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: 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 in 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


    • 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
    • Anesthesia System Settings

      Activate Anesthesia A System Setting must be added to use Anesthesia Billing. Admin > System Settings > General > ANESTHESIA > Y Learn More: Anesthesia Billing Setup AFINALIZE -MAKES THE FINALIZE BUTTON VISIBLE This Setting prevents Anesthesia ...