Upgrade Central

TSI Healthcare Cloud ASP Hosted Clients

All TSI Healthcare Cloud ASP Hosted clients must upgrade to our new Cloud ASP servers and Citrix application. This Cloud ASP upgrade must be completed in order to proceed with the NextGen 6.2021 upgrade. 

• Step 1: Install Citrix Workspace on each PC used to connect to hosting.tsihealthcare.com using these instructions
• Step 2: Notify TSI Healthcare’s server team that you are ready to upgrade to the new Cloud ASP Servers via email to helpdesk@tsihealthcare.com
  
• Step 3: Our IT team will coordinate with your practice on this process, which can take 1-3 weeks 

Non-TSI Healthcare Hosted Clients (Self or Third-Party Hosted)

The NextGen 6.2021.1 Upgrade has minimum Hardware Requirements which must be met in order for the software to function properly. If you are not hosted on TSI Healthcare’s Cloud ASP Servers, it is extremely important that you review and/or share these requirements with your IT Staff to verify that all hardware requirements are met prior to TSI Healthcare installing NextGen 6.2021.1 in your Test Environment.  

• Step 1: Download & complete the hardware specifications form
• Step 2: Complete any necessary upgrades/improvements
• Step 3: Sign and return hardware specification form to helpdesk@tsihealthcare.com

The NextGen 6.2021 upgrade is significantly different than previous upgrades. As such, we are requiring all practices to attend our Executive Sponsor “Mission Briefing” to help practices understand these changes, plan, and set expectations.  

This webinar is intended for Practice decision-makers (CEO, Practice Admins/Executives) to attend the Executive Sponsor Call 

Step 1: Attend Executive Sponsor Webinar: Link to sign up for next scheduled call (link coming soon!) 

As part of this upgrade, practices will be transitioned to our enhanced patient portal, enhanced patient statements, and have the opportunity to add additional services/products. Your account manager will schedule a time to review your existing licensing and confirm details associated with these items.   

After the Executive Sponsor Call, and once you are ready to proceed with your upgrade: 

• Step 1: Open a case with helpdesk@tsihealthcare.com notifying our team that you are ready to schedule an “Upgrade License Review” call with your account manager.
  
• Step 2: Schedule a call with your Account Manager to review licensing and paperwork
• Step 3: Sign necessary pre-upgrade licensing paperwork 

Once you have completed the call with your account manager and have submitted the needed pre-upgrade licensing paperwork, your account manager will notify our Upgrade team that you’re ready to start your Mission! 

Step 1: Our team will send your Executive Sponsor a Test Overwrite Agreement & Core Team Selection Form 

-Test Overwrite Agreement: In preparation for future updates and necessary testing, TSI Healthcare needs to make a fresh copy of your TEST database. This means that anything currently in TEST will be overwritten and erased (this will NOT affect your Prod (Live) database at all). 

-Core Team Selection Form: The transition to NextGen version 6.2021.1 will impact all areas of your practice. Clients will be asked to select a key representative from each area of your practice to “lead” specific parts of the mission. These individuals will be responsible for attending upgrades calls, training, testing, etc of their respective modules in the system. You’ll be asked to select the following: (1) a key EPM administrative, billing, and portal team member, (2) a key EHR clinical team member, (3) a patient portal specialist, and (4) if your practice is self-hosted or hosted by a third party, a technical resource. 

Step 2: Complete and submit form

After our team receives your Overwrite Agreement & Core Team Selection form, our staff will start working in the background to get necessary Mission preparations in place, including: 

• Copying your Production Environment into your Test Environment- which will ultimately allow your staff to test the upgrade using your current system data/configuration 
• Installing Adaptive Content Engine (ACE, formerly KBM) and/or Specialty Content- ensuring you get the latest and greatest clinical templates in EHR 
• Install necessary technical services for testing 
• Install add-on modules needed for PXP Patient Portal testing 
• Assign Mission Specialists- dedicated TSI Healthcare team members to guide your Core Team through the upgrade mission 
• Review your current configurations to create a timeline estimate for your upgrade 

Depending on the complexity of your practice, this phase takes a minimum of two weeks. While you may not hear from our team during this period, rest assured that our Mission Specialists are busy working to get your environment ready! 

Once we complete preliminary setup of your Test Environment, a TSI Mission Specialist will email your identified Core Mission Team with details on next steps. The email will include the necessary documents for this phase of your mission. 

Step 1: Schedule Core Mission Team Briefing  

This call should be attended by ALL 3 (or 4) of your practice’s Core Team representatives. We’ll cover an overview of Core Team responsibilities, the upgrade process, upgrade central, set expectations, and most importantly: select your Go-Live date.  

Important: Your core team should come ready and be able to select a Go-Live date for your upgrade on this call. Unlike upgrades in the past, the complex nature of the upgrade requires that we schedule this date in advance. 

Step 2: Review Overview Document 

Completing the configuration form requires an understanding of the new features in NextGen version 6.2021. The Overview document is provided to assist. 

Step 3: Complete & Submit Configuration Form 

The Configuration Form allows TSI Healthcare to assist with your NextGen version 6.2021.1 setup. The setup will be completed by TSI Team in your Test environment so that you can become comfortable with the changes and complete required testing prior to your Production upgrade. This form should be completed prior to your Core Mission Team Briefing. 

Designated Client Core Team will be responsible for reviewing all materials provided, including videos and overview documents on the new features and functionality available in NextGen version 6.2021.1.  

Note that some clients may have additional materials based on specialty and services offered. Your TSI Healthcare Mission Specialist will provide guidance on which additional documents may be needed for your practice. 

General Overview Documents: 

PM- Practice Management 
PXP Portal (link coming soon!)
EHR- Electronic Health Records
EHR – Setup Form General

General Videos: 

Administrative Training – (4min 4sec)
EHR General Enhancement – (15min 2sec)
Assessment Carry Forward – (1min 37sec)
AUC – (10min 21sec)
BMI – (2min 45sec)
Finalize – (4min 7sec)
Orders Module – (5min 1sec)
Patient History Bar – (3min 1sec)
PIB Tool Bar – (4min 10sec)
Tobacco – (3min 7sec)
Medication Module – (15min 54sec)

Specialty Specific Documents: 

In addition to the 26+ specialties supported by NextGen, we’ve created additional documentation for some specialties that have significant workflow differences from others.  

Ophthalmology: 

OPH Overview Document

Cardiology: 

In addition to the standard Setup Form above, Cardiology clients must also complete the Cardiology Setup Form. 

Cardiology Setup Form
CARD Overview Document

Videos:
Cardiology Training Video – (21min 33sec) 

Rheumatology: 

In addition to the standard Setup Form above, Rheumatology clients must also complete the Rheumatology Setup Form. 

TSI Rheumatology Setup Form
TSI RHE Overview Document

Videos:
TSI RHE SubQ IM Injection Template Video – (3min 40sec) 

TSI RHE PTA Template Video – (3min 3sec)

TSI RHE Joint Injection Template Video – (9min 12 sec)

Pulmonary & Sleep Medicine: 

In addition to the standard Setup Form above, Pulmonary & Sleep Medicine clients must also complete the Pulmonary & Sleep Medicine Setup Form. 

TSI PUL Setup Form

TSI PUL Content Overview