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.)
2. It should appear something like this: Alpha Home - 1, Beta Home - 2, Gamma Home - 3
3. 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.)
   
   

Step 2. Create a user login to PCC 

1. You can use these values:
   1. username: arproactive
   2. associated email: workflows@arproactive.com
   3. tel. number: (773) 669-7989
2. 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.
3. 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. If Collection Activity Notes is hidden, then go to Admin > Setup > Role > and select Admin Role (system) and Financial EMC user (there may be other roles needed to access this, depending on your PCC setup)
2. Action Summary Report (Admin - ADT / Profiles) (at the EMC level) (optional, it depends on which Workflows you configure)
3. Detailed Census Reports  (at the EMC level) (optional, it depends on which Workflows you configure)
4. 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. OPTIONAL: connect ARP to your PCC DataRelay

We recommend you connect AR Proactive to your PCC DataRelay to get access to the following reports and features.  Follow these instructions here to connect to PCC DataRelay. 

• 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.  The best way to get these notes is from PCC DataRelay.
  • Although these notes are available in the the PCC AR Aging report, however the report has the following limitations (and therefore we recommend DataRelay):
    
    • The PCC AR Aging report only contains the most recently added Collection Activity note per balance.  Therefore, historical notes do not appear on the AR Aging.  And, if multiple notes were entered since the last time we pulled the AR Aging report, we will only pull the most recent note.
    • The PCC AR Aging report does not contain notes associated with a Template (a "Template" is a like a "Payer" in PCC, except that it can only record AR amounts, but cannot generate actual claims to payers).
  • To overcome these limitations (and get historical AR notes and Template notes from PCC to ARP) connect AR Proactive to your PCC DataRelay by following this link.