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Service Provider Integration

2,693 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 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.
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 the details 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
<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></td><th align="left"> Postal Code </th><td><textarea name=ss_ReferralPostalCode readonly>@parent.client.postalcode@</textarea></td></tr><tr> <th align="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.company.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>@parent.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">Location</th><td><textarea name=ss_AppointmentLocation readonly>@Location@</textarea></td><th align="left"> Date & Time </th><td><textarea name=ss_DateandTime readonly>@fullstartdate@</textarea></td></tr><th align="left"> Assessment Type</th><th><textarea name=ss_TypeofAssessment readonly>@type@</textarea></th></tr> //Claimant Information<th colspan="6" align="left" class="titleText001">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></tdpre> <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/State readonly>@parent.Claimant Province@</textarea></td><th> </th></tr><tr> <th alignSample POST to SmartSimple="left"> Postal Code </th><td><textarea name=ss_ClaimantPostalCode readonly>@parent.Claimant Postal Code@</textarea></td><tr> <th align="left">Phone </th><td><textarea name=ss_ClaimantPhone readonly>@parentThe following code is a sample html post page that Service Providers can use to POST data back to SmartSimple’s Integration Server.Claimant Phone #@</textarea></td></tr>
//Appointment Details<tr> <th colspan="6" align="left" class="titleText001">Appointment Details </th></tr> <th align="left"> Appointment location same as home address</th><th><textarea name=ss_picsamehome readonly>@picsamehomeEach form element will need to be populated with information related to the performed service from the Service Provider’s data source.combovalue@</textarea></th></tr> <tr> <th align="left"> Appointment Date and Time</th><td><textarea name=ss_DateandTime readonly>@fullstartdate@</textarea></td><th align="left"> Pickup Time</th><td><textarea name=ss_PickupTime readonly>@apppictime@</textarea></td></tr><tr> <th align="left"> Return Time</th><td><textarea name=ss_apprettime readonly>@appdate@</textarea></td><th align="left"> Duration</th><td><textarea name=ss_Duration readonly>@Assessment Duration@</textarea></td></tr><!--@sslogic('@picsamehome@'!='Yes')--><tr> <th align="left"> Address</th><td><textarea name=ss_AppointmentLocation readonly>@Location@</textarea></td> </tr><!--@end-->
<pre><HTML><HEAD><TITLE>Integration Provider Sample Submission</TITLE></Billing DetailsHEAD><trBODY> <th colspanform action="6http://hcai.smartsimple.biz/ex/provider/billing.jsp" alignmethod="leftPOST" classtarget="titleText001_blank">Billing Details <table border=1 cellspaing=0 cellpadding=1> <tr> <td width=400px>Provider Key</thtd> <td><textarea rows=1 cols=25 name=providerkey>xxx key goes here xxx</textarea></td> </tr> <tr> <th aligntd width="left"400px> Billing same as referralTest Submission Flag</thtd> <td><textarea rows=1 cols=25 name=ss_Billingsameasreferral readonlyisprod>@billsamereferral.combovalue@0</textarea></td> </tr> <tr> <td width=400px>Case ID</td> <td><!--@sslogic('@billsamereferral@'textarea rows=1 cols=25 name='No')--caseid>123456</textarea></td> </tr> <tr> <th aligntd width="left"400px> First Name (Billing)Service ID</thtd> <td><textarea rows=1 cols=25 name=ss_BillingFirstName readonlyserviceid>@bilfirstname@88888</textarea></td> </tr> <th aligntr> <td width="left"400px> Last Name (Billing)Type of Service </thtd> <td><textarea rows=1 cols=25 name=ss_BillingLastName readonlytypeofservice>@bilastname@typeofservice</textarea></td> </tr> <tr> <th aligntd width="left"400px> Company (Billing)Client Alias </thtd> <td><textarea rows=1 cols=25 name=ss_BillingCompany readonlyclient>@bilcompany@client</textarea></td> </tr> <th aligntr> <td width="left"400px> Address (Billing)Client Type</thtd> <td><textarea rows=1 cols=25 name=ss_BillingAddress readonlysource>@biladdress@10</textarea></td> </tr> <tr> <th aligntd width="left"400px> City (Billing)GAP Code </thtd> <td><textarea rows=1 cols=25 name=ss_BillingCity readonlygapcode>@bilcity@gapcode</textarea></td> <th align/tr> <tr> <td width=400px>Rate for service</td> <td><textarea rows="left"1 cols=25 name=rate>10.00</textarea></td> Province Code </Zip (Billing)tr> <tr> <td width=400px>Unit Measure </thtd> <td><textarea rows=1 cols=25 name=ss_BillingProvincemeasure>measure</State readonlytextarea>@bilprovince@</td> </tr> <tr> <td width=400px>Quantity</td> <td><textarea rows=1 cols=25 name=quantity>quantity</textarea></td> </tr> <tr> <th aligntd width=400px>Tax</td> <td><textarea rows=1 cols=25 name="left"tax>tax</textarea> Postal Code</Zip (Billing)td> </thtr> <tr> <td width=400px>Tax Type</td> <td><textarea rows=1 cols=25 name=ss_BillingPostalCode readonlytaxtype>@bilzip@taxtype</textarea></td> </tr> <!--@end--tr> <td width=400px>Total</td> <td><textarea rows=1 cols=25 name=total>total</textarea></Appointment Confirmationtd> </tr> <th colspantr> <td width=400px>Tax Amount</td> <td><textarea rows="6" align1 cols="left" class25 name="titleText001"taxamt>taxamt</textarea>Appointment Confirmation</thtd> </tr> <tr> <th aligntd width="left"400px> Fax confirmation of appointmentGross Total</thtd> <thtd><textarea rows=1 cols=25 name=ss_Faxconfirmationofappointment readonlygrossamt>@faxconf.combovalue@grossamt</textarea></thtd> </tr> <tr> <thtd width=400px> Reference #</thtd> <th aligntd><textarea rows="left"1 cols=25 name=reference>reference</textarea></td> </tr> <tr> <td width=400px> Phone Confirmation#</td> <td><textarea rows=1 cols=25 name=confirmationnum>#12345-eee</textarea></td> </tr> <tr> <td width=400px>Provider Name</td> <td><textarea rows=1 cols=25 name=provider>provider</textarea></td> </thtr> <thtr> <td width=400px>Provider Emailr</td> <td><textarea rows=1 cols=25 name=ss_Phoneconfirmationofappointment readonlyprovideremail>@phoneconf.combovalue@provideremail</textarea></thtd> </tr> <tr> <th aligntd width="left"400px> Email confirmation of web referralNotes</thtd> <td><textarea rows=1 cols=25 name=ss_Emailconfirmationofappointment readonlynotes>@emailconf.combovalue@notes</textarea></td> </tr> <tr> <td width=400px><Input type="submit" value="Submit to SmartSimple"></td> </tabletr> </divtable>
</form>
</bodyBODY></htmlHTML
</pre>
 
==See Also==
* [[Post to External Server]]
[[Category:Universal Tracking ApplicationIntegration]][[Category:IntegrationExternal Services]]
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