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Service Provider Integration

3,073 bytes added, 18:50, 20 July 2017
updating categories
This article provides an overview of the process to integrate third party service providers such as providers of transportation and translation services with instances client copies of SmartSimple used by clients tracking that track Independent Medical Assessments(IME) and Rehabilitation services. For full details, refer to the Service Provider Integration protocol document. 
==Overview==
The objectives of this integration are twofold:
'''For a complete list of fields transferred from SmartSimple, please refer to [[Service Provider Integration Fields]] page.'''
'''For a complete list of fields transferred by the Service Provider, please refer to [[Service Provider Integration Fields]] page.'''
 
The gateway performs the following:
*Manages all incoming service billing information
*Each SmartSimple client instance polls the Integration Gateway and extracts Service Billing records using proprietary protocols
*All fields are submitted by http POST parameters
*Service URL is https://integration.smartsimple.biz/billingpost/
==Sample POST from SmartSimple==
The following portion of code is a sample of what SmartSimple will be using within a [[Web Page View]] on each client copy to post field data to the service provider.
 
Note that the naming of the HTML control IDs are the field names specified in the [[Service Provider Integration Fields]] page.
 
The sample page below is sending the following categories of fields:
*Insurance Company + Referral Contact
*Pickup Details
*Claimant Information
----
<pre>
<html>
<head>
<title>Transportation Request</title>
</head>
<body bgcolor="#FFFFFF" link=blue vlink=purple class="Normal" lang=EN-US topmargin="25" bottommargin="25" leftmargin="30" rightmargin="30">
//HTTP Post details<body>
<form method="POST" action="/ex/ex_post.jsp">
<input type=hidden name="post_url" value="@system. urlproviderurl@"> <input type=hidden name="codedidss_CaseID" value="@codedidparent.opportunityid@"> <input type=hidden name="ss_ServiceID" value="@eventid@"> <input type=hidden name="ss_CustomerID" value="ID goes here"> <input type=hidden name="update_fieldidss_Source" value="9999910"> <BRdiv style="border:1px solid #1b409b; max-width:700px; min-width:550px;"> <table> <th colspan="4" align="left" class="titleText001">Insurance company claim referred By:</th> </tr> <tr> <th align="left">Referral Contact First Name </th> <td><textarea name=ss_ReferralFirstName readonly>@parent.Referral Contact First Name@</textarea></td> <th align="left">Referral Contact Last Name </th> <td><textarea name=ss_ReferralLastName readonly>@parent.Referral Contact Last Name@</textarea></td> </tr> <tr> <th align="left"> Address </th> <td><textarea name=ss_ReferralAddress readonly>@parent.client.address@</textarea></td> <th align="left"> City </th> <td><textarea name=ss_ReferralCity readonly>@parent.client.city@</textarea></td> </tr> <tr> <th align="left"> Province </th> <td><textarea name=ss_ReferralProvince/State readonly>@parent.client.province@</textarea></td> <th align="left"> Postal Code </th> <td><textarea name=ss_ReferralPostalCode readonly>@parent.client.postalcode@</textarea></td> </tr> <tr> <thalign="left">ServiceCountry </th> <td><textarea name=ss_ReferralCountry readonly>Canada</textarea></td> </tr> <tr> <th align="left"> Phone </th> <td><select textarea name=ss_servicess_ReferralPhoneNumber readonly>@parent.Referral Contact Phone@<option value/textarea></td> <th align="left"> Fax </th> <td><textarea name=ss_ReferralFaxNumber readonly>@parent.client.fax@</textarea></td> </tr> <tr> <th align="left">Email </th> <td><textarea name=ss_ReferralEmail readonly>@parent.Referral Contact Email@</textarea></td> <th align="left"> Company </th> <td><textarea name=ss_ReferralCompany readonly>@parent.client.name@</textarea></td> </tr> <th colspan="4" align="left" class="titleText001"><br /><br />Pickup Details </th> </tr> <tr> <th align="left"> Pickup Time</th> <td><textarea name=ss_PickupTime readonly>@apppictime@</textarea></td> <th align="left"> Pickup Address</th> <td><textarea name=ss_PickupAddress readonly>@picaddress@</textarea></td> </tr> <tr> <th align="left"> Pickup City</th> <td><textarea name=ss_PickupCity readonly>@piccity@</textarea></td> <th align="left"> Pickup Postal Code</th> <td><textarea name=ss_PickupPostalCode readonly>@piczip@</textarea></td> </tr> <tr> <th align="left"> Pickup Province/State</th> <td><textarea name=ss_PickupProvince readonly>@picprovince@</textarea></td> <th align="left"> Pickup Phone</th> <td><textarea name=ss_PickupPhone readonly>@Pickup-Phone@</textarea></td> </tr> <th colspan="4" align="left" class="titleText001"><br /><br />Claimant Information </th> </tr> <tr> <th align="left"> Claimant First Name </th> <td><textarea name=ss_ClaimantFirstName readonly>@parent.Claimant First Name@</textarea></td> <th align="left"> Claimant Last Name </th> <td><textarea name=ss_ClaimantLastName readonly>@parent.Claimant Last Name@</textarea></td> </tr> <tr> <th align="left"> Address </th> <td><textarea name=ss_ClaimantAddress readonly>@parent.Claimant Address@</textarea></td> <th align="left"> City </th> <td><textarea name=ss_ClaimantCity readonly>@parent.Claimant City@</textarea></td> </tr> <tr> <th align="left"> Province </th> <td><textarea name=ss_ClaimantProvince readonly>@parent.Claimant Province@</textarea></td> <th align="left"> Postal Code </th> <td><textarea name=ss_ClaimantPostalCode readonly>@parent.Claimant Postal Code@</textarea></td> </tr> <tr> <th align="left"> Country </th> <td><textarea name=ss_ClaimantCountry readonly>Canada</textarea></td> <th align="left">Phone </th> <td><textarea name=ss_ClaimantPhone readonly>@parent.Claimant Phone #@</textarea></td> <tr> <th align="left">Policy #</th> <td><textarea name=2ss_ClaimantPolicyNumber readonly>Transportation@parent.Policy #@</optiontextarea></selecttd> <th align="left">Claim #</th> <td><textarea name=ss_ClaimFile readonly>@parent.Claim #@</textarea></td> </tr> <tr> <th align="left"> Date of Loss </th> <td><textarea name=ss_DateofLoss readonly>@parent.Date of Loss@</textarea></td> </tr> </table> </div></form></body></html>
//Referral Information<th colspan="6" align="left" class="titleText001">Claim Referred By:</th> </tr><tr> <th align="left"> Address </th><td><textarea name=ss_ReferralAddress readonly>@parent.client.address@</textarea></td><th align="left"> City </th><td><textarea name=ss_ReferralCity readonly>@parent.client.city@</textarea></td></tr><tr> <th align="left"> Province </th><td><textarea name=ss_ReferralProvince/State readonly>@parent.client.province@</textarea></tdpre><th align="left"> Postal Code </th><td><textarea name=ss_ReferralPostalCode readonly>@parent.client.postalcode@</textarea></td></tr><tr> <th alignSample POST to SmartSimple="left"> Phone </th><td><textarea name=ss_ReferralPHoneNumber readonly>@parent.client.phone@</textarea></td><th align="left"> Company </th><td><textarea name=ss_ReferralCompany readonly>@parent.companyThe following code is a sample html post page that Service Providers can use to POST data back to SmartSimple’s Integration Server.name@</textarea></td></tr>
//File Information<th colspan="6" align="left" class="titleText001">File Information </th></tr><tr> <th align="left">File Number (Referral)</th><td><textarea name=ss_ReferralFileNumber readonly>@parentEach form element will need to be populated with information related to the performed service from the Service Provider’s data source.File Number@</textarea></td> <th align="left"> Type of File</th><td><textarea name=ss_ClaimFile readonly>@filetype.combovalue@</textarea></td></tr>
//Appointment Details <th align="left"pre>Location</thHTML><tdHEAD><textarea name=ss_AppointmentLocation readonlyTITLE>@Location@Integration Provider Sample Submission</textareaTITLE></tdHEAD><th align="left"> Date & Time </th><td><textarea name=ss_DateandTime readonly>@fullstartdate@</textarea></td></trBODY><th alignform action="left"> Assessment Type<http:/th><th><textarea name=ss_TypeofAssessment readonly>@type@</textarea><hcai.smartsimple.biz/th><ex/tr> provider//Claimant Information<th colspan="6billing.jsp" alignmethod="leftPOST" classtarget="titleText001_blank">Claimant Information </thtable border=1 cellspaing=0 cellpadding=1> </tr> <tr> <th aligntd width="left"400px> Claimant First Name Provider Key</thtd> <td><textarea rows=1 cols=25 name=ss_ClaimantFirstName readonlyproviderkey>@parent.Claimant First Name@xxx key goes here xxx</textarea></td> </tr> <th aligntr> <td width="left"400px> Claimant Last NameTest Submission Flag</thtd> <td><textarea rows=1 cols=25 name=ss_ClaimantLastName readonlyisprod>@parent.Claimant Last Name@0</textarea></td> </tr> <tr> <th aligntd width="left"400px> Address Case ID</thtd> <td><textarea rows=1 cols=25 name=ss_ClaimantAddress readonlycaseid>@parent.Claimant Address@123456</textarea></td> </tr> <tr> <th aligntd width="left"400px> City Service ID</thtd> <td><textarea rows=1 cols=25 name=ss_ClaimantCity readonlyserviceid>@parent.Claimant City@88888</textarea></td> </tr> <tr> <th aligntd width="left"400px> Province Type of Service </thtd> <td><textarea rows=1 cols=25 name=ss_ClaimantProvince/State readonlytypeofservice>@parent.Claimant Province@typeofservice</textarea></td><th> </th> </tr> <tr> <th aligntd width="left"400px> Postal Code Client Alias </thtd> <td><textarea rows=1 cols=25 name=ss_ClaimantPostalCode readonlyclient>@parent.Claimant Postal Code@client</textarea></td> </tr> <th aligntr> <td width="left"400px>Phone Client Type</thtd> <td><textarea rows=1 cols=25 name=ss_ClaimantPhone readonlysource>@parent.Claimant Phone #@10</textarea></td> </tr> //Appointment Details <tr> <th colspan="6" aligntd width="left" class="titleText001"400px>Appointment Details GAP Code </th></trtd> <th align="left"> Appointment location same as home address</th><thtd><textarea rows=1 cols=25 name=ss_picsamehome readonlygapcode>@picsamehome.combovalue@gapcode</textarea></thtd> </tr> <tr> <th aligntd width="left"400px> Appointment Date and TimeRate for service</thtd> <td><textarea rows=1 cols=25 name=ss_DateandTime readonlyrate>@fullstartdate@10.00</textarea></td> <th align/tr> <tr> <td width="left"400px> Pickup TimeUnit Measure </thtd> <td><textarea rows=1 cols=25 name=ss_PickupTime readonlymeasure>@apppictime@measure</textarea></td> </tr> <tr> <th aligntd width="left"400px> Return TimeQuantity</thtd> <td><textarea rows=1 cols=25 name=ss_apprettime readonlyquantity>@appdate@quantity</textarea></td> </tr> <tr> <th aligntd width="left"400px> DurationTax</thtd> <td><textarea rows=1 cols=25 name=ss_Duration readonlytax>@Assessment Duration@tax</textarea></td> </tr> <!--@sslogic('@picsamehome@'!='Yes')--tr> <tr> <th aligntd width="left"400px> AddressTax Type</thtd> <td><textarea rows=1 cols=25 name=ss_AppointmentLocation readonlytaxtype>@Location@taxtype</textarea></td> </tr><!--@end--> //Billing Details <tr> <th colspan="6" align="left" class="titleText001">Billing Details</th> </tr><tr> <th aligntd width="left"400px> Billing same as referralTotal</thtd> <td><textarea rows=1 cols=25 name=ss_Billingsameasreferral readonlytotal>@billsamereferral.combovalue@total</textarea></td> </tr> <!--@sslogic('@billsamereferral@'='No')--tr> <tr> <th aligntd width="left"400px> First Name (Billing)Tax Amount</thtd> <td><textarea rows=1 cols=25 name=ss_BillingFirstName readonlytaxamt>@bilfirstname@taxamt</textarea></td> </tr> <tr> <th aligntd width="left"400px> Last Name (Billing)Gross Total</thtd> <td><textarea rows=1 cols=25 name=ss_BillingLastName readonlygrossamt>@bilastname@grossamt</textarea></td> </tr> <tr> <th align="left"> Company (Billing)</th> <td><textarea namewidth=ss_BillingCompany readonly>@bilcompany@</textarea400px>Reference #</td><th align="left"> Address (Billing)</th> <td><textarea rows=1 cols=25 name=ss_BillingAddress readonlyreference>@biladdress@reference</textarea></td> </tr> <tr> <th align="left"> City (Billing)</th> <td><textarea namewidth=ss_BillingCity readonly>@bilcity@</textarea400px>Confirmation #</td><th align="left"> Province Code/Zip (Billing)</th> <td><textarea rows=1 cols=25 name=ss_BillingProvince/State readonlyconfirmationnum>@bilprovince@#12345-eee</textarea></td> </tr> <tr> <th aligntd width="left"400px> Postal Code/Zip (Billing)Provider Name</thtd> <td><textarea rows=1 cols=25 name=ss_BillingPostalCode readonlyprovider>@bilzip@provider</textarea></td> <!--@end--> //Appointment Confirmation<tr> <th colspan="6" align="left" class="titleText001">Appointment Confirmation</th> </tr> <th aligntd width="left"400px> Fax confirmation of appointmentProvider Emailr</thtd> <thtd><textarea rows=1 cols=25 name=ss_Faxconfirmationofappointment readonlyprovideremail>@faxconf.combovalue@provideremail</textarea></thtd> <th/tr> </thtr> <th aligntd width="left"400px> Phone ConfirmationNotes</thtd> <thtd><textarea rows=1 cols=25 name=ss_Phoneconfirmationofappointment readonlynotes>@phoneconf.combovalue@notes</textarea></thtd> </tr> <tr> <th aligntd width=400px><Input type="leftsubmit"> Email confirmation of web referral</th><td><textarea namevalue=ss_Emailconfirmationofappointment readonly>@emailconf.combovalue@</textarea"Submit to SmartSimple"></td> </tr> </table></div>
</form>
</bodyBODY></htmlHTML
</pre>
 
==See Also==
* [[Service Provider Integration Fields]]
* [[Post to External Server]]
 [[Category:Universal Tracking ApplicationIntegration]][[Category:IntegrationExternal Services]]
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