This is also documented in the Revenue Manager User's Guide!

Revenue Manager adds ease and control of electronic claims for Medisoft users; however, it also adds an additional layer of complexity to Medisoft.

Updates come out every so often and now with the recent conversion to 5010 across the industry, many important updates are being released quickly and often.  Because of this, it is best if you update all workstations (including server ONLY if it is being used to access the RM database) at the same time; which will avoid update conflicts and the continuous loop of updating and upgrading RM because newer versions have come out since the last time another workstation checked for updates.

There are a couple of different ways to update RM and upgrade the data, but it will depend on your level of technical proficiency as to which method will be the best for your situation.  I will go through our recommended and easiest method first. Then I will list additional, more technical, information after the standard method.  I will also note the areas where there is additional technical information available.

First, it is important to understand that RM is a stand-alone add-on to Medisoft and it uses its own separate database to store certain configurations provided by RM's features.  This means each workstation trying to access the RM database must be on the same version that the database is set to use.  Throughout this tutorial I will use UPDATE when it is referring to the RM program on the workstation and UPGRADE when referring to the database.  It is also important to note and understand that within the RM database each practice has its own folder/database that contains practice specific information.  Both the main RM database and each practice's database must be 'upgraded' by the new version of the RM program before it can be accessed.

You can update RM at any time, by going to Start->Programs->Revenue Manager->Check for Updates

Which will launch

Click Next to start the update for RM on this workstation

It will check the current workstation version and will inform you if there is a new version available.

Clicking Next will begin download of the update program file to the workstation.

ADDITIONAL TECHNICAL INFORMATION AVAILIBLE AT END-1

Once the download is complete, you will click Next to install the update to this workstation.

ADDITIONAL TECHNICAL INFORMATION AVAILIBLE AT END-2 (check if you receive error at this point)

The update will proceed to update the workstation's RM program files

And once the update informs you that the update completed successfully, you can click finish.

ADDITIONAL TECHNICAL INFORMATION AVAILIBLE AT END-3

Now that one workstation has been updated to the latest RM program version, you can now upgrade the RM database using the updated RM program.  It is important to note here that once the RM data is upgraded, older versions of RM will not be allowed to access the data until they are updated to either the appropriate version for the database or are updated with a newer RM update.   For this reason, it is recommended that you first get each workstation that is accessing RM to process electronic claims and reports to this point in the update procedure before you begin upgrading the RM database and individual RM practice databases.

You begin the upgrade of the RM database by going to Activities->Revenue Management->Revenue Management… in Medisoft.

You will then receive a message that the RM database needs to be upgraded to work with this version of the RM program.

Click 'OK' only if you are sure no one else is accessing the RM database and that you have a known good backup of the RM database folder before proceeding to upgrade the database.

ADDITIONAL TECHNICAL INFORMATION AVAILIBLE AT END-4 & 5

You will only see this message if you are using Remote Desktop Connection when you are upgrading the database, however it is normally safe to click 'Yes' if you took the appropriate steps before you clicked 'OK' to upgrade the database.

This window will appear and remain until the main RM Database has been upgraded.

Then you will be prompted with this message again, which is actually for the RM's current practice database.

Click 'OK' to begin upgrading the RM practice database.

Another window similar to:

will flash by (normally quickly for the individual practice databases)

After which RM will either open fully or prompt you to sign in using your Medisoft user name and password.

This process will need to be completed for each practice you are using RM to manage electronic claims with.

Now you will want to check through Revenue Manager to be sure everything is still working correctly and most importantly that you are now using the latest Iguide updates to send out claims and process reports.

To do this, once inside of an updated RM for an RM practice database that has been upgraded, go to Configure->Iguides

The window below is displayed and note the "Hide unused IG's" is checked, this means the only IG's listed are ones that are defined for use under Configure->Receivers->Transaction Sets

The three Iguides listed in the window are the default RM Iguides that are the most commonly used Iguides.

MS17 5010 Inst Claims - General UB04 is the default Institutional claims ANSI 5010 Iguide

MS17 5010 Prof Claims Direct Connect is the default Professional claims ANSI 5010 Iguide

MS17 Prof Claims Direct Connect is the default Professional claims ANSI 4010 Iguide

If any of these Iguides are listed and named exactly as they appear here, you are currently using the most up to date version of the Iguide and there are no further actions required.

If you have any variation of this name (i.e. 'MDS-MS17 5010…') then you will want to contact us to have us update the Iguide for you.  This was done to avoid Iguide upgrade issues because of either customizations for billing claims or to cover situations as they arose for your practice.  It would be best to allow us to upgrade the Iguide for you to be sure the process is done correctly and covers any customizations or special circumstances for your situation.

ADDITIONAL TECHNICAL INFORMATION

1. To Check for RM program versions manually:
   Click Help in Revenue Management

Select About from the menu options

The bottom right will display the current RM program version (which at the time of writing this tutorial was 3.1711.12054.155)

Click this window to make it disappear and return to the RM program.

2. The download process of RM's 'Check for updates', downloads a 'patch.exe' file to the 'MedisoftInstallFolder\RCM\patch.exe'.  If you cancel the update window before you install the update, you can browse to this location and run the update manually.  This file can then be copied to each workstation and run to update each workstation's RM program files.
   Also if you receive this error:

You will need to either completely re-install Medisoft on top of itself using the PAWebInstall.exe you first installed Medisoft with or you can run just the RMSetup.msi under the RM folder of the extracted PAWebInstall.exe (normally you can check c:\temp\ and the install files will still be there).
Once RM has been reinstalled, on top of itself if need be, you can then run ‘Check for Updates’ or the patch.exe file directly to update the RM version on the system.

3. Once the update has been completed successfully; the RCM folder in the Medisoft install directory can be copied to other workstations which require RM to be updated.  This will prevent the need from running the update of RM on each workstation if there are several that need to be updated

4. You can determine the location of the database folder by using the registry editor to check HKCU\Software\McKesson\RevenueManagement_1711 and looking at the 'Root Data Path' string value.  Also setting this value to blank will allow you to Connect/Create another RM database on using this workstation.  (recommend you blank 'Last Practice' as well when trying to connect to RM database or to create a new RM database)

If this entire folder is copied, you will have a full backup of the RM database and it is highly recommended that this location be added to your backup routines since there is no backup performed automatically by the upgrade procedure and there is no option in RM to backup the database from within the program or Medisoft (other than 'Backup Root Data', but this will only work if the RM database folder is located within the Medidata folder normally \\serverShare\Medidata

5. Arc32_90.zip(arc100 is included post this update also) is included in the RCM folder of the Medisoft install folder; this will install version 9 of Advantage's Data Architect, which can then use the Remote Server info tool to connect to the Advantage Database server and view the connected Users and the currently open files.  If none of the currently open files are located in the RM database folder then you are safe to upgrade the database as long as you are sure no user will try to open RM past this check point.
6. Every two weeks RM is set to display the 'Check for Updates' window when RM is run on a workstation.  This is controlled by the registry key            HKCU\Software\McKesson\Revenue_Management_1711->'LastUpdateCheck' string value.  If you set this value to a date in the future (i.e. value=2/2/2012 12:00:00 AM change to value=2/2/2099 12:00:00 AM) it will prevent RM from displaying the Check for Updates window when users launch RM.  This is helpful when you are trying to maintain RM udpates across multiple systems and you can define using a group policy setting.