Processing a Benefit Enrollment File

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Follow the instructions below to open a single EDI 834 file, parse it and display its details on screen in easy-to-read table format.

1.Go to File arrow Open in the main menu.
The "Open" menu
Alternatively, click on the "Open Document" icon shortcut located on the program toolbar.
The "Open" button
2.The Windows "Open File" dialog box will come up and you can select the file that you want to process. Browse through the folders and select a file with .edi extension. Click "Open."

Note: Only claim files in "ANSI 834" format can be opened via the HIPAA Enrollment Master. The program will display an error message if you select a file in a different format.

Reference: The 834 Transaction is the HIPAA-compliant Benefit Enrollment and Maintenance Transaction. Its purpose is to electronically transmit enrollment and dis-enrollment information.

The "Choose EDI File" window

3.Make sure the program tool bar is displayed in the left area. To display the left program bar with options, select View arrow Info Bar.
4.The filename of the opened file is displayed in the "Counter" pane.
A filename displayed in the "Counter" pane
5.Select one of the following modes in the "Output Mode" box. The Output mode defines the destination where the result file will be sent to. In our example, we select the "Screen" mode.
The HIPAA Enrollment Master goes through an 834 EDI file and puts out the individual enrollment records according to the following options:
Screen — Allows to display the records one by one on the screen in a preview window. The default output mode is "Screen." This mode is not available while working with a directory.
Printer — Allows to send the opened file(s) as batch to the selected printer. Read more in Printing the Records.
Spreadsheet File — Allows to save the opened file(s) to a spreadsheet file. Read more in Creating Spreadsheets.
ASCII File — Allows to save the opened file(s) to a tab delimited ASCII file. Read more in Creating ASCII Flat Files.
Image File — Allows to save the opened file(s) as TIFF or PDF file. Read more in Creating Image Files.
Data Export — Allows to export the opened file(s) to an external ODBC/OleDB-compliant database. This function works together with the output modes other than "Screen." When you select the "Data Export" check-box, an output mode option can be selected. This allows you to print/create files and export to a database simultaneously. Read more in Exporting the Data.

The "Output Mode" options

6.Click on the "Run" button.

The "Run" buttons

7.When you click on the "Run" button, the file will be parsed and the information displayed. The HIPAA Enrollment Master recognizes the type of the EDI transaction and displays Benefit Enrollment and Maintenance Records. In our example where the output mode is "Screen," the Benefit Enrollment and Maintenance Transaction is displayed in a preview window.
The display of a Benefit Enrollment and Maintenance Transaction
See also: Understanding Benefit Enrollment and Maintenance Records.
8.The number of records in the opened file is displayed in the "Counter" pane.
The number of records