Configure Import Directories

This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.

This can be used if you are using the Clintel Uploader to perform Bulk Document Importation via Secure Messaging (such as Argus). To add a new Import Directory to a Document Type:

  1. Click Administration.
  2. Select Correspondence from the menu.
  3. Select Documents.
  4. For the Document Type you wish to configure - Select the Show button.
  5. In the section Import Directories, select the New button.
  6. Fill in the fields as per the table below.
  7. Select the Create Document type Import dir button.
FieldDescriptionExample

Default Import Status


reported

Location*

When a document of this type is found by the Clintel Uploader, which Location should it be stored under?

Clintel Clinic

Provider

When a document of this type is found by the Clintel

Uploader, which Provider should it be stored under?

Referral Letter

Check this location? (check box)

True (selected)- Include as a selection in the Clintel Uploader. False (unselected) - Do not include as a  selection  in  the Clinteluploader

True

*denotes mandatory field

Please note: This needs to be set up for each Provider against each Document Type.