Update PMS Information

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This page is useful for Health Care Facilities who are looking to update their Practice Management Software (PMS) information. Through HCAI, a Facility can change their submission method, update their PMS vendor name, or reset their PMS password.

In order to update your Facility's PMS information, you must have the Facility Administrator role assigned.

Do I have the Facility Administrator role? When logged in to HCAI, Facility Administrators are able to view the Manage tab and the Facility Management sub-tab.

Jump to:

• How do I reset my PMS password?
• How do I update my PMS Vendor name?
• How do I change my HCAI submission method to PMS?
• FAQ

How do I reset my PMS password?

1. Sign in to www.hcai.ca.
2. Go to the Manage tab and Facility Management sub-tab.
3. Scroll down the page to the HCAI Submission Method section. (View screenshot)



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4. In the HCAI Submission Method section, click the “Reset Password for PMS User” button.
5. You will be redirected to the PMS User Name and Password Confirmation screen, and emails containing the password reset link and PMS user name will be separately sent to the Authorizing Officer’s email address.
6. Follow the instructions in the password reset email to set your PMS password.
7. Send the user name and  password to your PMS vendor.

The Facility’s Authorizing Officer must provide the user name and password to your PMS Vendor.

How do I update my PMS Vendor name?

1. Sign in to www.HCAI.ca.
2. Go to the Manage tab and Facility Management sub-tab.
3. Scroll down the page to the HCAI Submission Method section.
4. Update the “PMS Vendor” field with your PMS Vendor name. (View screenshot)



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5. Click “Save” to complete the process.

How do I change my HCAI submission method to PMS?

1. Sign in to www.HCAI.ca.
2. Go to the Manage tab and Facility Management sub-tab.
3. Scroll down the page to the HCAI Submission Method section.(View screenshot)



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4. Beside “Practice Management System (PMS) Integration” select the “Yes” radio button.
5. Enter the name of your PMS Vendor and enter your PMS User Name in the fields provided.
6. Scroll to the bottom of the page and click “Save”.
7. You will be redirected to the PMS User Name and Password Confirmation screen, and emails containing the password link and PMS user name will be sent to the Authorizing Officer’s email address.
8. Follow the instructions in the password reset email to create the PMS user account password.
9. Send the user name and  password to your PMS vendor.

The Facility’s Authorizing Officer must provide the user name and password to your PMS Vendor.

FAQ

Who do I contact if I have any questions about the upcoming HCAI release?

If you use PMS for your submissions, all HCAI-related questions should be directed to your PMS Vendor. HCAI can’t assist your Facility in the PMS software update process. Information on upcoming HCAI changes can be found on the Recent News page.

FSRA is releasing a new version of an OCF. Will this affect my submissions?

If your PMS is not updated for the new OCF version, you will experience submission errors when using the old form. Contact your PMS Vendor to learn what steps they are taking to ensure your PMS is updated accordingly.

Since HCAI’s recent system release, I’m receiving errors when I try to submit OCFs. What should I do?

Contact your Vendor to ensure your software is properly updated. During the update process, you can also submit OCFs using the HCAI web application at www.hcai.ca. To learn about submitting OCFs via the web application you can review the step-by-step learning resources on the Provider Support page.