Public Access
91 lines
3.1 KiB
Markdown
91 lines
3.1 KiB
Markdown
# Melissa Uploader
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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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---
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## First-time setup
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1. Double-click **setup.bat** — this downloads WinSCP (needed for uploading)
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2. Set up your entity folders (see below)
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3. Double-click **run-all.bat** each day after running the PT STMT rename script
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---
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## Daily workflow
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1. Run the **PT STMT rename script** manually (as usual)
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2. Double-click **run-all.bat** to upload everything
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3. Check the window for any failures — failed files stay in place for retry
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---
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## Folder layout
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```
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run-all.bat <- double-click to run everything
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engine.ps1
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setup.bat
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WinSCP\ <- created by setup.bat automatically
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Entities\
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CAMBS\
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entity.json <- server details for this entity
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run.bat <- double-click to run just CAMBS
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Export1\
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AJMAT\
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practice.json <- only needed if AJMAT has its own FTP login
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20260629\ <- today's insurance PDFs go here
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Archive sent to FTP\ <- uploaded date folders move here
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Patient\
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Export\
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PT STMT_20260629\ <- created by rename script
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Archive Sent to FTP\ <- uploaded patient folders move here
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CIIR\
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...
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CONSensio\
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entity.json
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...
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```
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---
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## Setting up a new entity
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1. Create a folder under `Entities\` with the entity name (e.g. `Entities\CAMBS\`)
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2. Copy `run.bat` into it
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3. Create `entity.json` in that folder — copy from `Entities\EXAMPLE\entity.json` and fill in:
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| Setting | What to put |
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|---------|------------|
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| `workflow` | `insurance` if no patient files, `insurance+patient` if both |
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| `ftps.host` | FTP server address |
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| `ftps.username` | FTP username (shared across all practices) |
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| `ftps.password` | FTP password |
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| `ftps.tls` | `true` for FTPS (secure), `false` for plain FTP |
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| `ftps.insurance_path` | Remote path for insurance PDFs — keep `{practice}` in it |
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| `ftps.pdf_path` | Remote path for PT STMT PDFs — keep `{practice}` in it |
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| `sftp.host` | SFTP server (only needed if workflow is `insurance+patient`) |
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| `sftp.username` | SFTP username |
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| `sftp.password` | SFTP password |
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| `sftp.patient_path` | Remote path for patient files — keep `{practice}` in it |
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4. Create the `Export1\` folder and a subfolder for each practice inside the entity folder
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---
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## Setting up a practice with its own FTP login
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If one practice has its own FTP username/password (different from the entity default):
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1. Create a `practice.json` file inside that practice's folder
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2. Copy from `Entities\EXAMPLE\Export1\PRACTICE_NAME\practice.json`
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3. Fill in only the username and password that differ — everything else comes from entity.json
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---
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## Something went wrong?
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- **Files failed to upload** — they stay in the date folder. Fix the issue and run again.
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- **A date folder is still there after running** — one or more files failed. Check the output window.
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- **WinSCP error on startup** — run `setup.bat` again to re-download WinSCP.
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