Setting up Company

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Creating EDI files will include a lot of information on you and your trading partners. The company setup screen is designed to enter all the necessary information for the EDI creation.When you create EDI files there are a few elements needed to identify your company as the sender, the producer of this EDI file. For this matter, use the company setup screen. You can specify your company information and other setting related to your company there.

If you have the EDI Exchange component licensed then all this information is stored in the data file "COMPANY_SETUP". If you don't have this component then this information is stored in the Windows registry.

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

1.To configure the company, select Setup arrow Company Setup in the main menu.
 
setup1
The "Company Setup" menu
2.The following screen will appear.
 

The "Company Setup" window
3.You can configure the following options:
Company Information
EDI Version
Contact Information
ISA 14 and 15

Read the detailed descriptions further.

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

 

Company Information

Name — Company name. Obligatory option.
Address 1
Address 2
City — Obligatory option.
State — Obligatory option.
ZIP
Plus 4
ISA Segment Sender Identification — It is the most important option to choose. It identifies your organization 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_2 — The option represents the program or machine that created the file. Usually the same as the ISA Segment Sender Identification. You can select other ID if you need. Obligatory option. The GS_02 identifier is usually the same as the ISA identifier but you can also choose some other ID. It represents the program or machine that created the file, but the most common is a repetition of the ISA identifier.
Tax ID — Obligatory option. Also called an Employer Identification Number (EIN).
Plan ID / Payor ID — Fill in your Payer ID and Plan ID if you have one; this is only important for the 271 and 277 transactions. Optional setting.
Three letter identifier to prepend to all outgoing EDI files — Optional setting. Makes your files easily identifiable.

 

EDI version

Specify EDI version:

only 4010
4010 if in original otherwise 5010
only 5010

 

Contact Information

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

Contact Person
Telephone
Ext
Fax
E-mail

 

ISA 14 and 15

EDI files will be — ISA element 14 determines if the resultant file contains test or production data:
Test
Production
Acknowledgement (TA1) req. — ISA element 15 indicates whether you want a TA1 acknowledgement for files that you send out.