Navigation:  Configuring the Application > Using the EDI Viewer and Editor

Background

837 EDI files are often hard to read, especially if they have no carriage returns and line feeds to put each segment on a line of its own. The EDI Editor available in the HIPAA Claim Master application replaces all element separators with a star "*", all sub-element separators with a colon ":", and all segment separators with a tilde "~", even if the original file uses different delimiters.

 

Changing EDI files can be a complex undertaking, so it should only be done by someone with ample experience working with 837 EDI files. Some files could be legal documents that should not be altered without the consent of the originator, so caution is advised when modifying these documents.

 

How can I access the EDI Editor?

To begin using the EDI Editor, follow the steps below:

 

1.Select the EDI file you want to modify (See Processing an Electronic Claim).

 

 

2.Go to View > EDI Editor in the main window.

 

 

Alternatively, click the "EDI Editor" icon in the Taskbar.

 

 

Note: The EDI Editor only works if you open an EDI file; if there's no file selected, a window will open prompting you to open a file.

 

The following window will open:

 

 

3.Once you have made your changes, go to File > Save to save the EDI file with the modifications, or click the floppy disk icon in the Taskbar. If you want to save the version of the file you have opened without overwriting the original file, go to File > Save As instead and name it differently from the original file.

 

 

How do I use the EDI Editor?

See the tools available to modify the EDI:

 

The Tab Menu Bar

 

 

The "Tab Menu Bar" of the EDI Editor contains multiple settings within each tab. See their description below:

 

File

oOpen — This allows you to open and edit a new EDI file.

oSave — This allows you to save any changes to your EDI file.

oSave As... — This allows you to save an open EDI file in another location and/or under another name.

oClose — This allows you to close the EDI Editor window.

 

Edit

oUndo — This allows you to reverse the last modification made.

oRedo — This allows you to bring back a modification.

oCopy — This allows you to copy any selected text.

oCut — This allows you to copy any selected text to a clipboard but it will delete the text from view.

oPaste — This allows you to place any copied or cut text in the selected area.

oFind... — This allows you to search for any word or character within the EDI file.

oReplace... — This allows you to replace any chosen word or character with another throughout the EDI file.

oGo to line... — This allows you to go to a specific line within the EDI file.

 

View

oHide Info Bar — This option hides the bar on the left of the EDI Editor window; selecting it again will make it reappear.

 

Help

oHelp Documentation — This option will open the user's manual on the website.

oView Manual — This option will download the user's manual.

oReport an Issue — This option allows you to send a report and create a ticket for technical support related to EDI Editor.

oAbout — This option opens a pop-up window with basic information about the EDI Editor.

oProject History — This option opens a pop-up window with all the previous versions and the changes made in each until the most recent version.

 

EDI Taskbar

 

 

The EDI Task Bar contains different tool icons for quick access. The icons from left to right are: Open, Save, Undo, Redo, Copy, Cut, Paste, Help, and Info Bar (see the previous section for each function description).