Installation and data
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      1. Cubiko Help Centre
      2. Troubleshooting and FAQs
      3. Installation and data

      Integrating your practice with Cubiko

      This guide provides a summary of how Cubiko is setup and the key technical onboarding steps required to complete your setup

       

      The key technical steps and information required are:

      1. Confirm the required integration software is installed
      2. Ensure Cubiko is correctly enabled for access to your database
      3. Confirm the locations for inclusion in your dashboard
      Details for your respective practice management software (PMS) can be found below

      Cubiko for Best Practice users
       

      Cubiko for Best Practice


      Our extraction method for data on your Best Practice server is Halo Connect.

      Halo Connect has partnered with Best Practice and provides enhanced stability and security for your practice data. By using Halo Connect your practice will also have the ability to gain access to exciting new features within Cubiko when released. 

      Step 1. Provide the following details for your Halo Connection confirmation:

      • Bp Site ID and listed Practice name (located in Practice Details)

      • The value of the Halo Guid from the Registry editor found in this folder:

        Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Halo Connect\Halo Link

      If you cannot find these details or require additional help for the Halo Connection please reach out to support@haloconnect.io for additional instructions

      Step 2. Setup Cubiko as a Third-party integration in Best Practice

      1. Open Best Practice
      2. Go to 'Setup' > 'Configuration' > 'Database' (from the left-hand side menu)
      3. Click on 'Setup third-party integrations'
      4. Tick 'Cubiko' (if this is already ticked, please untick and save, then retick)
      5. Press 'Save'
      6. Press 'Save' in the Configuration box

      Full details on how to do this are HERE

      Step 3. Confirming locations

      Once a connection has been established we will confirm which location/s you would like included in your dashboard/s

      These locations reflect those found in your Bp instance under Setup > Practice details

       

      NOTE: Your Cubiko dashboard will only include appointment and billing data from the extracted locations.  If you add or change your locations, please ensure to let our support team know.


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      Cubiko for Medical Director/Pracsoft users

       
      Our extraction method on your Medical Director server is Integration Runtime
      Please ensure you have applied the most recent Monthly MDRef update (or minimum November 2022), as this will be required for the installation to be successful.

      Step 1: Install and connect Integration Runtime


      As the technical onboarding for Medical Director/Pracsoft users requires a practice specific unique code for installation, you will receive an email with the required details.

      Once received, you will be requested to complete the following steps:

      Install the Microsoft Integration runtime from https://www.microsoft.com/EN-US/DOWNLOAD/confirmation.aspx?id=39717

      - You will receive an API key during installation that will be required - this will be provided by the Cubiko Technical Onboarding team via email.

      Following the installation we request you to reply with the below information:

      - The local IP address of the MD SQL Server:- The machine name and instance name of the SQL environment
          Please follow the instructions below to identify the exact name for the connection if you are unsure:
          Open "Microsoft SQL Server Management Studio" > Right click on your connection (The topmost object in object explorer) > Properties > On the window that opens up, you're looking for "Server". It's on the left bar, under the Connection header.

      Step 2. Setup Cubiko as a Third-party integration in Medical Director/Pracsoft

      Database permissions access are already established with the Monthly MDRef installation.  We will reach out to your IT provider with steps if this is not connecting.

      Step 3. Confirming locations

      Once a connection has been established we will confirm which location/s you would like included in your dashboard.
      For MD/PS: Unless otherwise requested to remove/omit specific locations, all listed locations will be included in your dashboard.
       
      These locations reflect those found in your ps_location table - which you can view from the waiting room screen and selecting Admin > Practitioners > Then when adding a practitioner, you can select a location in Manage Locations' here.
      There is also the option to view inactive locations.

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      Cubiko for Zedmed users  

      Our extraction method for data on your Zedmed server is Halo Connect.

       

      STEP 1: Provide the following details for your Halo Connection confirmation:

      • Database ID (found in the Status bar of your Zedmed Office)
      • Practice Name (found in Practice Details > Practice Name)
      • Value of the the Halo Guid from the Registry editor in this folder:
        Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Halo Connect\Halo Link

      If you cannot find these details or require additional help for the Halo Connection please reach out to support@haloconnect.io for additional instructions

      Step 2. Setup Cubiko as a Third-party integration in Zedmed

      1. Open Zedmed
      2. Go to 'Practice Details'
      3. Click on 'Integrations'
      4. Tick 'Cubiko' (if this is already ticked, please untick and save, then retick)

      (For additional information visit Zedmed's Integration Support)

       

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