Overview

There are two forms of this page. The fields and information displayed are identical between the two, but the pages are used for different functions:

  • The EDC Interface Configuration: New page is used to configure an EDC interface.
  • The EDC Interface Configuration: [name] page is used to maintain and make modifications to a previously created EDC interface.

How to Get Here?

 To open the EDC Interface Configuration: New page:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click EDC Interface Configurations from the Admin list 
  2. Click Create
  1. Open the Admin menu and select EDC Interface Configurations
  2. Click Create
  • From the EDC Interface Configurations page, press [Alt] + [C]


To open the EDC Interface Configuration: [name] page:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click EDC Interface Configurations from the Admin list 
  2. Select an EDC Interface to modify
  3. Click Update

*Alternate Navigation: Double-click the EDC interface from the list of EDC interfaces.

  1. Open the Admin menu and select EDC Interface Configurations
  2. Select an EDC Interface to modify
  3. Click Update

*Alternate Navigation: Double-click the EDC interface from the list of EDC interfaces.

  1. From the EDC Interface Configurations page, select an EDC Interact to modify
  2. Press [Alt] + [U]

 

(Click an image below to enlarge.)

EDC Interface Configuration: New Page

 EDC Interface Configuration: [name] Page

 



Field Definitions

Field

Type

Required 

Description

Configuration Section


Configuration NameFree TextYes

The name that identifies the EDC interface configuration.

Interface Drop DownYes

The hospital sending the electronic data capture (EDC) file. Select the interface from the list.

Practice Drop DownYes

The name of the practice for which the EDC interface configuration is configured. The selected practice determines the facilities and providers that are available for mapping. Only those elements that are affiliated with the practice can be mapped to the data in the EDC file. If the interface does not specify a facility, you must select one after selecting the practice.

Facility Drop DownYes

The name of the default facility for which the EDC interface configuration is configured. The practice and facility are unique to the EDC interface configuration.

This field is only available and required if the source file does not include one or more facilities.

Copy Member Number to Subscriber Number CheckboxNo

Specifies whether the member number from the EDC file is copied to the Subscriber Number in the insurance record of the patient or guarantor demographics on the case. By default, the checkbox is not selected, indicating that the member number will not be copied to the subscriber number. The member number is required on the insurance record, which is maintained on the case in Connect Back Office. 

If this option is selected, the Subscriber Number will be populated as the Member Number under the following conditions:

  • The EDC file contains the member number.

  • The Subscriber Number is blank in the insurance record on the case.

Do not auto-launch Charge BatchesCheckboxNoIf checked, designates that the charge batch is not automatically launched upon creation.

Clear Records Section




Clear unprocessed records from staging tables after ____ days.

Free TextNo

Specifies the time (in days) that unprocessed records are cleared from staging tables.

Batch Cases By Section


Batch Cases ByRadio Button Yes 

Includes options for auto-creating and splitting charge batches by specific case properties. These options include:  

  • Date of Service - Charge batches are split based on case Date of Service.
  • Facility - Charge batches are split based on the Facility services were rendered at on the case.
  • Facility & Date of Service - Charge batches are split based on cases where services were rendered at the same Facility and on the same Date of Service.
  • All in One - All cases are included in a singular charge batch.
  • Do not auto create Charge Batches - Does not auto-create charge batches and imports the EDC files into the Manage > Charge Batches > EDC Files tab. If you are using the coding form to enter case data, select this option.

Facility Mapping Section




Source 

Free TextYes

The name or code that identifies the element in the EDC file. This information is required if the source file includes facilities.

FacilityDrop DownYes 

The name of the facility affiliated with the practice. This information is required if the source file includes facilities. This facility is the facility where the procedure was performed on the case.

Element Mapping Section


Mapping ElementDrop Down Yes 

Includes the various elements that can be mapped to the data in the EDC file, for example, payers, providers, or referring physicians. By default, this option is set to Payers. Elements must be mapped in the EDC Interface Configuration to ensure the data in the EDC file is imported into the correct fields during the EDC import process. 

Changing the selection in the drop down changes the list of mapped elements displayed.

Source 

Free TextYes

The name or code that identifies the element in the EDC file. This information is required.

Destination Drop DownYes

The name of the element affiliated with the practice. The element in the EDC file to map to the same element in the case.

ExcludedCheckboxNo

Determines whether the payer is excluded from the imported EDC file. All payers with a lower rank than this payer in the EDC file are moved up in rank when they are imported.

For example, suppose Medicare Part A is primary and Medicare Part B is secondary in the EDC file. When importing the insurance information from the EDC file, Back Office ignores Medicare Part A as the primary payer and uses Medicare Part B as the primary payer instead.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Create[Alt] + [C]

There are two Create buttons on this page:

  • One in the Facility Mapping section to map a facility to the practice
  • One in the Element Mapping section to map a payer, referring physician, or insurance to the practice
Configuring EDC Interfaces
Update[Alt] + [C]

There are two Update buttons on this page:

  • One in the Facility Mapping section to map a facility to the practice
  • One in the Element Mapping section to map a payer, referring physician, or insurance to the practice
Updating Insurance Configurations
Delete[Alt] + [D]

There are two Delete buttons on this page:

  • One in the Facility Mapping section to delete a facility mapping to the practice
  • One in the Element Mapping section to delete a payer, referring physician, or insurance mapping to the practice

To delete a mapping:

  1. Select the facility or element mapping from the appropriate section.
  2. Click Delete.






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