Configure Connection Settings for Healthcare Productivity Integrations

Caution: Allow only qualified personnel who have training in the Boomiâ„¢ application to configure or create integrations.

Configure the environment extensions and connection settings for the Healthcare Productivity integrations.

Note:
  • Alternatively after initial deployment and configuration, you can use integration properties to simplify updates, re-configurations, and maintenance of integrations. Create and upload an IntegrationProperties*.txt file to store the environment extensions and connection settings. For future configurations, download this file and reuse the settings.

  • For instructions, see Manage Integration Properties for Healthcare Productivity.

Before you start

Deploy all of the Healthcare Productivity integration packs; see Deploy Healthcare Productivity Integrations.

Select the environment

  1. Open the Integration Template Designer: Select Main Menu  > Administration > Application Setup > Integrations Setup > Design Integration Templates.

    Note: If prompted, enter your Username and Password. Click Tap Log in.

  2. Select the Manage tab > Atom Management.
  3. Select your environment.

Select environment extensions and configure connection settings

  1. In Administration, click tap Environment Extensions.
  2. In Process Filter, click tap the magnifying glass Search button. It can take several seconds before the button becomes active.
  3. Scroll to and select one Healthcare Productivity integration. Work in the following order:

    Work units

    • WorkUnitImport-v1
    • WorkUnitExport-v1
    • WorkUnitHyperfindImport-v1
    • WorkUnitHyperfindExport-v1
    • WorkUnitHyperfindprofileImport-v1
    • WorkUnitHyperfindprofileExport-v1
    • WorkGroupImport-v1
    • WorkGroupExport-v1
    • JobCodeWorkGroupMappingImport-v1
    • JobCodeWorkGroupMappingExport-v1

    Volume

    • BillingDeptMappingImport-v1
    • BillingDeptMappingExport-v1
    • ChargeMasterImport-v1
    • ChargeMasterExport-v1
    • VolumeDeptCopyImport-v1
    • VolumeDeptCopyExport-v1
    • VolumeDeptCopyOverrideImport-v1
    • VolumeDeptCopyOverrideExport-v1

    Payroll

    • PayrollDeptMappingImport-v1
    • PayrollDeptMappingExport-v1
    • PayrollEmplmtStatusMappingImport-v1
    • PayrollEmplmtStatusMappingExport-v1
    • PayrollJobMappingImport-v1
    • PayrollJobMappingExport-v1

    Targets

    • TargetsImport-v1
    • TargetsExport-v1

    FiscalCalendar-v1

    Volume-v1

    Payroll-v1

    AgencyExport-v1

    AgencyImport-v1

    Recalculate-v1

  4. Select Connection Settings.
  5. From the Connection dropdown list, select and configure the following:

    Caution: If you select Use Default for the connection settings and process properties, ensure that Value is blank. If Value is not blank, that value overrides the default value whether or not Use Default is selected or cleared. Example: If the default value is abc, but Value shows xyz, the integration uses xyz regardless of the setting of Use Default.

    Connection Settings
    SettingRequiredActions
    APIGatewayServerRequired

    To change the default API gateway server:

    1. Clear Use Default.
    2. Enter the URL to the server.

      Example: <tenantURL>/api

    SFTPServerRequired

    The SFTP server setting defines the connection to the file that contains the records. Integrations access only the internal SFTP account.

    To change the default SFTP server parameters:

    1. For each field, clear Use Default.
    2. Enter the following values:
      • Enter the name of the internal Host.

      • Enter the number of the Port for the internal SFTP account.

      • In User, enter the username for the internal SFTP account.

      • In Password, select <Encrypted>. Enter the new password for the internal SFTP account.

      • Click Tap Apply.

  6. Click Tap OK.
  7. Select the next integration and repeat the connection settings.