SFTP Settings

SFTP Settings

If you cannot host the SFTP, contact Support to have an SFTP hosted for a monthly fee.

An SFTP allows files to be sent into and out of the PM System. 

SFTP Settings

Admin > SFTP Settings

  1. Upload Method: SFTP
  2. Check the Active checkbox.
  3. If you are hosting the SFTP, check the Client Hosting box.
  4. Description: This should describe what the SFTP is being used for.
  • Example: CEQ Uploaded Reports
  1. Upload Type: Select the desired Type.
  2. User Name: Enter your Username.
  3. Password: Enter your Password.
  4. URL: Enter the URL.
  5. Port: 22
  6. File Prefix: File Path Location
  • This is the last portion of the description, excluding the URL.
  • Example: reports/
  • The / at the end adds a folder.
  • If there is no slash, it will prefix the file name.
  1. Select Save [F2].

Learn More




    • Related Articles

    • Upload Reports to an SFTP Folder

      Reports can be uploaded directly to an external SFTP folder. An SFTP is required for this workflow. If you cannot host the SFTP, contact Support to have an SFTP hosted for a monthly fee. The SFTP Settings must be set up before continuing. Learn More: ...

    • Scanning System Settings

      Scanning AUTOMATICBORDERDETECTION -AUTOMATICE BORDER DETECTION Use this setting to prevent capturing unwanted space, such as, black/gray space or other "noisy" areas on specific scanner models. The unwanted space affects the use of the barcode ...

    • Worklist Settings

      Worklist Settings Task Statuses, Priorities, and Rules can be added and edited in Worklist Settings. The Worklist Settings button is on the Worklists screen. Home > Worklists button > Settings button OR enter WK in the Navigation Search field > ...

    • System Settings Overview

      System Settings Use System Settings to set up Defaults in your System. Categories Select the Category. General Anesthesia Appointment Charges eBridge Interface Notifications Patient Payments Reference Batch Reports Scanning Scheduling Statement

    • Invoice System Settings

      New Invoice Settings 4.7 Activate Invoices A System Setting must be added to use Invoices. Admin > System Settings > General > Invoice INVOICE - ACTIVATE INVOICE BILLING Set to Yes if sending Invoices instead of, or in addition to Statements. This ...