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Add-on: Image Bridge

Updated

Description

Follow this guide to setup offices that are adding on an image bridge to their database.

 

Background

Netsuite Tasks

Update Module Activation

  1. In Netsuite, search for the user.
  2. Next, click on Module Activations in the customer record.
  3. Click on New Module Activations.
  4. In the name field, enter Image Bridge.
  5. For the add-on module, select Imaging Bridge from the drop down menu.
  6. Select the down arrow for 'Imaging Bridge', and select which device or software the office will be bridging too.
  7. In the module status field, select 'Fully Activated'.
  8. Click on Save.


Update Task
 

  1. Under tasks, edit the task for the mailroom group.
  2. Mark the task as completed.
  3. Click on Save.


Instance Activation

  1. In the instance activation, Ctrl + F to search for the database. In Netsuite, there is an entry for the CurveHeroDatabase. This is what you are searching for.
  2. Click on the instance name.
  3. Check bridging.
  4. Click on Save Configuration.


Create Ticket
 

  1. Log into Kayako.
  2. Create New Ticket.
  3. Select as a User and click on Next.
  4. In the user field, type in the first and last name of user or database name.
  5. In the subject line, type add on: Image Bridge.
  6. For the owner, select a customer service expert.
  7. For the status, select in-progress customer service.
  8. For module, select Image.
  9. For origin, select Internal.
  10. In the Reply contents, enter a message that the office has purchased Image Bridge. Please connect with the office to assist with bridge setup..
  11. Below the reply contents, uncheck phone ticket and send autoresponder.
  12. At the top of the ticket, click on create.

 

Steps to Follow

Netsuite Tasks

Update Module Activation

  1. In Netsuite, search for the user.
  2. Next, click on Module Activations in the customer record.
  3. Click on New Module Activations.
  4. In the name field, enter Image Bridge.
  5. For the add-on module, select Imaging Bridge from the drop down menu.
  6. Select the down arrow for 'Imaging Bridge', and select which device or software the office will be bridging too.
  7. In the module status field, select 'Fully Activated'.
  8. Click on Save.


Update Task
 

  1. Under tasks, edit the task for the mailroom group.
  2. Mark the task as completed.
  3. Click on Save.


Instance Activation

  1. In the instance activation, Ctrl + F to search for the database. In Netsuite, there is an entry for the CurveHeroDatabase. This is what you are searching for.
  2. Click on the instance name.
  3. Check bridging.
  4. Click on Save Configuration.


Create Ticket
 

  1. Log into Kayako.
  2. Create New Ticket.
  3. Select as a User and click on Next.
  4. In the user field, type in the first and last name of user or database name.
  5. In the subject line, type add on: Image Bridge.
  6. For the owner, select a customer service expert.
  7. For the status, select in-progress customer service.
  8. For module, select Image.
  9. For origin, select Internal.
  10. In the Reply contents, enter a message that the office has purchased Image Bridge. Please connect with the office to assist with bridge setup..
  11. Below the reply contents, uncheck phone ticket and send autoresponder.
  12. At the top of the ticket, click on create.

 

Additional Information

Netsuite Tasks

Update Module Activation

  1. In Netsuite, search for the user.
  2. Next, click on Module Activations in the customer record.
  3. Click on New Module Activations.
  4. In the name field, enter Image Bridge.
  5. For the add-on module, select Imaging Bridge from the drop down menu.
  6. Select the down arrow for 'Imaging Bridge', and select which device or software the office will be bridging too.
  7. In the module status field, select 'Fully Activated'.
  8. Click on Save.


Update Task
 

  1. Under tasks, edit the task for the mailroom group.
  2. Mark the task as completed.
  3. Click on Save.


Instance Activation

  1. In the instance activation, Ctrl + F to search for the database. In Netsuite, there is an entry for the CurveHeroDatabase. This is what you are searching for.
  2. Click on the instance name.
  3. Check bridging.
  4. Click on Save Configuration.


Create Ticket
 

  1. Log into Kayako.
  2. Create New Ticket.
  3. Select as a User and click on Next.
  4. In the user field, type in the first and last name of user or database name.
  5. In the subject line, type add on: Image Bridge.
  6. For the owner, select a customer service expert.
  7. For the status, select in-progress customer service.
  8. For module, select Image.
  9. For origin, select Internal.
  10. In the Reply contents, enter a message that the office has purchased Image Bridge. Please connect with the office to assist with bridge setup..
  11. Below the reply contents, uncheck phone ticket and send autoresponder.
  12. At the top of the ticket, click on create.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

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