Skip to main content

Data Exchange Overview

Updated

The SmartSimple Data Exchange feature offers a secure method for transferring information between SmartSimple systems. Data Exchange is primarily used for sharing information between an insurer and a service provider, or among multiple service providers.

Who: Data Exchange is for system administrators and users at insurance organizations and service provider organizations who need to securely transfer insurance claim information between SmartSimple instances.

How Data Exchange Works

Multiple organizations can engage in the same case while maintaining unique information about the case that is not disclosed to others.

Data is compressed to minimize size, encrypted to ensure confidentiality, and transmitted between SmartSimple systems. The secure transmission of medical briefs and insurer examination reports expedites turnaround time within a regulation-imposed and time-sensitive cycle.

NOTE  You may only export a claim that was originally received from the insurer via Data Exchange.

↑ Back to top

Data Transmitted via Data Exchange

Data Exchange transmits the following information between SmartSimple instances:

  • Claim Information (Level 1 Entity)
  • Assessment Information (Level 2 Entity)
  • Billing Information (Level 3 Entity)
  • Notes associated with the Claim
  • Contact Information
  • Attached Files and Documents

↑ Back to top

Technical Protocol

When a data exchange occurs, the following steps take place:

  1. The user clicks the Export button to initiate the process.
  2. The system compresses the information into a zip file.
  3. The data is encrypted with a key using DES/MD5.
  4. The package is posted to a single target server via HTTPS (SSL).
  5. The recipient server is notified of the new note or package.
  6. The user unpacks the package, and new data is added or updated in the system.
NOTE  The size limit for export packages is 1 GB.

↑ Back to top

Business Protocol

Business protocols may vary and are implemented as specified by the insurer. Commonly adhered-to business rules include:

  • The sender must add a note prior to exporting the package.
  • Uploaded documents must conform to the naming conventions prescribed by the insurer.

↑ Back to top

Track Data Exchange on a Claim

Monitor data exchange activity through the following means:

  • Exchange History
  • Notes Exchange History
  • Incoming Packages
  • Outgoing Packages

↑ Back to top

Resources

For more information about Data Exchange, see:

↑ Back to top

Helpful Links