The "Accumulate" process is an option for cases where multiple files are imported daily, i.e., to accommodate very large dataset or a scenario where multiple practices/payment processors may be accessed by the IVR. In the case of very large datasets, this option allows for import of daily files that only include accounts that are updated (i.e., new balance or new patient/member).
Another legitimate reason for the "Accumulate" process is when a client has more than one source financial/member/patient database. For example, they have a practice database in Georgia and a separate database in Florida but a single IVR that supports both regions. They need to send two separate data files "FL" and "GA" - in this case we want to accumulate or add the records.
If we replaced the FL file with the GA file, all the FL records would be erased.
The main drawback of the accumulate process is a slightly greater risk of data loss.
If a single day's data from the client is missed (lost, etc.) and never processed, then the records from that day's file would not ever be added/updated to the IVR database.
To begin the import process, almost all of our IVR importers look at the
Key index ===
"Provider + Patient_Code" . These are set during the planning and IVR build, according to the client specifications: in the case of insurance premium payments, "Provider" generally looks at the insurance product type/name and "Patient_Code" would generally be the insurance subscriber or member ID.
A typical daily e-mail for a successful import via this process would contain the following information:
Expected filename mask: ^PROD.*
File: PROD_CLIENT_IVR_DataFeed_MMDDYYYY_hhmm.txt
_________________________________________________________________
OID: [11111111-11111-11111] (the client's ORG/database ID)
Plugin: plugin.plugins2.client_ivr_plugin
File name: PROD_CLIENT_IVR_DataFeed_MMDDYYYY_hhmm.txt
Constraint: None
Duplicate entries: n
Records from file: (e.g.) 6268 = Number of records sent in today's daily SFTP file.
Records before import: (e.g.) 492828 = Number of records already in the IVR.
Records after import: (e.g.) 492915 = Total number of records in the IVR after today's import; in this case, with the accumulate process, only 87 new records were actually imported
Inserts: (e.g) 6268 = Same number as records from file; this is the total number of changed records in the IVR, (and includes the new records)
Warnings: Warnings and errors: are addressed on case- by-case basis if they do arise
Errors:
Data imports to a 1 800 Notify IVR can also be accomplished by using the GENERIC REPLACE process or by using a CUSTOM REPLACE/ZERO BALANCE for certain cases where accounts with zero balances are not included in the daily data file.
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