Database Setup

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Under the main menu item 'Database' the first option is "Connection and Data Fields"



The menu under 'Database'


When you click on it the following screen comes up


Database connection and data fields


On the left side of the screen you see the connection setup, here again in detail



Defining the connection parameters


Database Type ---  is either ODBC or Microsoft SQL Server either with Windows Authentication or with explicit credentials (If you need other types, please contact us for customizations)
Database Server Name or DSN  ---  In case of SQL server this is the IP address or the name of the database server, for ODBC this is the Data Source Name (DSN) that is defined through the ODBC setup in the Control Panel of Windows
Database --- This is the database under the above connection, usually not needed in ODBC setup.
Username  ---  A defined user that has privileges to the database, usually not needed in ODBC setup
Password --- Usually not needed in ODBC setup.
Claim Status Header Table Name  ---  The name that you give to your Claim Status header table.  A default name is suggested but can be changed
Claim Status Detail Table Name  ---  The name of the table that contains the line information.  A default name is suggested but can be changed


You can create the tables through a separate screen.




After filling in all the information, save the information and test the connection by clicking on the "Test Connection" button.


After establishing a connection and the existence of your tables is verified, you will see a message



Establishing a connection to the database






You cannot export Claim Status requests before this connection tests successfully.