Employee Integration Interface

FullCount's employee interface consists of a csv file hosted on an SFTP server by the community. (See this article for more information on SFTP servers)  This file will contain a list of all employees the community wishes to update between the two systems.  To better ensure that data is in sync, it is best practice to include all employees that are active plus all employees who have terminated within the last 30 days.  FullCount will grab this file once a day to process at 6:30 AM central time. No headings need to be in the file, although they will be ignored if included. Swipe Card Id, Email Address, and Resident Portal Id are optional. If all of these optional fields are not included, the placeholder commas can either be included or not.  Since comma is used as the delimiter, commas must be stripped from the data of any of the field values.

Data is:

Last Name, First Name, Billing Id, FullCount Community Id (FullCount will provide this value), Effective Start Date (mm-dd-yyyy), Effective End Date (mm-dd-yyyy), Swipe Card Id, Email Address, Resident Portal Id

Example Line:

Junge,Susan,123456,10,03-07-2018,,987654,junges@fullcount.net,susan.junge

The max length of fields are:

Last Name - 100

First Name - 50

Billing Id - 100

Swipe Card Id - 255

Email Address - 255

Resident Portal Id - 255

If column headings are included in the file, they should be labeled as below.

Last Name,First Name,Billing Id,FullCount Community Id,Effective Start Date,Effective End Date,Swipe Card ID,Email Address,Resident Portal Id

Set-up Instructions

• In the back office, on the Communities page, set Employee Licensed to Yes.
• In the back office, on the Customer Types page, confirm that there is a customer type whose description starts with Employee.
• In the back office, on the Charge Accounts page, confirm that there is a charge account whose description starts with Employee.
• In the database, add a row in ADT_INTEGRATION_CONFIG with the server credentials.

If existing community...

• Match row in file with employee in FullCount. This is typically accomplished by matching on billing id via VLOOKUP.
• Write update statements for patient id based on resident id. Execute on database.

UPDATE RESIDENTS SET PATIENT_ID = '<Patient Id>', MODIFIED_BY = '<Your Username, Ex. junges>', MODIFIED_DATE = SYSDATE WHERE RESIDENT_ID = <Resident Id>;
Example Excel formula - =CONCATENATE("UPDATE RESIDENTS SET PATIENT_ID ='",I33,", MODIFIED_BY = 'junges', MODIFIED_DATE = SYSDATE WHERE RESIDENT_ID =",M33,";")

• Run query to see if any employees are active in FullCount, but have not been updated. This indicates that they are not actually active. End date customer in FullCount.

SELECT LAST_NAME, FIRST_NAME FROM RESIDENTS WHERE PATIENT_ID IS NULL AND DELETED = 'N' AND EFFECTIVE_END_DATE IS NULL AND COMMUNITY_ID = <Community Id> AND PERSON_TYPE = 117;