1) just had PM installed on server
2) disappointed that some of the stuff we could have done to expedite the process was not brought to our attention prior to the install...ie. entering "secure site" information into our internet options security page in order to be sure that our workstations would work correctly...
3) Post installation the only computer that ran the PM correctly was our server. I never should have hung up the phone nor should the support staff have hung up before the system was fully functional on all workstations.
4) Training on the PM prior to our installation was a waste of time.
5) would not suggest ANY training until it is installed
6) Unfortunately the AC scheduler will NOT pull over to the PM...overall not to big of a deal
7) Make sure that your computers are running windows 7 or higher. The PM will NOT run under XP
8) I'm sure there will more hickups along the way, but that is expected in any transition such as this. Our old PM software worked very well and using Office Ally for claim submission was awesome. Hoping ClaimRemedi is just as good.
9) Will try to post as we progress with any further tips or tricks.
10) I also understand that the ability for the PM to check insurance eligibility is a ways off...very disappointing.
11) Be sure to let the installer know what antivirus software you have and if there are any known issues with it and the PM install. There can be some minor hangups with the AV that they can easily resolve.
David
Sacramento, CA
