PMS Integration

1. I can't get the "Paste" button to work when I try to import information from my practice management system?
2. My integration no longer logs me into acceptx?
3. Do you offer integration with Practice Management Systems?
4. We are setting up the Macro on a new computer with MicroSoft Word 2003 -- how do we get the smiley face on the toolbar?
5. What is the MicroSoft Word Macro code needed for integration? (FOR EXPERIENCED USERS/NETWORK ADMINISTRATORS ONLY) -- not the username and password required toward the bottom of the code.
6. How to install macros in word.
7. We've upgraded to OrthoTrac 11 and the integration Acceptx is not working. What can I do?

1. Rating: +0

   

   I can't get the "Paste" button to work when I try to import information from my practice management system?

   Most of these issues are caused by the new Microsoft Internet Explorer 8. The easiest solution is to go back to Microsoft IE7. You can get additional information about reverting to IE7 from this website: http://support.microsoft.com/kb/957700.

   As an alternative, once you click the Import button, you can click the Browse button to locate the text file you need to import. For example, if your import file is H:/Files/SmithJames20091202.txt, clicking the Browse button will allow you to locate and select that file and then click Open. The file name will now appear in the Import window. Simply click OK to complete the Import.

2. Rating: +0

   

   My integration no longer logs me into acceptx?

   This is due to a change in the log-in web address for Acceptx. You can restore the service by:

   1) Selecting "http://www.myacceptx.com" as a trusted site in your web browser (for Internet Explorer, click on "Internet Options" then select "Security" then click on the green check "Trusted Sites" then click on the "sites" button that appears to the right of the window. Type in http://www.myacceptx.com and uncheck the box next to the sentence "Require server verification (https:) for all sites in this zone" and click "Add" and the "OK" or "Apply."

   2) Change the URL found in your Macros editor by adding "my" in front of acceptx in the URL found in the macro code. Click on "Tools" and then "Marcos" click on "Macros" in the menu that appears and select "edit" scroll down in the window until you find the URL "http://www.acceptx.com" and add "my" so it reads: http://www.myacceptx.com" then click File and then Save and return to Microsoft Word.

3. Rating: +0

   

   Do you offer integration with Practice Management Systems?

   Not any longer. We have found that the PMS systems do not support integration and therefore the work around we built actually takes much longer to use than it would take to type in the information about the patient and billing party. We recommend that practices switch to the direct input method.

4. Rating: +0

   

   We are setting up the Macro on a new computer with MicroSoft Word 2003 -- how do we get the smiley face on the toolbar?

   1. From the Tools menu in Word, pick Customize.
   2. The Customize dialog box will open. Click the Commands tab.
   3. In the Categories list, scroll to Macros and click on it.
   4. In the Commands list, find the name you used when you installed the macro. (If you used the name "Dictionary", it will appear as Normal.NewMacros.Dictionary.)
   5. Click on the name, then drag it to the spot on the toolbar where you want the dictionary button to appear.
   6. In the Customize dialog box, click the Modify Selection button.

   7. A drop-down list will appear. Select Default Style.
   8. Click the Modify Selection button again and select Paste Button Image. The graphic that you have just saved to your hard drive will appear in the place that you selected in your toolbar. (Alternatively select Change Button Image and choose an image for your button). Close the Customize window.
   9. Close all open dialog boxes. You may find that you need to close your Word document and reopen it to save the toolbar change in the appropriate Word template.

5. Rating: +0

   

   What is the MicroSoft Word Macro code needed for integration? (FOR EXPERIENCED USERS/NETWORK ADMINISTRATORS ONLY) -- not the username and password required toward the bottom of the code.

   Sub AccepTx()
   '
   Dim Patient() As Variant
   Dim Line As String
   Dim TodaysDate As String
   Dim SaveName As String
   Dim FileLocation As String
   Dim counter As Integer
   Dim PatientFix3 As String
   Dim PatientFix4 As String
   Dim PatientFix14 As String
   Dim PatientFix15 As String
   Dim PatientFix37 As String
   Dim objIE As Object

   'Set File location
   FileLocation = "U:ACCEPTx TXT Files"

   'Turn off Screen updating
   Application.ScreenUpdating = False

   'Save all into the string "Line"
   ActiveDocument.Content.Select
   Line = Selection.Range

   'Seperate the string "Line" into an Variant "Patient"
   Patient() = DocSplit(Line, "*")
   'Verify All Mandatory Info is Pressent
   'Patient B-day
   If Patient(4) = "" Then
   Patient(4) = "05/05/55"
   Else
   'Make sure the dates are in the correct format
   Patient(4) = Format(Patient(4), "mm/dd/yy")
   End If
   'Patient SSN
   If Patient(3) = "" Then
   Patient(3) = "555-55-5555"
   End If
   'Responsible B-day
   If Patient(15) = "" Then
   Patient(15) = "05/05/55"
   Else
   'Make sure the dates are in the correct format
   Patient(15) = Format(Patient(15), "mm/dd/yy")
   End If
   'Responsible SSN
   If Patient(14) = "" Then
   Patient(14) = "555-55-5555"
   End If
   'Save the fixed info for later use
   PatientFix3 = Patient(3)
   PatientFix4 = Patient(4)
   PatientFix14 = Patient(14)
   PatientFix15 = Patient(15)
   PatientFix37 = Patient(37)

   'Eliminate any commas from the document
   Selection.Find.ClearFormatting
   Selection.Find.Replacement.ClearFormatting
   With Selection.Find
   .Text = ","
   .MatchWildcards = False
   .Replacement.Text = " "
   .Wrap = wdFindStop
   .Forward = True
   End With
   Selection.Find.Execute Replace:=wdReplaceAll
   'Eliminate any periods from the document
   Selection.Find.ClearFormatting
   Selection.Find.Replacement.ClearFormatting
   With Selection.Find
   .Text = "."
   .MatchWildcards = False
   .Replacement.Text = " "
   .Wrap = wdFindStop
   .Forward = True
   End With
   Selection.Find.Execute Replace:=wdReplaceAll

   'Re-populate "Line"
   ActiveDocument.Content.Select
   Line = Selection.Range

   'Seperate the string "Line" into an Variant "Patient"
   Patient() = DocSplit(Line, "*")

   'Replace with the saved info
   Patient(3) = PatientFix3
   Patient(4) = PatientFix4
   Patient(14) = PatientFix14
   Patient(15) = PatientFix15
   Patient(37) = PatientFix37

   'Clear the screen
   ActiveDocument.Content.Select
   Selection.Range.Delete

   'Output the Variant "Patient" to the screen comma delimited
   For counter = 1 To (40)
   Selection.InsertAfter Text:=Patient(counter)
   Selection.InsertAfter Text:=","
   Next counter
   Selection.InsertAfter Text:=Patient(41)

   'Create the document name to save as
   TodaysDate = Format(Date, "m-d-yy")
   SaveName = FileLocation & Patient(2) & "-" & Patient(1) & "-" & TodaysDate

   'Save the document
   ActiveDocument.SaveAs FileName:=SaveName, FileFormat:=wdFormatText, LockComments:=False, Password:="", AddToRecentFiles:=True, WritePassword:="", ReadOnlyRecommended:=False, EmbedTrueTypeFonts:=False, SaveNativePictureFormat:=False, SaveFormsData:=False, SaveAsAOCELetter:=False

   'Clear the screen and output the file location to copy to clipboard
   Selection.Range.Delete
   Selection.InsertAfter Text:=SaveName & ".txt"
   ActiveDocument.Content.Select
   Selection.Range.Copy

   'Turn Screen updating back on
   Application.ScreenUpdating = True

   Set objIE = CreateObject("InternetExplorer.Application")
   With objIE
   .Navigate "https://www.acceptx.com"
   Do While .Busy: DoEvents: Loop
   Do While .ReadyState <> 4: DoEvents: Loop
   .Visible = True
   End With

   Set objIE = Nothing

   'Close the word document without saving and exit Microsoft Word
   ActiveDocument.Close (Word.WdSaveOptions.wdDoNotSaveChanges)
   Word.Application.Quit

   End Sub

   'Function to split a delimited string and output as an Variant
   Function DocSplit(ByVal inp As String, Optional delim As String = ",") As Variant
   Dim outarray() As Variant
   Dim arrsize As Integer
   While InStr(inp, delim) > 0
   ReDim Preserve outarray(0 To arrsize) As Variant
   outarray(arrsize) = Left(inp, InStr(inp, delim) - 1)
   inp = Mid(inp, InStr(inp, delim) + Len(delim))
   arrsize = arrsize + 1
   Wend
   ReDim Preserve outarray(0 To arrsize) As Variant
   outarray(arrsize) = inp
   DocSplit = outarray
   End Function

6. Rating: +0

   

   How to install macros in word.

   1. Find the "macros" button (under tools in Word 2003, and View in Word 2007).
   2. Type in "Acceptx" in the Name box (in 2007 type over the Macro 1 name that automatically appears).
   3. Click the "Create" button.
   4. Delete all of the code in the top half of the screen (in 2007 the create macro opens into a split screen)
   5. Copy and paste the code available in the FAQ above ("What is the Microsoft Word Macro code needed for integration?")
   6. Hit the disk icon in the top left hand side of the tool bar to save the changes you made to the macro.
   7. Under "File" select "Close and Return to Microsoft Word"
   8. Follow the instructions on the FAQ ("how do we get the smiley face on the toolbar")

7. Rating: +0

   

   We've upgraded to OrthoTrac 11 and the integration Acceptx is not working. What can I do?

   The 'integration' to all practice management systems was done via a third party software application (Visual Basic) which creates a 'macro' in Microsoft Word. Acceptx no longer supports 'macro' integrations, because it is impossible to keep up with the multiple changes in software version (browsers, PMS, word, etc.) AND because our users who log directly into Acceptx find it less time consuming than those that use the 'integration' import feature.

   Therefore, we invite our practice users to log directly into Acceptx to enter the case information OR to pay for a macro expert to create a macro that works with the newest version of the software.