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When you create EDI files there are a few elements needed to identify your company as the sender, the producer of this EDI file. For this matter, use the company setup screen. You can specify your company information and other setting related to your company there.
Note: You need to configure the database first. See Setting up Database Connection.
| 1. | To configure the program options, select Setup  Company Setup in the main menu.
The "Company Setup" menu |
| 2. | The following screen will appear.
The "Company Setup" window |
| 3. | You can configure the following options: |
Read the detailed descriptions further.
| 4. | Once you have finished editing the options, click "Save." |
Company Information
| • | Name — Company name. Obligatory option. |
| • | City — Obligatory option. |
| • | ZIP — Obligatory option. |
| • | ISA Segment Sender Identification — Important option. It identifies your organization for all EDI transactions. Most commonly the Qualifier is "ZZ" and a free form ID up to 15 character. Obligatory option. |
| • | Qualifier — Unique key to the trading partner database file. The qualifier has to be 2 bytes. Obligatory option. Approved qualifiers are: |
| • | 01 Duns (Dun & Bradstreet) |
| • | 20 Health Industry Number (HIN) |
| • | 27 Carrier Identification Number as assigned by HCFA |
| • | 28 Fiscal Intermediary Identification Number as assigned by HCFA |
| • | 29 Medicare Provider and Supplier Identification Number as assigned by HCFA |
| • | 30 U.S. Federal Tax Identification Number |
| • | 33 National Association of Insurance Commissioners Company Code (NAIC) |
The "Qualifier" drop-down menu
| • | Application Sender's Code GS_2 — The option represents the program or machine that created the file. Usually the same as the ISA Segment Sender Identification. You can select other ID if you need. Obligatory option. |
| • | Tax ID — Obligatory option. Also called an Employer Identification Number (EIN). |
| • | Plan ID / Payor ID — Fill in your Payer ID and Plan ID if you have one; this is only important for the 271 and 277 transactions. Optional setting. |
| • | Three letter identifier to prepend to all outgoing EDI files — Optional setting. Makes your files easily identifiable. |
EDI version
Specify EDI version:
Contact Information
The contact information goes into the PER segment of outgoing transactions:
ISA 14 and 15
| • | EDI files will be — ISA element 14 determines if the resultant file contains test or production data: |
| • | Acknowledgement (TA1) req. — ISA element 15 indicates whether you want a TA1 acknowledgement for files that you send out. |
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