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MacPractice Updating Guide

Updating MacPractice will ensure you receive the most recent version and build of our software. This helps because you'll have new features and any software fixes are included in the newest builds. Updating does not cost anything; however, you do need to take into consideration all of the variables that affect your system.

Considerations

What Build or Version Should I Update To?
We always recommend staying on the most current released build. However, if you need to check which builds match with the hardware that you have available, please check out this page.

To see what's new in the updated versions of MacPractice, check out the Release Notes Page.

MacPractice automatically releases minor updates to your office. For example, if you already are on 10.7.18, we may release 10.7.19 for performance enhancements when it is available.

Software and Hardware Requirements
If you are considering getting new computers, please check the System Requirements page for full details about which computers would be compatible with each generation of MacPractice.

You will also need to check compatibility for any other office hardware or software. Here are some things to consider when Updating with Digital Radiography, as there are times when MacPractice works with an OS but your other equipment will need additional time or updates.

How Do I Get an Update?
Some updates are automatically released. Any update with new OS or memory requirements will be released upon request.

  1. Let MacPractice technical support know you'd like the update. You'll be sent an email with information about the update.
  2. Once you verify that your office computers meet these requirements, you can email us at updates@macpractice.com or call our Support line at (877) 220-8418. You can also click the bubble in the MacPractice software in the lower right corner to either create a Support ticket, or talk to our Chat Support Team.
  3. Some updates do require an additional step.
    1. Updating to Gen 10 or Gen 11 will require you to run the Accounting Migration Report in 7.3 first.
    2. If you are updating from a build of 4.4 or below, please contact MacPractice Support for information and assistance.

Planning When to Update
Updates may take some time, all staff members will be unable to use the software during the process, and a backup must be made prior to the update. For these reasons, it is best to plan an update when it will not cause disruptions to your schedule.

Minor updates, like 10.7 to another build of 10.7, should be quick. Updates between generations typically take longer.

Preparing for an Update 

  • If you need to access the download or help site at any time during the update, you will need your serial number. Your MacPractice serial number can be obtained from MacPractice menu > About MacPractice.
  • You will need the Mac OS X Administrator password and the MacPractice Database Encryption password to complete any update.
  • Choose a time to complete the update when you will not need the software for daily functions. For example, you may wish to update when your practice is not seeing patients.
  • The update may take several hours, depending on your internet connection, database size, and computer specifications. Once you start the update, you will not be able to access your MacPractice data until the server has been updated. Once the server computer has updated, you will be able to access your data on the server, but client computers will be unable to access the database until they have also completed the update.
  • MacPractice recommends updating while logged in to the computer as a Mac OS X administrative user. Updating while logged in as a standard Mac OS X user may prevent Attachments and Digital Radiography/Imaging files from migrating to the new version.
  • Only use Ethernet. Wi-Fi is not a suitable connection for downloading the update.

 

 

How to Update MacPractice
You'll first need to update your Server computer. After the Server has been updated, your Client computer will be prompted to update the next time they log in. All copies of MacPractice must be running the same build of MacPractice in order to connect with each other. The computers can be running different builds of macOS as long as all are compatible with the version of MacPractice.

On the Server Computer, make a backup:

  • Before updating, make a backup of your MacPractice data and confirm all computers in your office have quit MacPractice. For more information on creating backups, please refer to this page of the Backups Guide on Creating Manual and Automatic Backups.
    • Make sure your backup is either not encrypted or you have verified the encryption password prior to starting this process. 

Update the Server Computer:

  • You should be prompted to update when logging in to the server. You can manually check for updates in the MacPractice Menu > Update MacPractice.
    • If you are updating your system but you've changed computers, follow the instructions for a server migration.

Screen_Shot_2017-02-28_at_9.58.23_AM.png

  • In the Update window, you will see Release Notes and a Change Log, along with a button to Download & Install. Click this button.
    Screen_Shot_2019-03-25_at_3.27.13_PM.png
  • The installer should run automatically when this file finishes downloading. However, you will need to ensure MacPractice is closed after the update installer starts, in order for the installer to complete updating the software.
    If the installer does NOT start immediately, there will be a ServerUpdate or Server file that was downloaded into your Downloads folder or the Desktop.
  • Once the installation completes, log in to MacPractice on the server. Enter the Security password to gain access to your database.
  • Update the database, if prompted. Warning: Do not force-quit during the database update as doing so could potentially damage your data.

Additional Steps on the Server

On your Client Computers:

  • Visit each client computer and log in to MacPractice. You will be prompted to download the update from the server.
  • In the Update window, you will see Release Notes along with a button to Download & Install. Click this button. If the updater does not start once downloaded, double click on the XXXClient.pkg file to launch the client installer, and follow the instructions in the installer.
  • You may now log in to each computer once the update finishes.

Additional Steps

  • Check In, Clipboard, and iEHR also have to be updated to match the current build of MacPractice. Please verify that you've installed the compatible iPad apps from the App Store.

 

Generally, updating MacPractice as soon as possible is preferable as it will allow you to use the best version of the software. However, the decision on whether or not to update right away may need to be balanced with factors such as your office schedule, patient appointments, and the availability of your IT professional. Please reach out to the technical support team with any questions.

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