https://www.nikecsolutions.com/en/products/copitrak/
https://www.nikecsolutions.com/en/products/nuance-equitrac/
Server Based System - please perform the following configuration:
Kindly have your IT Professional 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 Host |
|
FTP User |
|
FTP Password |
|
FTP Folder Name |
|
FTP Port |
|
FTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS) |
|
Local or UNC Path for FTP |
|
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.
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 Copitrak/Equitrac.
Copitrak/Equitrac will 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 |
|
The information will be added to as follows:
Copitrak/Equitrac Field | SmartAdvocate Field |
Invoice Date | Invoice Date |
Entered/Last Modified | Status Date |
Date | Comments |
Num | Case Numbers |
Name | Comments |
Source Name | Payee |
Memo | Comments |
Account | Description |
Debit | Amount |
Extra | Comments |
Please note, you will need to advise us directly if you wish the information above is to be located in a different field or if the status of the disbursement not be marked paid. Currently the integration will select the primary plaintiff. Kindly advise us if the integration should select the disbursement to share expenses across all clients instead.
All case costs Copitrak/Equitrac sends will be automatically uploaded to the case’s disbursement screen.
0 Comments