General

Is all of my data retained through an upgrade to my server?
When a Privia server is upgraded, the file store and the database are both retained.  The upgrade process does modify the database to alter the tables for t...
Wed, Apr 5, 2017 at 8:26 AM
Is my local Privia cache retained after a client upgrade?
When the Privia Platform Client is uninstalled, the local cache will also be lost. This includes local versions of documents recently viewed and more import...
Tue, Oct 9, 2018 at 5:27 PM
How do I change my compatibility mode settings for IE 9, 10 and 11?
There are a number of reasons why a browser may need to be set to Compatibly mode. Any servers that are 5.8 need to have Internet explorer, particularly 10 ...
Tue, Mar 21, 2017 at 12:57 PM
How do I log on to the Pure Web Client?
When the Privia Platform client is installed and a user is connected with Internet Explorer 9, 10, or 11, a Privia icon will appear in the task-bar. If the ...
Tue, Oct 9, 2018 at 5:19 PM
How do I log on to the Platform Client?
There are three steps to logging in to the Platform Client: Step 1: Must have the Client Installed In order to Log on to the Platform Client you must f...
Tue, Oct 9, 2018 at 5:16 PM
How do I log on to the Enhanced Web Client?
When the Privia Platform client is installed and a user is connected with Internet Explorer 9, 10, or 11, a Privia icon will appear in the task-bar. If the...
Fri, Mar 24, 2017 at 1:02 PM
What is the Privia User Options tool?
The Privia User Options is an application that is installed with the Privia Platform Client.  It can be found in the Start menu under the Privia node.   ...
Wed, Apr 5, 2017 at 11:09 AM
What is the Privia Profiler?
The Privia Profiler is a tool that is installed with the Platform Client.  It can be located in the Start menu under the Privia node.   The Privia Profi...
Wed, Apr 5, 2017 at 8:52 AM
What is the Privia Process Designer?
What is the Process Designer Tool The Process designer is a tool used to view and modify Privia processes.  This tool is typically only used by individ...
Fri, Apr 7, 2017 at 9:15 AM
What is the Privia Administrator Tool?
The Privia Administration tool is delivered with every Privia server and can be downloaded by any user. A user must be set up as a Business Administrator in...
Fri, Mar 24, 2017 at 12:31 PM