Difference between revisions of "Data Exchange Status"

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(Created page with 'The Insurer and the Service Providers have Level 2 Entity (also termed as Assessment or Service) statuses that indicate various milestones of the Assessment (e.g., Scheduled,…')
 
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The Service Provider(IME) status list also includes statuses that indicate internal process (e.g., Report Editing, and Awaiting Report).
 
The Service Provider(IME) status list also includes statuses that indicate internal process (e.g., Report Editing, and Awaiting Report).
  
[[SmartSimple]] has now introduced an enhancement to allow the exchange of Assessments only on select statuses. This means that an Assessment is only sent back to an Insurer once it has reached a certain point in the process.  
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[[SmartSimple]] allows you to control the exchange of Assessments. This means that an Assessment is only sent back to an Insurer once it has reached a certain point in the process. <br>
 
'''For example''', an Assessment can only be sent back at one of the following stages:
 
'''For example''', an Assessment can only be sent back at one of the following stages:
When it is first scheduled;
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* When it is first scheduled;
When it is completed, cancelled, or there is a change in schedule.
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* When it is completed, cancelled, or there is a change in schedule.
  
'''Objective:'''
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==Objective:==
 
* To increase efficiency, and streamline the process for exchanging assessments between Service Providers and the Insurer.
 
* To increase efficiency, and streamline the process for exchanging assessments between Service Providers and the Insurer.
 
* Separate the statuses which are of interest to the Insurer and those of interest to the Service Providers.
 
* Separate the statuses which are of interest to the Insurer and those of interest to the Service Providers.
* Reduce the number of data exchange-related statuses in [[SmartSimple]] by controlling the exchange of Assessments that are still being worked on (e.g., reviewing reports). This ensures consistency among statuses when exchanging with various Insurers or IMEs.
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* Reduce the number of [[Notes on Unpacking|data exchange related issues]] in [[SmartSimple]] by controlling the exchange of Assessments that are still being worked on (e.g., reviewing reports). This ensures consistency among statuses when exchanging with various Insurers or IMEs.
  
 
[[Image:Data Exchange Statuses.png|600px]]
 
[[Image:Data Exchange Statuses.png|600px]]
  
'''Configuration:'''<br>
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==Configuring Exchange Statuses:==
 
The Exchange Settings section under ''Settings'' on the [[UTA]] (Universal Tracking Application™) will enable you to define which statuses are included in the export.
 
The Exchange Settings section under ''Settings'' on the [[UTA]] (Universal Tracking Application™) will enable you to define which statuses are included in the export.
  

Revision as of 14:56, 12 August 2013

The Insurer and the Service Providers have Level 2 Entity (also termed as Assessment or Service) statuses that indicate various milestones of the Assessment (e.g., Scheduled, Cancelled, Completed, and Billed).

The Service Provider(IME) status list also includes statuses that indicate internal process (e.g., Report Editing, and Awaiting Report).

SmartSimple allows you to control the exchange of Assessments. This means that an Assessment is only sent back to an Insurer once it has reached a certain point in the process.
For example, an Assessment can only be sent back at one of the following stages:

  • When it is first scheduled;
  • When it is completed, cancelled, or there is a change in schedule.

Objective:

  • To increase efficiency, and streamline the process for exchanging assessments between Service Providers and the Insurer.
  • Separate the statuses which are of interest to the Insurer and those of interest to the Service Providers.
  • Reduce the number of data exchange related issues in SmartSimple by controlling the exchange of Assessments that are still being worked on (e.g., reviewing reports). This ensures consistency among statuses when exchanging with various Insurers or IMEs.

Data Exchange Statuses.png

Configuring Exchange Statuses:

The Exchange Settings section under Settings on the UTA (Universal Tracking Application™) will enable you to define which statuses are included in the export.

Exchange Statuses.PNG