Main Menu -> System Admin → Document Import Sources


Document Import Sources

The Document Import Sources area of system administration allows a system admin to create a new or edit an existing import source for a specific department.  An import source can be used to import documents to IWS from an email box, FTP site, or UNC path.

Document Import Sources Search/List

Use the list to find and edit an existing import source.  Use the +Add Connection button to create a new import source.



  • Use the search/filter boxes at the top of the grid to narrow the list of Document Import Sources.
  • The column headers can be clicked to sort each column.  Click again to sort the opposite direction.
  • Click on any Document Import Source record to open the edit screen.


Document Import Sources Editing

The add/edit screen allows the system admin to add a new Document Import Sources, or modify and existing Document Import Source.  There are different types of import sources, and some of the fields change based on the Connection Type.  Each type is detailed below.



Action Buttons

  • Save: This button will save the new import source record or changes to an existing record.
  • Delete: This button will delete the import source.


Standard Fields and Settings

  • Active:  Designates if this import source is currently active and being used.  Deactivate an import source to stop using it.
  • Connection Name:  Enter a name to describe what this import source connection is used for.  This appears in the import sources list.
  • Department:  What IWS department is this import source used for.
    • This option designates which department the documents will import to and populates the list in the Document Type option (below).
  • Document Type (Optional): If applicable, select the document type that ALL documents from this import source will be assigned when they are imported.
    • If no document type is selected, the documents imported will be sent to the Inbox for that department to be assigned a document type.  This is the typical process for import sources that contain multiple document types.
  • Connection Type:  What type of import source connection is this record (where will IWS go to pickup the documents)?
    • UNC Path: A local or network path.
    • Email: An IMAP or POP3 mailbox.
    • FTP: An FTP or SFTP server.

Variable Fields and Settings


UNC

  • UNC Path:  Enter the path to the server\file sahe and folder where the documents are stored that are to be imported.
    • Example: \\filesharename\foldername\subfoldername\
    • The path must be valid and accessible to the IWS server or validation will fail when the record is saved.
  • HealthAxis: Is this import source related to documents scanned or provided by HealthAxis?  Set to ON for yes.  IWS will automatically create a response reconciliation file for HealthAxis that is required for their process.
    • HealthAxis Recon File UNC Path (Conditional): Enter a valid UNC path where the IWS system will drop the reconciliation file for HealthAxis to pickup.
  • Process EDI: Are the documents imported from this source 837 EDI files?  IWS can created "dummy" images for the 837 files when imported.
    • **A Document Type must be selected when using this option.  IWS will automatically create indexes for the document based on predefined fields on the 837.
    • EDI Type: Select Dental, Institutional or Professional file type for this connection.
    • **Only one EDI type per import source is permitted.  If there are multiple EDI types being imported for a department, a new import source will need to be created for each and point to a specific folder.  That folder can only contain the specific EDI file type.

Email

  • oAuth2: This option coincides with the IMAP protocol.  It uses oAuth to utilize secure authentication token instead of a regular IMAP username and password.
    • If this option is selected, the Password box will be removed.
    • Link oAuth: Use this button to link the oAuth user information for the mailbox being accessed.  IWS will open a window to the email system to enter the user information and will return you to the IWS system after with the linked token added to the database.
    • This option requires the IWS server (Prod, UAT, Dev) to be setup and added to an Azure server (handled by our System Admin team) and a client_secret must be defined in the IWS application properties.
  • Username:  Enter the username for the email box.
  • Password:  Enter the password for the email box.
  • Mail Server:  Enter the name of the email server.  Example: outlook.yourdomain.com
  • Protocol:  Select the protocol for the connection to the email server.
    • IMAP
    • POP3
  • Port:  Enter the port to use for the connection.
  • SSL:  Should SSL be used for this connection?


FTP

  • Host Name:  Enter the Host Name for the connection.
  • Folder / Directory:  Enter the path to the folder on the FTP server IWS should pickup files from.
  • Port:  Enter the port to use for the connection.
  • User Name:  Enter the username to use for the connection.
  • Password:  Enter the password for the connection.
  • File Transfer Encryption Type:  Select the encryption type.
    • SFTP
    • FTPS
    • Only Use Plain
      • **Never use this type for PHI related content.