Getting Started

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About EDI Exchange

EDI Exchange is a module available in most HIPAAsuite EDI applications. It is an option that you can purchase for an additional cost. Some of our products, such as HIPAA Claim Master, process EDI files but do not receive or send EDI files to and from your trading partners. EDI Exchange is created to do that. EDI Exchange is designed for those organizations that have a large volume of EDI files, need more order and automation and adhere to tougher compliance rules. The EDI Exchange is an EDI pre-processor that handles FTP transport, encryption, HIPAA compliance check, trading partner management, etc. Outgoing EDI files can be checked for compliance; individual records that do not pass the check can be withheld.


HIPAAsuite products with EDI Exchange module have a main menu item called "EDI Exchange" with sub-menus to call the module's functions.

The "EDI Exchange" menu in HIPAA Enrollment Master

EDI Exchange performs the following functions:

Trading Partners Management — The following Trading Partner's parameters can be stored and transparently managed with the help of EDI Exchange: name, address, EDI identifiers, delivery methods, encryption parameters, FTP servers, CORE-Compliant server addresses and credentials, communication numbers and folders to keep files separated, special requirements specific to this trading partner. Read more in Setting up Trading Partners.
File Transport — EDI Exchange has a built-in FTP client that can securely connect to your trading partner's FTP servers. If you employ your own FTP server, you can utilize the folder structure that EDI Exchange uses to manage incoming files, users, home directories and permissions so that your Trading Partners can drop off and pick up EDI files. Supported are:
Simple FTP
FTP Secure
Implicit FTPS
Explicit FTPS
Secure Shell FTP or sFTP

Read more in Using FTP Client.

Encryption — Many healthcare-related companies use encryption to cloak the content of their EDI files. The prevalent method of encryption is PKI (Private Key Infrastructure) that uses the product of two incredibly large prime numbers as cipher. EDI Exchange supports PGP (Pretty Good Privacy), the leader in PKI products as well as the open source GPG project with its Windows sub project PGP4Win. Both are implementations of the same encryption mechanism. Read more in Using Encryption.
File Management — EDI Exchange uses a clear directory structure to store EDI files. The structure  is based on root directories for incoming files, outgoing files, processed files and suspended files. Below these root directories, there are subdirectories for each trading partner and then each transaction set. Read more in Defining Root Directory and Initializing EDI Exchange.
EDI Compliance Check — EDI standards are strict and precise; adherence to the standards is very important so that any organization can work with them regardless of their backend system software. EDI Exchange has a built-in compliance engine that checks incoming files for compliance. The engine also generates a report listing each problem with the exact location. Outgoing EDI files can also be checked and you have an option to withhold individual records that violate the rules. Read more in Checking EDI Files.
EDI Control for Transactions — The EDI protocols have a few supporting transaction sets that are useful to the smooth functioning of EDI exchanges. They provide the sender with an instant feedback on receipt. The following transaction sets are available:
TA1 Acknowledgment
997/999 Functional Acknowledgment
277U/277CA Unsolicited Claim Status Response (in case of Claims)
Logging — EDI Exchange has several logs that are instrumental to keep processing in order and allows to forensically investigate mishaps. There are three logs in EDI Exchange:
Incoming file log — See Accessing EDI Receive Log.
Outgoing file log — See Accessing EDI Send Log.
Daily transaction log

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Requesting EDI Exchange License

If your trial has expired, you can request an extension to the trial.

If you purchased the product and need a final license key, you should request an EDI Exchange license.

Follow the instructions below to request a trial or final license key.


1. Select "Request EDI Exchange license" under the "EDI Exchange" menu item.

Request EDI Exchange License
A menu item to request a license key
2. Once you have clicked this menu item, your default email application appears. In our case, it is Microsoft Outlook. All information necessary to produce the key is automatically filled out. 

Email message created by EDI Exchange
3. You can add a trial extension or a final key after purchasing or relocating the software.

Once you receive the response with the key for EDI Exchange, you can bring the "Registration Form" screen up again and click on "Register". Enter the key to unlock EDI Exchange. In the Result area, you will see that EDI Exchange has been registered.

Entering the license key

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Registering EDI Exchange

EDI Exchange is licensed separately from the host application, HIPAA Claim Master, for example. The reason is that EDI Exchange will work on all HIPAAsuite Products that are installed on your particular computer. For example, if you have HIPAA Claim Master and HIPAA Enrollment Master licensed, only one license of EDI Exchange is needed and the module will work across two products.

When you first install a HIPAAsuite product of your choice, a 15-day EDI Exchange trial is included. Once the trial expires, EDI Exchange loses its functionality. The menu items under "EDI Exchange" become disabled except the last ones that allow you to license and enable the product.

EDI Exchange menu_unavailable items

The "EDI Exchange" menu with menu items disabled

You can register the product by clicking on the "EDI Exchange License Information" option under the "EDI Exchange" menu.

"EDI Exchange License Information" option under the "EDI Exchange"

Then the license screen appears. In the lower left corner you can find the unique registration number needed to create either trial extensions or final licensing.

The license information screen

Once you click on "Register," you can enter the license key that you have previously received via email from us (see Requesting EDI Exchange License.) Click on "Register" and you will see the registration message in the "Result" area.

Extending the trial by entering a license key

Close the "Registration Form" and continue using the EDI Exchange.

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