5 Initializing EDI Exchange

Before you can use EDI Exchange, and after you have configured the obligatory settings, you have to perform the initialization. Follow the instructions below.

1. Select "EDI Exchange Setup" under the "EDI Exchange" menu item.

The "EDI Exchange Setup" menu item
2. The following window will appear.

The "EDI Exchange Setup" window

Note: The icon in the lower left corner, indicating that EDI Exchange has not been initialized yet.

3. After setting the root directory (see the previous step Defining Communications Directory), you can initialize EDI Exchange module. Click the "Initialize EDI Exchange" button to accomplish the process.

The "Initialize EDI Exchange" button

Once the "Initialize EDI Exchange" button is clicked, the system checks if all settings have been configured correctly.

1. The first thing the initialization process checks is the connection to the database and the presence of the necessary tables. EDI Exchange relies on the database connection that is part of the HIPAAsuite application that you are using. EDI Exchange needs Database Connectivity licensed and enabled. If this part is not yet set up, then you will get an error like this:

Initialization failed because of SQL connection problems

Read more in Setting up Database Connection.
2. Once the connection is established, the program checks if the correct tables exist in the database. See Creating Database Tables. Once the SQL part checks out, you will see the following message.

Checking SQL settings and tables:

         Connection settings are checked. Trading Partners table is checked.

         TRANS_LOG table is checked.

         TRANS_LOG_ERRORS table is checked.

         SEND_LOG table is checked.


3. The next step of the initialization processes — the program checks and, if necessary, creates the root directory and five sub-directories. Within these root directories, there will be folders for each Trading Partner and type of transactions. The location and names of the sub-folders are handled in the "Trading Partner" setup. The root folder is specified via the "EDI Exchange Setup" screen. Read more in Defining Root Directory.

The sub-directories that EDI Exchange creates are as follows:

EDI Exchange 5 folders
The directory structure of EDI Exchange
4. The next step of the initialization — the program checks if the HIPAA EDI compliance engine is properly installed.
5. The last thing checked by the system is if the Automatic File Processing options have been set up. Read more in Defining Auto-Processing Options. The options are important for the hand over from EDI Exchange to the other HIPAAsuite program that hosts EDI Exchange.


Once all verifications have been completed successfully, you will see the following message:

Processing results_success
Successful initialization of EDI Exchange

After that your EDI Exchange is initialized.

edi exchange setup_initialized
The "EDI Exchange is successfully initialized" message on the bottom of the "EDI Exchange Setup" window


Troubleshooting Initialization

When you are going through the Initialization process of the EDI Exchange, you can encounter the following message in the "Processing Results" window:

Checking for EDIDev:

EDIDev is not installed!

EdiDev is not installed
The EdiDev component is not installed

To resolve this issue, do the following.

1. Go to the http://www.edidev.com/ediregis.htm site.
2. Some systems may require Microsoft Redistributable Package to be installed first. In this case, download one of the following components according to your OS' bit depth.

Visual C ++
3. Download one of the following components you need according to your OS' bit depth:
Framework EDI Enterprise evaluation 32-bit
Framework EDI Professional evaluation 64-bit
4. Install downloaded components and start again the EDI Exchange initialization procedure.

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