Setting up Company

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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 we have the company setup screen. You can specify your company information and other setting related to your company in the HIPAA Enrollment Master's Company Setup.

1.To configure the program options, select Setup arrow Company Setup in the main menu.
Setup_Company Setup
The "Company Setup" menu
2.The following screen will appear.
Company Setup
The "Company Setup" window

You can configure the following options:

Company Information
EDI Version
Contact Information
ISA 14 and 15

Read the detailed descriptions further.

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

Company Setup_Save
The "Save" button


Company Information

Name — Company name. Obligatory option.
Address 1
Address 2
City — Obligatory option.
ZIP — Obligatory option.
ISA Segment Sender Identification — Important option. It identifies your organization for all EDI transactions. Most commonly the Qualifier is "ZZ" and a free form ID up to 15 character. Obligatory option.
Qualifier — Unique key to the trading partner database file. The qualifier has to be 2 bytes. Obligatory option. Approved qualifiers are:
01 Duns (Dun & Bradstreet)
14 Duns Plus Suffix
20 Health Industry Number (HIN)
27 Carrier Identification Number as assigned by HCFA
28 Fiscal Intermediary Identification Number as assigned by HCFA
29 Medicare Provider and Supplier Identification Number as assigned by HCFA
30 U.S. Federal Tax Identification Number
33 National Association of Insurance Commissioners Company Code (NAIC)
ZZ Mutually Defined

Company Setup_drop-down menu
The "Qualifier" drop-down menu

Application Sender's Code GS_2The 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.
Tax ID — Obligatory option. Also called an Employer Identification Number (EIN).
Plan ID / Payor IDFill 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

ISA 14 and 15

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