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Configure your Computerfor athenaNetSafari version 8.0+ on OSX . 2 Configuring your Mac. 2 Required Settings for athenaNet in Safari . 3 Configuring Safari . 3 Clearing your cache in Safari . 5Safari (iPad/iPhone) on iOS8. 7Chrome . 10 Required Settings for athenaNet in Chrome . 10 About athenaNet Device Manager . 10 Automatically Configure Chrome. 10 Manually Configure Chrome. 12 Automatically clear your cache in Chrome. 14 Manually clear your cache in Chrome. 14Internet Explorer (IE) . 16 Configuring your PC. 17 Required Settings for athenaNet in Internet Explorer . 18 Configure Internet Explorer. 19 Configure Internet Explorer Using athenaNet Device Manager. 19 Configure Internet Explorer Using ActiveX Technology . 20 Automatically clear your cache in Internet Explorer with ADM . 24 Manually clear your cache in Internet Explorer . 24The process of configuring your computer for athenaNet should take just a few moments. If you have trouble making any of the necessarychanges, please contact your IT department for assistance.Before beginning, you need to verify that you have administrative rights (Windows only). If you do not have administrative rights, please workwith your IT department to ensure that your computer is configured appropriately. To verify this: 1. Click Start 2. Click control panel 3. Click User accounts 4. Click Manage User Accounts. If you’re an administrator it should display on the page pictured below. © 2015 athenahealth, Inc. athenahealth.com

Configure your Computer for athenaNetSafari version 8.0+ on OSXConfiguring your Mac 1. We recommend disabling Swipe between pages on your Mac: a. Click the Apple menu b. Select System Preferences c. Select Trackpad d. Select More gestures e. Unclick the checkbox next to Swipe between pages2. Enable Full Access Keyboard a. Click the Apple menu b. Go to System Preferences c. Select Keyboard d. Choose Shortcuts tab e. Toggle Full Keyboard Access to All controls© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 2 of 25

Configure your Computer for athenaNetRequired Settings for athenaNet in SafariBelow is a summary of all athenaNet support settings with both a description of the setting and the supported value that should be set in Safari.You should set these settings manually following the instructions in the Configure Safari section.Settings Reason Supported ValueAllow pop-ups Allow pop-ups to display OnAuto-fill forms Automatically fills form fields with previously entered data OffSave passwords Allows your browser to save passwords OffDefault print margins Sets the default page margins for printing 0.25”Configuring Safari 1. Verify that you are using Safari 8.0+ a. Open your Safari browser b. Click Safari c. Click About Safari 2. Allow pop-up windows Configure your Computer for athenaNet - Page 3 of 25 a. Click Safari b. Select Preferences c. Click Security d. Uncheck Block pop-up windows© 2015 athenahealth, Inc.

Configure your Computer for athenaNet3. The autofill feature should be disabled before using athenaNet because it introduces the potential to autofill information where it is not intended. To disable this feature: a. Click on Safari in the program menu and select Preferences in the drop-down menu b. Click on the Autofill tab in the Preferences drop-down menu c. Click on each of the check boxes next to the autofill options to deselect them, turning off the autocomplete for each options4. Set your print margins a. Click Safari b. Click File and select Print. Make sure that your default printer is selectedc. Click the Paper Size dropdown and select Manage Custom Sizes© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 4 of 25

Configure your Computer for athenaNet d. In the Non-Printable Area section set all the margins to .25. You can set a name for your custom paper size as well. e. Click OKIf you’re unable to create a custom size, please reach out to your IT department for help.Clearing your cache in Safari 1. Open Safari 2. You need to enable the Develop menu. If you already see it, skip to step 6. Otherwise, click Safari 3. Click Preferences 4. Click Advanced 5. Click Show Develop menu in menu bar© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 5 of 25

Configure your Computer for athenaNetSafari (iPad/iPhone) on iOS8Full athenaNet is accessible on the iPad via a link on the login page. Clicking the link will take you to the standard athenaNet login page.We recommend using the iPad to access mobile Clinicals for out of office workflows. To use mobile Clinicals, just log in from the page picturedbelow. To switch between the two, you will need to log out and log back in using the appropriate login page.1. Verify that you are using iOS8 a. Click Settings b. Click General c. Click Software update. We recommend using the latest version of iOS82. Disable the Open New Tabs in Background setting a. Click Settings b. Click Safari c. Turn Open new tabs in background off© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 7 of 25

Configure your Computer for athenaNet3. Set block cookies to Third Parties and Advertisers or Allow from Websites I Visit. a. Click Settings b. Safari c. Block Cookies should be set to From Third Parties and Advertisers or Allow from Websites I Visit depending on your OS version4. Enable Javascript a. Click Settings b. Safari c. Advanced d. JavaScript should be set to On 5. Disable pop up blocking Configure your Computer for athenaNet - Page 8 of 25 a. Click Settings© 2015 athenahealth, Inc.

Configure your Computer for athenaNetb. Safaric. Block pop ups should be set to Off6. For older iPads we recommend using locking rotation. This function is optional and may not be available a. Click Settings b. General c. Use Side Switch should be set to Lock Rotation (this allows you to use the switch on the side of the iPad next to the volume buttons to lock rotation of the screen)7. athenahealth strongly recommends that you close all applications other than Safari when using athenaNet on your iPad or iPhone a. Double-click the round home button on your device. This will show all the applications that are running. b. Swipe upwards on each application to close it. Leave Safari open.© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 9 of 25

Configure your Computer for athenaNetChrome1. Verify that you are using the latest version of Chrome a. Open your Chrome browser b. Click the Chrome menu button on the browser toolbar c. Click About Google Chrome. Chrome will determine if an update is available and perform the update if necessary2. Verify that you are not logged into Chrome with your Google Account a. Open your Chrome browser b. Click the Chrome menu button on the browser tool bar c. Sign in to Chrome button will appear if you are not logged into Chrome. You can now properly configure Chrome for use with athenaNet. If not, continue to step 4. d. Disconnect your Google Account button will appear if you are currently logged in with your Google account. Click this button to sign out of Chrome. A second window will appear. e. Click Disconnect account f. You should now see the Sign in to Chrome button. You can now properly configure Chrome’s settings for use with athenaNet.Required Settings for athenaNet in ChromeBelow is a summary of all athenaNet support settings with both a description of the setting and the supported value that should be set in Chrome.If you are using a PC, you should set these settings automatically by downloading athenaNet Device Manager and running the configurebrowser functionality available on the login screen or the Configure Browser admin page. More information is available in the AutomaticallyConfigure Chrome section. Otherwise, you can also set these settings manually following the instructions in the Manually Configure Chromesection.Settings Reason Supported ValueAuto-fill forms Automatically fills form fields with previously entered data OffSave passwords Allows your browser to save passwords OffAllow pop-ups Allow pop-ups to display OnDefault print margins Sets the default page margins for printing 0.25”About athenaNet Device ManagerathenaNet Device Manager (ADM) is an application that runs on your computer and manages the modules that athenaNet functionality needsto integrate with your computer.When ADM is downloaded and running, ADM allows you to automatically configure the browser’s settings for use with athenaNet and to clearthe browser’s cache.Note: ADM only works with Chrome on PC and Internet Explorer 10 or greater. 1. Download ADM from the athenaNet login screen. Note: Depending upon your practice’s settings, you may need to work with your IT department to download ADM. a. Display the athenaNet login screen (https://athenanet.athenahealth.com)© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 10 of 25

Configure your Computer for athenaNet b. Click the Configure browser link. A new tab will open. c. In the athenaNet Device Manager section, click the download installer link next to the Version field in the athenaNet Device Manager section. d. Double-click the file that appears in your downloads bar. e. Complete the installation wizard. f. ADM is now installed onto your computer. 2. When ADM is properly installed and running on your computer, you should see the following in the athenaNet Device Manager section: a. Note: If you do not see this status or are having additional issues, please see Using athenaNet Device Manager for troubleshooting steps.Automatically Configure Chrome 1. Display the athenaNet login screen2. Click the Configure browser link. A new tab will open.3. Confirm you see the following in the athenaNet Device Manager sectionNote: If you see a download installer link, see the athenaNet Device Manager section for more information. If you do not see this link and areinstead having other issues, see the Using athenaNet Device Manager for troubleshooting steps.© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 11 of 25

Configure your Computer for athenaNet4. Click the Update Settings button5. Click OK6. Your browser is now properly configured for athenaNet. If you want to confirm that your settings have been properly set, click the Configure browser link on the athenaNet login screen.7. You should see a green success message in the Browser Setting sectionManually Configure Chrome 1. Disable autofill and save password functionality a. Click the Chrome menu button on the browser toolbar b. Select Settings c. Click Show advanced settings and find the Passwords and forms section d. Deselect the Enable Autofill to fill out web forms in a single click and the Offer to save your web passwords checkboxes2. Allow pop-ups. Many features in athenaNet open in pop-up windows, so it is important to disable pop-up blockers in Chrome. To do so: a. Click the Chrome menu button on the browser toolbar b. Select settings c. Click show advanced settings d. Click content settings under privacy e. Under popups click Allow all sites to show pop-ups© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 12 of 25

Configure your Computer for athenaNet f. Save changes3. Setting your print margins in Chrome a. Open your chrome browser b. Hit Ctrl+P c. In the Margins dropdown select Custom d. Chrome defaults to margins of .4”. Use the margin lines in the print preview to set all margins to .25”© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 13 of 25

Configure your Computer for athenaNetAutomatically clear your cache in Chrome 1. Display the athenaNet login screen 2. Click the Configure Browser link. A new tab will open 3. Confirm you see the following in the athenaNet Device Manager section:Note: If you see a download installer link, see the athenaNet Device Manager section for more information. If you do not see this link and areinstead having other issues, see the Using athenaNet Device Manager for troubleshooting steps. 4. Click Clear Cache 5. Click OKManually clear your cache in Chrome 1. Open your Chrome browser 2. Click the Chrome menu button on the browser toolbar 3. Click Settings 4. Click Show advanced settings 5. Under Privacy click Clear browsing data 6. In the Obliterate the following items from: dropdown specify the beginning of time 7. Make sure that Cookies and other site and plug-in data and Cached images and files are both checked© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 14 of 25

Configure your Computer for athenaNetInternet Explorer (IE) 1. Before configuring, please verify that you are using a supported Windows Operating System (OS). You can use this link or go to windows.micosoft.com and search Which windows operating system am I running to determine which version of Windows you have on your computer. As of August 2014, athenahealth supports Windows Vista, Windows 7 and Windows 8. See the athenaNet Technical Requirements for up-to-date technical specifications. a. If you are using Windows XP, we recommend that you upgrade as soon as possible to ensure that you are compliant with HIPAA. b. If you use Windows 8, as of August 2014, we do not support Metro Mode. 2. Next, please verify that you are using a supported browser version. As of June 2015, we support IE10 and IE11. See the athenaNet Technical Requirements for up-to-date technical specifications a. To access this information, click the gear in the upper right hand corner and select About Internet Explorer. This option is also available under the help menu. A popup window will open showing the version of IE you are using.3. While you are verifying that you’re using a supported browser, verify that you are using the 32-bit version of Internet Explorer (IE) and not the 64-bit version. If you are using the 64-bit version, it should say “64-bit Edition” the right of the version number. If you are using the 64 bit version, you should switch to the 32-bit version. You should be able to find a shortcut to the 32-bit version in your start menu, but you can also try the following navigation path. a. Click Start menu and select Computer b. Click Local Disk (hard drive) c. Click Program files (x86) d. Select the Internet Explorer folder and Click iExplore Once there, you can easily pin this application to your task bar by clicking the icon, holding the left mouse button down and dragging it near the start menu before releasing.© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 16 of 25

Configure your Computer for athenaNetConfiguring your PC 1. Update your screen resolution – athenaNet supports screen resolutions of 1024 x 768 or higher a. Right click on your desktop b. Select Screen resolution c. Ensure that your Resolution dropdown is set to an option higher than 1024x768 2. Disable IE toolbars - Make sure that no IE toolbars are installed, such as Google, Yahoo, Bing, or MSN. These toolbars can interfere with athenaNet functionality. If they are installed, there are two ways to remove them a. Removing the Application i. Click the Start menu in the lower left corner of your screen ii. Select Control Pane iii. Click Add or Remove Programs iv. Find the toolbar(s) in the list you want to remove, and click the Change/Remove button to un-install it b. Disable the toolbar in IE i. Open Internet Explorer ii. Click Tools. If the menu doesn’t appear, click the alt key to reveal it iii. Select Manage Add-ons iv. Select Toolbars and Extensions and disable the toolbars from here© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 17 of 25

Configure your Computer for athenaNetRequired Settings for athenaNet in Internet ExplorerBelow is a summary of all athenaNet support settings with both a description of the setting and the supported value that should be set in InternetExplorer. You should set these settings by following the instructions available in the Configure Internet Explorer section. For the specific registrykeys that are set for each setting, see here.Setting Description Supported Value Require manual configuration with ActiveX TechnologyBlock pop-ups Blocks pop-ups from appearing. OffAdd the following to the Protected Sites list: Allows athenaNet, WebEx, Community, the Learning On Portal, and our Secure Payment site to access computer ⋅ *.athenahealth.com files. ⋅ *.webex.com ⋅ *.community.athenahealth.com ⋅ *.csod.com ⋅ https://secure.athenahealthpayment.comTrusted sites security level Sets the security level of sites that are listed in Protected Low Sites.Allow cookies from the following: Allows your browser to remember previous visits to On athenaNet & the Learning Portal. ⋅ *.athenahealth.com ⋅ *.csod.comAllow Internet Explorer to enter compatibility mode Allows your browser to render pages in an older version Off of Internet Explorer if needed.Compatibility mode sites Allows listed sites to render in compatibility mode if Any other value than needed. athenahealth.comSave encrypted pages Save encrypted pages to the Temporary Internet Files Off cache. Automatic configuration with ActiveX TechnologyUnderline hyperlinks Underline all hyperlinks OnCache update frequency Determines how often your browser checks for new Once per session versions of a page.Auto-fill forms Automatically fills form fields with previously entered Off data.Show Javascript error dialogs Displays dialog box when there is a Javascript error on Off the page.Show error pane Displays the Developer Tools pane when there is an Off error on the page.Ask to remember passwords Asks for permission to save passwords each time one is Off entered.Auto-fill passwords Automatically fills password fields with a previously Off entered password.Show Javascript debugger Displays the Javascript Debugger when there is a Off Javascript error on the page.Default homepage Sets the default homepage when you open your http://athenanet.athenahealth.c browser. omAutomatically check for updates Automatically checks for browser updates. OnPrint page backgrounds Includes page backgrounds when printing. OnOpen links in new window Opens hyperlinks in a new browser window. OffOpen .xls files in Excel Opens .xls files in Microsoft Excel. On© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 18 of 25

Configure your Computer for athenaNetDefault print margins Sets the default page margins for printing. 0.25\"Default page header/footer NoneCheck for newer cached pages Set a header and footer to print with each page. AutomaticallyCache passwords OffSave temporary internet files Automatically checks for more recently cached pages. OffAllow file downloads On Set passwords to cache on login.Ask to download files On Save content in the Temporary Internet Files cache.Scale printed pages in Adobe Reader Actual Allows you to download files from your browser. Asks for permission each time you download a file from the browser. Scales the content of a PDF when printed from Adobe Reader.Configure Internet ExplorerYou can automatically configure all settings for Internet Explorer by downloading athenaNet Device Manager and running the configurebrowser functionality available on the login screen or the Configure Browser admin page. More information is available in the Configure InternetExplorer Using athenaNet Device Manager section.Otherwise, you can follow the old configuration steps which requires you to set some settings manually and the remaining settings can be setautomatically using ActiveX technology. These instructions can be found in the Configure Internet Explorer Using ActiveX Technology section.Configure Internet Explorer Using athenaNet Device ManagerSee the athenaNet Device Manager section for more information about athenaNet Device Manager (ADM).Note: ADM will only work with Internet Explorer 10 or greater. 1. Display the athenaNet login screen 2. Click the Configure browser link. A new tab will open. 3. Confirm you see the following in the athenaNet Device Manager sectionNote: If you see a download installer link, see the athenaNet Device Manager section for more information. If you do not see this link and areinstead having other issues, see the Using athenaNet Device Manager documentation for troubleshooting steps.© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 19 of 25

Configure your Computer for athenaNet4. Uncheck any optional settings that you do not want to set.5. Click the Update Settings button6. Click OK7. You should see a green success message in the Browser Settings sectionConfigure Internet Explorer Using ActiveX TechnologyManually Configure Internet ExplorerIn order to configure Internet Explorer using ActiveX technology, you first have to manually configure six settings. 1. Disable pop-up blockers - Many features in athenaNet open in pop-up windows, so it’s important to disable pop-up blockers on your computer in IE. To do so: a. Click Tools. If the menu doesn’t appear click the alt key to reveal it b. Click Pop-up Blocker and select Turn off Pop-up Blocker. This allows all the athenaNet pop-up windows to function properly c. Close out of all IE pages you have open, including athenaNet to make sure that settings are applied 2. To ensure that athenaNet features work correctly, you need to add athenahealth URLs to your trusted sites and set the security level for trusted sites to Low a. Open Internet Explorer b. Important: you must clear your cache before proceeding. See Clearing your cache in Internet Explorer c. Click Tools. If the menu doesn’t appear click the alt key to reveal it d. Select Internet Options e. Click the Security Tab f. Click the Trusted Sites icon g. Click the Sites button. This opens a new window h. Ensure that the Require server verification (https:) for all sites in this zone checkbox is not selected i. Add the following sites: i. *.athenahealth.com (athena) ii. *.webex.com (Support) iii. *.community.athenahealth.com (Release Center / Suggestion Board) iv. *.csod.com (Learning Portal) v. https://secure.athenahealthpayment.com (CCP) Note - if you get a warning saying the https prefix is needed, unchecking the Require server verification (https:) for all sites in this zone checkbox should resolve it© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 20 of 25

Configure your Computer for athenaNet j. Click the Close button to save your additions. This brings you back to the Security Tab of the Internet Options dialog box k. Drag the slider on the left down to Low l. Click the Apply button m. Click OKNote: If for any reason you cannot save changes to your Internet Explorer options, you should contact your IT department3. Set your Per Site Privacy Actions to support athenaNet a. Open Internet Explorer b. Click Tools. If the menu doesn’t appear click the alt key to reveal it c. Select Internet Options d. Click the Privacy tab e. Click the Sites button. A new window opensf. Type each of the following sites in to the address of website field: i. athenahealth.com ii. csod.comg. Click the Allow buttonh. Click OK© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 21 of 25

Configure your Computer for athenaNet4. For security purposes, do not save content or encrypted pages to the Temporary Internet Files cache a. Open Internet Explorer b. Click Tools. If the menu doesn’t appear click the alt key to reveal it c. Select Internet Options d. Click the Advanced tab e. Scroll down to the Security section f. Deselect the checkbox next to Do Not Save Encrypted Pages to Disk g. Select the checkbox next to Empty Temporary Internet Files Folder when browser is closed h. Click the Apply button at the bottom if you made any changes i. Important! Close all IE windows so that your changes take effect5. Disable Compatibility Mode for athenaNet a. Open Internet Explorer b. Click Tools. If the menu doesn’t appear click the alt key to reveal it c. Select Compatibility View settingsd. Confirm that Display all websites in Compatibility View is uncheckede. If you have added athenaNet to your websites in Compatibility View, please remove itf. If athenaNet is setup as an intranet site, please uncheck Display intranet sites in Compatibility View© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 22 of 25

Configure your Computer for athenaNetNote: If you continue to have issues with compatibility mode, you should work with your IT department to ensure that your organization does nothave a group level policy that is forcing athenaNet to compatibility mode.Automatically Configure Internet ExplorerAfter you have manually configured the above settings in Internet Explorer, you should then use the Configure Browser tool to automaticallyconfigure the remaining settings. The Configure Browser tool uses ActiveX technology. 1. Open the athenaNet login screen (https://athenanet.athenahealth.com).2. Click Configure browser.3. Click click here. Note: This page will only appear for users on Internet Explorer 10 or greater. If you are not using one of these Internet Explorer versions, please skip this step.4. Click OK. A new window pops up5. Click Configure Browser. A message appears confirming your browser has been configured Note: If a script error occurs after clicking the Configure Browser link, your Windows security settings may be set too high. You want to contact your IT department for help with this. If you get a script error referencing a .xls script error, just click through it, and you should see athenaNet has been properly configured message. This is ok; it means your computer may not have Excel, though athenaNet works properly without it.© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 23 of 25

Configure your Computer for athenaNet 6. Click OK 7. Important: Close all Internet Explorer windows so that your changes take effectAutomatically clear your cache in Internet Explorer with ADMYou can use ADM to automatically clear your cache in Internet Explorer. This feature is only available for users on Internet Explorer 10 orgreater. 1. Display the athenaNet login screen2. Click the Configure Browser link. A new tab will open3. Confirm you see the following in the athenaNet Device Manager section:Note: If you see a download installer link, see the athenaNet Device Manager section for more information. If you do not see this link and areinstead having other issues, see the Using athenaNet Device Manager for troubleshooting steps. 4. Click Clear Cache 5. Click OKManually clear your cache in Internet Explorer 1. Open IE 2. Click Tools. If the menu doesn’t appear click the alt key to reveal it 3. Click Internet Options 4. On the General tab under browsing history click Delete 5. Check Temporary Internet files and website files and Cookies and website data 6. Uncheck Preserve Favorites website data© 2015 athenahealth, Inc. Configure your Computer for athenaNet - Page 24 of 25