WillNotice Integration with OnePractice (from OneLaw)
Setting up WillNotice for OnePractice integration
Before integrating OnePractice with WillNotice, please ensure you are on the latest version of OnePractice. You may need to check with OneLaw to confirm this.
To use integration with OnePractice, login to WillNotice and go to the Tools page. Select [One Practice (from OneLaw)] as your Practice Management software, and click the [Integrate] button.
You will be provided with a link to download the OnePractice integration software that you need to install on your network server, and a link to a file that contains the key that uniquely identifies your firm, and allows the OnePractice integration software to connect to WillNotice.
Download the installer for OnePractice integration, and install the software on the same server in your office that is used for OnePractice. You should be logged into the server with administrator privileges to install and configure the software.
During the install, make a record of where the software is installed to (typically [Program Files]\WillNotice\OnePractice\) as you will need this later.
This will add a new service, named WillNotice-OnePractice.
You will need to configure this service to use the same account that is used by the OnePractice service, typically OneLawSVC. Please check with OneLaw for details about the user account. You can enter the credential using the Properties.
To access the OnePractice data, you may need to modify the connection details. To determine the connection details that OnePractice uses, find where OnePractice is installed to, by checking the Properties for the OnePractice Service.
In this folder, look for a file named connection.config and open it with NotePad.
Look for the line starting with <add key="DbConnection", and copy out the value.
In the example above, the value is:
You now need to go to the folder where WillNotice.OnePractice service installed to, as noted previously. Open the connection.config file and compare the connection value to the one from the OnePractice connection.config file.
Update the value so that the Server and Database have the same values. Leave the Trusted_Connection and App as they are. Save the connection.config file. (Note you will likely need to be logged in as Administrator to save changes to this file.)
The last step is to copy the key file to the same location where WillNotice.OnePractice service is installed to.
With the key file now in place, and the service correctly installed and configured, you can start the service through Services.
The service will run on a daily schedule - this can be modified if needed.
The first time the service runs it may take awhile for any wills to appear in WillNotice, since the entire list of wills needs to be updated. Future updates take less time, as they only update any changes.
Working with missing details
WillNotice requires a persons name to match against a death notice, and sometimes the way a will is recorded in OnePractice doesn't provide the persons name. In particular, if a will is attached to an entity other than an Individual, such as a Family or Trust, then WillNotice cannot determine the persons name. To provide the details that WillNotice needs, you can add an Individual as a Related Party to a will. Here's how:
For a will that exists for a non-Individual, open the client record in OnePractice and select the Deeds tab.
Find the appropriate Will deed, and open it, selecting the Related Parties tab. Click the Add button and find the client record for the person that the will is for.
IMPORTANT: Leave the Related By field empty, and click Save & Close to save your changes.
The related party is now added to the will. The next update will send the persons name to WillNotice which will update the details.
Occasionally, you may hold more than one will for the same client. In this case, WillNotice only uploads the most recent will for the person, based on the Will Date.
You also have the ability to control if a will is uploaded to WillNotice, through the Terminate action in OnePractice. This is commonly useful where a will is superseded or replaced by a newer will. Terminating older wills helps WillNotice determine which will is the Last Will, and removes the likelihood of duplicates appearing in WillNotice.
To terminate a will in OnePractice, open the will and click the [Terminate] button. Add a reason and click OK.