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Description: In this topic you will learn about Screen Scraping. Screen Scraping is an automated process in DCI that pulls new or updated authorizations from a funding source database and uploads them into DCI. This feature can be enabled at the funding source level.
Role Required: SuperuserSuper User
Permission Required: Funding Source Admin
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To enable/disable screen scraping for a new Funding Source:
Log in to DCI with your personal profile
Select Settings from the main menu
Select Funding Sources from the submenu
Select the Action button
Select Add New Funding Source from the actions dropdown
Fill out the Add New Funding Source form wizard with the following enabled:
Locate the Supports Automated Authorization Download field
Click Yes to enable the system to utilize the screen scraping functionality for this particular Funding Source
Click No to disable screen scraping
Click the Save button
Select Yes in the confirmation alert window to add the new funding source
To enable/disable screen scraping for an existing Funding Source:
Log in to DCI with your personal profile
Select Settings from the main menu
Select Funding Sources from the submenu
View all Funding Sources listed below the search box
Search for a Funding Source in the search box
Select Search and view the search results below the search box
Select the row of the Funding Source to view or edit by clicking anywhere in the row
The Funding Source Details page will open up, view funding source details
Select the Action button
Select Edit Funding Source from the actions dropdown
View and make edits in the Funding Source form wizard
Locate the Supports Automated Authorization Download field
Click Yes to enable the system to utilize the screen scraping functionality for this particular Funding Source
Click No to disable screen screen
Click the Save button
Select Yes in the confirmation alert window to save changes made to the funding source
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To set Default Rates:
Log in to DCI with your personal profile
Select Settings from the main menu
Select Funding Sources from the submenu
View all Funding Sources listed below the search box
Search for a Funding Source in the search box
Select Search and view the search results below the search box
Select the row of the Funding Source to view or edit by clicking anywhere in the row
The Funding Source Details page will open up, view funding source details
Scroll down on the details screen to ensure the Service Code tab is selected
Use the search criteria below Funding Source Details to find the Service Code that you wish to add Defaults for or scroll down to locate
Click anywhere in the row to select that Service Code
Click Actions
Click Edit Service Code
Locate Has Published Spec field and click Yes
Enter the Default Billing Rate, Default Daily Max, Default Weekly Max and Default Monthly Max
Click the Save button
Select Yes in the confirmation window to save
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To manually run the screen scraping process:
Log in to DCI with your personal profile
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
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 on the Funding Source Details screen.
The system will run Screen Scraping as a background process
Once 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 the failed authorizations, a column will be present with a description as to why that particular authorization failed.
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