Automatic Imports PDI
Modified on Fri, 17 Jun 2016 13:42 by Kevin Ricciardo — Categorized as: Uncategorized
CAREWare can be set up for automatic imports using the Provider Data Import option.
A. Configure the Provider Data Import Folder
Go to C:\Program Files (x86)\CAREWare\RW CAREWare Business Tier.
Right click
CW Admin
.
Click
Run as Administrator
.
Click
Stop Server
.
Click
Common Storage Settings
.
Click
cmm_st_pk
to set in alphabetical order.
Scroll to
PDIFolder
.
Set the folder path to the folder you want to use for importing data. The default setting is: C:\Program Files (x86)\CareWare\RW CAREWare Business Tier\PDIFiles.
Make sure there is a
PDIFiles
folder in the business tier folder.
Click
Server Settings
.
Click
Start Server
.
B. Create a scheduled task to import files from the configured import folder
Log into
Central Administration
.
Click
Administrative Options
.
Click
Provider Data Import
.
Click
Scheduling Options
.
Click
New Task
.
Click the
Task Type
drop down.
Click
PDI - Process Files
.
Enter a
Task Label
.
Enter a
Start
and
End
time.
Click
Save
.
Note: The Operating Times drop down prompts users to choose a date for the task to be first started. The scheduled task will continue to start and end the task daily within the Operating Times window. After a user chooses a date, he or she can enter operating times (which default to 12:00 AM once the date is chosen).
During the Start and End times for the task, placing a PDI file in the PDIFiles folder will begin the Provider Data Import process. The import file data will go to the holding tanks, waiting for a user to process the file manually unless the provider is configured to import files automatically.
Email Notifications
1. Check the box next to
Email Notifications
to activate. 2. Click
Select Recipients
.
3. Click
Add Recipient
.
4. Check the box next to the recipient’s name to activate email alerts.
Administrative Alarms
Check the box next to
Administrative Alarms
to activate.
Go back to the
Main Menu
.
Click
Administrative Alarms
.
C. Configure provider domains to automatically process imports
Log into
Central Administration
.
Click
Administrative Options
.
Click
Provider Data Import
.
Click the provider to highlight it.
Click
Configure Provider
.
A provider that is configured for automatic processing of imports automatically begins processing the import file from the holding tanks. Provider domains that are configured for automatic imports have a green check next to the provider name in the PDI Provider Manager.
Provider Data Import files that require mapping of the provider name are be placed in the Unmapped Files subfolder in the PDIFiles folder. Unmapped Files will appear in the PDI Provider Manager menu.
1. Click
Unmapped Files
to view them.
2. To complete the mapping process, click
Map Provider Code
.
3. Enter the CAREWare Provider code. 4. Click Save.
Click
here
to download these instructions
Back to
Importing data into CAREWare