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Use this task to configure the EDC interface for a practice.

The EDC interface configuration includes the data mappings from the EDC file to the elements affiliated with the practice. This configuration ensures data from the hospital download is mapped correctly to the case in Connect Back Office to eliminate duplicate data entry. All facilities in the EDC file must be mapped in the EDC interface configuration; otherwise, the EDC file cannot be mapped into Back Office.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the EDC Interface Configurations page, click Create. The EDC Interface Configuration: Newpage opens.

 
2In the General section, enter the name being given to the EDC interface configuration. 
3Open the Interface drop down list and select the hospital or facility that is sending the EDC file. 
4Open the Practice drop down list and select the practice associated with the EDC interface configuration 
5(Optional) To copy the member number to the subscriber number, check the Copy Member Number to Subscriber Number option.
Info

For insurance payers, Member ID and Subscriber ID are both required, and in some instances, the EDC only contains the Member ID. If the Copy Member Number to Subscriber Number checkbox is selected, the Subscriber ID is auto-populated with the Member ID, so no manual entry is needed.

6In the Batch Cases by section, select the applicable option. This determines if charge batches are auto-created and what cases are included in each charge batch. 
7

If the EDC file:

  • Does not include facilities, select a default facility by opening the Facility drop down list and selecting an option.
  • Includes facilities, configure the facility with the general information in the Facility Mapping section: 
    1. Click Click Create. A new row appearsThe Create Interface Facility Mapping window opens.
      Image Added
    2. Type the name or code that identifies the facility from the EDC file in the Source field.
    3. Click the Facility field to open the Open the Facility drop down list and select a facility.
    4. Repeat Click Save or Save & Add Next to repeat the above steps until all facilities are mapped to the practice.
Note

If the source file includes facilities, each facility must be mapped in the Facility Mapping section. If the source file does not include one or more facilities, you must select a default facility when configuring the general information. The practice and facility is unique to the EDC interface configuration.

If the facilities are not mapped, the EDC file will not be parsed correctly in Connect Back Office.

8Open the Mapping Element drop down list and select the element to map.
Info

The field defaults to Payer and does not need to be updated if mapping payers.

9

To map an element in the Element Mapping section:

    1. Click Click Create. A new row appears The Create Interface Element Mapping window opens.
      Image Added
    2. Type the name or code that identifies the element to map in the Source field.
    3. Click the Destination field to open the Open the Destination drop down list and select the element to be mapped to the source element.
    4. (Optional) Mark the Excluded checkbox to exclude the element from the imported EDC file.
    5. Repeat the Click Save or Save & Add Next to repeat the above steps until all elements are mapped for the practice.
Note

Complete this task to map the elements affiliated with the practice to the like data in the EDC file, for example, payers to payers and referring physicians to referring physicians. The elements vary based on the hospital.  

If an element is not mapped in the EDC interface configuration, data for that element will not be mapped in the EDC file in Connect Back Office. This data  must be entered manually on the case.

Info
If the Excluded checkbox is left unchecked, the element will be included in the imported EDC file

.

10Click Apply. 
11Click Save to save and close the page.  

 

 

 

 

 

Panel
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titleRelated Topics

EDC Interface Configurations

EDC Interface Configurations Page

EDC Interface Configuration: [name] Page

Updating EDC Configurations

Deleting EDC Interface Configurations

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titleRelated Training/Support Documentation

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