- Use full (standard) installation, not "express"
- Host the Microsoft SQL Server on
- an Azure VM (virtual machine), or AWS EC2 Windows instance, or a physical Windows server.
These will all support the necessary "automated restore from backup" and other features highlighted below. - Do not use Azure SQL Database, or Azure SQL Managed Instance, because these do not support "automated restore from backup".
- See the comparison table taken from this link.
- The host machine will need aroun 32GB RAM, and enough hard drive space to hold the large backup files.
- an Azure VM (virtual machine), or AWS EC2 Windows instance, or a physical Windows server.
- Your IT team (or a third-party IT vendor) can help you.
- AR Proactive does not provide this service, but we can guide you. We also connect you with a third-party IT vendor to help you set it up.
- Read the following links from PCC to learn how DataRelay works:
Do Step 4 only if you're hosting your own DataRelay.
Step 4. Send us the login to your DataRelay database (Microsoft SQL Server)
Send an email to workflows@arproactive.com with the following information. (Your IT team can supply this info after completing Step 2 above.)
- host name or IP address of Microsoft SQL Server containing your PCC DataRelay
- username (you create this, and it should be read-only, and limited only to the PCC DataRelay database we need)
- password
- port number
- database name
- Tell us about your DataRelay refresh times.
This is important because when a refresh occurs, our connection to your database is terminated, and we cannot pull your data. Please answer the following:- What times of day is your DataRelay refreshed? Meaning how many minutes past the hour, and during what times of day e.g. 8:25am CST, 9:25am CST etc.
- How long does each refresh take? Meaning, is the duration of refresh 1 minute or 10 minutes for example? You can estimate if you're not sure.
- What times of day is the DataRelay refresh paused? This is when we will pull your data. E.g. refreshes are paused 1am CST to 5am CST.
- Are the following IP addresses permanently whitelisted on your DataRelay server firewall? (Meaning, we should not get removed from your whitelist even if our query takes a long time.) (Ignore this if you don't have a firewall.)
- 148.251.50.170 (application server)
- 49.13.194.26 (VPN for AR Proactive)
- 167.99.229.162 (VPN for AR Proactive)
- We will begin setting up your DataRelay database after we receive these details.
- You're done!