View source for Configuring the Claimant Form

==Overview==
In addition to using the [[SmartSimple]] HCAI gateway to transfer OCF forms to HCAI you can also use this feature to transfer claimant information.

This feature can be used by insurers and clinics wishing to activate a claim with HCAI from their [[Instance|instance]] of [[SmartSimple]].

The process to configure this feature is similar to the activation process previously outlined for the integration of OCF form:

* Enable HCAI integration within the [[Application|application]].
* Configure the HCAI integration feature with your HCAI facility ID and integrate [[Username|username]] and [[Password|password]].
* Map the claimant fields to the claimant form.

Optionally you can use the '''Claimant Bulk Upload''' feature to load a set of claimant records to HCAI.

This article assumes that you have enabled HCAI integration and added your [[Username|username]] and [[Password|password]].

==Configuring the Claimant Form==
The '''Claimant''' form field mapping is accessed through the '''Application Settings''' tab.

1. Click the '''Settings''' tab in the '''Referral Management System'''.

The '''Settings''' page is displayed.

2. Click the '''HCAI Settings''' link.

The '''HCAI Settings''' page is displayed.

3. Scroll to the '''Claimant Settings''' section.

[[Image:Hcai33.png]]

Two options are available: ''' Claimant Field Mapping''' and '''Claimant Batch Processing'''.

4. Click the '''Claimant Field Mapping''' link.

The '''Claimant Field Mapping''' page is displayed.

[[Image:Hcai34.png]]

* The system is pre-configured to map the standard fields to the '''OCF-21B''' fields.
* [[SmartSimple]] fields are referenced in the format '''@field name@'''
* All the fields required to map the claimant information can be mapped from the Level 1/case/Referral level.
* If you wish to set a field to a constant you can just enter the constant. For example '''insurer ID''' can be set to your HCAI designated insurer ID number.

5. Review and modify the fields as required.

6. Click the '''Save''' button.

7. Click the '''Back''' button.

[[Category:System Management]][[Category:HCAI]]