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1. 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 Chapter 3 17 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 Fie Modem Config View Help Next select a Doctor or Facility script from the list box Fig 11 double click on the name ED Exchange Configuration Menu Select Doctor Configuration Fie CoctorFrank srm DoctorJones srp Doctorlones2 srp 2006 Advanced Systems Software 18 EDI User Manual Log In Mes 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 EDI Exchange File Modem Config View Help aM 7 Ts Q itt EP i iJ ED qo Di r endilaim
2. 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 EDI User Manual 4 3 Contact A Division of Communications Corporation of Jacksonville c 2006 All rights reserved Developer Walter White email wrwhite commcorpjax com Comments or suggestions support commcorpiax 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 A Acknowledgement File 24 Auto Detect 15 Automatic 24 AutoScript 24 Claim 24 Claims 24 Comments 30 Communications 20 Compression 9 Config 9 Configuration 9 D Developer 30 dialog 20 Directory 9 disconnect 26 E Eclipse 20 EDI 9 Electronic Claim 24 Er
3. Chapter 3 23 3 3 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 A new dialog window will appear as shown Fig 21 ED Transmit Receive Filename Please Select the Filename fo Assign the Received EDI File Be Sure to Choose the Download File type also Filename ACK_uneQ6060910 EDI Transmit Receive Filename Please Select the Filename foAssign the Received ED Fie Be Sure to Choose the Download File type also Filename 4CK_June0606091 3 Fig 21 amp 21A 5 Rename the Acknowledge File if you so desire The received file name is returned as ACK_YearMonthDayTime ack example fig 21 amp 21A and sent to the default directory 2006 Advanced Systems Software 24 EDI User Manual 3 4 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 Automatic Send R
4. 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 EDI User Manual 3 5 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
5. 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 Gp EER File Format HCFA 1450 UB92 File Format HCFA 1500 File Format ANSI nos le de fin kh nt Enable ZIF Compression KAT EEN le Fig 7 Se gag ns ee ae oon mn ee de i 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 I 2006 Advanced Systems Software Chapter 2 15 2 2 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 Ri Phone 1556 0257 Modern Part l lw Init String TE A je click here for Auto detect 15 en aana DE as Es Ep Fig 8 Next A window will appear informing you of the testing status Fig 9 Modem Test Configuration Application is attempting to determine pour modem s port Pest Oaia Finding Modem Testing Port 2 Please Wait until this process is complete
6. Claims Software 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 Water White 2006 Advanced Systems Software Electronic Data Interchange 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 Tp EDI Exchange File Modem se View Help Le z a i mie paka Pare nie Rn ah oe Bt naik ringi _ E 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 listin
7. EDI Electronic Claims Softw Electronic Data Interchange A Division of Communications Corporation of Jacksonvillea page 1 Electronic Data Interchange by Advanced Systems Software 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 direcily or indirectly by this document Printed June 2006 in Jacksonville Florida Publisher Advanced Systems Software Special thanks to Managing Editor Richard White All the people who contributed to this document Technical Editors Richard White Walter White Cover Designer Richard W
8. ces 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 ja SS aab aaa aaa 2006 Advanced Systems Software Chapter 2 13 MODEM Setup Fig 5 Phone 9 356 0237 Modem Port f _ i Init String ATZ Find 4 PI e a me Te un ee eT a ee ee ee a 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 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
9. clicking on the Hang up Button on the Main menu Bar Fig 25 o ES Fig 25 picture blurred on purpose EDI Exchange Fle Modem Config View Help LAS LE Fig 25 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 je 2006 Advanced Systems Software Electronic Data Interchange 26 EDI User Manual 4 4 1 Chapter 4 Previous Top Next 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 tyoe you wish to view Fig 26 picture blurred on purpose S F E 3 Sadam Petis Rertkis HER Fe gt EDI Exchange File Modem oF gt 9 Hangup Config View Help Login peters Logo il mil it He Fiii AE i Hih EDI i er a ney kan Il jg l H ml d ist i TE Stir kiai i 4 mg sani e iii T u ee i ih al able Fig 26 You must select the Doctor that you wish to view the files associated with his sessions 2006 Advanced Systems Software Chapter 4 29 4 2 Other Information During the communication with the EDI server you will see a dialog box that appears as follows Fig 28 w HMOdem Transfers x Using Checksum Cancel
10. eceive EDI Claims Doctor ldertity Please select the Doctor Tdartiy to use for tvs Session Send Electronc Claim Please select the File to send to Host Receive Acknowledge File Please Select ihe Claims Processing Filename to Receive Claims Paid File Piease Select the Clans Paki Filename to Receive HCFA 1450 1500 NSA ANSIn ERN 835 k 4 Es After you have completed the above Steps x Click Start to Begin Transmission El i Tare g oy a Pra j des dt 3 fot it e ii 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 LL e 1 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
11. er 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 Send Claims 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 Documents 9 EDocuments Notes Ppa PDF 3 PrintPreview Old Report Data hay Recent Documents File name Claims mon Mu Network Files of type Eclipse Claims Files MPA Places Cancel Open as read only 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 ja SS aab aaa aaa 2006 Advanced Systems Software
12. g 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 10 EDI User Manual m ED Exchange Configuration Menu M Select Doctor Configuration File DoctorFrrank sip DoctorJones srp Doctorlones2 srp 2006 Advanced Systems Software Chapter 2 11 Step by Step Adding Additional Doctors or Facility 3 Click on aw 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 w Add Edit Doctor AutoScripts Script Name Mailbox ID Phone Modern Port ruk String ET Paths Default File Locations a Viewer Default Log Viewer k jm AEA Special File Format HCFA 1450 UB92 File Format HCFA 1500 f File Format ANS Enable ZIF Compression Hints Your Password must be the 8 characters Cancel 2006 Advanced Systems Software 12 EDI User Manual Step by Step Identity Fig 4 Script Name Doctor s Mailbox IO Password gi Seabee CE agih a ee EE Er Fe EA 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 spa
13. hite Team Coordinator M A White Production The Team 4 EDI Table of Contents Forward 5 Part Chapter 1 7 T MGM OCCU OI ee ee 7 Part Il Chapter 2 9 t COMON QUO IN a asana nn a Bang a Ba aana a an an ag Ba aa Ga ak 9 2 MOEM SCD PRE ee RE E 15 Part Ill Chapter 3 17 T HOS GOS CUO NS a ce 17 2 Senang CN AUN ajaa ija alaa ne E sn aaa ada a apaa a aaa a aha ajap aa ta a a aas aa a anaa aa aaa 20 3 MOCEIVINO CIO janan a aaa a ali aas aana a kaa kaa ejaan aa ea aja daa naa aa ajala a aa a IG Wela aan sa e aa da mg ade aa daraa pa daa es 23 A PUNO SCV aana asinan ee ea E 24 5 LOGO isane el a aaa a a a aaa eect Ba NA Dia E AKA TA Sa Ka AG aaa reuse teense aaa a a A aaa d aaa aa aaa 26 Part IV Chapter 4 26 t OG TNS VOOR ee A ala AN aa a Ja ee aa NG ei 26 2 Olhe Borma O TI asses teins ah ance ce nt ka aa Haa ah an at NGNE MAA BAGA Rd BA A AENG a ORANG A ened a KG BAN BA aaa RANG nak Nada NADA 29 3 COMTACE aenak aaa baa aaa aaa aaa aa aaa jan aja aaa D aaa aa daa NAK Sae aab aana aa ajaa aaa aaa aga aa ai anaa aaa 30 Index 31 2006 Advanced Systems Software Foreword Foreword 2006 Advanced Systems Software Electronic Data Interchange Chapter 1 7 1 Chapter 1 1 1 Introduction 1 9 I p LAN h ka LE PR FA I IAT La PAR AN aay WT b NY wa pE _ il l Ui JL U C LR J if ual pe ui b p 3 ag i 7 L 1 Electronic
14. ror 15 E File 9 File Format 9 Format 9 2006 Advanced Systems Software Index 31 Hang up 26 Icon 17 Identity 24 Initialization String 9 Introduction 7 _L Listings 9 Log In 17 Log out 26 Mailbox 9 Mailbox ID 9 menu 26 Modem 9 15 Modem Port 9 MODEM Setup 9 MPN 20 Paid 24 Password 9 Paths 9 Port 9 R registration 9 32 EDI User Manual S Script 9 Script Name 9 Send 20 suggestions 30 T Task Bar 17 toolbar 9 transmit 24 2006 Advanced Systems Software 2006 Advanced Systems Software Endnotes 33 Back Cover
15. s R eebsG Rerkls ReceERM Fe Lodaut Login je a Nn M 2006 Advanced Systems Software Chapter 3 19 Active Task Bar Icons and their meanings Most of the Task Bar Icons will be inactive until the Login is successful lf your Log in was successful theTask Bar Icons will become active Select the Icon for the process you want and Click on i Fig 13 Icon ou Figs 14 Tran Code 276 Send Claims Health Care Claim Status Request Trans Code 277 Trans Code 835 Health Care Health Care Claim Claim Status Response Payment Advice Trans Code 837 M de Health Care Claim ete A akak Depending on the action you have requested different Icons will become active G 2006 Advanced Systems Software 20 EDI User Manual 3 2 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 Fie Modem Config View Help 2 After connection is made you must select a Doctor or Facility from the list Fig 16 EDI Exchange Configuration Menu Select Doctor Configuration Fie DoctorFrank sip DoctorJones srp Doctorlones2 srp Fig 16 3 Once the Doctor or Facility is selected you must to complete the Log In process by clicking the Login Icon Fig 1 7 2006 Advanced Systems Software Chapter 3 21 Fie kodem Tanta View Help Fig 17 Aft
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