Setting up Database Connection

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The HIPAA Claim Payment Master natively treats a payment advice record as a single object. The application extracts the complete payment from an EDI file into its proprietary data object. It can translate and export this data into any ODBC-compliant database such as Microsoft SQL Server, Oracle, etc.

Tip: The default fields that come with the product can be extended; customizations are possible.

1. Select Data Export arrow 835 Connection and Data Fields in the main menu.

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The "835 Connection and Data Fields" menu

2. You will be confronted with the following screen where you can set up the database connection and enter the names of the database tables.

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The "Data and Field Setup" window

Connection Properties

Tip: If you use ODBC for the connection, you will need to set up the ODBC connection first in the Windows arrow Control Panel arrow Administrative Tools arrow Data Sources (ODBC) setup screen. Setting up the ODBC connection  varies from database to database.

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The ODBC Administration screen in Windows

Define the database connection properties:

Database Type
MS SQL Server
MS SQL Server Integrated Security
ODBC Connection
ODBC Connection for Oracle
Database Server Name
Database
Username
Password
Payment Table
Claim Table
Line Table
Claim Adjustments
Line Adjustments
Provider Level Adjustments

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The connection properties fields

To create tables in your database, click on the "You can create the tables through a separate screen" link. For instructions, refer to Creating Tables.

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A link to create tables

Once the connection parameters have been entered, click "Save Connection Information."

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The "Save Connection Information" button

To verify if the entered parameters are correct, click on the "Test Connection" button.

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The "Test Connection" button

If the test has passed successfully, you will see the following notification:

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The success message

Once the test has passed successfully, the "Connection not checked" message changes to "Connection chеcked."

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The "Connection not checked" checkbox

Once you have the database connection defined and tested, you can enter the table names. See Selecting Fields to Export.

If you need to create the tables first, then see Creating Tables.