Processing a Payment Advice File

Follow the instructions below to open a single EDI file 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 Document" button
2. Browse through the folders and select a file with .edi extension. Click "Open."

Note: Only claim files in "ANSI 835" format can be opened via the Claim Payment Master. The program will display an error message if you select a file in a different format.

Reference: ANSI 835 is the American National Standards Institutes Health Care Claims Payment and Remittances Advice Format.

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. 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.
Printer — Select this option to print the opened EDI file.
Screen — This is a default mode. select this option to display the EDI file on screen in a preview window.
Image File — Select this mode to create TIFF or PDF file. You should have the settings configured to print the file to image. Read more in Creating Image Files from EDI.

The "Output Mode" options
5. Click on the "Run" button. 

The "Run" buttons
6. When you click on the "Run" button, the file will be parsed and the information displayed. The HIPAA Claim Payment Master recognizes the type of the EDI transaction and displays Payment Advice and Claim Status information separately. The following pertains to the X12 835 Electronic Payment Advice.

As in our example the output mode is "Screen," the claim is displayed in a separate window.

The display of an 835 Payment Advice

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