Navigation:  Getting Started > Familiarizing with the Interface

How do I navigate the HIPAA Enrollment Master application?

The HIPAA Enrollment Master application is designed to be as user-friendly and intuitive as possible. Please take a moment to review the basic commands in the main menu before processing anything:

 

The Tab Menu Bar

 

 

The Tab Menu Bar at the top shows different options and sub-menus for the various features of the application. See the description of each tab below:

oFile — This tab contains all file-related activities such as opening a file or directory, printer selection, and exiting the application.

oView — This provides access to the built-in EDI Editor and allows you to show or hide the Info Bar.

oDatabase — This provides access to the database setup and the Enrollments database; see Background for details.

oSpread Sheet(Import/Export) — This tab allows you to import Excel spreadsheets and to utilize and export-import machine. See Spreadsheet Import.

oCodeSets — This tab allows you to view a variety of alphabetized codesets. See Selecting a Code Set.

oImage — This tab allows you to view the images of files and to configure the image file options. Configuring Image Setup, Viewing Image Files.

oSetup — This provides access to the different setup windows; see Application Setup, Company Setup, Creating Company Setup Table.

oLog — This tab allows you to view the logs of files that have been processed. See Accessing Daily File Logs.

oEDI Exchange — This tab allows you participate in a variety of EDI tasks such as checking files and creating tables. See EDI Exchange.

oHelp — This shows the documentation and context-sensitive help topics.

 

 

The Taskbar

 

 

The Taskbar sits below the Tab Menu Bar and it has the most important functions accessible through quick launch icons. The Taskbar shows the following icons: Open Document, Run, Next, EDI Editor, Get Files, Process Inbox, Setup, Help, View Manual, Info Bar.

 

The Info Bar

 

 

The Info Bar is located on the left side of the main menu window. This panel displays the settings to start processing files. If you do not see the Info Bar, you can access it through the “View” tab or by clicking the no symbol icon in the Taskbar. When you work with files, the Info Bar is indispensable, but when working with a database, it is optional. See the details of each box within the Info Bar below:

oOutput Mode Box — This defines how the result file(s) will be managed. See below the details of each option:

§Screen — This is the default mode; select this option to display the EDI Enrollment file on the screen in a preview window.

§Printer — This mode allows to print the opened EDI Enrollment file; see also Selecting a Printer.

§Spreadsheet File — This mode will export an EDI file to an Excel, CSV, or ODS file.

§ASCII File — This mode will export an EDI file to an ASCII file.

§Image File — This mode creates a TIFF or PDF file; see Creating Image Files from EDI.

oData Import — This takes the information from the EDI file and stores it in the database.

oCounter Box — Displays the number of enrollments processing in real-time:

§EDI Files — This displays the number of EDI files processed; this option will not show if the "Screen" output mode is selected and when you open files through a directory.

§Records — This displays the number of records processed.

oRun with compliance check — This check box applies to users who have the EDI Exchange license and want to ensure the file is compliant.

oRun — Click this button to begin processing enrollments; once you click it, the icon will change to "Stop."

oExit — This closes the application.