Version 2.1 Users Guide

Last Updated: October 31, 2010
Copyright 2010 ProSoft Practice Solutions LLC. All rights reserved
Table of Contents Getting Started.. 4

Introduction

.... 4.... 4

Installing the Program

Launching the Program....10
Navigating Through Confidant 2.1. 11

The Program Tabs....11

Client Management.. 15
Adding a New Client....15 Updating an Existing Client...16 The Client Information Page....17 Multiple Printing Options....18 3rd-Party Contact Information Page...18 Insurance Information....19

Session Page.....20

Pre-Loaded Session Text...21 Creating a New Session....21 Deleting a Session....23 Tracking Number of Authorized Visits...23 Recording Duration of Sessions...24 Payment Details Screen....25 Diagnostic Info - Axis I & II

... 26

Diagnostic Info - Axis III & IV

... 28.. 29... 30

Diagnostic Info - Axis V & Notes Saving an Invoice or 2500 Form Scheduler

..... 32

Settings.... 33 Attachments..... 33

Reports.... 35

Session Notes Reports.... 35 Patient Information Report Income Report Tools

... 36

..... 38

.... 39... 39.... 40

Data Export & Import
Data Backup & Recovery
Using Confidant 2.1 on a Network... 41

Troubleshooting... 42

Getting Started
Confidant is an intuitive, effective and low-cost practice management and billing solution for mental health professionals. It handles your: Scheduling Session notes Billing DSM-IV (Multiaxial) CPT Codes (2010) Med Tracking CMS-1500 Forms Customized Invoices Personalized Appointment Reminders Psychosocial History Treatment/Discharge Plan. And More.
We believe that the best way to get to know Confidant is to use it. But for those of us who just have to have a Users Guide (and most of our programmers are in that group!), we present this document.
1. To install the program (whether its the FULL version or the TRIAL version), click on the Confidant download link. ( Click on Click Here in the following image.)
A box will open asking Do you want to run or save this file? Click on Run. (See following image.)
3. The program will then start to install. A dialog box will open, showing the progress of the installation.
Another box will then open, asking if you want to run this software? Click Run.
A box containing a message welcoming you to the Confidant setup program will then open. Click on Next at the bottom of the box.
The program download will begin.
A box may then open asking Are you sure you want to run this software? Click on Run.
The final installation will now take place -- you're almost done! After the installation has completed a message will appear: Confidant Setup has completed successfully. Click Finish.
Note: In some cases, you may see the following (or similar) message during the installation process:
If you do, repeat Steps 1 and 2 above but, in Step 2 do NOT click on Run. Instead, click on Save.
The Confidant program file will then be saved onto your computer. Once it is, a box will open informing you that Download Complete. Click on the Open Folder button.
A box will open, and your Confidant folder will be highlighted. Right click on the Confidant folder and then on Run as Administrator.
Then continue from Step 4 above.

Launching the Program

1. Once the program has been loaded, it can be opened at any time by clicking on the Confidant icon on your computer desktop. Alternatively, you can click on Confidant in your list of programs. (These shortcuts were automatically created during the installation process.)

Confidant desktop icon

The program will then open.
3. You will have the option to install Confidants built-in PDF printer onto your computer. Follow the simple directions on the screen if you wish to install it. 4. You will then be prompted to enter a user name and a password (and to retype your password to confirm that you have entered it correctly). Your Login ID is case sensitive. Please bear this in mind when choosing it. You will need to enter it EXACTLY the same way each time you start the system. It is important that you carefully save your user name and password. To help ensure the security of your data, you will need to enter this user name and password each time you open Confidant. (If you should happen to misplace your login ID or password, see Lost ID/Password in our Troubleshooting section below.) 5. After you enter your user name and password, you will be prompted to enter your business information. Enter as much or as little information at this point as you wish; you will be able to revise your business information later on and as often as youd like. 6. Thats all there is to it! Now you are ready to get started!

Navigating Through Confidant 2.1
You will find that many Confidant features are available on more than one menu. This redundancy is intended to make the user experience more intuitive and less complicated.

The Program Tabs

When you open Confidant 2.1, you will notice a row of tabs at the top of the program: these tabs are entitled:
CLIENT REPORTS BILLING MENTAL HEALTH PRACTICE FORMS
TOOLS SETTINGS USER MAINTENANCE HELP
The functions contained within each of these tabs are illustrated below. The Client Tab
Exit the Confidant program
Start a new session for the selected client
Click on the pull-down menu for a complete list of your clients
Click to view & schedule client appointments
Search clients & sessions (by client names, demographics, diagnoses, etc.) Audit-trail feature (summarizes all changes made to your Confidant data)
Click to open a file for a new client

The Reports Tab

Generate invoices Exit the (for one, Create a Confidant several, or complete program all of your HCFA 1500 form clients)
Generate a variety of helpful reports, for one or multiple clients

The Billing Tab

Create client invoices for one or multiple clients
Click to enter payments you receive from your clients or to write off amounts owed Create a report showing the billing history for any or all of your clients for any time period you choose
Create a report showing your total income for any time period you choose
Create 1500 forms for one or multiple clients

The Tools Tab

See a master list of all behavioral health CPT Codes
Scroll through a list of services provided and match them with the appropriate CPT Code
Export your Confidant data to a flash drive or other storage medium Import your Confidant data from a flash drive or other storage medium
Backup your Confidant data to a designated location on your computer & retrieve it whenever you want to
See a master list of DSM-IV Axis I & II Diagnoses
Click to download the latest Confidant updates (This feature is not yet functional.)

The Settings Tab

Click to open the Settings card containing invoice settings, Form 1500 settings, backup settings, and more
Click to change the data file you are viewing
Click to create a new file for your Confidant data

The User Maintenance Tab

Click to open the User Maintenance card where you can create new users, change passwords and retrieve Login IDs
The Mental Health Practice Forms Tab
Click the pull-down arrow to select the form youd like to use (Forms include Treatment Planner, Treatment Plan Review, Biopsychosocial History, Med Tracking & Discharge Report)

The Help Tab

Click to view information about the version of Confidant that you are using
Click to view the latest Confidant users guide

Client Management

Adding a New Client
To add a client to Confidant (whether it is your very first client or your 1000th): Select the Client tab. Then click on New Client.
A blank client record will then open.
Enter as much, or as little, information as you want to. You can always add to, or
edit, the information later on. (See "Updating an Existing Client.")
Updating an Existing Client
To add or edit client information in Confidant: Select the Client tab. Then click on the pull-down Select Client menu. The names of your clients will appear in the Select Client window (in alphabetical order, based on their last name see highlighted window in the image below).
Tip: If you do not wish to scroll through your entire client list to locate a particular client, you may use the following method to quickly locate a client name: place your cursor anywhere inside the Select Client window; Left click on your mouse, and start typing the last name of the client you wish to locate.
Once the correct client name appears in the window, click on Show Selected Client and the Client Information page for the designated client will open.
The Client Information Page
This page contains the basic client information:
You can use the Client ID field to create a unique identifier for each client. (If you do not choose your own ID, the system will automatically generate a unique one for each client.)
Enter your session notes in this field. (As you type the field expands to accommodate your text.)
Use the Begin Date field to record when you first started treating this client. Click on Print Invoice to create an invoice for the selected (or any other) client.
Use the Basic Charge field to facilitate billing: this standard billing rate will be the default rate used for each of your sessions. ( Of course, you can always change it for a given session.)
Various printing options (described below under "Printing Options")
The Last Updated field automatically tracks when the record has most recently been changed.
Click on Print Patient Info to create a succinct, but detailed, information page for the selected client.
Click on Client Intake Form to print a comprehensive intake form in a user-friendly format that you can have your client complete in your waiting room before her initial session.
Multiple Printing Options
Click on the Print Patient Info button to view and/or print the current clients contact and diagnostic information. Click on the Print Invoice button to create and print an invoice for one or all of your clients, to cover services performed within any date range you specify. Click on the Print Label or Print Envelope buttons to create and print mailing labels or address an envelope for the designated client.

3rd-Party Contact Information Page
This page contains additional contact information for your client.
If this field is checked, the invoices for this client will be sent directly to the contact.
If this field is checked, the invoice will be sent to the client, with a copy sent to the contact.

Insurance Information

This section of Confidant allows you to enter insurance coverage information, for both primary and secondary coverage. Enter as much, or as little, insurance information as you want to. You can always add to, or edit, the information later on. The options listed in the Types of Insurance drop-down window are identical to those listed on the HCFA 1500 Form.
Click the Yes box and the Other Insurance Coverage section will open

Session Page

This section contains detailed session information for all of your clients. It contains various pull-down menus that allow you to quickly enter the session details, including Service Facility, Service Provided, CPT Code, and Place of Service.
Select from the choices listed in the pull-down Service Provided menu, and Confidant will automatically populate the pull-down CPT Code list with a corresponding list of codes. Navigate from session to session using these arrows
Record your session notes and retain them safely and securely
Click on this button to see printable session notes for the selected client
Click on this button to see printable payment details for the selected client and session (see next section for more details)
See the total number of sessions for the selected client
Click to create a new session
Click to delete a session

Pre-Loaded Session Text

When you open a new session, it automatically copies the text that you entered in the most recent session for that client this is done because, as many clinicians have commented, it makes the task easier if you tend to repeat many of the same entries as you did in the previous session.

Creating a New Session

There are 3 ways to create a new session with Confidant 2.1: 1. Click on the Client tab. Then, with the correct clients name appearing in the menu window, click on the New Session for Selected Client button.
2. On the Session page itself, click on the New Session button (at the bottom of the page). (See illustration on next page.)
3. Open the Scheduler (which can be accessed under both the Client and Tools tabs). Once you enter an appointment, you can click on the Create Session button.

Deleting A Session

A session can be deleted by clicking on the Delete button located at the bottom right of each Session page. (See illustration below.) After you press the button, a confirmation screen will open, helping ensure that you do not accidentally delete any sessions.
Tracking Number of Authorized Visits
Confidant 2.1 allows you to track the number of authorized sessions that remain for each of your clients, and then reminds you when authorizations are almost used up.
Simply enter the number of authorized visits into the Total # Authorized window at the bottom right portion of the Session page, and then press the Tab key on your keyboard.
As new sessions are created, the number of remaining sessions automatically decrease. When there are only two remaining authorized sessions, and you create a new session, a warning box will appear, informing you that only one authorized session remains.
When there are no remaining authorized sessions, and you create a new session, a warning box will appear, informing you that no additional authorized sessions remain.
Recording Duration of Session
If you wish to record the length of a session, simply enter the number of minutes into the Length of Session window at the bottom right portion of the Session page.

Payment Details Screen

The Payment Details screen contains payment information for the currently active session for the selected client. It is accessed by clicking on the button on the Session page.
The Amount Charged can be changed by entering a different dollar amount into this field.
Click these buttons to print an invoice for the selected client or a customized invoice for multiple clients.
Enter the payments you receive in the appropriate window. The total amount paid is automatically calculated. You can also enter payments received, as well as amounts written off, on the Record Payments Received page, detailed below.
Tip: You can use the Amount Paid (Other) and Billing Notes fields to save additional payment information, such as partial payments or insurance payments. Once you enter the session charge in the Amount Charged window and the amount paid in any of the Amount Paid windows, you will see that the various payment fields in the 1500 Form (Fields 28, 29 & 30) are pre-populated with the correct dollar amounts.
Diagnostic Information Axis I and Axis II
On the Diagnosis (Axis I-II) page you can enter and retain your Axis I and II diagnoses, (including DSM codes), customize your Axis I and II drop-down menus, and more. For Axis I diagnosis, you may enter up to 4 diagnoses. For Axis II, you may enter up to 3 diagnoses. For each diagnosis, you may either type in your own text, or select a diagnosis from the built-in comprehensive drop-down menus. These diagnoses will then be retained in your permanent files -- and because the various components of Confidant are interactive, your diagnoses will also automatically be copied onto your invoices and 1500 forms.

Please see next page for illustration of Diagnosis (Axis I II).
Click on the arrows to choose from the preloaded pull-down menus of Axis I and II diagnoses. Use the Edit buttons to add/remove specific diagnoses to/from your pull-down menu lists.
Confidant comes with three built-in invoice formats. Click on the Invoice Type pulldown menu to choose the format you want: Basic (No DSM) neither the DSM Codes nor any descriptive language will appear on your invoice; Concise DSM (Codes Only) only the DSM Codes will appear on your invoice, with no descriptive language; Detailed DSM (Codes & Description) the DSM Codes, with descriptive language, will appear on your invoice.
Diagnostic Information Axis III and Axis IV
On the Diagnosis (Axis III-IV) page you can enter and retain your Axis III and IV diagnoses. For Axis III, you may enter up to 3 diagnoses. For Axis IV, you may enter up to 5 diagnoses. For Axis III, you type in your own text, and for Axis IV, you may either type in your own text, or select a diagnosis from the p r e - l o a d e d drop-down menus. These diagnoses will then be retained in your permanent files -- and because the various components of Confidant are interactive, your diagnoses will also automatically be copied onto your invoices (but not onto your 1500 Forms since they do not contain Axis III or IV diagnoses).
Diagnostic Information Axis V and Notes
On the Diagnosis (Axis V and Notes) card you can enter and track your client's Axis V Scores.
Click anywhere in the date field and a handy calendar icon will appear, allowing you to enter a date quickly and easily.
Each time you enter an Axis V score a new line will appear to allow you to enter a future score.
Click on the Axis V lookup button to see a reference table for the GAF anchors.
And because the various components of Confidant are interactive, your Axis V diagnoses will automatically be copied onto your invoices.
Saving an Invoice or 1500 Form
You may wish to save an invoice or 1500 Form that you have created for your files or to reprint at a later time. These forms can be saved in a few short steps: 1) With your 1500 Form or invoice open on your screen, click on the PDF or XPS button, located at the top portion of the PRINT PREVIEW page (highlighted in the following image).

2) A screen will open. Please insert a file name of your choosing (in the window indicated by the arrow in the following image); click on Standard and then on the Publish button. (And note the location of the file to which the invoice or 1500 form is being saved.)
3) The invoice / 1500 Form will then be saved on your computer, as in the image below (where the form was saved under Documents). You can also choose to save the document onto a flash drive.
4) Once the document has been saved, you may wish to permanently attach it to your clients electronic file. To do this, open the Attachments page (located under the Client tab), and clicking on the Attach File button.
5) A list of your files will then open (see image below). Locate the file you just saved and double-click on it will the left button on your mouse.
6) The file will then be saved as a permanent part of your clients electronic behavioral
health records (see image below) and can be accessed at any time by clicking on the file name.

Scheduler

Confidant 2.1 helps you schedule your patients and clients appointments with ease. To open the scheduler, click on the View Schedule/Calendar button located under the Client and Tools tabs (see image below).
Once the Scheduler opens, the various pull-down menus, which automatically are pre-loaded with your customized information, make it easy to schedule appointments. And once you schedule an appointment, simply click on the Create Session button (see image below) and a session card for that client and selected date will open. If you wish to print a handy reminder for your client, click on the Print Reminder button underneath the scheduled session (see image below).

Settings

A large variety of Confidants settings can be customized by you. To access the Settings feature, click on the Settings tab and then on the Settings button.
From the Settings card you will be able to crate your business settings, additional address settings, invoice settings, backup settings, Form 1500 settings and appointment settings.

Attachments

On the Attachment page, you can attach documents to your client's file. These will then become part of your client's records and can easily be accessed by you.
Simply click on the Attach File button and a browser window will open -- allowing you to choose from any documents that are saved on your computer. In the event you wish to attach a document that is not contained on your computer, it is necessary that you first scan in that document.

Reports

Confidant offers you various helpful reports that can easily be viewed on your computer monitor and/or printed on your attached printer.

Session Notes Report

Session Notes can be printed in one of two ways: 1. On the individual client/single session level - At any point you may print a clients specific session notes from that client's Session page. Simply click on the session notes icon:
2. T o p rint a number of session notes, for different clients and/or for different
session dates, click on the Session Notes button under the REPORTS tab.
After you choose this option, a screen will open listing all of your clients in alphabetical order. You can select one or more of your clients, or "All" clients, whose session notes you wish to print. You can specify a range of session dates that you wish to include. If you do not specify any date range, then all sessions will be included. Then click OPEN to open the session notes -- they will appear on your screen, with each client beginning on a new page. To move from one page to the next, click on the arrow at the bottom of the Session Notes. To print, click on the print icon at the top left of the screen and all the session notes you have just opened will print out on your computer's attached printer.
Patient Information Report
Patient Information can be printed in one of two ways: 1. On the individual client level - At any point you may print a specific clients patient information by going to the Client Information page for that client (located under the Client tab) and clicking on the Print Patient Info button at the bottom of the page. (See image below.)
2. To print p atient i nformation reports for several different clients at once, click on the Patient Information icon under the REPORTS tab.
When you choose this option, a page will open on your screen that lists all of your clients in alphabetical order. You can select one or more of your cli ents, or "All" clients, whose patient information you wish to print.
Click OPEN to open the patient information reports -- they will appear on your screen, with each client beginning on a new page. To move from one page to the next, click on the arrow at the bottom of the Session Notes. To print, click on the print icon at the top left of the screen and all the session notes you have just opened will print out on your computer's attached printer.

Income Report

A helpful Income Report can easily be created by clicking on the Income Report icon under the REPORTS tab.
After you click on the Income Report icon, a window will open. You can then enter the date range which you would like the income report to cover.

After entering the desired date range, click on the OPEN button. Your income report, which will appear on your screen, provides you with a simple overview of the number of
sessions conducted, the amount charged, the amount paid, the amount written off, and an aging summary. (See image below.)
The tools that come pre-loaded in Confidant 2.1 include:

Data Export and Import

Confidant allows you to export your data. This will allow you, for example, to use the system on more than one computer and to keep your data current at all locations. When you export your data, you will be able to include data changed after any date that you specify.

Exporting Data

When you export Confidant data, you will need to provide a file location and name. It is recommended (although not required) that you use the file names suggested by the system. By default, Confidant recommends a file name based on the current date. (For example, when exporting client data on O c t o b e r , , the system will suggest a file named confidant_data_export_10312010.accdb) This will make the files easier for you to identify later for importing. To accept the default file name, simply press <Enter> or click on the Save button.

Importing Data

When you import data: If you are importing a record that already exists, all data will be overwritten with the updated data. If you are importing a record that does not exist, a new record, containing the imported data will be created.

Data Backup and Recovery

Confidant 2.1 will automatically remind you to periodically backup your data. How often you are reminded is determined by what you specify under Backup Settings (located under Settings in the Settings menu). By default, the system will remind you every 14 days. Data recovery is meant to restore your data in the event of total system failure (i.e.: a computer cr a sh ) or to assist you in migrating your current data to a new system (e.g.: you purchase a new computer) by backing up all of your Confidant data to a flash drive or other external storage device.

The Backup Process

When you backup your data, you are prompted to enter a file name. It is recommended that you e i t h e r accept the suggested file name or choose a name that is easy for you to remember. This will make it easy for you identify the proper files when recovering the data. After you complete the backup process, Confidant will save the backup date and remind you when the elapsed suggested backup time has passed.

The Recovery Process

When you choose to recover your data, click on the Retrieve Data button (located under the Tools t a b ). You will be asked to specify the source file that is to be recovered (i.e.: the backed-up file that you now wish to copy into your database). At any point, you may choose not to recover a particular table by clicking on the Cancel button rather than entering a file name and clicking Save. This will not cancel the entire recovery process, only the backing up of the current table. Note that the recovery process is meant to be used after a fresh installation of the Confidant system when all the data tables are, in essence, empty. If you attempt to recover data into non-empty tables, the recovery may result in error messages being generated. Typically, this happens when you attempt to import a record that already exists in the target table. If this happens, the problem source record from the backup file will simply not be written to the table, but the recovery process will not be halted. Although not recommended, you can use this method to recover data that has been accidentally deleted from the system. After the data has been recovered, you may proceed to use the system as usual.
Using Confidant 2.1 on a Network
If you have your PCs networked, with a central server that you use to store and share files, you can configure Confidant to share the data among multiple computers. If you are unsure, please contact your IT professional for help in setting up this aspect of the software. Prior to attempting this procedure, p l e a s e backup your data file. The first step is to locate your current Confidant data file. By default, this file is stored in C:\Confidant_2\confidant_data.accdb. You can move or copy this file out to the share file area on your server. Then, open Confidant. If you moved the file, you will be prompted to Locate the Confidant Data File. You can browse the server and locate the file. Press the Open button when you have found the file.

If you copied the file, in the Confidant menu, click the Settings tab and click the Select Database File icon. You will be prompted for the location of the data file as described above. Once you browse and select the data file, your Confidant software will point to the data file on the server. This procedure must be repeated for each PC that you would like to use Confidant, sharing the same data. By default, each PC is setup to use the data file on their local hard drive unless you choose a different location. Please be sure to backup the file on the server on a regular basis.

Troubleshooting.

Problem MISSING DATA:
You open Confidant, and find that your client list is empty all of your client data seems to have disappeared. You click on the Select Client window and it is empty.

Solution:

Step 1. Click on the Settings tab and then on the Select database File
STEP 2. A screen will open that looks similar to the one in the following image. Locate the file called BackendDataFile and click on it.
STEP 3. Another screen will open it contains a listing of the data that you have previously added to your Confidant program. Please look for the data file entitled confidant_data_[date].accdb (circled in the image below) and click on it. (If you see more than one data file with this name, then click on the one with most recent date.)
STEP 4. Confidant will then reopen and you may be asked to login again. Please do so.
STEP 5. You should find that your data has been loaded into Confidant !
Problem MISSING ID/PASSWORD: You cant remember your Login ID or your password, and
Confidant is not allowing you access without a correct Login ID and password.
Step 1. Click on the User Maintenance button (located under the User Maintenance tab) (see image below).
Step 2. A User Maintenance screen will then open. It will list each of the Login IDs that you have entered under the heading User Name. By looking through the list of user names you should be able to quickly locate your missing Login ID.
Step 3. If you forgot your password, or you wish to change the password associated with any particular Login ID, check the box under the heading Admin and then click on the Change Password button. A new screen will open, on which you can enter your new password. (See image below.)

Problem CANT DOWNLOAD PROGRAM: YWhen you attempt to download Confidant, you
receive an error message as follows:
Solution: Please see pages 8-9 above.

THE END

System Requirements

The MVI69-DNPSNET module requires the following minimum hardware and software components: Rockwell Automation CompactLogix or MicroLogix processor, with compatible power supply and one free slot in the rack, for the MVI69DNPSNET module. The module requires 800mA of available power. Important: The MVI69-DNPSNET module has a power supply distance rating of 2 (L43 and L45 installations on first 2 slots of 1769 bus). Important: For 1769-L23x processors, please make note of the following limitations. 1769-L23-QBFC1B = 800mA at 5Vdc (1 MVI69-DNPSNET will use all 800mA of available power. No other modules can be used with an MVI69 module connected to this processor). 1769-L23E-QB1B = 1000mA at 5Vdc (1 MVI69-DNPSNET will use 800mA of available power. One other module can be used on this rack provided it consumes less than 200mA at 5Vdc. 1769-L23E-QBFC1B = 450mA at 5Vdc (no MVI69 module can be used with this processor) Rockwell Automation RSLogix 5000 (CompactLogix) or RSLogix 500 (MicroLogix) programming software Rockwell Automation RSLinx communication software

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MVI69-DNPSNET CompactLogix or MicroLogix Platform Distributed Network Protocol Interface Module Pentium II 450 MHz minimum. Pentium III 733 MHz (or better) recommended Supported operating systems: o Microsoft Windows XP Professional with Service Pack 1 or 2 o Microsoft Windows 2000 Professional with Service Pack 1, 2, or 3 o Microsoft Windows Server Mbytes of RAM minimum, 256 Mbytes of RAM recommended 100 Mbytes of free hard disk space (or more based on application requirements) 256-color VGA graphics adapter, 800 x 600 minimum resolution (True Color recommended) CD-ROM drive HyperTerminal or other terminal emulator program capable of file transfers using Ymodem protocol.

Package Contents

The following components are included with your MVI69-DNPSNET module, and are all required for installation and configuration. Important: Before beginning the installation, please verify that all of the following items are present.
Qty. 1 Part Name MVI69DNPSNET Module Cable Cable inRAx Solutions CD Part Number MVI69-DNPSNET Part Description Distributed Network Protocol Interface Module
Cable #15, RS232 Null Modem RJ45 to DB9 Male Adapter
For RS232 Connection to the CFG Port For DB9 Connection to Module's Port Contains sample programs, utilities and documentation for the MVI69-DNPSNET module.
If any of these components are missing, please contact ProSoft Technology Support for replacement parts.

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If the operate command is used with the Null relay (00), the module will operate on the point as single point control. The following table describes the module's behavior:
Point Index in Command 15 Point in Database Controlled Bit 0 in BO database Bit 10 in BO database Bit 15 in BO database
If the operate command is used with the close relay selected, the module will operate on the first bit of the two database bits associated with the point. The following table describes the module's behavior when the close relay is selected:
Point Index in Command Point in Database Controlled Bit 0 in BO database Bit 2 in BO database Bit 20 in BO database Bit 30 in BO database
If the operate command is used with the trip relay selected, the module will operate on the second bit of the two database bits associated with the point. The following table describes the module's behavior when the trip relay is selected:
Point Index in Command Point in Database Controlled Bit 1 in BO database Bit 3 in BO database Bit 21 in BO database Bit 31 in BO database
It is important to note that the trip and close relays are linked in the module. If a latch-on command is sent to the close relay its bit will be set and the associated trip relay bit will be cleared. Because the single-point and dual-point control database share the same memory area, caution should be exercised to prevent control of one area by another. This can be accomplished by careful design of the system. The dualpoint database could be isolated from the single-point database. For example, DNP point index 0 to 9 could be used for the dual-point database and correspond to bits 0 to 19. The single-point control points would then start at DNP point index 20 which corresponds to bit 20 of the database. Using this technique, the MVI69-DNPSNET module will not require any configuration for the new dual-point control, and the module will be backward compatible for current customer applications.
[DNP Slave Binary Inputs]
This section of the configuration file overrides the Class 2 binary database points.

Choose the com port to use from the dropdown list, and then click the Download button. The module will perform a platform check to read and load its new settings. When the platform check is complete, the status bar in ProSoft Configuration Builder will be updated with the message "Module Running".

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Ladder logic is required for application of the MVI69-DNPSNET module. Tasks that must be handled by the ladder logic are module data transfer, special block handling and status data receipt. Additionally, a power-up handler may be needed to handle the initialization of the module's data and to clear any processor fault conditions. The sample ladder logic, on the ProSoft Solutions CD-ROM, is extensively commented, to provide information on the purpose and function of each rung. For most applications, the sample ladder will work without modification.

Module Data Objects

All data related to the MVI69-DNPSNET is stored in one user defined data type, containing data transfer and status data, and the DNP datasets. Any time an array's size is altered in the RSLogix 5000 software, all the data in the object can be set to zero. Because the array sizes may need to be adjusted for the data types in an application, the user defined data should be adjusted prior to the module being placed in service (if the default configuration does not contain enough data points for the application). An instance of each data type is required before the module can be used. This is accomplished by declaring variables of the data types in the Controller Tags Edit Tags dialog box. Each object is discussed in the following topics.
3.1.1 DNPModuleDef Object
The DNPModuleDef object contains all the MVI69-DNPSNET module status data and data transfer variables. The object has the following structure.
Name Status Data CMDcontrolbits ReadClock WriteClock BI_Events AI_Events BP Data Type DNPSlvStat DNPData DNPCMDBits DNPClock DNPClock DNPBIEvntBlk DNPAIEvntBLK DNPBackplane Description

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MVI69-DNPSNET CompactLogix or MicroLogix Platform Distributed Network Protocol Interface Module Each of these object types are discussed in the following topics: DNPSlvStat

If you are still not able to establish a connection, contact ProSoft Technology for assistance. Navigation All of the sub-menus for this module contain commands to redisplay the menu or return to the previous menu. You can always return from a sub-menu to the next higher menu by pressing [M] on your keyboard. The organization of the menu structure is represented in simplified form in the following illustration:

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The remainder of this section shows you the menus available for this module, and briefly discusses the commands available to you. Keystrokes The keyboard commands on these menus are almost always non-case sensitive. You can enter most commands in lower case or capital letters. The menus use a few special characters ([?], [-], [+], [@]) that must be entered exactly as shown. Some of these characters will require you to use the [Shift], [Ctrl] or [Alt] keys to enter them correctly. For example, on US English keyboards, enter the [?] command as [Shift][/]. Also, take care to distinguish capital letter [I] from lower case letter [l] (L) and number [1]; likewise for capital letter [O] and number [0]. Although these characters look nearly the same on the screen, they perform different actions on the module.

4.1.3 Main Menu

When you first connect to the module from your computer, your terminal screen will be blank. To activate the main menu, press the [?] key on your computer's keyboard. If the module is connected properly, the following menu will appear on your terminal screen:
Caution: Some of the commands available to you from this menu are designed for advanced debugging and system testing only, and can cause the module to stop communicating with the processor or with other devices, resulting in potential data loss or other failures. Only use these commands if you are specifically directed to do so by ProSoft Technology Technical Support staff. Some of these command keys are not listed on the menu, but are active nevertheless. Please be careful when pressing keys so that you do not accidentally execute an unwanted command. Viewing Block Transfer Statistics Press [B] from the Main Menu to view the Block Transfer Statistics screen. Use this command to display the configuration and statistics of the backplane data transfer operations between the module and the processor. The information on this screen can help determine if there are communication problems between the processor and the module. Page 50 of 119 ProSoft Technology, Inc. November 3, 2008

Tip: To determine the number of blocks transferred each second, mark the numbers displayed at a specific time. Then some seconds later activate the command again. Subtract the previous numbers from the current numbers and divide by the quantity of seconds passed between the two readings. Viewing Module Configuration Press [C] to view the Module Configuration screen. Use this command to display the current configuration and statistics for the module. Opening the Database Menu Press [D] to open the Database View menu. Use this menu command to view the current contents of the module's database. Opening the DNP Menu Press [I] from the Main Menu to open the DNP Menu. This menu allows you to view all data associated with the DNP Server driver. For more information about the commands on this menu, refer to DNP Menu (page 52). Receiving the Configuration File Press [R] to download (receive) the current configuration file from the module. For more information on receiving and sending configuration files, please see Uploading and Downloading the Configuration File. Sending the Configuration File Press [S] to upload (send) an updated configuration file to the module. For more information on receiving and sending configuration files, please see Uploading and Downloading the Configuration File. Viewing Version Information Press [V] to view Version information for the module. Use this command to view the current version of the software for the module, as well as other important values. You may be asked to provide this information when calling for technical support on the product. Values at the bottom of the display are important in determining module operation. The Program Scan Counter value is incremented each time a module's program cycle is complete. Tip: Repeat this command at one-second intervals to determine the frequency of program execution.

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MVI69-DNPSNET CompactLogix or MicroLogix Platform Distributed Network Protocol Interface Module Warm Booting the Module
Caution: Some of the commands available to you from this menu are designed for advanced debugging and system testing only, and can cause the module to stop communicating with the processor or with other devices, resulting in potential data loss or other failures. Only use these commands if you are specifically directed to do so by ProSoft Technology Technical Support staff. Some of these command keys are not listed on the menu, but are active nevertheless. Please be careful when pressing keys so that you do not accidentally execute an unwanted command. Press [W] from the Main Menu to warm boot (restart) the module. This command will cause the program to exit and reload, refreshing configuration parameters that must be set on program initialization. Only use this command if you must force the module to re-boot. Opening the Network Menu Press [@] to open the network menu. The network menu allows you to send, receive and view the WATTCP.CFG file that contains the IP, gateway and other network specification information. You can find more information about the commands on this menu in the Network Menu (page 57) section. Exiting the Program Caution: Some of the commands available to you from this menu are designed for advanced debugging and system testing only, and can cause the module to stop communicating with the processor or with other devices, resulting in potential data loss or other failures. Only use these commands if you are specifically directed to do so by ProSoft Technology Technical Support staff. Some of these command keys are not listed on the menu, but are active nevertheless. Please be careful when pressing keys so that you do not accidentally execute an unwanted command. Press [Esc] to restart the module and force all drivers to be loaded. The module will use the configuration stored in the module's Flash ROM to configure the module.

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4.1.5 Database View Menu
Press [D] from the Main Menu to open the Database View menu. Use this menu command to view the current contents of the module's database. Press [?] to view a list of commands available on this menu.
Viewing Register Pages To view sets of register pages, use the keys described below:
Command [0] [1] [2] Description Display registers 0 to 99 Display registers 1000 to 1099 Display registers 2000 to 2099
And so on. The total number of register pages available to view depends on your module's configuration. Displaying the Current Page of Registers Again
This screen displays the current page of 100 registers in the database.

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MVI69-DNPSNET CompactLogix or MicroLogix Platform Distributed Network Protocol Interface Module Moving Back Through 5 Pages of Registers
Press [-] from the Database View menu to skip back to the previous 500 registers of data. Viewing the Previous 100 Registers of Data Press [P] from the Database View menu to display the previous 100 registers of data. Skipping 500 Registers of Data Hold down [Shift] and press [=] to skip forward to the next 500 registers of data. Viewing the Next 100 Registers of Data Press [N] from the Database View menu to select and display the next 100 registers of data. Viewing Data in Decimal Format Press [D] to display the data on the current page in decimal format. Viewing Data in Hexadecimal Format Press [H] to display the data on the current page in hexadecimal format. Viewing Data in Floating Point Format Press [F] from the Database View menu. Use this command to display the data on the current page in floating point format. The program assumes that the values are aligned on even register boundaries. If floating-point values are not aligned as such, they are not displayed properly. Viewing Data in ASCII (Text) Format Press [A] to display the data on the current page in ASCII format. This is useful for regions of the database that contain ASCII data. Returning to the Main Menu Press [M] to return to the Main Menu.

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4.1.6 Network Menu
The network menu allows you to send, receive and view the WATTCP.CFG file that contains the IP and gateway addresses, and other network specification information.
Transferring WATTCP.CFG to the module Press [R] to transfer a new WATTCP.CFG file from the PC to the module. Use this command to change the network configuration for the module (for example, the module's IP address). Press [Y] to confirm the file transfer, and then follow the instructions on the terminal screen to complete the file transfer process. Transferring WATTCP.CFG to the PC Press [S] to transfer the WATTCP.CFG file from the module to your PC. Press [Y] to confirm the file transfer, and then follow the instructions on the terminal screen to complete the file transfer process. After the file has been successfully transferred, you can open and edit the file to change the module's network configuration. Viewing the WATTCP.CFG file on the module Press [V] to view the module's WATTCP.CFG file. Use this command to confirm the module's current network settings.

DNP MEMORY WRITE BLOCK FROM PROCESSOR WRITE BLOCK FROM PROCESSOR READ BLOCK FROM MODULE READ BLOCK FROM MODULE DIGITAL INPUT DATA ANALOG INPUT DATA FLOAT INPUT DATA COUNTER DATA BINARY OUTPUT DATA ANALOG OUTPUT DATA FLOAT OUTPUT DATA FROZEN COUNTER, LAST VALUE AND EVENT DATA
The structure and function of each block is described in the following topics: Page 68 of 119 ProSoft Technology, Inc. November 3, 2008
Read Block These blocks of data transfer information from the module to the CompactLogix processor. The structure of the input image used to transfer this data is shown below:
Offset 2 to n Description Read Block ID Write Block ID Read Data
where n = 60, 120, or 240 depending on the Block Transfer Size parameter (refer to the configuration file).
The Read Block ID is an index value used to determine the location of where the data will be placed in the CompactLogix or MicroLogix processor controller tag array of module read data. The number of data words per transfer depends on the configured Block Transfer Size parameter in the configuration file (possible values are 60, 120, or 240). The Write Block ID associated with the block requests data from the CompactLogix or MicroLogix processor. Under normal, program operation, the module sequentially sends read blocks and requests write blocks. For example, if three read and two write blocks are used with the application, the sequence will be as follows: R1W1 R2W2 R3W1 R1W2 R2W1 R3W2 R1W1 This sequence will continue until interrupted by other write block numbers sent by the controller or by a command request from a node on the DNP network or operator control through the module's Configuration/Debug port. The following example shows a typical backplane communication application. Note: This example for reference only Assume that the backplane parameters are configured as follows:
Read Register Start: 0 Read Register Count: 480 Write Register Start: 480 Write Register Count: 480
The backplane communication would be configured as follows:

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MVI69-DNPSNET CompactLogix or MicroLogix Platform Distributed Network Protocol Interface Module Database address 0 to 479 will be continuously transferred from the module to the processor. Database address 480 to 959 will continuously be transferred from the processor to the module. The Block Transfer Size parameter basically configures how the Read Data and Write Data areas are broken down into data blocks (60, 120, or 240). If Block Transfer Size = 60:

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MVI69-DNPSNET CompactLogix or MicroLogix Platform Distributed Network Protocol Interface Module Data tags in the CompactLogix or MicroLogix processor contain the data to be used by the module and the configuration information is stored in the text file, DNPSNET.CFG, stored on the module's Compact Flash Disk. Before you generate the program or layout the data files, you must first design your system. Time spent doing system design at the outset of the project will greatly enhance the success and ease of development of the project.
5.3.1 Designing the system
System design defines the data requirements of the system, communication parameters, and module functionality. The application developer should refer to the person responsible for the DNP master and slave device configurations to verify that the functionality and data types required for the whole system are consistent. Review the DNP Device Profile and DNP Subset documentation for a definition of the level of DNP support offered by the module. The following topics describe each element of system design. Data Requirements This phase of design defines what data elements are to be interfaced in the CompactLogix or MicroLogix processor with the DNP master. The module provides the following data types: digital input, digital output, counter, analog input, analog output, float input and float output. All communications between the DNP master and the PLC is through these data types. Therefore, all data to be used by the system must be contained and configured in one of these data types. The following illustration shows the databases maintained by the module for the DNP data.
DATA AREA DNP DATA BINARY INPUTS ANALOG INPUTS FLOAT INPUTS COUNTER DATA BINARY OUTPUTS ANALOG OUTPUTS FLOAT OUTPUTS FROZEN DATA LAST VALUE DATA FROZEN COUNTER DATA BINARY INPUTS ANALOG INPUTS FLOAT INPUTS EVENT DATA BINARY INPUT EVENTS ANALOG INPUT EVENTS FLOAT INPUT EVENTS
The module is responsible for maintaining the databases using data acquired from the PLC and DNP master attached network port.

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The following illustration shows the interaction of the binary and analog input points with the databases.
All data for these data types is derived from the processor and is passed to the module over the backplane. The module will constantly monitor for changes in this data and generate event messages when point values change. For binary input points, events will be generated on any state change. For analog input points, events will be generated for points that have a current value outside of the user-set deadband based on the last value used for an event. The following illustration shows the interaction of the counter points with the databases.

This data is constantly sourced from the processor and placed in the module's internal database. This information is available to the remote master for monitoring. When the module receives a freeze command from the master unit, it will copy the current counter values into the frozen counter database area. The remote master can then monitor this information. If the module receives a counter freeze with reset command, the current counter values will be passed to the frozen counter database and only the module's values will be set to 0. Note:This data is not sent to the controller, and the zero data be overwritten by the counter data contained in the controller. Therefore, the freeze with reset should not be used with this module. The results will not be as expected. There is no way to guarantee that counts will not be lost during the reset step in the module and controller. As a result, this feature was not implemented in the module. The following illustration shows the interaction of the binary, analog and Float output points with the databases.

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MVI69-DNPSNET CompactLogix or MicroLogix Platform Distributed Network Protocol Interface Module Output data is sourced from the controlling master station and passed to the processor over backplane from the module. These data are used in the ladder logic to control operations and I/O in the processor. Data Transfer Interface
Data is transferred between the CompactLogix or MicroLogix processor and the module using module's I/O images. Each block transfer operation transfers up to a maximum of 240 words of data if Block size of 240 is used. The other words in the block contain block header identification codes, or not used. The module defines the blocks to be transferred between the PLC and the module when the system is initialized. For the PLC read operations, word 0 of the module's input image identifies the data set contained in the image. Word 1 contains the block index the module is requesting the processor to write. The PLC constructs the write image to send to the module in the module's output image. The first word of the block identifies the data set contained in the block. The module determines the block numbers required based on the module read and write register counts defined in the configuration file. The user is responsible for defining these parameters and the starting location of these data areas in the module's database correctly. These data must correspond to the DNP database definitions defined. The module stores the data in fixed order for the data types. The size of each data area for each type is determined by the user configuration. An example is given in the following table.
DATA AREA DNP DATA BINARY INPUTS ANALOG INPUTS FLOAT INPUTS COUNTER DATA BINARY OUTPUTS ANALOG OUTPUTS FLOAT OUTPUTS Cfg 20 Points 20 Words 40 Offset 0 to to to to to to to 215

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REQUEST Func Codes 23 Qual Codes (hex) RESPONSE Func Codes Qual Codes (hex) Data NOTES Size (bits) Slave supports the Enable Unsolicited Function Slave supports the Disable Unsolicited Function Slave supports the Delay Measurement & Time Synchronization Function and will return Obj 52, Var 2, Qual 7, Cnt 1 Slave supports use of this new time synchronization function. Used with Obj 52, Var 3.

Event Size Computation

The minimum event buffer size required to avoid overflow can be computed as follows:
((number of static points)*(rate per second scan of change function)) /(rate per second of master event data poll)
For example: 51 binary input points are scanned 2 times each second and polled by the master station about every 5 seconds. The minimum number of binary input events is:
(51 * 2)/.02 = 510 events
This computation assumes the unlikely event that all data points will change in consecutive calls to the scan of change function. If an event buffer overflow condition occurs, the internal indication bit, BUFFER OVERFLOW, will be set. If the system you are working with is fairly stable, the following equation can be used to compute the event buffer size:
(number of points that change per change function * rate per second of scan of change function)*(number of seconds between master event data poll)
For example: 1000 binary input points are scanned 2 times each second and polled by the master station about every 5 seconds. Only about 5 points change state every scan of the change function call.
(5 * 2) * 5 = 50 events required
The number of events that can be defined in the system is limited to 400. The event buffer will overflow in systems which are very dynamic unless one of the following conditions exist: The master frequently polls the slave device for events to keep the buffer empty. OR The slave is configured to send unsolicited messages to the master station. This method requires full-duplex operation of the network because the slave may be sending a message during a request from the master station. ProSoft Technology, Inc. Page 107 of 119 November 3, 2008
In order to disable the report by exception feature in the module, set the number of events to 0 for both the binary and analog input events in the configuration. This will cause the DNP slave port driver to never return any data on object 2 and 32 and class 2 and 3 master station requests.

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How to Contact Us: Technical Support.. 109 Return Material Authorization (RMA) Policies and Conditions. 110 LIMITED WARRANTY... 112

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Command Control Blocks 73 Comment Entries 25 Communication Parameters 91 Configuring RSLinx 18 Configuring the MVI69-DNPSNET Module 21 Connect your PC to the Module 20 Connect your PC to the Processor 16 Controlling Law and Severability 115 Counter with Flag 32 Counters 28
[Backplane Configuration] 26 [DNP ENET IP ADDRESSES] 35 [DNP ENET Slave] 27 [DNP Slave Analog Inputs] 34 [DNP Slave Binary Inputs] 33 [DNP Slave Float Inputs] 34
Data Flow Between MVI69-DNPSNET Module and the CompactLogix or MicroLogix Processor 78 Data Requirements 80 Data Transfer at Startup 91 Data Transfer Interface 82 Database View Menu 55 DB9 to RJ45 Adaptor (Cable 14) 96 Deadband 34 Designing the system 80 Device Profile 100 Diagnostics and Troubleshooting 7, 46, 47 Disabling the RSLinx Driver for the Com Port on the PC 94 Disclaimer of all Other Warranties 114 Disclaimer Regarding High Risk Activities 113 Displaying the Current Page of Registers Again 55 DNP Analog Input Data 87 DNP Analog Output Data 88 DNP Counter Data 86 DNP Digital Input Data 84 DNP Digital Output Data 85 DNP Float Input Data 89 DNP Float Output Data 90 DNP Menu 51, 52 DNP Subset Definition 101 DNP_AI_Event Object 40 DNP_BI_Event Object 40 DNPBackplane Object 39 DNPData Object 39 DNPModuleDef Object 37 DNPSlvStat 38 Download the Project to the Module 36 Download the Sample Program to the Processor 17
Adding a Module 23 Adding a Project 23 Adding the Module to an Existing CompactLogix Project 41 Adding the Module to an Existing MicroLogix Project 45 AI Class 29 AI Deadband 29 AI Events with Time 31 AI with Flag 31 All Product Returns: 110 Allocation of Risks 115 Analog Inputs 28 Analog Outputs 28 App Layer Confirm Tout 30
Backplane Data Transfer 66 Battery Life Advisory 2 BI Class 29 BI Events Without Time 31 BI with Flag 31 Binary Inputs 28 Binary Outputs 28 Block 9958 - Processor Binary Input Event 73 Block 9959 - Processor Analog Input Event 75 Block 9970 - Set Processor Time Using Module Time 76 Block 9971 - Set Module's Time Using the Processor's Time 77 Block Format for Read 74, 75, 76, 77 Block Format for Write 74, 75, 76, 77 Block Transfer Size 26 BO Without Flag 31
Error Offset 27 Error Status Table 60 Ethernet Configuration 35 Ethernet Connection 93 Ethernet LED Indicators 58 Ethernet Port Configuration - wattcp.cfg 93 Event Size Computation 107 Exiting the Program 52
Cable Connections 93 Class 34 Class 1 Unsol Resp Min 30 Class 2 Unsol Resp Min 30 Class 3 Unsol Resp Min 30 Clearing a Fault Condition 59 Cold Boot 78
Failure Flag Count 27 First Byte 99 Float Class 29

Unsol Resp Delay 30 Unsolicited Response 30 Uresp Master Address 30 Use IP List 27 Use Trip/Close Single Point 32 Using the Diagnostic Window in ProSoft Configuration Builder 48
Opening the Database Menu 51 Opening the DNP Database View Menu 53 Opening the DNP Menu 51

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MVI69-DNPSNET CompactLogix or MicroLogix Platform Distributed Network Protocol Interface Module V
Viewing a List of Valid Hosts 53 Viewing Block Transfer Statistics 50 Viewing Data in ASCII (Text) Format 56 Viewing Data in Decimal Format 56 Viewing Data in Floating Point Format 56 Viewing Data in Hexadecimal Format 56 Viewing DNP Communication Status 53 Viewing DNP Configuration 53 Viewing DNP Set Up & Pointers 52 Viewing Module Configuration 51 Viewing Register Pages 55 Viewing TCP Socket Status 53 Viewing the Next 100 Registers of Data 56 Viewing the Previous 100 Registers of Data 56 Viewing the WATTCP.CFG file on the module 57 Viewing UDP Socket Status 54 Viewing Version Information 51
Warm Boot 77 Warm Booting the Module 52 What Is Covered By This Warranty 112, 114 What Is Not Covered By This Warranty 112 Write Block 72 Write Register Count 26 Write Register Start 26 Write Time Interval 29

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