Enabling Receivables Manager <-> Billing Applet Interfaces

Enabling Receivables Manager <-> Billing Applet Interfaces

To enable a DM1/Notes/Statement Update interface for a practice in Practice Manager

 
1. In Practice Manager database, add the following fields to facility_group table:
 
[upload_ftp_ip] [varchar](50) NULL,                        -- IP of FTP server for placing DM1 files that will be loaded into ARI
[upload_ftp_path] [varchar](255) NULL,                  -- Directory path of FTP server
[upload_ftp_login] [varchar](255) NULL,                 -- Username for FTP server
[upload_ftp_password] [varchar](255) NULL,          -- Password for the FTP server
[NeedAriUpload] [bit] NULL,                                   -- If 1 then DM1 will be generated and uploaded on FTP, if 0 then practice will be ignored during DM1 files generation
[Acronym] [varchar](50) NOT NULL,                       -- Practice Acronym (must match acronym in ARI Practice Settings)
[NeedStatementLoad] [bit] NULL,                           -- If 1 then ARI Statements files will be imported to the practice in PA 
[NeedNotesLoad] [bit] NULL,                                  -- If 1 then ARI Notes files will be imported to the practice in PA
 
2. In ARI, using ARI Admin Utility, add Practice under Practice Settings
 
Practice Name - free form, but best practice is to match Practice Name in the practice management system
Practice Acronym (must match acronym used in creating the DM1 for this practice)
Billing System - choose from drop-down
DM1 file schema - use Default for all systems except NextGen and eClinicalWorks
FTP Server - IP of FTP server where inbound DM1 files are located
FTP Server Directory - Directory path of FTP server
Login - Username for FTP server
Password - Password for the FTP server
 
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