SFTP Settings

SFTP Settings

Alert
If you are hosting the SFTP, contact Support and request the Security Rule be added. 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 and contact Support with a request for the addition of a Security Rule.
  4. Description: This should describe what the SFTP is being used for.
  • Example: CEQ Uploaded Reports
  1. Upload Type: Select the desired Type.
  • Statement: Enables a copy of the .TXT file to be shared with a vendor via SFTP. 
  • The Database must be enrolled with Statement services through Output Solutions to support this setup.
  • File: Used for Report requests that need to be shared with a vendor via SFTP.
  • Claims: This enables copies of Claim Files to be shared with a vendor SFTP without EDI's intervention.
  1. User Name: Enter your Username.
  2. Password: Enter your Password.
  3. URL: Enter the URL.
  4. Port: 22
  5. File Prefix: Enter the File Path Location.
  • If the file is being uploaded to the root folder, leave this field blank.
  • If the file will be uploaded to a new folder, enter the folder name followed by a backslash.
  • Example: reports/
  • This value will add the file to a Reports folder.
  • To add the file to a new folder and add a prefix to the filename, enter the value after the last backslash.
  • Example: reports/my-custom-prefix
  • This value will change a file named reports.csv to my-custom-prefix-report.csv and will place the file in a Reports folder.
  1. Select Save [F2].


IP Addresses for SFTP Setup

The following IP Addresses may need to be whitelisted during the external SFTP setup:

  • 18.205.12.82
  • 3.220.129.232
  • 3.229.221.138


Learn More

Upload Reports to an SFTP Folder


    • 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

      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 scanning, the ...

    • 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 Reminders Charges Refund Check Printing Interface Invoice Patient Payments Notifications Reference Batch Reports ...

    • Invoice System Settings

      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 will activate all Invoicing ...