HelpAndManual_unregistered_evaluation_copy

HelpAndManual_unregistered_evaluation_copy
HelpAndManual_unregistered_evaluation_copy
A Division of Communications Corporation of Jacksonville
page 1
Electronic Data Interchange
by Advanced Systems Software
HelpAndManual_unregistered_evaluation_copy
Electronic Data Interchange
COPYRIGHT 2006
All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or
mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the
written permission of the publisher.
Products that are referred to in this document may be either trademarks and/or registered trademarks of the
respective owners. The publisher and the author make no claim to these trademarks.
While every precaution has been taken in the preparation of this document, the publisher and the author assume no
responsibility for errors or omissions, or for damages resulting from the use of information contained in this document
or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be
liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or
indirectly by this document.
Printed: June 2006 in Jacksonville, Florida
Publisher
Advanced Systems Software
Managing Editor
Richard White
Technical Editors
Richard White
Walter White
Cover Designer
Richard White
Team Coordinator
M.A. White
Production
The Team
Special thanks to:
All the people who contributed to this document.
4
EDI
Table of Contents
Forward
5
Part I Chapter 1
7
1 Introduction ................................................................................................................................... 7
Part II Chapter 2
9
1 Configuration................................................................................................................................... 9
2 Modem Setup
................................................................................................................................... 15
Part III Chapter 3
17
1 Host Connections
................................................................................................................................... 17
2 Sending Claims
................................................................................................................................... 20
3 Receiving Claims
................................................................................................................................... 23
4 Autoscript ................................................................................................................................... 24
5 Log Out
................................................................................................................................... 26
Part IV Chapter 4
28
1 Log File Viewer
................................................................................................................................... 28
2 Other Information
................................................................................................................................... 29
3 Contact
Index
................................................................................................................................... 30
31
© 2006 Advanced Systems Software
HelpAndManual_unregistered_evaluation_copy
Foreword
Foreword
© 2006 Advanced Systems Software
5
Electronic Data Interchange
Part
I
Chapter 1
1
Chapter 1
1.1
Introduction
Introduction
7
Top Next
This EDI Software (Electronic Data Interchange) was developed by
Walter White - Advanced Systems Software.
(c)2006 all rights reserved.
This program is used exclusively for direct submission of medical claims to BlueCross
BlueShield of Florida, in conjunction with any medical software that generates an electronic
claim file but does not provide for the interchange carrier to directly submit the file itself.
The EDI Software transmits the prepared claim files to BCBS. The Software will next receive
the claim confirmations and or rejections.
"Thank You for buying my software. I know you will enjoy using it".
Walter White
© 2006 Advanced Systems Software
Electronic Data Interchange
Part
II
Chapter 2
2
Chapter 2
2.1
Configuration
Step by Step
Before the program can be used it must be configured.
Launch the program and........
1. Click on Config in the top tool bar (Fig. 1)
Fig. 1
2. Next click on the Doctor Script File Box (Fig.1)
to display the Doctor / Facility listings.
Note:
The Doctor configuration file can contain a listing name
for any facility that is sending files to BCBS for payment.
It does not mean it to be Doctor specific.
Doctor / Facility Listings (Fig.2)
This box lists the Doctors or Facilities that are set up to submit
claims. Each listing has a separate mailbox and password.
The Mailbox Information and Password will be provided by
BlueCross Blueshield upon registration for each entry.
© 2006 Advanced Systems Software
9
10
EDI User Manual
Fig. 2
© 2006 Advanced Systems Software
Chapter 2
Step by Step
Adding Additional Doctors or Facility
3. Click on
to enter additional Doctor or Facility and Passwords.
After you click on
the following set-up box will appear.(Fig.3)
You MUST fill in this box for EACH Doctor or Facility that will be submitting
claims.
Fig. 3
© 2006 Advanced Systems Software
11
12
EDI User Manual
Step by Step
Identity: (Fig. 4)
Fig. 4
The following settings are specific to each Script Name.
Script Name: Name of the Doctor or Facility to save this information under.
(Letters and numbers only! No spaces or special characters.)
Doctor or Facility Mailbox ID: The ID assigned by your EDI Host Provider. (BCBS)
Password: The Password assigned by your EDI Host Provider. (BCBS)
© 2006 Advanced Systems Software
Chapter 2
13
MODEM Setup: (Fig.5)
Fig. 5
Phone#: The BCBS number your modem will dial to transmit your claims.
(Remember, some PBX systems might require a prefix of "9," to get an outside line.)
Example: PBX outside line access (most systems)
" 9," means get outside line. The comma ", " means pause 1 second.
Modem Port: This is the Port number your modem has been assigned by windows.
If you do not know the modem port see Modem Setup (page 4)
Initialization String: This value is significant to each type of modem. You must have
the correct initialization string installed before your modem will work properly.
If unsure consult your manual or call your local computer technician.
To Edit the Doctor or Facility setup file, click on the name (Fig.2) and then click on edit.
Be sure you "Save" any changes.
Step by Step
Extremely Important!
File Paths
Fig. 6
Paths: Specifies the File Directory Path Location where you want the received file
to be stored. Also where to start looking for the Transmit files. Write down or
remember tis location when looking for your files.
NOTE: To avoid confusion, when setting up multiple Doctors or Facilities we suggest you set
different default directories for each. In this manner every Doctor or facility will have his own
location
to save incoming files from the EDI Host.
© 2006 Advanced Systems Software
14
EDI User Manual
Transmission Option
Fig. 7
Enable ZIP Compression: Check this Option for faster transmission of your Claims file by
compressing the data into a ZIP File Format.
(If you have problems receiving Acknowledgement files, uncheck and try to re-send.)
File Format: Check the appropriate box that applies to your file format.
© 2006 Advanced Systems Software
Chapter 2
2.2
15
Modem Setup
Auto Detect Modem
This step will automatically detect the Port your Modem is set to.
Auto Detect Click on the circled Icon.(Fig.8 )
Fig. 8
Next:
A window will appear informing you of the testing status.(Fig.9)
Fig. 9
If a modem is found the software will automatically adjust for the port.
If no modem is found an "Error" will be returned. Consult with your
computer technician.
Initialization String: This value is significant to each type of modem. You must have
the correct initialization string installed before your modem will work properly.
If unsure consult your manual or call your local computer technician.
© 2006 Advanced Systems Software
Electronic Data Interchange
Part
III
Chapter 3
3
Chapter 3
3.1
Host Connections
Step by Step
You MUST have configured your Modem Setup before you proceed to this step.
Click on the Dial Icon on the Main menu bar.Fig.10
Fig. 10
Next select a Doctor or Facility script from the list box. Fig.11
(double click on the name).
Fig. 11
© 2006 Advanced Systems Software
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EDI User Manual
Log-In
After the modem has established connection and verified your identity you must log yourself in.
The Log-In Icon will become active. Click on the Icon to complete the Log-In process.
All system activity will be shown in the Communications Log window. Fig.12
(screen blurred on purpose)
Fig. 12
© 2006 Advanced Systems Software
Chapter 3
Active Task Bar Icons and their meanings
Most of the Task Bar Icons will be inactive until the Login is successful.
Fig. 13
Icon Legend: Figs. 14
Depending on the action you have requested different Icons will become
active.
© 2006 Advanced Systems Software
19
20
3.2
EDI User Manual
Sending Claims
[****]
Step by Step
You MUST have configured your Modem Setup before you proceed to this step
1. Click on Dial to start the process. Fig.15
Fig. 15
2. After connection is made you must select a
Doctor or Facility from the list. (Fig.16)
Fig. 16
3. Once the Doctor or Facility is selected you must to complete
the Log-In process by clicking the Login Icon.(Fig.17)
© 2006 Advanced Systems Software
Chapter 3
21
Fig.17
After the modem has established connection and verified your identity you must log yourself in.
The Log-In Icon will become active. Click on the Icon to complete the Log-In process
4. Watch the Communications Window. You will be notified when your identification has
been accepted. After you are notified of Log-In acceptance you are ready to send claims.
5.Click on the Send Claims Icon Fig.18
.
Fig.18
6. A dialog window will appear that contains the files for the Doctor or Facility you selected
upon Log-in. You must now choose the file you want to send. Fig.19 Example
Fig.19
Note: Your folder may not look like the example and each Doctor or Facility folder may look different.
© 2006 Advanced Systems Software
22
EDI User Manual
NOTE to *Eclipse Users:
It’s simple for you....... The file name is " CLAIMS.MPN " and will always
be
located in the " \ MPN Folder".
You have now successfully completed your transaction and may terminate the program.
During this Step, you will see a EDI Communications Dialog Windows appear.
*Eclipse is registered trademark of MPN Software Systems, Inc.
© 2006 Advanced Systems Software
Chapter 3
3.3
23
Receiving Claims
To receive a Claims Acknowledgement do the following:
1. Dial in as usual.
2. Select the Doctor from the list.
3. Log in.
4. To receive a Claims Acknowledgement click on the Rec ACK Icon. Fig.20
Fig. 20
A new dialog window will appear as shown. Fig.21
Fig.21 & 21A
5. Rename the Acknowledge File if you so desire. The received file name is returned
as ACK_YearMonthDayTime.ack (example fig.21 & 21A) and sent to the default directory.
© 2006 Advanced Systems Software
24
3.4
EDI User Manual
Autoscript
The feature allows you to setup for unattended transmission and reception
of all files from the EDI Host server. This feature will automatically Dial....
send NSF....Log-out....Hang-up.
Once you have generated your NSF and are ready to transmit to the EDI Host
click on AUTO from the main toolbar.(Fig. 22)
Fig. 22
You can now to setup the Automatic feature for this Batch. Fill in the Blanks. Fig.23
Fig. 23
STEP 1: Doctor Identity
Action: Select the Doctor or Facility Identity from the list.
STEP 2: Send Electronic Claim
Action : Enter the name of the Claim file you wish to send (NSF Filename)
© 2006 Advanced Systems Software
Chapter 3
25
Auto Script:
STEP 3: Receive Acknowledgement File
Action: Enter the name of the file to save the incoming ACK information from the Host.
This filename is automatic generated in the format for Default Directory\ACK
YearMonthDayTime.ack. You are not required to input or change this filename, however,
should you desire to, you may manually type the name of click on select and specify the name
to save the information as. NOTE: If you manually change the Filename here you must give
the new filename a .ACK file extension or the Log Viewer will not find the file correctly. Never
give a new file the same name as
another file. It must be unique or the old data will be overwritten.
STEP 4: Claims Paid File
Action: Enter the name of the file to save the incoming NSR or Processed information from
the Host.
This filename is automatic generated in the format for Default Directory\NSR
YearMonthDayTime.NSR. You are not required to input or change this filename, however,
should you desire to, you may manually type the name of click on select and specify the name
to save the information as. NOTE: If you manually change the Filename here you must give
the new filename a .NSR file extension or the Log Viewer will not find the file correctly.
Once you have defined all the above required options click START and the program will
automatically begin the process or transmit and receive to the EDI Host.
© 2006 Advanced Systems Software
26
3.5
EDI User Manual
Log Out
Upon completion of your business with the EDI Host Server you must Log-out before you
Hang-up.
This step is used to notify the Host server that you finished and to close the session.
After you log-out you can not login again until you hang-up with Host and then redial to
connect back in.
Click on the Log-out Button on the Main menu bar.
Fig. 24
The Communications Window will notify you when you have successfully Logged out from
the Server.
You are now ready to Hang-up with Host. During this Step, you will see a EDI
Communications Dialog Windows appear.
Once you have completed your business with the EDI server, you can disconnect your modem
by clicking on the Hang-up Button on the Main menu Bar. Fig. 25
.
Fig. 25 (picture blurred on purpose)
Fig. 25
A timer located at the lower right corner of the program window logs your connection time.
If you are calling long distance, hang-up as soon as you have completed your business.
© 2006 Advanced Systems Software
Electronic Data Interchange
Part
IV
28
4
EDI User Manual
Chapter 4
Previous Top Next
4.1
Log File Viewer
The Viewer allows you to review the received files from the EDI Host.
To use this feature.. click on View from the main toolbar and select the
file type you wish to view.Fig.26 (picture blurred on purpose)
Fig.26
You must select the Doctor that you wish to view the files associated with his sessions.
© 2006 Advanced Systems Software
Chapter 4
4.2
29
Other Information
During the communication with the EDI server you will see a dialog box that appears as follows:
Fig.28
Fig.28
This box shows the status of the information being transmitted and received. If you click
cancel, you will terminate the current communications with the EDI server.
Caution: Do Not click Cancel during communication operations. Clicking cancel will
terminate the current communications, however, incomplete communications can
cause the EDI Server to Hang-up on you and terminate your current session. Only click
Cancel if the program appears to be hung or seems to show no sign of activity for a
long period of time. If a problem persists with communications consult your computer
technician.
© 2006 Advanced Systems Software
30
4.3
EDI User Manual
Contact
A Division of Communications Corporation of Jacksonville
(c) 2006 All rights reserved
Developer :
email:
Walter White
wrwhite@commcorpjax.com
Comments or suggestions:
support@commcorpjax.com
Telephone Support: M-F 9:00-5:00 est
(904) 762-1313
BCBSF Helpdesk Ph:(904) 905-8880
©2006 Advanced Systems Software • all rights reserved
www.advsyssoft.com
*Eclipse is registered trademark of MPN software Systems, Inc.
© 2006 Advanced Systems Software
Index
Index
-HHang-up
-AAcknowledgement File
Auto Detect 15
Automatic 24
AutoScript 24
24
-BBatch
-IIcon 17
Identity 24
Initialization String
Introduction 7
-L-
24
Listings 9
Log-In 17
Log-out 26
-CClaim 24
Claims 24
Comments 30
Communications 20
Compression 9
Config 9
Configuration 9
-D-
-MMailbox 9
Mailbox ID 9
menu 26
Modem 9, 15
Modem Port 9
MODEM Setup 9
MPN 20
Developer 30
dialog 20
Directory 9
disconnect 26
-N-
-E-
-P-
Eclipse 20
EDI 9
Electronic Claim
Error 15
Paid 24
Password
Paths 9
Port 9
NSF
24
-FFile 9
File Format
Format 9
26
24
9
-Rregistration.
9
© 2006 Advanced Systems Software
9
9
31
32
EDI User Manual
-SScript 9
Script Name
Send 20
suggestions
9
30
-TTask Bar 17
tool bar 9
transmit 24
-WWindow
26
-ZZIP
9
© 2006 Advanced Systems Software
HelpAndManual_unregistered_evaluation_copy
33
Endnotes
© 2006 Advanced Systems Software
HelpAndManual_unregistered_evaluation_copy
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