Download Risk Stratification Tool Installation Guide for Telstra Communicare

Getting Started

Before you get started, please ensure:

• Your practice meets the requirements for running the Precedence Connector. See Technical Requirements at https://phc.zendesk.com/hc/en-us/articles/360021090412
• You have an unrestricted Windows account that allows you to install and configure the Precedence Connector on both the server and user workstations

Installation Checklist 

A Bit of Background  

The Precedence Connector integrates with Communicare and requires user interaction. It must be installed on all required user computers. 

Where more than one user requires the Precedence Connector, we recommend using Client-Server mode.

In Client-Server mode the Connector is first installed on the database server and adopts the role of the Precedence Server. All database and user settings are stored on the Precedence Server.

Any remaining user workstations or terminal profiles can then be installed and configured to Client mode.

Where only one user requires the Precedence Connector software, Standalone mode is recommended as the operation mode. Here, database and user settings will be stored locally.

The import path is configured separately, via Communicare, at any stage. This step can be completed just once.

SERVER Installation

Download and Install Precedence Connector

1. Download Connector application athttps://inca.health/connector/download.html
2. Run installation wizard 
3. Select Operation mode when prompted. Test and click Next 

Configure Database Settings

The database settings are configured in two stages. The first stage involves creating a new Communicare user to access the database. Ensure you take note of the username and password, as you will need to enter these details in the Precedence Connector in stage two. 

1. Navigate to User Groups and select the green + to add user group Precedence Health Care
2. Highlight Precedence Health Care and select the lower green + to add user PHC_USER
3. Set password and Close
4. Configure access for PHC_USER by ticking the below options in each tab:

• System Rights: Medication View
• Viewing Rights: Care Plan, Common, Home and Community Care, Investigations View, Psychological and Social Problems
• Program Rights: ALL
• Formulary Rights: All Products

5. Save 

The second stage of configuring the database settings is completed directly in the Precedence Connector.

1. Click the Precedence Connector icon in the taskbar and select Settings
2. Navigate to the Clinical Software tab
3. Ensure the Server name and Database folder have populated correctly
4. Enter the user credentials of your new PHC_USER in the username and password sections
5. Test and Apply

 Configure User Settings 

1. Click the Precedence Connector icon in the taskbar and select Settings
2. Navigate to the Inca tab
3. Select relevant user from the list of Communicare users and click Edit
4. Enter the supplied Precedence username and password
5. Save and Apply

Configure Import Path  

This step involves creating an alias of the existing Communicare Results folder titled IncaResults  

1. Open ini file from Communicare Server Directory
2. Search ResultFilePath to locate the Results import path and note this down
3. Browse to the Results import path
4. Right click on the folder -> Properties -> Sharing -> Advanced Sharing -> Add new shared name ‘IncaResults’ and grant Everyone full control of the folder via Permissions
5. Apply and OK

CLIENT Installation

Download and Install Precedence Connector  

1. Download Connector application at https://inca.health/connector/download.html
2. Run installation wizard
3. Select Operation mode when prompted. Enter the SERVER name, Test then click Next 

STANDALONE Installation

Please refer to SERVER installation instructions. Standalone is the default Operation mode so no Operation mode configuration is required here.

Extensions

1. Click the Precedence Connector icon in the taskbar and select Extensions
2. Select Configure next to Health Care Homes Risk Stratification (Australian Government)
3. Enter the supplied Precedence username and password. These must already be saved in the Inca tab (refer to Configure User Settings) and must belong to a user with access to all practice software records
4. Save