Connect PointClickCare.com (PCC) to ARP

Make sure each Facility in PCC has been assigned a unique Facility code.  We use the Facility codes to identify each facility’s data.

1. Check if there are Facility code’s in your PCC by clicking the facility dropdown at the top right of the PCC page.  (See snip below.)
   1. It should appear something like this: Alpha Home - 1, Beta Home - 2, Gamma Home - 3
2. If there are no Facility Codes, please add them.  We do not import data for Facilities with a blank Facility code. (If you want us to ignore that Facility, you can leave it blank.)
3. If a Facility Code is used by more than one facility (e.g  Alpha Home - 101, Beta Home - 101), then you need to manually assign them unique Facility Codes (e.g  Alpha Home - 101, Beta Home - 202)
4. If a Facility Code has a leading zero "0" (e.g. Alpha Home - 05), then remove the leading zero (e.g. Alpha Home - 5), or assign a new Facility Code (e.g. Alpha Home - 6)
   
   

Step 2. Create a user login to PCC 

1. Create a user with these values:
   1. username: arproactive
   2. associated email: workflows@arproactive.com
   3. tel. number: (773) 669-7989
   4. Enterprise User: check this box
   5. Remote User: uncheck this box. This is very important so that 2FA does not block us.
      
2. Permissions - give our user these permissions:
   1. Do not make the user an "IT System Administrator" (this is to prevent PCC requiring MFA each time we login)
   2. Add our IP address 167.99.229.162 (this is to prevent PCC requiring MFA each time we login)
      1. Go to Facility > Setup > Facility Configuration (do this for each facility).  (If you have "IT System Administration Standard Role" then go to EMC > Standards > Security > IP Address Mask, where you can bulk update the "IP Address Mask" for all Facilities.)
      2. Scroll to IP Address Mark
      3. Enter 167.99.229.162 on a new line
      4. Click Save
   3. Read only - the user login should be read-only access to PCC. Meaning, we recommend that the login not be able to update your data in any way.
   4. EMC access - the login must have access to the Management Console (also known as the “EMC Enterprise Management Console”) so that we can pull reports for multiple facilities at the same time.  (See snip below.)
   
   
   
   

Step 3. Give us access to reports

The login must be able to access the Reports page at the EMC level.

We need access to the following reports:

1. A/R Aging *NEW* (at the EMC level) (required)
   1. Confirm that we can check the box Collection Activity Notes (scroll to the bottom of the report parameters) (see snip)
   2. Confirm that the Collection notes entered into PCC are associated with the individual Payers, and not associated with the Payer Type.  Check this by downloading an AR Aging report from PCC, and then check that the Notes (at the far right columns of the report) are truly associated with the Balances they appear next on.
   3. If Collection Activity Notes is hidden, then go to Admin > Setup > Role > and select Financial EMC user and/or Admin Role (system) (there may be other roles needed to access this, depending on your PCC setup)
2. General Notes report (at the Facility level) (required) - this report is used to import PCC notes entered on the Resident's Notes tab (i.e. non-Collection notes)
3. Action Summary Report (Admin - ADT / Profiles) (at the EMC level) (optional, it depends on which Workflows you configure)
4. Detailed Census Reports  (at the EMC level) (optional, it depends on which Workflows you configure)
   
5. When you configure your Workflows, you may asked to grant access to other reports, so that we can trigger your Workflows automatically from those reports.
   
   
   

Step 4. Email the login to us

1. Enter the username and password on the Sign up form.
2. Or: email the following to workflows@arproactive.com
   1. the username and password
   2. name of the company (parent entity), website (so we know who you are) and telephone number (so we know who to contact).
3. After about 3 business days, our team will connect to your data, and let you know when the connection is set up!

Step 5. Connect ARP to your PCC DataRelay

Next: follow these steps to connect AR Proactive to PCC DataRelay.