Updating MacPractice will ensure you receive the most recent version and build of our software. 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.
Note: If you are updating from MacPractice 4.1 or earlier, please contact MacPractice Support before taking any action. Explain which version you intend on updating from, and we will put you in contact with one of our specialists who will need to assist you with this process.
If you are updating from 4.4, we still advise that you contact MacPractice Support to give you guidance on the hardware requirements and the process.
Finally, the update process can take awhile. Be sure to set aside plenty of time for this process to complete! This is especially the case when updating from Gen 7 to Gen 9.
How to Update MacPractice
On the Server Computer:
- 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.
- You should be prompted to update when logging in to the server. You can manually check for updates in the MacPractice Menu > Update MacPractice.
- In the Update window, you will see Release Notes and a Change Log, along with a button to Download & Install. Click this button.
- 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.
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.
For detailed instructions please see the Updating MacPractice Installation documentation.
Changes in 5.1
If you're updating to MacPractice Version 5.1, note that there are some changes that you'll want to be aware of immediately. For a video guide on several differences going from Version 4.4 to our latest offerings, please refer to our Changes From MacPractice 4.4 to 7.3 video article.
In MacPractice 5, each MacPractice installation (desktop or app) will need to be paired with the MacPractice Server using a passcode the first time you connect a client to the Server. When a MacPractice installation attempts to connect to the MacPractice Server, a 4 digit passcode is generated and remains open for 60 minutes. The instructions within the prompt include the passcode and the expiration time. On the MacPractice Server, enter the passcode in Preferences > Database Access as shown in the instructions. The device will be added to the Database Access list and paired with the MacPractice Server. For more information, see the Database Access Preference or the Installing the MacPractice Client documentation.
The Code Mapping feature in MacPractice 5 connects different codes systems to one another so that they can translate across unique MacPractice features such as billing, clinical summary export, and ePrescribe interaction checks. Some practices that do not use multiple code systems will require minimal Code Mapping, as long as the Problems, Assessments, and Billing Diagnosis code systems have been set to the same system in Preferences > Code Mapping. We generally suggest ICD-9, as the only requirement for many practices is that payers require this code system for claims. Review the Code Mapping documentation for more information and configuration instructions.
After you've updated, you will need to update your Care Slip codes to the coding system you've set in your Coding Preference. A Care Slip can be updated by clicking the Update to Coding Preference in the Diagnoses tab of the Care Slip Reference, however it is important to note that you will need to update ICD-9 codes before you update Custom codes. Also note that you can now only add billable diagnoses to the Care Slip.