One of the options available to integrations to pass documents to SmartAdvocate is SFTP/FTPS drop.

Typically secure ftp site will be configured on client’s network (or on SA Cloud system) for integrations to drop documents that should be delivered to SmartAdvocate.

Two formats are supported.

Passing information in the file name

If you are using this format you will need to name each file according to the following pattern:

SmartAdvocate CaseNumber_CategoryName_SubCategoryName_ProviderName_Description.ext

For example: 523485_Medical_Records_Good Samaritan Hospital_MRI Records.pdf

Passing information in the accompanying XML file

If you are using this format you will need to have an xml file accompany each document that you are uploading.

For example, if you are uploading GSH MRI Records.pdf you will also need to upload GSH MRI Records.xml that will contain document properties and the information needed to identify the appropriate case.

XML file should use the following format:

<?xml version="1.0"?>
<document>
	<description>MRI Records</description>
	<record_filename>test.pdf</record_filename>
	<provider>Good Samaritan Hospital</provider>
	<category>Medical</category>
	<subcategory>Records</subcategory>
	<case_number>523485</case_number>
</document>