You can upgrade the server features of Dentrix Enterprise on your database server from a previous version to the new version.
Note: For a new Dentrix Enterprise server installation, refer to the instructions for installing server features.
Upgrade overview:
If you are upgrading from version 11.0.20:
(Optional) If the Dentrix Enterprise client program files are installed, and you want to continue to access Dentrix Enterprise on the server, you may want to uninstall the 11.0.20 client program files on the server. You can install the 11.0.48 client program files later.
Extract the contents of the server installation package.
If you want to install or upgrade the client program files on the server, extract the contents of the workstation installation package, and then copy the client application setup (Setup_DE_Client.exe) from the extracted workstation installation package to the extracted server installation package.
In the extracted server installation package, launch Setup.exe to install Install Manager.
When Install Manager opens, run the SQL Update Scripts to update the database.
If applicable, install the Client Application.
Install/reinstall services as needed: Recurring Payments Service, Data Service, Document Unfiled Utility Service, HL7 Application and Services, HermeS1 Service, File Exchange Services, Report Scheduling Service, QuickBill & Insurance Estimator Services, and/or Dental Encounter Service.
Close Install Manager.
If you are upgrading from version 11.0.40/.43/.44/.45/.46:
Extract the contents of the server install package.
If you want to install or upgrade the client program files on the server, extract the contents of the workstation installation package, and then copy the client application setup (Setup_DE_Client.exe) from the extracted workstation installation package to the extracted server installation package.
In the extracted server installation package, launch Setup.exe to install Install Manager.
When Install Manager opens, run the SQL Update Scripts to update the database.
If applicable, install the Client Application.
Install services under Not Installed as needed: Recurring Payments Service, Data Service, Document Unfiled Utility Service, HL7 Application and Services, HermeS1 Service, File Exchange Services, Report Scheduling Service, QuickBill & Insurance Estimator Services, and/or Dental Encounter Service.
Close Install Manager.
If the Dentrix Enterprise client program files are installed, and you want to continue to access Dentrix Enterprise on the server, to upgrade the client application from a previous version, launch the client application setup (Setup_DE_Client.exe).
To upgrade services from a previous version, in the extracted server installation package, launch service setups as needed: Recurring Payments Service (Dtx.RecurringPaymentsService.Installer.exe), Data Service (Dtx.DataService.Installer.exe), Document Unfiled Utility Service (Dtx.DocUUService.Installer.exe), HL7 Application and Services (HL7Installer.exe), HermeS1 Service (HermesSetup.exe), File Exchange Services (FileExchangeServicesInstaller.exe), Report Scheduling Service (ReportBuilderServiceInstaller.exe), QuickBill & Insurance Estimator Services (QuickBillBE.exe), and/or Dental Encounter Service (DentalEncounterService.exe).
Important: After upgrading Dentrix Enterprise, to get the most recent set of available SNOMED, RxNorm, LOINC, and CVX codes, contact Dentrix Enterprise Customer Support to have a representative run a utility to update the database.
To upgrade the Dentrix Enterprise server features
(If you are upgrading from 11.0.20 only) If the Dentrix Enterprise client program files are installed, and you want to continue to access Dentrix Enterprise on the server, you may want to uninstall the 11.0.20 client program files on the server before upgrading to 11.0.48 (to avoid duplicate "Dentrix Enterprise Client" entries in Apps & features of Windows Settings). You can install the 11.0.48 client program files later. To uninstall the client program files, do the following:
In Apps & features of Windows Settings, select Dentrix Enterprise Client 11.0.20, click Uninstall, and then click Uninstall on the pop-up message.
Click Yes on the confirmation message that appears.
If a confirmation message regarding removing a shared system file appears, do one of the following:
Click Yes to delete the files.
Click No to keep the files.
When the uninstallation of the program is complete, the InstallShield Wizard Completed screen appears.
Click Finish.
Extract the contents of the Dentrix Enterprise server installation package (EnterpriseServerSetup-xx.xx.xx.xxx.zip; where "xx.xx.xx.xxx" represents the version number). Right-click the file, select Extract All..., select where to extract the contents, and then click Extract.
If you want to install or upgrade the Dentrix Enterprise client program files on the server, extract the contents of the workstation installation package (EnterpriseWorkstationSetup-11.0.48.xxx.xxxx), and then copy the client application setup (Setup_DE_Client.exe) from the extracted workstation installation package to the extracted server installation package (EnterpriseServerSetup-11.0.48.xx.xx.xxx).
In the extracted server installation package, double-click Setup.exe.
The Dentrix Enterprise EULA dialog box appears.
Read the end user license agreement, and if you agree to the terms and conditions, click I agree to proceed.
Setup installs the Install Manager program.
Then, Install Manager opens.
(If you are upgrading from 11.0.20 only) Install Manager displays the components that can be installed (or reinstalled).
(If you are upgrading from 11.0.4x only) Install Manager displays the components that are currently installed and those that are not.
To run the database update scripts, do the following:
Under Installed or Not Installed on the left, leave SQL Update Scripts selected. The Setup tab options appear on the right.
Configure the SQL Server Connection options:
Server Name - The name or IP address of the database server. Also, if the SQL instance that houses your Dentrix Enterprise database has a name, after the IP address or name of the server, include a backslash (\) and then the instance name.
Database Name - Dentrix is the default name of the database, but it may be different if it has been customized for your installation.
Username - The user name of the SQL user with "Sysadmin" rights.
Password - The password of the Sysadmin user.
Click Check Credentials.
A message regarding the results of the connection test appears. Click Ok. If the connection was successful, proceed to the next step; otherwise, change your connection parameters, and attempt to connect again.
If applicable, in the Custom Code box, enter your code to install custom features; otherwise, leave the box empty.
Click Run Scripts.
A command prompt window appears and displays the progress of the scripts to update the database.
Upon completion, a message regarding the scripts appears, click Ok.
You are returned to Install Manager, and the log appears on the Logs tab.
Check the log for any errors. If the log indicates that the database was updated successfully, close the document. If there are any errors, contact Dentrix Enterprise Customer Support at 800-372-4346 to resolve the errors before continuing with the installation.
Do one of the following for Client Application:
Uninstall the Client Application - (If you are upgrading from 11.0.4x only) If the Dentrix Enterprise client program files are installed, but you do not want to access Dentrix Enterprise on the server, to uninstall the client program files, do the following:
Under Installed on the left, select Client Application. The Setup options appear on the right.
Click Uninstall.
The Dentrix Enterprise client program and third-party programs are uninstalled.
On the message that appears when the uninstallation is complete, click Ok.
Upgrade the Client Application - Do one of the following:
(If you are upgrading from 11.0.20 only) If the Dentrix Enterprise client program files are installed (you did not uninstall them in step 1), and you want to continue to access Dentrix Enterprise on the server, follow the instructions on how to "Install the Client Application" later on.
(If you are upgrading from 11.0.4x only) If the Dentrix Enterprise client program files are installed, and you want to continue to access Dentrix Enterprise on the server, you cannot upgrade the client program files from Install Manager, so skip this step. You will upgrade the client program files later (see step 10).
Install the Client Application - (If you are upgrading from any previous version) If the Dentrix Enterprise client program files are not installed, and you want to access Dentrix Enterprise on the server, to install (or reinstall) the client program files on the server, do the following:
Under Not Installed on the left, select Client Application. The Setup options appear on the right.
Important: To install the client program files on the server, the client application setup (Setup_DE_Client.exe) must exist in the server installation package.
For Destination Location, verify that the Install path is correct.
If you want to change where the program files are installed, click Browse, select the correct location on the computer, and then click OK.
For Writable Folder location, verify that the Folder path is correct.
Important:
The Windows operating system does not allow programs to make changes to files in the "Program Files" or "Program Files(x86)" folder. So, it is recommended that you choose a folder that allows access for writing and updating files. The selected file path will be used for the "Docs," "Eclaims," and "Data" folders.
All Windows users on the computer must have full access (read and write) to the "DXONE" folder or whichever folder you select. If this folder has not already been shared with the required permissions, you can do it after installing Dentrix Enterprise for the Administrator account in Windows.
If you want to change the location of the writable folder, click Browse, select the correct location on the computer, and then click OK.
Enter the Clinic ID of the organization's central clinic (typically this is CENTRAL).
Note: Users can specify their default clinic IDs when they log in to Dentrix Enterprise.
If applicable, in the Custom Code box, enter your code to install custom features; otherwise, leave the box empty.
Under Optional Software, to install the Word add-in for letters that are created from Dentrix Enterprise on this computer, select the Install Letter Merge add-in for Microsoft Word checkbox.
Note: Microsoft Word must already be installed.
Click Install.
The Dentrix Enterprise client program, third-party programs, and letter merge add-in (if applicable) are installed.
If the Microsoft Office Customization Installer message for the letter merge add-in appears, click Install.
When the add-in installation is complete, click Close on the message that appears.
On the message that appears when the installation is complete, click Ok.
Install (or reinstall) any of the following services that appear under Not Installed:
Recurring Payments Service - (For use with Axia only) The service for processing automatic recurring payments for payment plans from credit cards on file. See the topic "Installing the recurring payments service."
Note: This service should be installed on only one computer.
Data Service - The service for submitting electronic claims, automatically verifying insurance eligibilities, and automatically retrieving ERAs. See the topic "Installing the data service."
Note: This service should be installed on only one computer.
Document Unfiled Utility Service - (For military facilities only.) The service for automatically inserting unfiled documents into Document Center. See the topic "Installing the document unfiled utility service on the server."
Note: This service requires the installation of the Dentrix Enterprise client program on this computer or a different computer as part of a Dentrix Enterprise server or workstation installation.
HL7 Application and Services - The HL7 administrative console program and service for the managing the HL7 interface and exchanging healthcare information with external systems through documents, C-CDA files, and HL7 messages. See the topic "Installing the HL7 application and service."
Note: This program and service should be installed on only one computer.
HermeS1 Service - The customer telemetry service for automatically collecting system information by Support technicians. See the topic "Installing the HermeS1 service."
File Exchange Services - The services for exchanging healthcare information with external systems through documents, C-CDA files, and HL7 messages. See the topic "Installing the file exchange services."
Note: These services should be installed on only one computer.
Report Scheduling Service - The service for handling report jobs that have been scheduled from this or other computers. See the topic "Installing the report scheduling service on the server."
Notes:
This service needs to be installed on only one computer but may be installed on multiple computers.
This service can also be installed on a different computer as part of a Dentrix Enterprise workstation installation.
QuickBill & Insurance Estimator Services - The service for sending statements through Dentrix Enterprise Patient Payments and allowing online payments to be imported into patients' Ledger records automatically so you can quickly apply the suspended credits. See the topic "Installing the Dentrix Enterprise Patient Payments service."
Notes:
This service should be installed on only one computer.
The Patient Payments program files are installed automatically as part of a client app installation.
Accepting online payments requires that your Patient Payments account be set up to allow online payments and have a connected Worldpay merchant account. Worldpay is a third-party provider of credit card processing.
The insurance estimator is required for calculating insurance estimates on statements that are processed through Patient Payments.
Dental Encounter Service - (For military facilities only.) The service for sending healthcare information to external systems through C-CDA files. See the topic "Installing the dental encounter service."
Close Install Manager.
(If you are upgrading from 11.0.4x only) If the Dentrix Enterprise client program files are installed, and you want to continue to access Dentrix Enterprise on the server, to upgrade the client application from a previous version, do the following:
In the extracted server installation package, double-click Setup_DE_Client.exe.
A confirmation message appears.
Click Yes.
The Welcome screen appears.
Leave the Modify option selected.
Click Next.
The Default Logon Clinic ID screen appears.
Enter the ID of the organization's central clinic (typically this is CENTRAL).
Note: Users can specify their default clinic IDs when they log in to Dentrix Enterprise.
Click Next.
The Enter Custom Code screen appears.
You cannot modify or add custom codes on this screen. Click Next.
Click Next..
The Ready to Modify the Program screen appears.
Review the specified options, and then click Install.
The required program files are upgraded.
Then, the Install Manager - InstallShield Wizard starts and displays the Welcome screen.
Leave the Modify option selected, and click Next.
On the message that appears regarding Install Manager already being installed, click OK.
The Setup Process Aborted screen appears.
Click Finish.
The required third-party programs are installed or upgraded.
The InstallShield Wizard Completed screen appears.
Click Finish.
(If you are upgrading from 11.0.4x only) To upgrade services from a previous version, in the extracted server installation package, launch any of the following service setups:
Recurring Payments Service (Dtx.RecurringPaymentsService.Installer.exe). See the topic "Upgrading the recurring payments service."
Data Service (Dtx.DataService.Installer.exe). See the topic "Upgrading the data service."
Document Unfiled Utility Service (Dtx.DocUUService.Installer.exe). See the topic "Upgrading the document unfiled utility service on the server."
HL7 Application and Services (HL7Installer.exe). See the topic "Upgrading the HL7 application and service."
HermeS1 Service (HermesSetup.exe). See the topic "Upgrading the HermeS1 service."
File Exchange Services (FileExchangeServicesInstaller.exe). See the topic "Upgrading the file exchange services."
Report Scheduling Service (ReportBuilderServiceInstaller.exe). See the topic "Upgrading the report scheduling service on the server."
QuickBill & Insurance Estimator Services (QuickBillBE.exe). See the topic "Upgrading the Dentrix Enterprise Patient Payments service."
Dental Encounter Service (DentalEncounterService.exe). See the topic "Upgrading the dental encounter service."