Navigation:  Setup > Company Setup

Creating EDI files requires information about your company and your trading partners. The Company Setup screen is used to enter this information. When generating EDI files, certain elements are required to identify your company as the sender (the producer of the EDI file). The Company Setup screen is where you configure this company information and related settings.

If you have the EDI Exchange component licensed, this information is stored in the data file "COMPANY_SETUP." If you do not have this component, the data is stored in the Windows Registry.

Note: You need to configure the database first. See Setting up Database Connection.

1.To configure the company, go to Setup > Company Setup in the main menu window.
 

 

2.The following screen will appear.

 

 

3.You can configure the following options:

·Company Information

·Contact Information

·ISA 14 and 15

·Current Company

 

Company Information

 

 

·Name — Company name. Mandatory Field.

·Address 1

·Address 2

·City — Mandatory Field.

·State — Mandatory Field.

·ZIP

·Plus 4

·ISA Segment Sender Identification (ISA 06) — The most important field as it identifies your company for all EDI transactions. Most commonly the Qualifier "ZZ" and a free form ID up to 15 character in length is chosen. Other options include your tax ID and the Dun & Bradstreet ID.

·Qualifier — The ISA Identifier and qualifier are the unique key to the trading partner database file. The ISA identifier can be up to 15 bytes long, the qualifier has to be 2 bytes. Approved qualifiers are:

·01 — Duns (Dun & Bradstreet)

·14 — Duns Plus Suffix

·20 — Health Industry Number (HIN)

·27 — Carrier ID Number (Identification Number as assigned by HCFA)

·28 — Fiscal Intermediary ID Number (Identification Number as assigned by HCFA)

·29 — Medicare Provider and Supplier ID Number (Identification Number as assigned by HCFA)

·30 — U.S. Federal Tax ID Number (Identification Number)

·33 — NAIC Company Code (National Association of Insurance Commissioners Company Code)

·ZZ — Mutually Defined

·Application Sender's Code GS_02 — This value identifies the program or system that generated the EDI file. It is most often the same as the ISA Segment Sender ID (ISA 06), though you may specify a different ID if needed. While GS_02 usually matches ISA 06, it can represent any identifier for the application or system that created the file.

·Tax ID — Mandatory Field. Also called an Employer Identification Number (EIN).

·Plan ID / Payer ID — Fill in your Payer ID and Plan ID if you have one; this is only important for the 271 and 277 transactions.

·Three letter identifier to prepend to all outgoing EDI files — Makes your files easily identifiable.

 

Contact Information

 

 

The contact information goes into the PER segment of outgoing transactions:

·Contact Person

·Telephone

·Ext

·Fax

·E-mail

 

ISA 14 and ISA 15

 

 

·EDI files will be — ISA 14 determines if the resultant file contains test or production data:

·Test

·Production

·Acknowledgment (TA1) requested. — ISA 15 indicates whether you want a TA1 acknowledgment for files that you send out.

 

Current Company

 

 

The application supports managing multiple companies within a single installation. This is especially useful for third-party administrators (TPAs) or billing agents who work with multiple clients. Each client’s EDI identifiers can be stored as a separate company, allowing you to keep their data and configurations organized and independent.

 

4.Once you have finished editing the options, click "Save."