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Permission Required: Funding Source Admin
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Compatible Databases
Focus - Arizona
eXPRS - Oregon
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To Enable/Disable Screen Scraping for an Existing Funding Source
Log in to DCI
Select Settings from the main menu
Select Funding Sources from the submenu
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 drop-down menu
View and edit the Edit Funding Source form wizard
Click Yes to enable the system to utilize the screen scraping functionality for this 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 even if the login credentials for the authorization management system are incorrect. After the screen scraping processes runs, an email notification will be sent to the email address listed on the funding source profile.
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*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 rates:
Log in to DCI
Select Settings from the main menu
Select Funding Sources from the submenu
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
Click anywhere in the service code row to view details
Click Actions
Select Edit Service Code 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 Save and Yes to confirm
Run the Screen Scraping Process Manually
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Run the Screen Scraping Process Automatically
DCI will run the screen scraping process as a scheduled job every night to check the authorization management system for all new, updated, excluded, and failed authorizations.
After the process has completed, an email will be sent to the email address listed on the funding source with an attached Excel file summary of all new, updated, excluded, and failed authorizations that were attempted.
For failed authorizations, a column will be present with a description as to why failure occurred.
The results file will also be saved on the funding source profile page on the Attachments tab.
*Please note that all new authorizations are created with a status of pending and must be approved.
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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
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 excluded authorization, the results report will show a result of Excluded with an Exception of “Rate Mismatch.” This is specific to authorizations downloaded from OR eXPRS.
Failures to Screen Scraping Authorizations (Auth Result = Failed):
Overlapping Authorization
The authorization ID of the new authorization is unique but the start or end date overlaps with an existing authorization
No Client profile associated with the authorization
The system could not find a profile in the system with the same 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 client ID that is listed on the authorization, less any leading zeros. The client ID on the client's profile must also exclude leading zeros. If the system cannot find a CFA with the client ID in the Account Reference field, the authorization will fail to be added to DCI.
The Service 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
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.
Downloaded Authorizations
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