WPS Secure-EDI For Internet Claim Submissions Getting Started
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1 Contents WPS Secure-EDI For Internet Claim Submissions Getting Started Access WPS Secure-EDI and Sign-On 2 Change Your Password 2 Upload/Download Wizards 4 WPS Secure-EDI Home Page 5 Upload (Send) Files to WPS 6 Upload a File Using the ActiveX Wizard 7 Upload a File Without an Upload/Download Wizard 10 Download (Receive) Files from WPS 11 Download Files Using Upload/Download Wizard 13 Download Files Without an Upload/Download Wizard 14 Delete Downloaded Files from your Home Folder 17 Account Options 18 Sign Out 19 1 of 19 9/12/2013
2 Access WPS Secure-EDI and Sign-On 1. Open your web browser and go to the following URL: The Sign-On page will be displayed. 2. Type your Username and Password in the appropriate fields and click. Note: Your Username is the Submitter ID assigned by WPS. Note: Your initial password for Secure-EDI will be sent to you in a separate notification due to security reasons. The password is case sensitive. Change your Password The first time you sign on to WPS Secure-EDI, the following Account Options page will be displayed and you will be forced to change your password. 2 of 19 9/12/2013
3 To change your password, enter a new password in the appropriate field, enter the same new password a second time in the next field and click Password Rules:. 1. You will be required to change your password when you first log in. 2. Passwords MUST be at least 8 characters long. 3. Passwords MUST contain at least ONE UPPER CASE LETTER and at least one lower case letter. 4. Passwords MUST contain at least one number. 5. Passwords MUST NOT contain or resemble your username or your business name. 6. Passwords MUST be changed every 60 days. 7. The same password CANNOT be re-used until at least 24 different passwords have been used. Access Account Options at the top of the Secure-EDI page to complete subsequent password changes. 3 of 19 9/12/2013
4 Upload/Download Wizards The Secure-EDI application offers wizards that can be used to assist in sending files to and retrieving files from WPS. There are 2 types of upload/download wizards available: 1. ActiveX Wizard Available to only to Internet Explorer users. 2.. Java Wizard These wizards can be used to transfer files but are not necessary. If an Upload/Download Wizard is used for file transfers WPS Secure-EDI is able to guarantee the integrity of the file throughout the transmission process. The first time you sign on to Secure-EDI, you are presented with options to try to install a wizard or disable the wizard. These options are available in your Account Options at all times. If you do not wish to install a wizard, select Disable the Wizard and your Home page will be displayed. A wizard can be installed/enabled at a any time by accessing your Account Options. Complete the following steps to install the ActiveX Wizard (Internet Explorer only): Note: Steps for installing the Java Wizard are similar to those outlined below. 4 of 19 9/12/2013
5 1. Click on. A page indicating that the wizard is being installed will be displayed. This may take a few moments. 2. You will be notified that the Upload/Download Wizard has been successfully installed. Click OK and your Secure-EDI Home page will be displayed. WPS Secure-EDI Home Page When you sign on to WPS Secure-EDI (and have changed your initial password, installed or disabled wizards, etc.) your Home page will be displayed. 4. Access Account Options 5. Access Activity Logs 2. New Files for download 3. Go to your Home Folder 1. Upload Files 5 of 19 9/12/2013
6 Your Home page provides links that allow you to: 1. Upload files to WPS (whether or not a Wizard has been enabled). 2. Download files from WPS that are available in your Home Folder (New files are listed on the Home page for 7 days) 3. Go to your Home Folder to list, download and/or delete files from WPS. 4. Access and Modify your Account Options 5. Access logs of your account activity including files that have been uploaded, files that have been downloaded and any administrative modifications that you have made to your account. 6. Search WPS Secure-EDI for Files or Folders. Upload (Send) Files to WPS You will have access to upload files to the following folders: 1. Home/Test-Send This folder is for transmission of TEST files to WPS. Claim files uploaded to this folder will not be processed for payment. 2. Home/Prod-Send This folder is for transmission of PRODUCTION files to WPS. Claim files uploaded to this folder will be processed by WPS or WPS Tricare for payment. Access to upload to Home/Prod-Send is granted to users who have tested and been approved to send production files to WPS or WPS Tricare. If you have already been approved to submit production claim files, you will not be required to re-test using WPS Secure-EDI. Files can be uploaded to WPS using the ActiveX Wizard, Java Wizard or without the use of any Wizard. Note: Since files are sent via the Internet, Medicare files MAY NOT be transferred using WPS Secure-EDI. 6 of 19 9/12/2013
7 Upload a File Using the ActiveX Wizard (Internet Explorer only): 1. From your Home page, select the Home/Prod-Send or Home/Test-Send folder. 2. Launch the Wizard. 3. Drag and drop your file(s) into the empty list that appears or click on Add File to locate, select and open the file(s) you wish to send. Note: Multiple files may be added to the list and transferred at the same time. 7 of 19 9/12/2013
8 Empty file list File has been dragged and dropped to file list or selected and opened. 3. Once the file(s) you wish to send appear in the list, click. The following Upload Options selection screen will appear: 8 of 19 9/12/2013
9 You can choose to upload your files individually or upload all of the listed files in a single.zip file. Note: If you elect to send a.zip file, change the file name that appears in the Upload As field from upload.zip to a unique file name followed by.zip If zipping file, change file name upload.zip to a unique file name Do not include any additional Notes with your file. WPS EDI s process is automated. Any notes that accompany a transferred file will not be read. 4. After choosing the Upload Option, click. The file transfer will now occur. Once the transfer has been completed, the following confirmation will appear: Click OK to return to your WPS Secure-EDI Home page. An Upload Wizard Transfer Report will be made available to you at the bottom of your Home page indicating the status of the file transfer. 9 of 19 9/12/2013
10 Upload a File Without an Upload/Download Wizard: Complete the following steps to upload a file if no Upload/Download Wizard is installed or if your wizard is disabled. 1. From your Home page, select the Home/Prod-Send or Home/Test-Send folder. 10 of 19 9/12/2013
11 2. Click to locate, select and open your file. File selected and opened gd 3. Click. The file transfer will occur and you will be returned to your WPS Secure-EDI Home page. When the file transfer has been completed, a status message will appear at the top of your Home page. 11 of 19 9/12/2013
12 Download (Receive) Files from WPS All files from WPS (including reports from your claims submissions, electronic remittance advice, 997 file acknowledgements, text messages indicating files are ready for download, etc) will be placed in your Home Folder for you to download. Any new files will be displayed on your Home page (for 7 days) when you sign in and can be downloaded from that location. Other files, that have not been deleted, can be accessed for download or delete by clicking on. Download Files using Upload/Download Wizard: Complete the following steps to download files if you have the ActiveX Upload/Download Wizard installed and enabled. (The steps are similar if you are using the Java Wizard). 1. Locate the file you want to download. (New files will be displayed on your Home page. Other files can be accessed by going to your Home Folder.) 12 of 19 9/12/2013
13 2. Click on Download (next to the file name) Click Download to receive the file 3. The Download Wizard will now be opened and you will need to select a folder in which to save the file. Click here to select a folder where the file will be saved. This file will be saved in a folder called temp 13 of 19 9/12/2013
14 4. Click. The file transfer will now occur. Once completed, the following transfer verification will appear and the file will be located in the folder you specified in step 3 above. Click to return to your WPS Secure-EDI Home page. Download Files Without an Upload/Download Wizard 1. Locate the file you want to download. (New files will be displayed on your Home page. Other files can be accessed by going to your Home Folder.) 2. Click on Download (next to the file name) 14 of 19 9/12/2013
15 Click Download to receive the file 3. A File Download dialogue box will open. Select Save this file to disk and click. 4. Select a folder in which to save the file and click on. 15 of 19 9/12/2013 Click here to select a folder where the file will be saved. This file will be saved in a folder called temp
16 5. The file transfer will now occur. Once the file has been saved in the specified folder, a dialogue box indicating that the file download is complete will be displayed. Click to return to your WPS Secure-EDI Home page. 16 of 19 9/12/2013
17 Delete Downloaded Files from your Home Folder Once you have downloaded a file, WPS suggests that you delete it from your Home Folder. Complete the following steps to delete a file: 1. From your WPS Secure-EDI Home page, click on. A list of files in you Home Folder will be presented. 2. Locate the file you wish to remove and click on Delete next to the file. Click Delete to remove file from your Home Folder 3. You will be asked to verify that you wish to delete the selected file. Click Yes to delete the file. 17 of 19 9/12/2013
18 Account Options You can access your Account Options to change your password, indicate a new contact address, edit the number of files that are displayed on a single page or install/enable/disable an Upload/Download Wizard. Click on Account Options to display and/or modify your account settings. You have option when changing passwords to accept the suggested password or you can click on Type and create your own password. 18 of 19 9/12/2013
19 Sign Out Once you have completed the your file uploads, downloads, deletes, etc. click on Sign Out to end the session. You will be returned to the initial Sign On page. 19 of 19 9/12/2013
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