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Overview

This guide will help you get ScaleHouse Systems up and running in just 5 minutes. You’ll install the connector, activate it, and start monitoring your compliance posture.
Prerequisites: You need a ScaleHouse Systems account and a Windows computer with your practice management system installed.

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Step 1: Create Your Account

If you haven’t already, sign up at scalehousesystems.com/signup.
1

Sign Up

Go to the signup page and create your account with your email address.
2

Verify Email

Check your email and click the verification link.
3

Complete Onboarding

Follow the onboarding wizard to set up your organization and location.

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Step 2: Download the Connector

1

Navigate to Connectors

In your dashboard, go to Audit Intelligence → Connectors.
2

Download

Click “Download Connector” to download the ScaleHouseConnector.msi installer.
3

Run Installer

Double-click the installer and follow the installation wizard. You’ll need administrator rights.

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Step 3: Activate the Connector

1

Generate Token

In the dashboard, click “Activate Connector” and copy the activation token. This token is valid for 15 minutes.
2

Open Connector

Right-click the ScaleHouse connector icon in your system tray and select “Configure”.
3

Paste Token

Paste the activation token into the configuration window and click “Activate”.

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Step 4: Configure Database Connection

1

Enter Credentials

Provide your practice management system database credentials:
  • Host: localhost (or your database server IP)
  • Database: Your PMS database name
  • Username: Database username
  • Password: Database password
2

Test Connection

Click “Test Connection” to verify the credentials work.
3

Save

Click “Save” to store the configuration. The connector will start syncing immediately.
Database credentials are encrypted using Windows DPAPI and stored locally. They are never sent to the cloud.

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Step 5: Verify Connection

1

Check Status

In the dashboard, go to Audit Intelligence → Connectors and verify the connector shows as “Active”.
2

View Events

Navigate to Audit Intelligence → Events to see audit logs appearing in real-time.
3

Wait for Gap Detection

Gap detection runs every 15 minutes. Wait a few minutes, then check Audit Intelligence → Alerts for any compliance gaps.

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What’s Next?

Installation Guide

Detailed installation instructions

Connector Guides

Learn about specific connectors

Gap Detection

Understand how gap detection works

API Reference

Integrate with our API

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Troubleshooting

Possible causes:
  • Connector service stopped
  • Network connection lost
  • Database credentials changed
Solution:
  1. Check if connector is running (system tray icon)
  2. Right-click → “Reconfigure” to update credentials
  3. Check Windows Event Log for errors
Possible causes:
  • Connector not activated
  • Database credentials incorrect
  • Audit trail disabled in PMS
Solution:
  1. Verify connector status is “Active” in dashboard
  2. Check connector logs: C:\ProgramData\ScaleHouse\logs\
  3. Verify audit trail is enabled in your PMS