Records Retrieval

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 your records retrieval provider 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 records retrieval provider. You records retrieval provider 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 records retrieval provider.

If you records retrieval provider is not a current partner of SmartAdvocate, please provide them with the following link to perform configuration of a two way integration with SmartAdvocate:

https://smartadvocate.atlassian.net/l/c/XeNTCPS2

If your records retrieval provider would like to perform a one way integration with SmartAdvocate, kindly provide them with the following information:

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.

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:

All documents your provider sends will be automatically uploaded to the case’s documents screen.

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.