Update PracticeWorks CS Dental Software (Jordan Dental)

Check system requirements

Make sure all computers - server and workstations - meet the minimum system requirements of PracticeWorks CS before continuing.

The system requirements and technician installation guide should have been emailed to the primary contact at the practice ahead of scheduling. Ask them to forward this email or share its attachments with you so you can proceed. If they did not receive an email with this information, you will find it on the download site.

To find the documentation if you don't already have it:

1. Go to https://softwaredownload.csdental.com/en-US/
2. Login with the customer ID and ZIP code (see section at bottom of this article or check in PCRT; if not found, ask the primary contact for this information)
3. Scroll to the bottom of the download page and click the link for additional resources
4. Select PracticeWorks -> Support Documentation
5. Find the Installation Guide and System Requirements article

Ensure a backup has been made

Every Practice will have their own backup process. Verify that a recent backup was made (nightly, ideally) before proceeding.

Jordan Dental

1. Connect to HARDEESERVER via ScreenConnect
2. Open the "Windows Server Backup" program
3. Verify that the latest nightly backup occurred successfully

Get the installer

1. On the server computer, go to https://softwaredownload.csdental.com/en-US/
2. Login with the customer ID and ZIP code
3. There should only be one download listed on this page - download it now

Update the server

Follow the "Updating the Server" section in the PracticeWorks Technician's Installation Guide

• During the update process, you will be prompted to get a "release code" to continue the installation. If you are unable to obtain a release code over the internet (the default option) then try again by choosing the "contact support" option and reach out to PracticeWorks support with the information provided on the "Release Code" form you get when you choose the "contact support" option

When the server is updated, run the workstation update on the server as well since it needs to have the updated workstation client as well

Update workstations

Updating workstations after updating the server is the same process as installing a PracticeWorks CS on a new workstation

1. On the workstation, navigate to the PracticeWorks share (normally, P:\data but it can be found at \\server-name\PWORKS\data as well, where servername is the name of the server)
2. Open the WSetup folder and run Setup.exe
3. Complete the setup process
   1. If the installation gives you a warning/error at the end about Pervasive SQL not running on the server, press Escape to close the popup and ignore it. The program installed correctly and will work correctly despite the error
4. Open PracticeWorks CS after the computer reboots and observe that it is now on the new version
5. Login and verify that you can contact the server by pulling up entries on the calendar or letting an employee check to make sure the update applied correctly

Workstation not working after update

If for any reason the workstation's copy of PracticeWorks isn't opening after the update, restart the computer and run the workstation installer again.

For example, the 10.1 update at Jordan Dental installed on most computers without issue, but some required 1-3 additional attempts of running the workstation installer to get it to take. Just keep trying. If it doesn't install correctly after 3 attempts, consider reaching out to support.

Customer IDs

The customer ID is a 6-10 digit number given to the dental practice from PracticeWorks. It will be in the email that was sent to the practice instructing them to do an update, or the practice should have it on file if it's not listed here or in their PCRT group

• Jordan Dental: 0000974298, 27858