This guide provides a detailed explanation of how to add, search, and manage Clearing House/Receiver data in the application. Clearing House/Receiver information plays a crucial role in ensuring smooth communication and data transmission in electronic transactions. Follow the outlined steps to effectively manage this data.
Steps to Add a New Clearing House/Receiver
Step 1: Log in to the Application:
- Use your username and password to access the dashboard. Ensure you have the necessary permissions to manage Clearing House/Receiver data.
Step 2: Navigate to the Clearing House/Receiver Section:
- Go to the Data Management menu.
- Select Clearing House/Receiver from the submenu to open the section where existing records are listed.
Step 3: Add a New Record:
- Click the Add button to open the 'Add Clearing House/Receiver' form.
- Complete the required fields with the following details:
- Receiver Code: (Mandatory) Unique identifier for the receiver.
- Receiver Name: (Mandatory) Name of the receiver organization.
- EDI #: Optional field for Electronic Data Interchange number.
- Address-1: (Mandatory) Primary address line.
- Address-2: Optional secondary address line.
- City: Name of the city where the receiver is located.
- State: The state or region for the address.
- ZIP Code: Format as _____-____.
- Phone Number: Format as (___) ___-____.
- Email: Receiver’s email address.
- Interchange and Identification Details:
- Interchange Sender ID (837P): Specific identifier used for interchange purposes in 837P format.
- Interchange Sender ID: General identifier for the interchange.
- Interchange ID Qualifier: Select ZZ (Mutually) as the qualifier.
- Application Receiver's Code (GS03): Code identifying the receiver application.
- Receiver Identification Codes:
- Receiver Code: Unique code assigned to the receiver.
- Receiver Identification Code in 837I: Code for 837 Institutional format.
- Receiver Identification Code in 837P: Code for 837 Professional format.
- Qualifier Details:
- Qualifier for Box: Choose from 11b, 14, or 15.
- Qualifier Code: (Max 3 characters) Enter a valid qualifier code.
- Default: Specify if this qualifier is the default.
- Description: Provide a clear explanation of the qualifier’s purpose.
- Save the Record:
- Verify the details and click Save to add the new record to the system.
Step 4: Search for an Existing Clearing House/Receiver Record
- Locate the Search Field:
- At the top of the Clearing House/Receiver list, find the search bar.
- Enter Search Criteria:
- Type relevant details, such as the receiver code, name, or city.
- Perform the Search:
- Click the Search button.
- The application will filter and display matching records.
Step 5: Edit or Delete a Clearing House/Receiver Record
- Editing a Record:
- Use the search function or browse the list to locate the desired record.
- Click the Edit icon in the Action column.
- Update the necessary fields and save changes.
- Deleting a Record:
- Locate the record to delete.
- Click the Delete icon in the Action column.
- Confirm the deletion to remove the record permanently.
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