Melissa Uploader

Automated upload tool for practice exports. Uploads insurance PDFs and patient files to the correct FTP/SFTP servers for each practice, then archives what was sent.

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First-time setup

1. Double-click setup.bat — this downloads WinSCP (needed for uploading)
2. Set up your entity folders (see below)
3. Double-click run-all.bat each day after running the PT STMT rename script

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Daily workflow

1. Run the PT STMT rename script manually (as usual)
2. Double-click run-all.bat to upload everything
3. Check the window for any failures — failed files stay in place for retry

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Folder layout

run-all.bat                        <- double-click to run everything
engine.ps1
setup.bat
WinSCP\                            <- created by setup.bat automatically
Entities\
  CAMBS\
    entity.json                    <- server details for this entity
    run.bat                        <- double-click to run just CAMBS
    Export1\
      AJMAT\
        practice.json              <- only needed if AJMAT has its own FTP login
        20260629\                  <- today's insurance PDFs go here
        Archive sent to FTP\       <- uploaded date folders move here
        Patient\
          Export\
            PT STMT_20260629\      <- created by rename script
            Archive Sent to FTP\   <- uploaded patient folders move here
      CIIR\
        ...
  CONSensio\
    entity.json
    ...

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Setting up a new entity

1. Create a folder under Entities\ with the entity name (e.g. Entities\CAMBS\)
2. Copy run.bat into it
3. Create entity.json in that folder — copy from Entities\EXAMPLE\entity.json and fill in:

Setting	What to put
workflow	insurance if no patient files, insurance+patient if both
ftps.host	FTP server address
ftps.username	FTP username (shared across all practices)
ftps.password	FTP password
ftps.tls	true for FTPS (secure), false for plain FTP
ftps.insurance_path	Remote path for insurance PDFs — keep {practice} in it
ftps.pdf_path	Remote path for PT STMT PDFs — keep {practice} in it
sftp.host	SFTP server (only needed if workflow is insurance+patient)
sftp.username	SFTP username
sftp.password	SFTP password
sftp.patient_path	Remote path for patient files — keep {practice} in it

4. Create the Export1\ folder and a subfolder for each practice inside the entity folder

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Setting up a practice with its own FTP login

If one practice has its own FTP username/password (different from the entity default):

1. Create a practice.json file inside that practice's folder
2. Copy from Entities\EXAMPLE\Export1\PRACTICE_NAME\practice.json
3. Fill in only the username and password that differ — everything else comes from entity.json

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Something went wrong?

• Files failed to upload — they stay in the date folder. Fix the issue and run again.
• A date folder is still there after running — one or more files failed. Check the output window.
• WinSCP error on startup — run setup.bat again to re-download WinSCP.