Client Documentation

Go Live Guide – this document provides the stages for a successful implementation of PD within your practice – Last updated on July 5, 2016

Practice Director Hardware Recommendation – this document is a guide for hardware specifications – Last updated on January 16, 2018

Equipment Linking Expectations – this document has important information about the equipment linking process. – Last updated on November 20, 2013

Instrumentation Linking – this document has important information about the instrumentation linking. – Last updated on January 16, 2018

Practice Director Setup – this document is a setup guide for setting up PD in a new office – Last updated on April 4, 2016

EHR Setup – this document is a setup guide for EHR – Last updated on May 7, 2014

Steps for Successful Implementation – document provides instructions for our training – Last updated on January 21, 2013

Support Services this document reviews the services that are covered with your support maintenance fees – Last updated on January 16, 2017

Training Database – this document provides instructions for logging onto the Training Database once Practice Director has been installed in your office – Last updated on May 7, 2014

Training Checklist – this document is a checklist of all available training videos – Last updated on December 19, 2018

User Guide Administration – this document is a User Guide for all areas of the Administration area within PD – Last updated on April 4, 2016

Practice Director Reports – this documentation is a guide to the reports that can be run within PD – Last updated on September 3, 2013

Help Menu – This document reviews the information contained in the Help Menu of Practice Director – Last updated on November 30, 2012

Practice Director Business Associate Agreement – Required for HIPAA – Last updated on February 23, 2018

Practice Director Updater (PDU) – This document reviews the new updater you will use to update Practice Director – Last updated on Dec 29, 2017

Version 6.1 Release Notes – This document contains the list of enhancements included in version 6.1 – Last updated on Oct 10, 2019

Version 6.0 Release Notes – This document contains the list of enhancements included in version 6.0 – Last updated on April 24, 2019

Version 6.0 Training Checklist – This document is a list of videos that pertain to the 6.0 Release – Last updated on December 19, 2018

Posting Date and Receipts Report – This document gives an overview of posting dates and how changes to payments and invoices impact the receipts report.  – Last updated on January 14, 2019

Minnesota Care Tax Instructions – This document along with MNCare Estimated Tax 2018 and MNCare Tax 2017 documents can be used to calculate your estimated taxes – Last updated on July 18, 2018

Update and Conversion Instructions to 6.0.x – This document contains instructions for using the PDU for the update from 5.1.x to 6.0.x   The document will walk you through the update and conversion process – Last updated on September 19, 2018

Update Instructions for Version 6.0.x – this document contains instructions for using the PDU to update from 6.0.x to the subsequent 6.0.x version.  This document will walk you through the update process. – Last updated on October 10, 2019

2017 MIPS Guide – This guide reviews the MIPS program in 2017 and how to maximize your reimbursements using Practice Director – Last updated on Dec 29, 2017

Security Risk Analysis Worksheet-Meaningful Use – This worksheet will aid you understanding Meaningful Use Required Core Measure, protecting electronic health information. – Last updated on March 31, 2015

ePrescribe Portal Training Guide – this document covers how to use the ePrescribing portal – Last updated on September 23, 2014