NextGen KBM Upgrade Troubleshooting and Testing

Topic

Level

Presenter(s):

ConfidentialProprietary InformationFor use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2013

Troubleshooting your KBM 8.3 Upgrade

200

Jon Smykal

Ron Malcolm

Elana Erdakos


Things our lawyers make us say...

Neither NextGen Healthcare nor any presenter at the Users

Group Meeting is engaged in rendering legal or other

professional advice and this presentation is not a substitute

for the advice of your attorney, accountant and/or other

professional advisor.


Copying System/Practice Data

There are two new tools in 5.8 to help you!



Copying Practice Data from another DB

Click the Copy Practice Data External menu item



Copying Practice Data from another DB

Get Practice Level configuration from one DB to another!

1. Click the Connect Button

2. Enter your DB info

3. Pick templates and practices

that you want to copy.



Copying Practice Data between practices

Back in TIE:

Click on the Copy Practice Data Internal menu item.



Copying Practice Data between practices



Common Solutions

Macros/documents Dont develop in prod

What happens when you edit KBM macros

(same name macros, same name documents)



Common Solutions

Data check any data that you believe should be

carried over (esp. datagrids).

Important to look for past data during workflow testing/validation/training



Common Solutions

After test upgrade:

stop development in Prod.



Common Solutions

Dont bring in your custom templates over updates!



Testing Best Practices

Go through end-to-end workflow Sample test plans! New in 5.8/8.3!




Involve champions from each of your teams




Document workflows test them!

multiple teams

integrated scenarios.




Use this as a training opportunity Build intuition on the new content/workflows by

re-documenting real-world visits.



Effectively Report Issues to NG Support!

For upgrade related problems: get in touch with your upgrade specialist




Support Tickets Be detailed!

KBM version. App Version.

Test or Prod or Both

Name of the template affected

Detailed steps to recreate




If it only occurs for specific users make note of that user and their availability.

support will work with their schedule.




Attempt to recreate problems

Make note of affected patients.

Include relevant screenshots/logs. Ctrl+C to copy an error messages text.



Any Questions?


NextGen KBM Upgrade Troubleshooting and Testing

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