How can I configure and maintain clearing house/receiver records?

​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

  1. Locate the Search Field:
    • At the top of the Clearing House/Receiver list, find the search bar.
  2. Enter Search Criteria:
    • Type relevant details, such as the receiver code, name, or city.
  3. 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

  1. 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.

  1. 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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