Trading Partners

If you are signed up for CTStatements, you will see the trading partner EOS in the Trading Partners tab. The options in this tab are automatically configured when you sign up for CTStatements as shown below; you can change them if you need.

By default, both the destination folder and the file name mask are set to {ask}, meaning that ChiroTouch will ask you to specify the folder and file name each time you export. You can specify a folder to use (for example, EOS\Out) and different file naming/masks by changing the values in the Home Folder, File Naming, and File Name, Pattern, or Mask drop-down menus. We suggest selecting Dynamic from the File Naming drop-down menu and we suggest your file name include a date value. Read more about the Trading Partnersin this window for guidelines and valid tokens.

Entering Your EOS Credentials

1. Click the Credentials... button.
   
2. Enter your ChiroTouch client ID in the Client ID field.
3. Enter the password EOS emailed to you in the welcome email you received after you signed up for CTStatements in the Password field.

With the 6.3 release, SFTP had been enabled for Gateway EDI. This means that you can easily import files from Gateway EDI/Trizetto. Start by configuring ChiroTouch and then setting up your Trizetto Portal.

With the 6.3 release, SFTP had been enabled for Blue Cross Blue Shield of Michigan. This means that you can easily import files from BCBSM.

1. From the Trading Partner drop-down, choose BCBSM.
   
2. In the Partner Name and Identifiers section, set the following information:
   1. Organization Name: BCBSM
   2. Identifier: Select Mutually Defined (ZZ) and make sure that the Identifier is the ISA08 Interchange Receiver ID with the number 382069753.
   3. C R I T I C A L    
      If this field contains anything other than 382069753, the SFTP connection will fail and the Connections Options section will be blank.
   3. ETIN: 00710
   4. Application Code: 382069753
3. In the Our (Site) Name and Identifiers section, set the following information:
   1. Organization Name: Whatever your organization's name is
   2. Identifier: Select Mutually Defined (ZZ) and make sure that the identifier is the BCBS-issued Provider ID number. It always begins with c0 and then has 3 trailing digits. For example: c0123
   3. ETIN: Enter your BCBS-issued Provider ID number. This is the same as the Identifier you just entered.
   4. Application Code: Enter your BCBS-issued Provider ID number. This is the same as the Identifier and ETIN that you just entered.
      
4. Expand the Interchange Options section to reveal the Supported Documents, X12 Control and Usage Options, and the Connection Options.
5. In the Connection Options section, select SFTP (Secured FTP / SSH) from the Protocol list.
   
6. N O T E    
   Notice that when you switch to SFTP, home folders fields remain blank for the BCBSM setup, as there are no subfolders required for this transfer. Do not change this unless directed to do so by CT Support.
   
6. Click Save.

1. Enter the Trading Partner name. This name is for internal use only.
2. Enter the Partner Name and Identifiers. This information can be found in your Companion Guide (which can be acquired from your trading partner).

Once your practice is registered with a trading partner, you will receive a submitter identifier from that trading partner.

NOTE:  
The statement export feature will be enabled only if you enter the Identifierfield value correctly.

You must register the payers associated with each trading partner in order to send claims to those payers. The identification numbers associated with each payer are specific to each trading partner. Enter the registered payer and payer identifier for each registered payer associated with your trading partner(s). Each trading partner maintains its own registry of payers with which it is associated, and its own unique list of identifiers for those payers. As each registered payer has a unique ID for each trading partner, you must list your payer and its unique Primary and Secondary ID here in order to send claims to these payers through this trading partner.

The Payer column in the Registered Payers section is read-only, once changes have been saved. The read-only data appears with a blue background. When you add a new Payer, the Payer field is editable. After you click the Save button, the payer field becomes read-only.

The Payer column in the Registered Payers section is read-only, once changes have been saved. The read-only data appears with a blue background. When you add a new Payer, the Payer field is editable. After you click the Save button, the payer field becomes read-only.

in the Designated Partner column, you must define the payer that is the designated partner for each trading partner. The designated partner is the trading partner (or in essence, the clearinghouse) for that payer. For example, if Aetna claims must be routed through Gateway EDI, then you would choose Gateway EDI as the designated partner. These associations can also be made through the Payers tab—click the Payers icon in the menu ribbon under the Maintenance tab.

Once you select a value in the Designated Partnercolumn, the EDI option is automatically enabled for all insurance policies associated with that payer. The changes take effect when you click the Save button. If you wish to disable EDI for any specific patients, you can disable the EDI option in the patient's Insurance screen.

Searching for a Payer's Primary Identifier

1. Click an ellipsis in the Primary Identifier column. The application will open the Search window.

The application will auto-populate some of the fields in this window.

2. Edit the search fields if you need, and select the Include Nationwide check box to include nationwide payers.
3. Click the Find button. The payer search results appears, along with the ID in the right column.

The list is updated weekly. To check for new data manually, click the Reload button.