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EDI Seminar Outline |
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To review the EDI procedures
and principles listed below, this course examines the
YouveGotClaims and General EDI formats. Other EDI
formats may be used for this instruction if the instructor
receives prior notification. Contact Christine Sieber if you
have a special request concerning this course. |
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Introduction |
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What is EDI |
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Collection-Master EDI |
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Capabilities |
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Five Steps to Implementing an EDI
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Register the EDI |
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Forwarder File Setup |
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EDI Matrix and Document Setup |
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Download the New Claims File from your Client |
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Import your New Claims |
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CLS FTP Server |
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What is a FTP Server |
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Why is there a need for the FTP Server |
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Connecting to a FTP Server |
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EDI System Setup |
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Collection-Master Setup [1-S-4-8] |
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EDI Menu [4-2-1-5] |
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Forwarder/Client Setup [1-2-1-1] |
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EDI Matrix Setup |
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What is a Matrix |
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EDI Matrix Concepts |
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Downloading (receiving from client)
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New Claims |
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Updates |
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Uploading (sending to client)
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Updates |
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Remittances |
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EDI Help Files |
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Updated EDI Documentation |
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Matrix Setup |
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Sample Record Layouts |
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Requesting an EDI |
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Sample Data File |
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File Layout |
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Data Mapping / Corresponding CLS Field Codes |
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Trouble-Shooting |
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Current update from the web |
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Check Email for program changes |
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Update File - (Matrix setup) |
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Remittance File - (Forwarder setup) |
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Questions and Answers |
