EMR Link Server Interface Installation

Transcription

1 EMR Link Server Interface Installation Version 1.0 ** INTRODUCTION ** If you would like assistance with installation, please contact our preferred support provider at or call M-F, 9-5pm CST. We recommend that you use their services to facilitate your installation. EMR Link is not endorsed or supported by e-mds. Installation of the EMR Link Server Interface will add information to your e-mds SQL Database. Use of EMR Link will write to tables allowing you to enter patient notes, etc. EMR Link has been thoroughly tested for over a year, and has been used in several live clinics. The following instructions have been tested on a variety of server configurations. However, there will always be some installations that need special attention. If you have issues, please contact our preferred support provider.

2 Page 2 ** Prerequisites ** The EMR Link Server Interface installation can be performed on any machine running IIS (Internet Information Services). Typically, this is the same machine on which e- MDs Portal and SureScripts are installed. The installation file can be downloaded from the following web address. The following information will be needed to install: 1) SQL Server Instance Name typically the name of the machine running SQL 2) Database Name usually TopsData 3) SQL User Name and Password Credentials for the SQL Server for accessing your database. The installation routine cannot use Windows Authentication for SQL Server, as your Mobile Devices will not be running Windows. You may use the SA account username and password, or equivalent. Your database administrator may need to create an account if one does not exist. 4) Windows User Name and Password - These can be any valid username / password on your network. This account must be able to log into a computer, and run the e- MDs software. The current requirements for installation are: 1) Windows Server or later 2) Sql Server 2005 or later 3) SQL Server Mixed authentication (Windows and SQL authentication) 4) Internet Information Services (IIS) version 5 or 6. IIS version 7 is supported, with additional setup (see IIS 7 supplement). ** BACKUP ** You must backup your database prior to installation. Once you have all this information, and your database is backed up, you are ready to install the EMR Link Server Interface.

3 Page 3 ** Installation ** Run the EMR Link Server Interface installation program and follow along through the first few prompts. DESTINATION FOLDER: You may specify the folder, or leave the default setting. This folder will store the uninstall program. PROGRAM FOLDER: You may specify a folder, or leave the default setting. Leave the default setting for All Users.

4 Page 4 MICROSOFT SQL SERVER INSTANCES: Select the SQL SERVER instance on which your e- MDs Database is installed. Enter valid SQL SERVER credentials as describe above in Prerequisites. DATABASE NAME: Enter your e- MDs database name. In most installations, this name will be TopsData.

5 Page 5 WINDOWS CREDENTIALS: The credentials for the current user will appear. This user should have full access across the domain, and should be able to run the e- MDs software. Enter the password for this user. Once you click NEXT, the installer will verify the SQL Server Instance, Database Name, and SQL Server credentials. The Windows credentials will not be verified. If the verification fails, you will have the opportunity for correction. COMPLETING INSTALLATION: Press NEXT to install all the server files. Once done, the EMR Link Server Interface installation is complete.

6 Page 6 ** DEVICE INSTALLATION ** The EMR Link client application is available from the Apple App Store. Although it is free to download, you will need a valid Apple itunes Account. On your device (or in itunes) go to the App Store and search for EMR Link. Once installed, run EMR Link and start the setup process on the device. You will first be taken to the Server Authentication Screen. You will need to enter your 1) IIS Server local IP Address (or public if using SSL see Using SSL below.) a. This is the IP address that the EMR Link Server Interface is installed. 2) Windows username (no domain name) for Windows Authentication 3) Windows password for Windows Authentication 4) SSL Indicate whether a SSL certificate is installed on the EMR Link Server Interface Once you hit save, the connection will be verified. EMR Link is able to connect, you will then be taken to the main Login Screen. Enter your 1) e- MDs Quick ID 2) e- MDs Username 3) e- MDs Password On your first login, you will be presented with a evaluation license screen. Press OK to activate a temporary license. You will then be in the application. Explore and have fun! The Help buttons will provide help throughout the application.

7 Page 7 ** ACCESSING DATA FROM OUTSIDE YOUR OFFICE ** To access your e- MDs data from outside the office, you will need to set up either 1) a VPN connection on your iphone/ipad or 2) an SSL certificate on the EMR Link Server Interface 1) VPN Your IT professional will need to set up VPN on your network. If you are able to access e- MDs from home, a VPN is probably already set up. To setup VPN on your iphone / ipad, run the Settings application. Click VPN. You will be presented with the VPN screen. You will then Add VPN Configuration and enter settings for your office network. Consult your IT professional for such settings. When wanting to run EMR Link from outside the office, you will need to turn ON your VPN connection from this same Settings screen. An icon will appear in the status bar indicating VPN is active. You may now run EMR Link from outside the office. 2) SSL By installing either a commercial or self- signed SSL certificate on your IIS server running EMR Link Server Interface, you can use EMR Link from outside your office without needing to use VPN.

8 Page 8 As doing so will open a port up on your firewall, we do not recommend installing EMR Link Server Interface on your SQL Server, but instead on another machine with IIS. Consult a qualified IT professional to assist with SSL setup. It is vitally important that your IT specialist ensures that the certificate is setup and bound properly. The following must be verified: 1) The SSL certificate is properly installed on the IIS Server. 2) The certificate is bound to the EMRLinkCalls website. 3) Do not bind the certificate to any other websites on the IIS server. 4) Verify that anonymous access is disabled for EMRLinkCalls. 5) Forward port 443 from your router to the IIS server. Do NOT forward port 80. Once completed, you may use your public IP address in the EMR Link App to access your database. Turn the SSL switch to ON.

9 Page 9 ** UPDATES ** As updates to EMR Link become available, they will be posted to Apple App Store as well as the EMR Link Server Interface website. Updates to the ios App may be downloaded directly from the device. Some updates, however, will require the latest EMR Link Server Interface to be installed. The ios App will notify users if the Server Interface needs updating. If so, this can be easily done by going to Start Program EMR Link Server Interface EMR Link Server Interface Update on the IIS Server. Alternatively, the latest installation file can be downloaded at

10 Page 10 ** Internet Information Service 7 additional information ** The following steps must be performed before installing the EMR Link Server Interface. The default installation of IIS 7 does not include the Basic authentication role service. EMR Link Server Interface requires IIS 7 Basic authentication. To install the Basic authentication role service, use the following steps: Windows Server 2008 or Windows Server 2008 R2 1. On the taskbar, click Start, point to Administrative Tools, and then click Server Manager. 2. In the Server Manager hierarchy pane, expand Roles, and then click Web Server (IIS). 3. In the Web Server (IIS) pane, scroll to the Role Services section, and then click Add Role Services. 4. On the Select Role Services page of the Add Role Services Wizard, select Basic Authentication, and then click Next. 5. On the Confirm Installation Selections page, click Install. 6. On the Results page, click Close. Windows Vista or Windows 7 1. On the taskbar, click Start, and then click Control Panel. 2. In Control Panel, click Programs and Features, and then click Turn Windows Features on or off. 3. Expand Internet Information Services, expand World Wide Web Services, expand Security, select Basic Authentication, and then click OK. Once Basic Authentication is installed for IIS 7, proceed with installation of the EMR Link Server Interface.