Infinedi
NOTE:
The numbers provided in this configuration guide are subject to change without notice. It is your responsibility to maintain the accuracy of these numbers in your system.
Electronic Document Interchange (EDI) is a way to exchange data using a standard format and communication protocol. ChiroTouch supports a subset of EDI standards for Health Care that is mandated by HIPAA. This standard is created and maintained by the ANSI X12 committee. The current version of ChiroTouch includes support for the 837 (claim) and 835 (remittance advice) EDI transactions. The process of exchanging the EDI documents is called “document trading” and the parties involved in that process are called “trading partners”.
Before you can start trading EDI documents with Infinedi you need to complete the following tasks:
- Enroll with Infinedi
- Configure ChiroTouch for EDI
- Test your configuration and sample data by creating and submitting a small file
These tasks are described in greater detail later on in this document. Please note that this document should be used as a supplement to the ChiroTouch User's Manual because it describes elements specific to Infinedi.
NOTE:
If you are currently submitting HCFA claim images to Infinedi, then you need to contact their support department and switch the claims format for your user account from HCFA to ANSI X12 837. Infinedi does not support the submission of mixed claim formats. To minimize the downtime of your billing process, please ensure that your system is fully configured for EDI and that it has low volume of unbilled charges before you switch from HCFA to ANSI claims.
Infinedi Enrollment
To enroll with Infinedi please contact their sales department at:
Phone: 1-(800) 688-8087
Infinedi Configuration
EDI makes use of several data identifiers that define key entities included on the exchanged documents. These include site, doctors, patients, payers, and trading partners. Using of the identifiers instead of names greatly reduces data entry mistakes and removes naming discrepancies between different organizations. The following section describes all data elements that need to be configured for successful EDI. Please refer to the ChiroTouch Manual for more information on how to use the EDI configuration screens.
Trading Partner Configuration
Infinedi is considered an electronic document trading partner for your organization. A trading partner in ChiroTouch is defined by few data elements that are specified on the Trading Partners screen.
The table below shows all data elements that need to be specified for Infinedi. It does not show any elements that can be left with their default values.
|
Partner Name and Identifier: |
|
|
Organization Name |
INFINEDI |
|
Identifier Qualifier |
Federal Tax ID [30] |
|
Identifier Value |
731572635 |
|
ETIN |
731572635 |
|
Application Code |
731572635 |
|
Site Name and Identifiers |
|
|
Organization Name |
Site name is used automatically and it cannot be changed here |
|
Identifier Qualifier |
Federal Tax ID [30] |
|
Identifier Value |
Your Federal Tax ID |
|
ETIN |
Your Federal Tax ID |
|
Application Code |
Your Federal Tax ID |
|
Transaction Options |
|
| Usage Indicator | Set to “Test” initially, before creating first test claims file. Set to “Production” after that. |
| Claim 837 File Naming | Dynamic |
| Claim 837 File Name Mask | {date}.837 |
| ERA 835 File Naming | Dynamic |
|
ERA 835 File Name Mask |
*.835 |
|
Registered Payers |
|
|
Primary Identifier |
Use Payer ID from the Payer List available at http://www.infinedi.net/Services/AllPayersDetailList.aspx |
|
Secondary ID Qualifier |
Not used |
|
Secondary Identifier |
Not used |
|
Claim Filing Indicator |
Selected the value that matches the payer type. It is important to use “Medicare B” for Medicare and “Blue Cross/Blue Shield” for BCBS. Other payers may use “Commercial Insurance” or whatever matches their type. |
|
Designated Partner |
Infinedi |
Site Configuration
Your site in many cases will be used as EDI Billing Provider and Pay-To Provider for claims and remits. The table below shows all data elements that need to be specified on the Site screen. It does not show any elements that can be left with their default values.
|
Billing Name and Address |
|
|
Name |
Your site billing name (same as in ChiroTouch Maintenance) |
|
Address Line 1 |
Your site billing address line 1 (same as in ChiroTouch Maintenance) Note: PO box is no longer accepted as a valid billing address |
|
Address Line 2 |
Your site billing address line 2 (same as in ChiroTouch Maintenance) |
|
City, State, and Zip |
Your site billing address city, state, and zip code |
|
NPI (type 2) |
A type 2 (organization) NPI assigned to your practice / site |
|
Employer Number / Tax ID |
A Tax ID assigned to your practice / site |
|
Taxonomy Code |
Leave blank |
|
EDI Administrative Contact |
|
|
Name |
The name of the contact person in your office for EDI transmissions |
|
|
The e-mail of the contact person in your office for EDI transmissions |
|
Phone |
The phone of the contact person in your office for EDI transmissions Omit punctuation (ex: 2061231234) |
|
Fax |
The fax of the contact person in your office for EDI transmissions Omit punctuation (ex: 2061231234) |
Provider Configuration
Each provider that appears on the claim must be configured for EDI using the Providers screen. Other practitioners do not need to be configured. The table below shows common data elements that need to be specified for each provider. It does not show any elements that can be left with their default values.
|
EDI Rendering Provider |
|
|
Last Name |
Provider last name |
|
First Name |
Provider first name |
|
Middle Name |
Provider middle name (optional) |
|
Suffix |
Provider suffix |
|
NPI (type 1) |
A type 1 (personal) NPI assigned to the provider |
|
SSN |
Social Security Number of the provider |
|
Taxonomy Code |
A specialty code Other codes are available at http://www.wpc-edi.com/codes/taxonomy |
Upload and Download File Location Configuration
Infinedi provides its own proprietary software called Connect2Infinedi that is used to upload claim files and download ERA files. This software can be downloaded from Infinedi web site. Please refer to Connect2Infinedi installation instructions for more information about its installation and usage.
When configuring Connect2Infinedi for claims, use the path specified below (replace “servername” with the actual server name):
\\yourservername\CTData\EDI\Infinedi\OUT\*.837
When configuring Connect2Infinedi for ERA files, use the path specified below (replace “servername” with the actual server name):
\\yourservername\CTData\EDI\Infinedi\IN
Please ask your IT professional if you don’t know your ChiroTouch server name.
Testing
Infinedi requires each customer to send a small test claim file before the production file exchange is allowed.
- Contact Infinedi support line and let them know that you are ready to start testing.
- Set “Usage Indicator” in the Trading Partner screen to “Test” and save.
- Open ChiroTouch and export small batch of EDI claims. Answer “NO” to the question about successful uploading of the file to the clearinghouse.
- Upload the test file to Infinedi.
- Ensure that there are no error messages in the status and the response file.
- Contact Infinedi support and ensure that you are approved for production file exchange.
- Set the “Usage Indicator” in the Trading Partner screen to “Production”.
- Start exporting and uploading production EDI claim files.
5010 Readiness
You may switch the version of claims from 4010 to 5010 under the “Trading Partner” screen once you have confirmed that Infinedi is ready to accept them for all payers. Infinedi will not require you to change the version from 4010 to 5010 after 1/1/2012.
Infinedi requires each of its customers to test ver. 5010 claims. Please follow the same testing procedure described earlier in this document.