Post Upgrade
□	Run the post upgrade SQL scripts posted to the HealthCo website http://www.healthcois.com/cpsupgradesite/Post%20Upgrade.html **Instructions to run the scripts can be found at https://hiskb.healthcois.com/article.aspx?id=10166
□	Un-install the CPS 2004 client on all computers and workstations and install the CPS client. Instructions for the CPS client installation begin on page 22 of the CPS06 Upgrade Instructions:
□	From the HealthCo webpage install all necessary Electronic Claims plug in(s) on all workstations that create claim files, transmit claim files or receive /downlad claim response reports. Instructions on plug in installation can be found in a Healthco knowledgebase article located at https://hiskb.healthcois.com/article.aspx?id=10024&query=plug+in **Please note that upon initial installation customers should select “YES” to configure a database and all subsequent installations should select “No”.
□	Install the Electronic statement plug in creator on all computers that will create a statement file from the CPS Main Menu, Product Updates link
□	From the HealthCo webpage install the Electronic Statement transmitter plug in on any computer that will transmit Electronic Statements
□	If you use ExpressBill for electronic statements, you will need to upgrade to Secure FTP file transfer. Instructions are posted in a HealthCo Knowledgebase article at https://hiskb.healthcois.com/article.aspx?id=10165
□	Set User Security for new CPS features. The Security Checklist posted to the HealthCo website details the new items. http://www.healthcois.com/cpsupgrade/Documentation/Checklists/CPS%20Security%20Checklist%20Practice%20Management.pdf
□	Assign security to new reports in CPS: In the Reports Component, locate the report and right click on it> choose Assign Security and select the users who should have access to run the following reports Active Folder: Bad Debt Write Off Administrative: User Security Component Specific: Payment Plan Agreement Letter
□	Set the system preferences related to the new Collection features in Administration> System Folder > Application 1. *Warn if accessing a patient in Bad Debt* – checking this box will display a pop up warning window if the patient has a visit in Bad Debt 2. *Guarantor-based collection letter* – checking this box will allow you to create guarantor based letters from the collection component and will turn on the collection enhancement features which allow you to copy Correspondence notes, Collection Status updates and Next Contact Date information to multiple visits. 3. *Warn it accessing a guarantor having an active payment plan* – checking this box will display a pop up warning window there is an active payment plan for the patient’s guarantor.
□	Set Patient Defaults in Administration > Registration folder > Patient Defaults if you choose to use this new feature.
□	Install the updated CPS Value Pack version if you are are a current Value Pack support customer. Instructions for installation can be found at: http://downloads.healthcois.com/valuepack/cps/ValuePackInstallCPS06.pdf
□	Electronic remittance customers should install the GE Availity plugin from the installation page of the CPS main menu. Once installed HealthCo support should be contacted to manually update the processor settings to allow updated remit processing.
□	If you use custom mail merge documents for Collection or Recall letters, re-import the Microsoft Word documents in the Reports component.
□	Review and test saved custom Report Criteria and re define as needed.
Contact HealthCo support at 888-740-7734 or via email at support@healthcois.com if you have any questions.