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SaaS Cloud System - we will be configuring your system for you directly and advise you once completed. We will forward the FTP information to you to submit to your provider.
Your provider can find a sample PDF file which is labeled as necessary for the integration. The PDF’s file name is the format we will need to process into SmartAdvocate.
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It must include the following information exactly as seen:
File Number – Client’s file number from SmartAdvocate
Category – Client’s document category typically medical
Sub Category – Client’s document sub category typically records
Description – Information you wish to be displayed as the client’s document description
The integration can also perform PDF/XML pairing where the information included in the XML file can be submitted when the documents are being uploaded. Please see an XML and PDF example:
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All documents your provider sends will be automatically uploaded to the case’s documents screen.
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Data can also be posted to your cases using an XML file. Please speak with your Provider to discuss providing this information into your system.
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