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Service Provider Integration

3,477 bytes removed, 18:50, 20 July 2017
updating categories
==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
</head>
<body bgcolor="#FFFFFF" link=blue vlink=purple class="Normal" lang=EN-US topmargin="25" bottommargin="25" leftmargin="30" rightmargin="30">
<form method="POST" action="/ex/ex_post.jsp">
<input type=hidden name="post_url" value="@system.providerurl@">
<input type=hidden name="update_fieldid" value="2704332">
<input type=hidden name="ss_CaseID" value="@parent.opportunityid@">
<input type=hidden name="ss_ServiceID" value="@eventid@">
<input type=hidden name="ss_CustomerID" value="ID goes here">
<input type=hidden name="ss_Source" value="10">
<input type=hidden name="newlevelthree" value="1">
<input type=hidden name="subject" value="providername">
<input type=hidden name="description" value="">
<input type=hidden name="statusid" value="31064">
<input type=hidden name="eventtype" value="46852">
<input type=hidden name="appid" value="103115">
<input type=hidden name="referencefield" value="2704345">
<BR>
<div style="border:1px solid #1b409b; max-width:700px; min-width:550px;">
<table>
<th colspan="64" align="left" class="titleText001">Insurance company claim referred By:</th>
</tr>
<tr>
<th align="left">Insurer Referral Contact First Name </th>
<td><textarea name=ss_ReferralFirstName readonly>@parent.Referral Contact First Name@</textarea></td>
<th align="left">Insurer Referral Contact Last Name </th>
<td><textarea name=ss_ReferralLastName readonly>@parent.Referral Contact Last Name@</textarea></td>
</tr>
<tr>
<th align="left">Email </th>
<td><textarea name=ss_ReferralEmail readonly><!--hideifnotfound-->@parent.Referral Contact Email@</textarea></td>
<th align="left"> Company </th>
<td><textarea name=ss_ReferralCompany readonly>@parent.client.name@</textarea></td>
</tr>
<tr> <th colspan="6"> </th> </tr> <th colspan="64" align="left" class="titleText001">Claim / Assessment Information </th> </tr> <tr> <th align="left">File Number (Referral)</th> <td><textarea name=ss_ReferralFileNumber readonly>@parent.Claim #@</textarea></td> </tr> <tr> <th align="left"> Arrange Appointment with Claimant/Patient</th> <td><input type='hidden' name='ss_ArrangeAppointmentwithClaimant' value='@arrapp.combovalue@'> <textarea readonly>@arrapp@</textarea></td> <th align="left"> Confirm Appointment with Claimant/Patient</th> <td><input type='hidden' name='ss_ConfirmAppointmentwithClaimant' value='@conapp.combovalue@'> <textarea readonly>@conapp@</textarea></td> </tr> <tr> <th align="left">Location</th> <td><textarea name=ss_AppointmentLocation readonly>@Location@<br /textarea><br /td> <th align="left"> Date & Time </th> <td><textarea name=ss_DateandTime readonly>@fullstartdate@</textarea></td> </tr> <th align="left"> Duration (hr) </th> <td><textarea name=ss_Duration readonly>@appduration@</textarea></td> <th align="left"> Assessment Type</th> <th><textarea name=ss_TypeofAssessment readonly>@type@</textarea></th> </tr> <tr> <th colspan="6"> </th> </tr> <th colspan="6" align="left" class="titleText001">Pickup Details </th>
</tr>
<tr>
<td><textarea name=ss_PickupTime readonly>@apppictime@</textarea></td>
<th align="left"> Pickup Address</th>
<!--@sslogic('@picsamehome@'='No')-->
<td><textarea name=ss_PickupAddress readonly>@picaddress@</textarea></td>
<!--@end-->
</tr>
<tr>
<th align="left"> Pickup City</th>
<!--@sslogic('@picsamehome@'='No')-->
<td><textarea name=ss_PickupCity readonly>@piccity@</textarea></td>
<!--@end-->
<th align="left"> Pickup Postal Code</th>
<!--@sslogic('@picsamehome@'='No')-->
<td><textarea name=ss_PickupPostalCode readonly>@piczip@</textarea></td>
<!--@end-->
</tr>
<tr>
<th align="left"> Pickup Apt. /Suite</th>
<td><textarea name=ss_PickupApt/Suite readonly><!--hideifnotfound-->@Pickup-Apt@</textarea></td>
<th align="left"> Pickup Buzzer Code</th>
<td><textarea name=ss_PickupBuzzer readonly><!--hideifnotfound-->@Pickup-Buzzer@</textarea></td>
</tr>
<tr>
<th align="left"> Pickup Province/State</th>
<!--@sslogic('@picsamehome@'='No')--> <td><textarea name=ss_PickupProvince/state readonly>@picprovince@</textarea></td> <!--@end-->
<th align="left"> Pickup Phone</th>
<!--@sslogic('@picsamehome@'='No')--> <td><textarea name=ss_PickupPhone readonly><!--hideifnotfound-->@Pickup-Phone@</textarea></td> <!--@end-->
</tr>
<tr> <th aligncolspan="left4"> Does Claimant Require a Wheelchair Accessible Vehicle?</th> <td><input type='hidden' name='ss_WheelchairVehicle' value='@intwheel.combovalue@'> <textarea readonly>@intwheel@</textarea></td> <th align="left"> Does Claimant Require Special Needs (e.g. Assistance)?</th> <td><input type='hidden' name='ss_SpecialNeeds' value='@intassistance.combovalue@'> <textarea readonly>@intassistance@</textarea></td> </tr> <tr> <th colspanclass="6titleText001"> <br /th> <br /tr> <th colspan="6" align="left" class="titleText001">Claimant Information </th>
</tr>
<tr>
<tr>
<th align="left"> Address </th>
<td><textarea name=ss_ClaimantAddress readonly><!--hideifnotfound-->@parent.Claimant Address@</textarea></td>
<th align="left"> City </th>
<td><textarea name=ss_ClaimantCity readonly><!--hideifnotfound-->@parent.Claimant City@</textarea></td> </tr> <tr> <th align="left"> Apt. /Suite </th> <td><textarea name=ss_ClaimantApt/Suite readonly><!--hideifnotfound-->@parent.Claimant Apt@</textarea></td> <th align="left"> Buzzer Code</th> <td><textarea name=ss_ClaimantBuzzer readonly><!--hideifnotfound-->@parent.Claimant Buzzer@</textarea></td>
</tr>
<tr>
<th align="left"> Province </th>
<td><textarea name=ss_ClaimantProvince readonly><!--hideifnotfound-->@parent.Claimant Province@</textarea></td>
<th align="left"> Postal Code </th>
<td><textarea name=ss_ClaimantPostalCode readonly><!--hideifnotfound-->@parent.Claimant Postal Code@</textarea></td>
</tr>
<tr>
<th align="left"> Country </th>
<td><textarea name=ss_ClaimantCountry readonly><!--hideifnotfound-->Canada</textarea></td> <th align="left"> P.O Box </th> <td><textarea name=ss_ClaimantP.O.Box readonly><!--hideifnotfound-->@parent.Claimant P.O Box@</textarea></td> </tr> <tr> <th align="left">Phone </th> <td><textarea name=ss_ClaimantPhone readonly><!--hideifnotfound-->@parent.Claimant Phone #@</textarea></td> <th align="left">Fax Number </th> <td><textarea name=ss_ClaimantFax readonly><!--hideifnotfound-->@parent.Claimant Fax #@</textarea></td> </tr>
<tr>
<th align="left">Policy #</th>
<th align="left"> Date of Loss </th>
<td><textarea name=ss_DateofLoss readonly>@parent.Date of Loss@</textarea></td>
</tr>
<tr>
<th colspan="6" align="left" class="titleText001">Billing Details</th>
</tr>
<tr>
<th align="left"> Billing Same as Insurer / Referral company</th>
<td><input type='hidden' name='ss_Billingsameasreferral' value='@billsamereferral.combovalue@'>
<textarea readonly>@billsamereferral@</textarea></td>
</tr>
<!--@sslogic('@billsamereferral@'='No')-->
<tr>
<th align="left"> First Name (Billing)</th>
<td><textarea name=ss_BillingFirstName readonly>@bilfirstname@</textarea></td>
<th align="left"> Last Name (Billing)</th>
<td><textarea name=ss_BillingLastName readonly>@bilastname@</textarea></td>
</tr>
<tr>
<th align="left"> Company (Billing)</th>
<td><textarea name=ss_BillingCompany readonly>@bilcompany@</textarea></td>
<th align="left"> Address (Billing)</th>
<td><textarea name=ss_BillingAddress readonly>@biladdress@</textarea></td>
</tr>
<tr>
<th align="left"> City (Billing)</th>
<td><textarea name=ss_BillingCity readonly>@bilcity@</textarea></td>
<th align="left"> Province Code/Zip (Billing)</th>
<td><textarea name=ss_BillingProvince/state readonly>@bilprovince@</textarea></td>
</tr>
<tr>
<th align="left"> Postal Code/Zip (Billing)</th>
<td><textarea name=ss_BillingPostalCode readonly>@bilzip@</textarea></td>
<th align="left"> P.O.Box(Billing) </th>
<td><textarea name=ss_BillingP.O.Box readonly>@bilpobox@</textarea></td>
</tr>
<tr>
<th align="left"> Phone (Billing)</th>
<td><textarea name=ss_BillingPhone readonly>@bilphone@</textarea></td>
<th align="left"> Fax(Billing)</th>
<td><textarea name=ss_BillingFax readonly>@bilfax@</textarea></td>
</tr>
<tr>
<th align="left"> Email</th>
<td><textarea name=ss_BillingEmail readonly>@bilemail@</textarea></td>
</tr>
<!--@end-->
<br>
<tr>
<th colspan="6"> </th>
</tr>
<tr>
<th colspan="6" align="left" class="titleText001">Appointment Confirmation</th>
</tr>
<tr>
<th align="left"> Fax confirmation of appointment</th>
<td><input type='hidden' name='ss_Faxconfirmationofappointment' value='@faxconf.combovalue@'>
<textarea readonly>@faxconf@</textarea></td>
<th align="left"> Phone Confirmation</th>
<td><input type='hidden' name='ss_Phoneconfirmationofappointment' value='@phoneconf.combovalue@'>
<textarea readonly>@phoneconf@</textarea></td>
</tr>
<tr>
<th align="left"> Email confirmation of appointment</th>
<td><input type='hidden' name='ss_Emailconfirmationofappointment' value='@emailconf.combovalue@'>
<textarea readonly>@emailconf@</textarea></td>
<th align="left"> Notes</th>
<th><textarea name=ss_Notes readonly><!--hideifnotfound-->@Service Notes@</textarea>
</th>
</tr>
</table>
</html>
</pre>
==Sample POST to SmartSimple==
The following code is a sample html post page that Service Providers can use to POST data back to SmartSimple’s Integration Server.
 
Each form element will need to be populated with information related to the performed service from the Service Provider’s data source.
 
<pre><HTML>
<HEAD>
<TITLE>Integration Provider Sample Submission</TITLE>
</HEAD>
<BODY>
<form action="http://hcai.smartsimple.biz/ex/provider/billing.jsp" method="POST" target="_blank">
<table border=1 cellspaing=0 cellpadding=1>
<tr>
<td width=400px>Provider Key</td>
<td><textarea rows=1 cols=25 name=providerkey>xxx key goes here xxx</textarea></td>
</tr>
<tr>
<td width=400px>Test Submission Flag</td>
<td><textarea rows=1 cols=25 name=isprod>0</textarea></td>
</tr>
<tr>
<td width=400px>Case ID</td>
<td><textarea rows=1 cols=25 name=caseid>123456</textarea></td>
</tr>
<tr>
<td width=400px>Service ID</td>
<td><textarea rows=1 cols=25 name=serviceid>88888</textarea></td>
</tr>
<tr>
<td width=400px>Type of Service </td>
<td><textarea rows=1 cols=25 name=typeofservice>typeofservice</textarea></td>
</tr>
<tr>
<td width=400px>Client Alias </td>
<td><textarea rows=1 cols=25 name=client>client</textarea></td>
</tr>
<tr>
<td width=400px>Client Type</td>
<td><textarea rows=1 cols=25 name=source>10</textarea></td>
</tr>
<tr>
<td width=400px>GAP Code </td>
<td><textarea rows=1 cols=25 name=gapcode>gapcode</textarea></td>
</tr>
<tr>
<td width=400px>Rate for service</td>
<td><textarea rows=1 cols=25 name=rate>10.00</textarea></td>
</tr>
<tr>
<td width=400px>Unit Measure </td>
<td><textarea rows=1 cols=25 name=measure>measure</textarea></td>
</tr>
<tr>
<td width=400px>Quantity</td>
<td><textarea rows=1 cols=25 name=quantity>quantity</textarea></td>
</tr>
<tr>
<td width=400px>Tax</td>
<td><textarea rows=1 cols=25 name=tax>tax</textarea></td>
</tr>
<tr>
<td width=400px>Tax Type</td>
<td><textarea rows=1 cols=25 name=taxtype>taxtype</textarea></td>
</tr>
<tr>
<td width=400px>Total</td>
<td><textarea rows=1 cols=25 name=total>total</textarea></td>
</tr>
<tr>
<td width=400px>Tax Amount</td>
<td><textarea rows=1 cols=25 name=taxamt>taxamt</textarea></td>
</tr>
<tr>
<td width=400px>Gross Total</td>
<td><textarea rows=1 cols=25 name=grossamt>grossamt</textarea></td>
</tr>
<tr>
<td width=400px>Reference #</td>
<td><textarea rows=1 cols=25 name=reference>reference</textarea></td>
</tr>
<tr>
<td width=400px>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>
</tr>
<tr>
<td width=400px>Provider Emailr</td>
<td><textarea rows=1 cols=25 name=provideremail>provideremail</textarea></td>
</tr>
<tr>
<td width=400px>Notes</td>
<td><textarea rows=1 cols=25 name=notes>notes</textarea></td>
</tr>
<tr>
<td width=400px><Input type="submit" value="Submit to SmartSimple"></td>
</tr>
</table>
</form>
</BODY>
</HTML>
</pre>
* [[Post to External Server]]
[[Category:Universal Tracking ApplicationIntegration]][[Category:IntegrationExternal Services]]
Chin
Smartstaff, administrator
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/11568...30629’

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