If you need to access your data offsite when you don't have access to an active internet connection, it is possible to simply create a copy of your data to edit and then import back into your live Genie. The following article outlines the method for Copy Data Script.
Before you begin
Copy Data Script is available for all versions of Genie, however if you're on Genie 8.5.9 or above, Database Replication is the recommended method for copying your data to use offsite.
In most cases the Copy Data Script method will work but if it doesn't, it will be necessary to speak to your IT representative (not Genie) about setting up a script manually. Genie Solutions will not set up or support third party file and folder synchronisation programs (e.g. RSynch, SilverKeeper etc). The installation and configuration of these programs is solely the responsibility of the practice concerned or their nominated IT representative.
In File > Maintenance & Reports, Administrator tab, you will find the icon below.
Clicking on this will bring up a 'Create batch copy file' window where you are able to navigate to your Genie folder on the server using the Browse button.
If you would like to be able to view scanned images while you are offsite, tick Copy any new images. If you are required to enter a username and password when you connect to your server across the network then you can store it in this window by ticking the Store your username and password tick box. If you do not want to store your username/password, you can enter them in each time you run the copy data script.
When you click on Create, an icon will be created on your desktop for you to use each time before you go offsite.
Please note: If you have an all Macintosh network then the name of the hard disks on the client machines must be different to that of the server e.g. If both hard disks are named 'Macintosh HD' the copy data script will not work. Consider renaming one of the hard disks to 'Macintosh_HD' or something similar.
When offsite, launch Genie Solo, the single-user version of Genie. You will be asked if you would like to start offsite logging (provided you have Remind me to start Offsite Logging ticked in your User Preferences, File > User Preferences).
If logging is successfully started, you will receive a confirmation message and a small window will open in the top right of the screen indicating the size of the log and logging status.
If Genie is unable to start offsite logging, you will receive an error message that logging has not started. The usual reason for failure is that the network and single user versions of Genie have different version numbers, or that you haven't taken a fresh copy of the data file. In either of these cases you will not be able to use offsite logging unless the problems are rectified.
When the offsite logging process begins, Genie creates a text file in the Offsite Log Folder, which is in the Genie folder on the laptop. This file is named using the current date and time, in the format of year, month, day, hour, minutes, seconds.
For example, the log file shown here was created on 11/07/2019 at 12:15:10.
This is so that you can easily find a log from a particular day, and secondly, so that when a number of logs are imported back into the main database, they are imported in the correct chronological order.
Note: The log file is just a text file. It can be opened and examined with any word processor.
You should keep an eye on the logging status window to ensure that logging doesn't stop for any reason. You can re-commence logging if necessary by selecting File > Start Offsite Logging. To stop offsite logging, Quit Genie (File > Quit). You can log as many sessions as you like before the data is imported back into the main database.
When you return to your rooms and connect to your main database by launching the Genie Client application, Genie checks the Offsite Log Folder to see if there are any new logs. If so, you will be asked if you would like to import them. Click Yes.
Genie will then import the log(s) and make the changes in the main database.
Once the log has been imported it is moved into an Archive folder within the Offsite Log Folder, so that it can be opened and viewed if there have been any problems with the import.
The data file on your laptop is marked as 'tainted' once the log is imported. You will not be able to use this copy of the data file for further offsite logging. Before going offsite again you must get a fresh copy of the data file.
Offsite logging only deals with patient's clinical data. It does not log any billing entries. This doesn't mean you can't generate invoices and receipts while offsite. You can still do this, however it will not be captured in the logging process so these will need to be re-entered in your live database manually.
Not all clinical data can be logged. The table below shows which records can be added, deleted or modified.
Please note: as a general rule, offsite logging should not be used to create templates, menus and checklists. It is primarily designed for reviewing and modifying existing patient information, and should not be used to set up your practice workflows and procedures while away from the practice.
|Any Billing or Account Holders||No||No||No|
|Address Book Letters||No||No||No|
|Allergy Choice List||No||No||No|
|Documents (not letters)||Yes||Yes||Yes|
|Images & Attachments||No||No||No|
|Laboratory Doctor Codes||No||No||No|
|Look Lists e.g. Dosage||No||No||No|
|My Health Record Information||No||No||No|
|Pathology Results||No||Yes||Yes (i.e. link)|
|Pathology Tests List||No||No||No|
|Social & Family History||Yes||No||No|
|Sites of Service||No||No||No|