11. Oasis Health Checks

OASIS Best Practice Health Check – Report Building Process
Step 1 – Appointment Diary Information

1. Open Bomgar
2. Remote in
3. Focus OASIS
4. Click Appointment Book/Calendar icon on left of OASIS
5. Click "Scheduler" in list that appears next to icon.
6. When the scheduler has opened up, look at the top of the book for a series of boxes. Click the box in the far left corner to set appointment book back to default "main view"

1. Count columns in appointment book and take note of which columns are not an actual Dentists Diary. We will need to exclude these later.
2. Click preferences near the bottom left of the OASIS navigation panel (LHS of screen)
3. Click the "My Time" Tab
4. Select "Scheduler view lines" from the list of options (near the top)
5. Select Main view from the list that appears in the pop up box
6. Look at the Doctor entity numbers
7. Take note of the Doctor Entity numbers of the columns needing to be excluded. We need these to put into the report building tool in the next step

Step 2 – OASIS Data Extraction tool (Report building)

1. Click 'File transfer' tab on Bomgar
2. In right panel, locate OASIS install folder: (Computer -> C: drive - > OASIS) if it isn't there, be sure to create it.
3. Create folder inside OASIS folder called ODE
4. In left panel, navigate to local ODE location (Default Directory\Customer Success - Documents\SOE Development (ODE and DDE)\ODE (OASiS Data Extract) V4.1.11\Redistributable)
5. Copy ODE setup.exe across by highlighting this file, right clicking and selecting 'upload'
6. Install the ODE.exe by running it with the default settings
7. Run the OASIS Data Extraction tool once installed
8. Enter data into the fields as per ODE tool guide.
9. You can enter 0's in "average number of working days in a month" + "average number of hours worked in a day" (This can be calculated later in the report spreadsheet)
10. Start the ODE by clicking "EXTRACT" and wait for this to finish – If it hangs, be patient, it can take up to 10 minutes to extract. Although it may fail to grab any data at all.
11. Transfer the text file back across to your local machine via File transfer tab in Bomgar into a local folder on your machine to be imported in to the health check document.

Step 3 - Prepare template

1. Copy the Oasis Health Check template from (Default Directory\Sales - Documents\03 Lead Gen & Bus Review\01 Health Checks\01 Templates) into your local folder)
2. Open OASIS Health Check template
3. Navigate to ODE tab. Be sure to be in cell A1, select 'Data' in excel top navigation and select 'from file'
4. Load up the text file from your local machine, ensure you select the 'comma' option.
5. In the ODE tab, add in hours available to work. (hours worked in a week x 48 working weeks). These must be inserted using the HH:MM:SS format like 148:00:00 for 148 hours available in a month.
6. Navigate to the Data Tab and update the months from A35 to A46 to reflect where the health check has collected the data points between. You will need to put in the practice details in cell A2 and check the print sheet is suitable for the client.
7. Save the finished product in the relevant state folder (Default Directory\Sales - Documents\03 Lead Gen & Bus Review\01 Health Checks) using the format YYMMDD Practice Name – Oasis Health Check – your initials

Ta Da!