Creating Spreadsheets

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The HIPAA Enrollment Master can export the enrollment data to spreadsheet file:

Microsoft Excel .xls and .xlsx formats
Open Document (a non-proprietary) .ods format.

You do not need to have Excel or Open Office installed on your computer; the Enrollment Master comes with the necessary drivers to accomplish this.

You can create spreadsheet files manually or automatically using the command line arguments and Windows Scheduler. Read more in:

Using the Command Line Arguments (CLI)
Running the Application via Scheduler

Before creating spreadsheet files, make sure all settings are defined correctly. The following options can be defined:

The directory in which to save the resulting files. See Configuring Program Options.
File format and columns. See Configuring Spreadsheet Options.

 

Follow the instructions below to create spreadsheet file(s) from EDI file(s).

1.Open an EDI file or directory containing the EDI files in the HIPAA Enrollment Master. Read more in Processing a Benefit Enrollment File, Working through an Entire Directory.
 
file_open
The "Open" button
 
file_open_dir
The "Open Directory" menu
2.Select the "Spreadsheet" option in the "Output Mode" block.
 
output_spreadshit
The "Spreadsheet" option
3.Click on the "Run" button.
 
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The "Run" buttons
4.The process will start. While running, you will see the "Stop" button instead of "Run."
 
creating-spreadsheets1
The "Stop" buttons
5.The "Processing Results" window displays the report. You can find the result XLS, XLSX or ODS files in the specified folder.
 
Processing results_spreadsheet
The "Processing Results" window
6.You will be asked to if to open the resulting file. Click "Yes" to view the data.
 
creating-spreadsheets2
The "Yes" button in the "Excel File" popup
7. The resulting spreadsheet will look like this.
 
clip0010
Excel spreadsheet example
The first two rows contain EDI file information that is applicable to all records. Row 1 has the column or field names, row 2 has the data.
Row 4 has group headings usually representing loop identifiers in the standard such as 2010C, etc.
Row 5 contains column or field names.
Row 6 and beyond contain the individual records.

There are fields that have multiple lines. The information is separated with ASCII(10) characters.