Primary Sense Desktop Installation

Support

  • See Primary Sense Desktop Installation and Troubleshooting instructions,
  • If Primary Sense Desktop is using excessive database resources or otherwise causing an issue, please right-click and select Exit to close the application.
  • Contact Primary Sense for further support.

Supported Operating Systems

Primary Sense is supported on the following Microsoft Windows® operating systems.

Note: Desktop is 32 bit (x86) and may run on a 32 or 64 bit (x64) operating system.

Desktop

  • Windows 10
  • Windows 8.1
  • Windows 7 with Service Pack 1 END OF LIFE

Server

  • Windows Server 2019
  • Windows Server 2016
  • Windows Server 2012 R2
  • Windows Server 2012
  • Windows Server 2008 R2 with Service Pack 1 END OF LIFE

Not Supported

The following operating systems are not supported:

Desktop

Server

  • Windows Server 2008 and earlier

End of Life

Operating systems marked as END OF LIFE are no longer supported by Microsoft. Primary Sense will run on these operating systems but we recommend you upgrade to continue to receive security and quality updates.

Microsoft .Net Framework

Microsoft .Net Framework v4.6.2 or newer is a requirement for running the Primary Sense software.

Notes:

  • The framework is already installed on many modern Windows computers, or may already be installed by your practice software.
  • We recommend installing the latest available version.
  • Installation or upgrading may require a reboot to complete.
  • Run Windows Update after installation to ensure all security and quality updates are installed.
Software Package Version Download
Microsoft .Net Framework 4.8 RECOMMENDED Download All Versions
Microsoft .Net Framework 4.6.2 MINIMUM Download

Installation

Notes:

  • Installation and use of this software is governed by the End User License Agreement (EULA),
  • A unique Practice Token is required to configure Primary Sense. Please contact Primary Sense if you do not have the token for your practice,
  • An internet connection is required to send data to Primary Sense,
  • A connection to the installed practice software database is required.
  • Installation will take up approximately 50 megabytes of disk space per user.

Download the Primary Sense Desktop installer from the Primary Sense installation page.

You will need to be logged in to Microsoft Windows with a user account with sufficient authorisation to install applications, such as an administrator.

Run the Primary Sense Desktop.msi installer once it has completed downloading.

There is not much to see after this installation completes as the installation merely comprises of a machine-wide installer.

Check that the installation was successful by opening up the list of installed applications and searching for Primary Sense:

Primary Sense Machine-Wide Installer
If you see this then the PC is now set up to install Primary Sense Desktop to each user that subsequently logs in.

Firewall and Antivirus

Firewall and antivirus software may interfere with the correct operation of Primary Sense.

We recommend that you allow the following domains through your firewall. All domains will be available over a secure connection only (https).

Address
*.primarysense.com.au
*.gcphn.org.au
*.healthygc.com.au

We recommend that you allow the Primary Sense software read and write access to the following folder and it's subfolders in your antivirus software.

Folder
C:\ProgramData\Primary Sense\

Setup

Logout and then log back in as a user.

The Primary Sense Desktop will be installed automatically without any visible sign and then the Primary Sense Desktop setup window will open as soon as the installation completes.

If it does not open, or to access it in the future, it can be selected from your Windows Start Menu. If it is not visible in your start menu, start typing “primary” and the Primary Sense Desktop application should appear in the start menu search list.

In order to complete the setup for each pc, you will need to finish the setup program once, which will configure the application for all users who subsquently use the PC.

Practice Settings

Double-click the Edit Practice & Database Connection icon to display the Settings window:

Practice Settings
Practice Settings

Enter the practice token for your practice in the Practice Token text field and then press the [...] button. It will take a moment to identify the practice details.

When the practice is identified, the Name and Software will be displayed. This cannot be changed. If it is incorrect, please contact Primary Sense to ensure it is set up correctly.

Continue setting up the Practice Software Database Connection, or click the OK button to save the settings, otherwise click Cancel to exit the Settings window.

Database Connection

Notes:

  • The Primary Sense software does not make any changes to the practice data,
  • All data requests are read-only, and extracted data is not stored on the computer.

Select your practice software:

If your practice is running Best Practice software and is updated to Jade with October 2019 Data Update or newer, then you will need to configure Third Party Access to allow Primary Sense to access the database.

You can configure this by selecting Setup within Best Practice, then selecting Configuration and then Database.

Click the Setup third-party integrations button and then scroll down the list of third-party providers and tick Primary Care Gold Coast.

Click Save, then Save again.

Best Practice Third Party Integration
Best Practice Third Party Integration

Return to the Primary Sense Settings window. An Enable Best Practice Third Party Support button should be available.

If the button does not appear, your practice is not configured to use Best Practice, or it is already configured to use third party integration.

Enable Best Practice Third Party Support
Enable Best Practice Third Party Support

Click the Enable Best Practice Third Party Support button and you will be prompted to confirm.

Once configured, your database settings will be configured or updated as follows. These default settings should work for most installations, however if the server or database are different, the Change Database Connection option can be used to configure custom settings.

Setting Value
Server Name .\BPSINSTANCE
Database Name BPSPatients
User Name BPSPartner
Password Partner Password
Pooling (advanced) False
Application Name (advanced) Primary Sense

In the Primary Sense Settings window, click the Change Database Connection button to set up the connection to the practice software database.

Database Connection
Database Connection

The following default settings will be configured automatically and should work for most installations, however if the server or database are different, configure as required. The password for the BPSRawData account will be required.

Setting Value
Server Name .\BPSINSTANCE
Database Name BPSPatients
User Name BPSRawData
Password Enter BPSRawData Password
Application Name (advanced) Primary Sense

Ensure that the Save my password option is ticked.

Click the Test Connection button to try the connection to the database. If the test succeeds click OK to save the database connection details.

If your practice is running Medical Director, you will need to download the SQL script below. This script will set up a read only user account which will be used by Primary Sense Services to access your database.

Replace the <insert password here> text with a secure random password.

Run the script on your Medical Director SQL Database using Microsoft SQL Management Studio.

Download Create User Script

If you previously have run the Create User Script and have recently updated Medical Director to a new version, the user may have lost access to the database. Run the following script to fix the user permissions.

Download Update User Script

The following default settings will be configured automatically and should work for most installations, however if the server or database are different, configure as required. The password for the PHNUser account will be required.

Setting Value
Server Name .\HCNSQL07
Database Name HCN
User Name PHNUser
Password Enter PHNUser Password
Application Name (advanced) Primary Sense

Ensure that the Save my password option is ticked.

Click the Test Connection button to try the connection to the database. If the test succeeds click OK to save the database connection details.

Practitioner Settings
Practitioner Settings
Practitioner Settings

You do not need to select a practitioner if the PC already has Medical Director or Best Practice installed as the Desktop will detect the currently logged in user.

If for some reason this does not occur, then select the name of the practitioner from the drop-down list. It may take a moment to display all practitioners. If practitioners are not displayed in the list, check your database connection and try again.

Practitioner List
Practitioner List

If the correct practitioner name is not listed, you will need to set up the practitioner in your practice software. Contact your practice software vendor or contact Primary Sense / Gold Coast Health Network for help on setting up a practitioner.

Once you have selected the correct practitioner name, you will be asked to confirm your choice:

Practitioner Selected
Practitioner Selected

Click Yes to confirm or No to re-select a different practitioner.

The following practitioner settings are also available:

Play Sound A beep sound is played when a medication alert is presented
Pop to Front Medication alerts are displayed on top of other windows when presented
Send usage data to
Primary Sense
Error details are sent to Primary Sense to help improve the software
Refer to the End User License Agreement (EULA) for what data is sent to Primary Sense

These settings are stored in the users Windows profile and are copied to any computer if Roaming User Profiles are set up on your network.

Advanced Settings
Advanced Settings
Advanced Settings

The Command Timeout and Environment settings should only be changed if directed to by Primary Sense support staff. These are set to the following defaults:

Command Timeout 300 Seconds
Environment PHM

Click the OK button to save your settings, otherwise click Cancel to exit the Settings window.

Starting Automatically

To ensure that Primary Sense Desktop starts everytime that you logon, you will need to add a shortcut to it in your startup folder.

First locate the Primary Sense Icon on your desktop

Primary Sense Icon
Primary Sense Icon

Now right click on the icon and click Copy

Primary Sense Icon Right Click
Primary Sense Icon Right Click

Now you need to open your own startup folder. Do this by pressing the Windows key and then typing shell:startup followed by Enter

Open Startup Folder
Open Startup Folder

You should now be presented with your startup folder.

Startup Folder
Startup Folder

Now you need to right click within the Startup Folder and then click Paste

Paste Icon into Startup Folder
Paste Icon into Startup Folder

You should now have the Primary Sense icon in your Startup Folder.

Icon in Startup Folder
Icon in Startup Folder

If not then start the process again

Verify Setup

Right-click the notification icon and click Verify Settings to verify:

Results of the verification tests will be displayed in a log list window. Click the Log File button to open the daily log file in the default text editor. Double-click an entry in the log list to display more details, for example to view an error log entry.

Verification Log List
Verification Log List
Updates

When the Primary Sense Desktop application starts it will automatically check to see if an update is available. If an update is available, the update will be applied automatically.

Troubleshooting

If the latest version is not installed, Check for Updates and install the latest version.

If the database connection fails, use the Database Connection settings to set up and test the database connection.

If the Primary Sense API connection fails, check your network, internet connection or firewall.

If you have recently updated Medical Director to a new version, the PHNUser user may have lost access to the database. See Database Connection - Medical Director for a script to run to fix this issue.

If Primary Sense is using excessive database resources or otherwise causing an issue, please right-click and select Exit to close the application and contact Primary Sense Support.