All facilities
New scheduled report
Reports are generated with your facility access at the scheduled time (server time) and emailed with an Excel attachment. Weekly reports cover the previous 7 days; monthly reports cover the previous calendar month. Receivables and rejected-claim reports are a snapshot of all open claims.
| Time | User | IP | Facility | Action | Detail |
|---|
Report filters
Choose a date basis, range and any filters, then run the report.
These lists fill the yellow report columns and the facility name.
Automatic sync
The service runs in the background, so automatic sync continues when nobody is signed in. Each sync re-checks the last 3 days so late files are not missed.
Download a date range
Files already in the database are skipped. The app only reads from Shafafiya and never marks files as downloaded there.
Sync activity
No sync has run since the service started.
Recent syncs
| Started | Type | Result |
|---|
Add files by hand
XML or ZIP files from another source are read into the database and included in reports.
These files are not claim submission or remittance advice XML, so they are left out of reports.
| File | Problem |
|---|
Facility Shafafiya logins
Each facility syncs with its own Shafafiya login. Add facilities under Master data > Facilities.
| Facility | Username | Password | Environment | Payer filter | Sync | Last sync |
|---|
Passwords are stored encrypted on the server PC and are only sent to Shafafiya. Leave the password empty to keep the saved one.
Subscriptions
Super admin only. Each facility works until its end date (inclusive). Users see a warning 15 days before; after it ends the facility is greyed out for them, its data is hidden and its sync stops. Leave the date empty for no end date.
| Facility | Subscription ends | Status | Note |
|---|
Password policy
Applies to every new or changed password. When off, passwords only need 8 characters.
Existing passwords keep working until they expire; users whose password is older than the expiry period must choose a new one at their next sign-in.
Email (SMTP)
Used for alerts and scheduled reports. The password is stored encrypted.
Alerts & thresholds
Alerts are checked every hour and after each sync. Each event alerts once; it is resolved automatically when the condition clears. Recipients only get alerts for facilities they can access.
| Event | On | Who (role) | Extra emails |
|---|
Email delivery history
Every alert and report email. Failed sends are retried after 1, 5, 15, 60 and 180 minutes.
| Queued | Facility | Type | Subject | To | Status | Tries | Last error |
|---|
Resubmission rules
Used by the Resubmission Due report and the dashboard. Days are counted from the last RA received for each claim.
Payer-specific windows (optional, overrides the window above)
| Payer | Window (days) |
|---|
Network Server-wide
Network settings belong to the server and apply to every facility.
Import existing files
Reads every XML and ZIP in a folder on this PC into the database, for example your old Documents\Claim RA Desk folder. Files already imported are skipped.
About
. Data is stored in
Add a user
Choose which facilities each user can see. Viewers see reports, claim lookup and Excel; admins also manage users, Shafafiya logins and sync for their facilities.
| Username | Name | Role | Payments | Facilities | Status | Last sign-in |
|---|