Navigation:  Setup > Application Setup

1.To configure your processing option, go to Setup > Options in the main menu window or the "Options" button in the task menu.

 

 

2.The following screen will appear.

 

 

Excel Files

Before creating excel files, select the folder where the output file will be saved.

 

 

ASCII Files

Before creating ASCII files, select the folder where the output file will be saved.

 

 

Processed Files

The first setting concerns the handling of EDI files after processing. In order to avoid the duplicate processing of EDI files, we recommend that you move files after processing into an archive folder so that they are not processed multiple times. When working with copies of files, you can choose to delete the copies after processing. Always ensure that the original files are saved in a secure location. EDI files are important business documents and you want to make sure that you can access them at a later point in time for trouble shooting, audits, and other reasons. Leave in Place means the file remains in its original location and is not moved or deleted after processing.

 

 

If you use EDI Exchange, the Processed File folder is determined by the folder schema of EDI Exchange. Each trading partner has their own processed files folder. If you do not use EDI Exchange, browse to the folder where your files are stored and select it as the location.

 

Outbox Directory Path

Before creating 834 files, select the folder where the output file will be saved.

 

 

Log

Checking Always Write to Log box ensures that all process messages are written to the log file regardless whether the application is run through the command line or the user interface. The HIPAA Enrollment Master keeps track of all of the steps in processing EDI files. When the box is checked, processing steps are saved in the log.

 

 

Update

The next item determines whether the application on start-up looks for the existence of updates and newer version. Some companies have a strict policy that all updates have to be thoroughly tested before they can be implemented and users should not be faced with an option of update the application. For this case, we have the below check mark:

 

 

Document Color

The next item on the setup screen determines whether the back ground and labels on the printable form are in red to contrast them with the font color of black. When printing the forms to paper on a color printer you can save money and resources by choosing black. Otherwise it makes the forms much easier to read when you have background and labels in red.

 

 

File Creation

The last item on the setup screen prompts us to select how the files should be created. There are four options that you can select for grouping and you also have the option of selecting multiple.