https://www.nikecsolutions.com/en/products/copitrak/
https://www.nikecsolutions.com/en/products/nuance-equitrac/
Your IT professional will have to create an FTP/SFTP site. Here are some instructions we found on the internet:
https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10
Once you have created your FTP/SFTP site, provide Copitrak/Equitrac with the following information:
FTP/SFTP Host
FTP/SFTP User
FTP/SFTP Password
FTP/SFTP Folder Name
FTP/SFTP Port
FTP/SFTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS)
Local or UNC Path for FTP/SFTP
Please forward the above responses to Copitrak/Equitrac. Copitrak/Equitrac will configure their portion and advise SmartAdvocate to configure ours. Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.
Copitrak/Equitrac will need to provide SmartAdvocate with a report of data collected. Typically it will be in the following format:
Invoice Date | Entered/ | Date | Num | Name | Source Name | Memo | Account | Debit | Extra |
11/2/2020 | 11/2/2018 | 11/2/2018 | 311502 |
| CBAUR03 | Medical | BW Copies | 1.8 |
|
10/31/2020 | 11/2/2018 | 10/31/2018 | 329671 |
| CCDTC02 | Expert | Color Copies | 0.25 |
|
11/2/2020 | 11/2/2018 | 11/2/2018 | 301661 |
| POSTAURR | Client | Postage | 0.89 |
|
All case costs Copitrak/Equitrac sends will be automatically uploaded to the case’s disbursement screen:
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