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Enterprise Data Sync Reference Guide

  • Updated

Enterprise Access

Access to the Enterprise Dashboard is dependent on a user’s role. There are two levels that users can be
assigned from within Pulse:

  1. Site Accessibility and Billables Management
  2. Site Accessibility Only

Note: The Enterprise employee role cannot be used as a stand-alone and must be used in conjunction with another role.

Site Access & Billables Management

If the Enterprise role is assigned in conjunction with the business manager, business owner, or billable
items manager, the user will have full access to the:

  • Enterprise Dashboard
  • Individual Pulse sites and their Billable Items

 

Site Access Only

The Enterprise role can also be combined with the Receptionist role.

  • Users with this access will only be limited to the Practice Management section on the Enterprise
  • Dashboard.
  • They can search for and access Pulse sites, view and manage appointment calendars, and run assigned reports.

Opening the Enterprise Dashboard

Access to the Enterprise Dashboard is granted via a Pulse employee role assignments.

  • Once appropriate Enterprise roles are defined, a link for Back to Enterprise Dashboard will display
    in the upper right corner of Pulse.
  • Clicking on this link will display the Enterprise Dashboard.

 

Understanding Segments

Segments allow administrators to group “like practices” which is especially useful for setting prices by
demographic or practice type.

Important Points to Remember

  • An unlimited number of segments can be defined.
  • Each practice can be assigned to only one segment and it’s recommended that all practices be
    assigned to a segment.
  • Segments can be used as a Search Option in the Practice Management section.
  • All Practices within the Segment can be selected together when pushing updates.
  • Price Settings are set for all Segments, for all billable items.

 

Maintaining Centralized Billables

Before you can proceed with the syncing process you’ll first need to update the billable items from within the Enterprise Dashboard. To begin, access the appropriate Billable Item list.

  • Use the menus at the top of the Enterprise Dashboard to select the appropriate billable item type to
    update (Packages, Inventory Items, Procedures, or Labs).
  • Utilize the same Search, Advanced Search, and Update Options in Enterprise that currently exist in
    Pulse.

Note: Please remember, Procedures are referred to as Services at the practice level.

1. Make Changes to the Desired Billable Items

When the billable item management window displays, it’s now time to make the desired changes.

  • Use the edit pencil before the item to open the Edit Item window OR click the link to add a new item.

  • Make any desired changes and click Save.

Note: The Enterprise edit screens reflect the same fields and functionality as the Pulse edit screens.

2. Create a Selective Sync

After the changes have been made to the billable items, you will need to push the changes down to the
appropriate Enterprise practice segments by choosing desired practices or segments.

  • Click on the Create a Selective Sync link within the Selective Sync area of the Dashboard.
  • This will open the Selective Sync window.

3. Select the Enterprise Practice Segment

When the Selective Sync window displays, a list of pre-defined practices and segments can be seen.

  • Click on the checkbox in front of the segment(s) to push the changes.
  • If a practice is part of a Segment, it will be displayed next to the practice name in parenthesis)
  • Click Next.

4. Choose the Billable Items

Next, indicate the billable items to include in the sync.

  • Click on the boxes in front of the items to be “pushed” to the previously selected segment(s) or
    practice(s).
  • The list is ordered by billable item type, category, then name.
  • Uncheck the Active Only box to see a list of active and inactive billable items.
  • Click Next.

5. Select the Billable Item Fields

Finally, choose the specific fields within the billable item to update.

  • Select the fields you wish to sync, within those previously selected billable items, by checking the
    boxes.
  • Click Sync. 
  • A confirmation window will display, click Yes to continue.

 

Synchronizing Logic

Selective Sync will either update or add selected items to a practice(s) in Pulse.

Before the sync is performed, Enterprise will check the data using the following logic to create or update an item:

  • If a Replication key is found, Enterprise will only update the selected fields.
  • If an Item Code matches the sync, Enterprise will update the selected fields and set the replication key.
  • If no matches are found, Enterprise will create the item(s) and update all the selected fields.

 

Viewing Changes

Users with access to the Pulse billable items have visibility to items maintained by Enterprise in their
practice.

Information Icon

When complete, an info icon will appear after the code, on the items included in the sync. This indicator flags that the item is part of an Enterprise sync and can be viewed at the practice level, within the billable items list.

Creation & Modification Tag

Those same items will also be labeled with a Creation and Modification tag within the billable items list at the practice level.

Selective Sync Summary

When the sync is complete, a line will be added to the Selective Sync Summary section of the Enterprise.
Dashboard.

  • Click on the link to view details about the push.

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