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V-Pass SFTP Configuration

System Overview – SFTP configuration for document and screen capture transmission

Overview

The V-Pass platform allows agents to capture patient signatures on electronic documents, as well as screen captures of patient ID cards, or similar. The agent can then push the signed documents and screen captures to a configurable SFTP location during the call with the patient.

SFTP Configuration

  • The SFTP feature requires a client-provided SFTP site or sites. Each group can be configured to point to a specific SFTP site. Multiple groups can point to the same SFTP site, or they can point to different SFTP sites. Practices within a group by default will send documents to the SFTP site configured for the group they belong in, unless a practice specific SFTP site is configured.
  • A client administrator can set up the SFTP details for a group or practice by navigating in the v-pass portal to Data->Groups, or Data->Practices, and then clicking the folder icon in the row of the group or practice they would like to configure.

  • The admin will then need to enter the host, port, username and either password or SSH key that are required to access the SFTP site. Optionally, a base folder can be specified.

  • Signed documents will get pushed to a subfolder either at the SFTP root, or within the specified “base folder”. The name of the subfolder will be in the format: group_name_of_group_signed_documents.

  • Screen captures will get pushed to a different subfolder either at the SFTP root, or within the specified “base folder”. The name of that subfolder will be in the format: group_name_of_group_screen_captures.

  • When the agent pushes a signed document to SFTP during a call, they will be prompted for the patient’s name and date of birth. The document will be saved to the configured SFTP site/folder in the format: “lastname_firstname_dateofbirth_docid.pdf”

  • When the agent pushes a screen capture to SFTP during a call, they will be prompted for the patient’s name and date of birth. The document will be saved to the configured SFTP site/folder in the format: “lastname_firstname_dateofbirth_capture_#.pdf”