HTTPS GATEWAY INSTRUCTIONS

Transcription

1 HTTPS GATEWAY INSTRUCTIONS Definition of HTTPS (HyperText Transport Protocol Secure): The protocol for accessing a secure Web (internet) server. Using HTTPS in the URL or address bar instead of HTTP directs the message to a secure port number rather than to the default Web port number of 80. A security protocol such as SSL, then manages the session. **Always use the BACK button on the bottom of the web pages to navigate in the site. Using your browser back and forth button may prematurely log you off the system.** Should you need any assistance at any time, contact EDI Solutions (noted at the bottom of web pages). Use the scroll bar on the right to view the entire listing. LOGGING IN: Go to the following page (you may want to save it to your favorites ): On the login screen (shown below), enter your assigned username and password. Note that both the username and password are case-sensitive. Press the LOGIN button at the bottom of the web page. 1

2 After logging in, you will be directed to an additional login page. Please enter your username and password again. Leave the PAYLOAD field blank. Press the SIGN ON button. 2

3 TO SEND A FILE: At the main window, press the UPLOAD button. In the next window, press the BROWSE button. Select the file you wish to upload. (NOTE: You will need to know the location and file name of the claim file you intend to send. This differs from software to software, and EDI Solutions will not know where it is on your computer.) After the file is selected, it will show up in the SELECTED FILES box. You may send multiple files at a time if they are named differently. After selecting the file(s), press the UPLOAD button. 3

4 You will see a confirmation screen below that the file has uploaded successfully. Reports generated for that file will be available for download by the next business day. 4

5 TO DOWNLOAD REPORTS: From the file transfer options screen, click the Report button. Highlight the reports listed in the window by clicking on them. To highlight multiple reports at once, hold down the CTRL key while clicking each file name. FA reports are Level acknowledgement reports (file detail). TX reports are the Level 2 status reports (claim detail). These reports are only generated if the FA passes. TA reports are generated when the file fails to process. Files fail to process due to enveloping errors, duplicate files, etc. (file detail). RJ reports are generated when the file is unreadable or unable to process (file detail). RP reports are general informational reports. IA reports are generated for enveloping errors. The first four numbers after the two-letter prefix represent the date of the file. For example, TX1001***** is a Level 2 status report for a file sent on October 1 st. After you have highlighted the reports, press the RECEIVE button. You will have the option to open or save a file named savefile.zip. It is strongly suggested that you download the file to your computer instead of opening them. You then can uncompress them, print or view them directly from your computer at any time. Once you have downloaded the reports, they will be removed from the window. EDI Solutions is able to repost any reports for a maximum of 90 days. After 90-day expiration, these reports are inaccessible. It is strongly suggested that you save these reports for your records. 5

6 TO RETRIEVE USER LOG AND 835 ELECTRONIC REMITTANCE ADVICE FILES: 835 ERA files are retrieved in the same manner as receiving reports (outlined above). From the File Transfer Options menu, choose RECEIVE USERLOG to download your activity log. The naming convention of the files - begin with an AL prefix followed by a four digit date. For example, the activity log from October 1 st will be named AL1001. If you have registered to receive 835 electronic remittance advice files, download them by choosing RECEIVE PAYMENTS from the File Transfer menu. The naming convention of the files - begin with an HP prefix follow by a four digit date. For example, HP1001****** is a remit that was generated on October 1 st. Please note that is the date the remit is generated, not the check dates contained therein. Once you have downloaded the 835 ERA files, they will be removed from the window. EDI Solutions is able to repost any 835 ERA files for a maximum of 90 days. After 90-day expiration, these files are inaccessible. It is strongly suggested that you save these reports for your records. 6