CBH Provider EDI Browser Manual

Transcription

1 CBH Provider EDI Browser Manual Table of Contents PGP Software Installation Windows XP 2 PGP Software Installation Windows 7 9 Main Screen 16 Log In Screen 19 Report: Authorizations 21 Decryption Instructions RAs 25 Legacy Reports: Payment and Rejection 26 Documentation 30 News and Updates 31 Get Qualified 32 Upload Multiple Files 34 View Uploaded Files 35 CBH Provider EDI Browser, May 2012 Page 1

2 PGP Software Installation: Windows XP 1. Insert the PGP CD into the CD-ROM drive. 2. Select either yes or next on the next 3 screens. The Auto Installer will begin. CBH Provider EDI Browser, May 2012 Page 2

3 3. When asked about keyrings, select yes then click next. 4. Click next unless you wish to change the folder in which PGP installs. 5. Make sure only the PGP disk Volume Security option is 6. Select next. selected. Then click next. CBH Provider EDI Browser, May 2012 Page 3

4 7. Click the Browse buttons on this screen to locate your public and private keyrings provided to you by CBH. 8. Your public keyring should be located on the CD 9. Your private keyring should be located on the CD provided to you. Select it and then click open. provided to you by CBH. Select it, and then click open. CBH Provider EDI Browser, May 2012 Page 4

5 10. Once you have located both your public and private keyrings 11. PGP will now copy your keys from the disk (from the installation CD), you re ready to press next. to your hard drive. 12. Once the application and security keys have been installed, it will be necessary to restart the computer. Select Finish to restart. CBH Provider EDI Browser, May 2012 Page 5

6 13. After the computer has restarted, the PGP License Authorization 14. Once the window has completely opened, it Screen will appear. Before entering any information on this screen, will be necessary to access the license Select the Manual button to completely open the window. authorization number provided to you by CBH. 15. On your computer desktop, double-click on the My Computer icon. 16. Locate the CD-ROM icon, but DO NOT DOUBLE-CLICK on it. Instead, right-click with your mouse, and select Explore from the drop-down menu. CBH Provider EDI Browser, May 2012 Page 6

7 17. On the disk, located and open the 18. The file contains the authorization number. Highlight the ENTIRE text text file names, pgp_auth. (including the lines begin and end) and select Edit, Copy from the drop-down menu. Once all the text has been selected and copied, this file can be closed. Note: License Number above is C46WT ZFDB2 45HWY Y9TPB J6U2Y 0ZC 19. Paste the text into the box and the bottom of the window. Once the authorization text is in place, begin filling out the rest of the information in the form using the Licensee Information and License Number provided in the example. Note: your window MUST contain the same information for the PGP software to properly authorize. When finished, click the Authorize button at the bottom of the window. CBH Provider EDI Browser, May 2012 Page 7

8 20. Once the authorization has been established, simply click OK. ***End of PGP Software Installation Windows XP*** CBH Provider EDI Browser, May 2012 Page 8

9 PGP Software Installation Versions 9 or 10: Windows 7 1. Launch PGP Installer CBH Provider EDI Browser, May 2012 Page 9

10 2. Accept License Agreement CBH Provider EDI Browser, May 2012 Page 10

11 3. Choose Next after reviewing PGP release notes. 4. PGP will install. CBH Provider EDI Browser, May 2012 Page 11

12 5. You will be prompted to restart your computer in order for the configuration changes to take effect. 6. Select Yes to enable PGP for the user CBH Provider EDI Browser, May 2012 Page 12

13 7. Enter your registration information. This will be obtained by purchasing the license from PGP Corp. 8. Enter your PGP version 9 or 10 license number. CBH Provider EDI Browser, May 2012 Page 13

14 9. Choose the option I have used PGP before and I have existing keys. 10. Use the Browse buttons to locate your PGP keys. They will be on a CD issued by CBH. You must use the CBH provider keys! CBH Provider EDI Browser, May 2012 Page 14

15 11. Choose Next to continue. 12. Choose Next to continue. 13. PGP has been successfully installed. ***End Windows 7 PGP Installation Instructions*** CBH Provider EDI Browser, May 2012 Page 15

16 Connect to Internet Go to Username: cbh001 Password: cbh001 CBH Provider EDI Browser, May 2012 Page 16

17 Note: Users may see a security alert after typing in the browser address. Simply press yes or accept to proceed to the site. CBH Provider EDI Browser, May 2012 Page 17

18 Click CBH Claims server A new window will open. Log in to the CBH website as you normally would. CBH Provider EDI Browser, May 2012 Page 18

19 Login Screen Log into the server using your assigned parent login and password. Logging in with your parent login will allow users to do the following: Log into browser Upload claims Download Authorization Reports CBH Provider EDI Browser, May 2012 Page 19

20 This is the fully expanded main menu that users will see. In the interest of space, the fully expanded menu has been split into two sections and placed side by side below. Clicking on the menu options on the left side of the screen will allow users to access the various screens within the EDI Browser. CBH Provider EDI Browser, May 2012 Page 20

21 Authorization Reports The Authorization screen allows users to download authorization reports. These reports can be sorted in ascending or descending order for easier viewing and identification. CBH Provider EDI Browser, May 2012 Page 21

22 Using the drop down box, users can choose the time period desired, and available reports will be displayed. CBH Provider EDI Browser, May 2012 Page 22

23 Decrypting Downloaded Files Download needed files off the CBH EDI Browser and save them on your hard drive. Navigate to this file using Windows Explorer or similar tool and double-click on it. Enter your passphrase assigned by CBH into the window and click OK. If the passphrase matches the one in your decryption key the window will disappear and the decrypted file will appear in the same directory where the encrypted file is located. If the entered passphrase does not match, you will be prompted to enter it again. After successful decrypting, use MS Excel to view file contents of Authorization Reports, Payment Detail Reports or Rejection Reports. Note: 835RA s can be decrypted using the appropriate decryption software per your vendor s recommendation. Viewing Decrypted File Contents Note: While the decrypted file can be viewed with a variety of programs, CBH recommends using Microsoft Excel. The instructions mentioned here apply to Microsoft Excel only. When opening the file in Excel, this is the first screen that appears. Make sure the file type selected is delimited and then press the next button. CBH Provider EDI Browser, May 2012 Page 23

24 In Step 2, place a checkmark in the other delimiters box, and type in the pipe character. (This is the key directly above the enter key on the keyboard.) Then click finish to see the results. This is an example of what the file will now look like, with your private information in place of the XXX in the picture to the left. WARNING: In the event that the decryption passwords are lost or if the person in charge of these passwords leaves your company, you must contact CBH IMMEDIATELY. CBH will then assign new passwords and render the previous passwords inoperative. Failure to notify CBH immediately means your confidential information is at risk of being accessed by someone else, thus compromising the security of your data. CBH Provider EDI Browser, May 2012 Page 24

25 835 RA Note: 835RA s can be decrypted using the appropriate decryption software per your vendor s recommendation. CBH Provider EDI Browser, May 2012 Page 25

26 Payment Detail Reports The Payment Detail screen allows users to download payment detail reports. These reports can be sorted in ascending or descending order for easier viewing and identification. CBH Provider EDI Browser, May 2012 Page 26

27 Using the drop down box, users can choose the time period desired, and available reports will be displayed. Note: Effective June 2012 Payment Detail Reports will no longer be placed on the CBH EDI Browser. The 835 RA will be the official report of payments and rejections. CBH Provider EDI Browser, May 2012 Page 27

28 Rejection Reports The Rejection screen allows users to download rejection reports. Like the Payment Detail and Authorizations Reports, these reports can be sorted in ascending or descending order for easier viewing and identification. CBH Provider EDI Browser, May 2012 Page 28

29 Using the drop down box, users can choose the time period desired, and available reports will be displayed. Note: Effective June 2012 Rejection Reports will no longer be placed on the CBH EDI Browser. The 835 RA will be the official report of payments and rejections. CBH Provider EDI Browser, May 2012 Page 29

30 Documentation Any necessary documentation can be downloaded from this screen. CBH Provider EDI Browser, May 2012 Page 30

31 News and Updates Check here for updated news and updates. CBH Provider EDI Browser, May 2012 Page 31

32 LogFirst Step: Get Qualified Before users may submit claims to CBH, they need to be qualified. This means they need to send in claims to be tested. The system makes sure the files can be read and understood by the system, and checks that the files are HIPAA compliant. Providers that have multiple sites from which they do billing need to send a sampling from each site. Once test claims are submitted and verified as readable and HIPAA compliant, users will see a link for Claims instead of Get qualified at their next login. At this point, users will be able to upload claims. CBH Provider EDI Browser, May 2012 Page 32

33 1. Click on the Browse button. The Choose File window appears. Then simply select the file to be uploaded. 2. Certify the document by reading the statement provided and checking the box. 3. Click the Upload File button. Note: Files will not upload unless they are certified. CBH Provider EDI Browser, May 2012 Page 33

34 Upload Multiple Files Don t forget to certify your files! Users may currently upload up to five files at a single time using the Upload Multiple Files page, making sure to certify the files by reading the statement at the bottom of the screen and checking in the appropriate box. CBH Provider EDI Browser, May 2012 Page 34

35 View Uploaded Files Users may see a list of all uploaded files in the View Uploaded Files screen. The files can be sorted in ascending or descending order according to date, file name, or file size. ~END~ CBH Provider EDI Browser, May 2012 Page 35