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Description: In In this topic you , the user will learn about Screen Scraping. Screen Scraping screen scraping which is an automated process in DCI that pulls new or updated authorizations from a funding source database and uploads them into DCIthe system. This feature can be enabled at the funding source level.
Role Required: Super User
Permission Required: Funding Source Admin
Compatible Databases
Focus - Arizona
eXPRS - Oregon
*NOTEPlease note: These are currently the only databases that support this feature.Settings
To
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Enable/Disable Screen Scraping for a
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New Funding Source
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Log in to DCI
Select Select Settings from from the main menu
Select Select Funding Sources from from the submenu
Select the Action button
Click Actions
Select Select Add New Funding Source from the actions dropdown
Complete Fill out the Add New Funding Source form wizard with the following enabled:
Locate the Supports Automated Authorization Download field
Click Yes to
Click Yes to enable the system to utilize the screen scraping functionality for this
particular Funding SourceClick No to disable screen scraping
Click the Save button
Select Yes in the confirmation alert window to add the new funding source
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funding source
Click No to disable screen scraping
Click the blue plus sign (+) next to Authorization Automation Integration to expand the section
Supports Automated Authorization Download field
Authorization Management System URL: Select the system from the drop-down options
Authorization Management System User Name: Enter user name for system
Authorization Management System Password: Enter password for system
Click Save and Yes to confirm
To Enable/Disable Screen Scraping for an Existing Funding Source
Log in to DCI
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Select Settings
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from the main menu
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Select Funding Sources
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from the submenu
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View all Funding Sources listed below the search box
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Search for a Funding Source in the search box
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Select Search and view the search results below the search box
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Select the row of the Funding Source to view or edit by clicking anywhere in the row
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The Funding Source Details page will open up, view funding source details
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Select the Action button
Use the filters to locate the funding source and click Search
Click anywhere in the funding source row to view details
Click Actions
Select
Edit Funding Source from the
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drop-down menu
View and
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edit the Edit Funding Source form wizard
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Locate the Supports Automated Authorization Download field
Click Yes to enable the system to utilize the screen scraping functionality for this
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Click No to disable screen screen
funding source
Click No to disable screen scraping
Click the blue plus sign (+) next to Authorization Automation Integration to expand the section
Supports Automated Authorization Download field
Authorization Management System URL: Select the system from the drop-down options
Authorization Management System User Name: Enter user name for system
Authorization Management System Password: Enter password for system
Click Save and Yes to confirm
Changes to the funding source can be saved
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Click the Save button
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Select Yes in the confirmation alert window to save changes made to the funding source
You will be able to save changes to the Funding Source even if the login credentials for the Authorization Management System authorization management system are incorrect. Once After the screen scraping processes runs, an email notification will be sent to the email address listed on the Funding Source Profilefunding source profile.
Users will receive a notification if the login failed. This email notification is configured in DCI and will typically be sent to users with a billing role for the cost center of the funding source. If you are unsure who is supposed to should receive this email, please contact your the supervisor or site administrator.
Service Code Default Rates and Maxes
Users have the option to set default rates and default daily, weekly, and monthly maxes on service codes. When these values are set, the system will use them on new authorizations. The default rates and maxes will also prepopulate when a user manually creates an authorization for that service code when completed manually, however the values will be editable.
*NOTE: It is important for AZ DDD screen scrape that defaults are set, however OR eXPRS screen scrape utilizes a different process that will pull the rates and maxes during the screen scrape process.
To set Default Ratesdefault rates:
Log
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in to DCI
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Select Settings
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from the main menu
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Select Funding Sources
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from the submenu
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View all Funding Sources listed below the search box
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Search for a Funding Source in the search box
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Select Search and view the search results below the search box
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Select the row of the Funding Source to view or edit by clicking anywhere in the row
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The Funding Source Details page will open up, view funding source details
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Scroll down on the details screen to ensure the Service Code tab is selected
Use the filters to locate the funding source and click Search
Click anywhere in the funding source row to view details
Scroll down to select the Service Codes tab
Use the filters and click Search or scroll down to locate the service code
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Click anywhere in the service code row
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Click Actions
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to view details
Click Actions
Select
Edit Service Code
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Locate Has Published Spec field and click Yes
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from the drop-down menu
Click the blue plus sign (+) next to Default Auth Specs. Enter the following fields:
Default Billing Rate
Default Daily Max
Default Weekly Max
Default Monthly Max
Click
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Save
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Select Yes in the confirmation window to save
and Yes to confirm
Run the Screen Scraping Process Manually
Log in to DCI
Select Import from the main menu
Click Actions
Select
Screen Scraping Process
To manually run the screen scraping process:
Log in to DCI
Select Imports from the main menu
Select the Action button
Select Run Automated Authorization Download Process from the actions dropdown
The Select Funding Source form wizard opens, click the Funding Source dropdown and click the Funding Source you wish to run the process for from the list
Click Yes then select Ok on the confirmation window
drop-down menu
In the Select Funding Source form wizard, select the funding source.
If the funding source is not an option in the drop-down, ensure that screen scraping If you do not see the Funding Source you are looking for on this list, ensure that Screen Scraping is enabled and all fields are filled out completed on the Funding Source Details funding source details screen.
The system will run Screen Scraping as a background process
Click Yes and OK to confirm
After Once the process has completed, an email will be sent to the email address listed on the Funding Source funding source with an attached excel Excel file summary of all new, updated, excluded, and failed authorizations that were attempted.
For the failed authorizations, a column will be present with a description as to why that particular authorization failed.
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failure occurred.
Run the Screen Scraping Process Automatically
DCI will run the
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screen scraping process as a scheduled job every night to check the
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authorization management system for all new, updated, excluded, and failed authorizations.
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After the process has completed, an email will be sent to the email address listed on the
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funding source with an attached
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Excel file summary of all new, updated, excluded, and failed authorizations that were attempted.
For
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failed authorizations, a column will be present with a description as to why
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failure occurred.
The
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results file will also be saved on the
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funding source profile page on the Attachments
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tab.
* All Please note that all new authorizations are created with a status of ‘Pending’ pending and must be approved.Screen Scraping Basics
Results Summary File Information
Updates to Screen Scraping Authorizations (Auth Result = Created):
New Authorization
The authorization ID of a new authorization is unique, and the start or end date does not overlap an existing authorization.
Updates to Screen Scraping Authorizations (Auth Result = Edited):
Initial Balance Change
The authorization ID of a new authorization is the same as an existing authorization with a different initial balance
Effective Date Change
The authorization ID of a new authorization is the same as an existing authorization with a different start date
End Date Change
The authorization ID of a new authorization is the same as an existing authorization with a different end date
Exclusions to Screen Scraping Authorizations (Auth Result = Excluded):
Duplicate Authorization
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The authorization ID, start date, and initial balance of the new authorization are the same as the existing authorization in the system.
Duplicate Authorization with a different Rate
If the rate is different on an
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excluded authorization, the results report will show a result of Excluded with an Exception
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of “Rate Mismatch.” This is specific to authorizations downloaded from OR eXPRS
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.
Failures to Screen Scraping Authorizations (Auth Result = Failed):
Overlapping Authorization
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The authorization ID of the new authorization is unique but the start or end date overlaps
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with an existing authorization
No Client profile associated with the authorization
The system could not find a profile in the system with the same
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client ID as listed on the authorization
No Client funding account associated with the authorization
The Client Funding Account (CFA) Account Reference field must contain the
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client ID that is listed on the authorization, less any leading zeros.
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The client ID on the client's profile must also exclude leading zeros.
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If the system cannot find a CFA with the client ID in the Account Reference field, the
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authorization will fail to be added to DCI.
The Service
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Code name in DCI MUST match the bill codes in AZ DDD's system or OR eXPRS' system. For example:
Respite = RSP
Attendant Care = ATC
Habilitation = HAB
The Service Code's Default Billing Rate under Default Auth Specs MUST have a rate that matches AZ DDD's or OR eXPRS' system. Rate books can be found by clicking on the following links:
Multiple funding account matches found
The system found more than one CFA for the same client and service code
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The service code is missing a default billing rate
This is specific to authorizations downloaded from Focus (AZ DDD)
Fractional units
This exception occurs if the value for the initial balance is calculated by amount divided by rate and that calculation results in a decimal number. This is specific to authorizations downloaded from OR eXPRS
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.
Downloaded Authorizations
To mass approve new pending authorizations, a SQL ticket must be submitted through Zendesk. Authorizations created in DCI using screenscraping screen scraping cannot be mass-approved through the DCI Portal portal user interface , - not even through the Import Moduleimport module's "Approve Imported Authorizations" functionality. Authorizations may be approved individually through the Authorizations module at the Pending Authorizations tab Authorizations may be approved individually by clicking Home on the main menu and selecting Pending Authorizations on the submenu.
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