# Melissa Uploader

Automated upload tool for practice exports. Uploads insurance PDFs and patient files to the correct FTP/SFTP servers for each practice, then archives what was sent.

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## First-time setup

1. Double-click **setup.bat** — this downloads WinSCP (needed for uploading)
2. Set up your entity folders (see below)
3. Double-click **run-all.bat** each day after running the PT STMT rename script

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## Daily workflow

1. Run the **PT STMT rename script** manually (as usual)
2. Double-click **run-all.bat** to upload everything
3. Check the window for any failures — failed files stay in place for retry

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## Folder layout

```
run-all.bat                        <- double-click to run everything
engine.ps1
setup.bat
WinSCP\                            <- created by setup.bat automatically
Entities\
  CAMBS\
    entity.json                    <- server details for this entity
    run.bat                        <- double-click to run just CAMBS
    Export1\
      AJMAT\
        practice.json              <- only needed if AJMAT has its own FTP login
        20260629\                  <- today's insurance PDFs go here
        Archive sent to FTP\       <- uploaded date folders move here
        Patient\
          Export\
            PT STMT_20260629\      <- created by rename script
            Archive Sent to FTP\   <- uploaded patient folders move here
      CIIR\
        ...
  CONSensio\
    entity.json
    ...
```

---

## Setting up a new entity

1. Create a folder under `Entities\` with the entity name (e.g. `Entities\CAMBS\`)
2. Copy `run.bat` into it
3. Create `entity.json` in that folder — copy from `Entities\EXAMPLE\entity.json` and fill in:

| Setting | What to put |
|---------|------------|
| `workflow` | `insurance` if no patient files, `insurance+patient` if both |
| `ftps.host` | FTP server address |
| `ftps.username` | FTP username (shared across all practices) |
| `ftps.password` | FTP password |
| `ftps.tls` | `true` for FTPS (secure), `false` for plain FTP |
| `ftps.insurance_path` | Remote path for insurance PDFs — keep `{practice}` in it |
| `ftps.pdf_path` | Remote path for PT STMT PDFs — keep `{practice}` in it |
| `sftp.host` | SFTP server (only needed if workflow is `insurance+patient`) |
| `sftp.username` | SFTP username |
| `sftp.password` | SFTP password |
| `sftp.patient_path` | Remote path for patient files — keep `{practice}` in it |

4. Create the `Export1\` folder and a subfolder for each practice inside the entity folder

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## Setting up a practice with its own FTP login

If one practice has its own FTP username/password (different from the entity default):

1. Create a `practice.json` file inside that practice's folder
2. Copy from `Entities\EXAMPLE\Export1\PRACTICE_NAME\practice.json`
3. Fill in only the username and password that differ — everything else comes from entity.json

---

## Something went wrong?

- **Files failed to upload** — they stay in the date folder. Fix the issue and run again.
- **A date folder is still there after running** — one or more files failed. Check the output window.
- **WinSCP error on startup** — run `setup.bat` again to re-download WinSCP.