Usage

EDI 837 Processor

Platform: OnBase
Product: EDI 837 Processor
Release: Foundation 22.1
License

Documentation Notice
Overview
Introduction
EDI Standards
How the EDI 837 Processor Works
Business Benefits of the EDI 837 Processor
Licensing
Simplified Licensing
Legacy Licensing
A Note About EDI 837 Licensing Obtained Prior to OnBase 11.0
Installation
Requirements
General Requirements
Licensing
Pre-Installation
Sample Data
Preprocessors
Required Font Packages
Installation
Command-Line Switches
-SCHED
INI Options
[FilePaths]
TempParsePath
ReportPath
[System]
CommitScript
CompressMode
DoubleStrikePreprocessor
[Tuning]
ArchiveThreads
EDIDocumentPerFile
QuickCompressAndCopy
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Module-Related INI Options
Preprocessors
Additional Steps
Recovery
Configuration
Registry Settings
External Files
Module-Related INI Options
Registration
Preprocessors
Additional Steps
Troubleshooting
Common Questions
Incomplete Process Batches
Common Errors
Product Licensing and Registration Errors
Disk Group Not Found
Maximum Volumes Reached
Database Connection Errors
Verification Report Errors - Process Option Disabled
Verification Report Errors - Unformatted Date Keyword
Maximum Items in Queue
Parse File Settings
File Collisions
Missing Data - Currency Keyword Values Not Populated for Document
Missing Data - Date Keyword Values not Populated for Document
Documents Are Not Displayed Correctly in OnBase Web Client
Cannot Back Up Files
Common Issues
Contacting Support
Default Field Codes
Overview of Default Field Codes
EDI 130 Processor
EDI 810 Processor
EDI 835 EOB Processor
EDI 837 Processor
Institutional
Professional
Configuration
Configuration Overview
Prerequisites
Keyword Considerations for the EDI 837 Processor
Multi-Instance Keyword Type Groups
Tag Keywords
Missing Keyword Values
Incorrectly-Ordered Keyword Values
Multiple Keyword Values of One Keyword Type
Document Type XML Configuration
Associating XML Style Sheets at the Document Type Level
Associating XML Style Sheets by Keyword Value
Editing an XML Style Sheet Associated by Keyword Type
Renaming an XML Style Sheet
User Group Configuration
Configuring User Groups to Configure EDI 837 Processing
Optional User Group Rights
Configuring User Groups to Perform EDI 837 Processing
Optional User Group Rights
Configuring User Groups to Configure/Run a Scheduled EDI 837 Process
Global Client Settings
Process Format Configuration
Creating EDI 837 Field Codes
Creating Header Field Codes
Creating an EDI 837 Process Format
Copying an EDI 837 Process Format
Deleting an EDI 837 Process Format
Configuring the EDI 837 Settings
The Processing Tab
Download and Process
Connecting to an FTP Server
Download Protocol
Preprocess Options
Disk Group & Language Conversion
The Options Tab
The Advanced Tab
Configuring the EDI 837 Document Types
Configuring the EDI 837 Process Settings
Configuring the EDI 837 Field Order
Assigning Processor Notification Groups
Currency Formatting Options
Date Formatting Options
Configuring Processor Notifications
Configuring a Processor Notification Group
Configuring a Processor Notification
Configuring the Distribution Service
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
EDI Processors Best Practices
EDI Processors Best Practices Overview
General Usage
Using a Dedicated Processing Workstation
Running OnBase as a Service
System Administration & Maintenance
Committing Batches
Purge Incomplete Process and Incomplete Commit Queues
Run Configuration Reports
Periodically Check to Ensure Processes are Accurate
View Verification Reports
Review SYS-Unidentified Items Document Type
Ensure Temporary Disk Space is Sufficient
Monitor Disk Group Space and Database Size
Maintain Processing Queues
Maintain Backup Locations
Configuration
XML Style Sheet Configuration
Settings
Processing Tab
Download and Process Section
Download Protocol Section
Preprocess Options Section
Options Tab
Add Documents to Workflow Option
Field Order
Mapping OnBase Keyword Types to EDI Field Names
Testing a New EDI 837 Process Format
Installation
Licensing
Usage
Usage Overview
Getting Started
Registering a Workstation
Verifying and Revoking Workstation Registrations
Clearing Excess Workstation Registrations
Workstation Cleanup
View Current Users
Performing EDI 837 Processing
Initiate Processing (Client Module)
File Formats According to Process
EDI 837 Process Formats
To Initiate an EDI 837 Process Format Manually:
To Initiate a Process Job Manually:
To Schedule a Process Format/Process Job:
Import by File Import
Processing Batches
Performing Batch Processing Functions from the Batch Level
Performing Batch Processing Functions from the Document Level
Batch Processing Options
Verifying the Process
Locating a Batch
Committing a Batch
Purging a Batch
Processing and the Verification Report
Performing A Custom Process
Run a Process
Configuring a Process Job
Creating a Job
Configuring the Process Job
Modifying a Process Job
Renaming a Job
Scheduling a Process Job
Deleting a Job
Retrieving and Viewing Imported Documents
System Administration and Preventive Maintenance
Regular Committing of Batches
Incomplete Process and Incomplete Commit Queues
Run Configuration Reports
Ensure Processes are Accurate
Check Daily Verification Reports
View Batch History
Batch History
Generating a Document History Report
View SYS Unidentified Items
Ensure Temporary Space is Sufficient
Monitor Disk Group Space
Monitor Database Space
Clean Up Queues
Check Batch Locks
Maintain/Clean Up Data Backup Areas
System Interaction
Security
Application Enabler
Digital Signatures
Document Distribution
Document Retention
Exception Reports
Exporting / Publishing
Host Enabler
Print Distribution
Web Server
Workflow
The Importance of Verification Reports
What is a Verification Report?
Why Incorporate Verification Reports into the Processing Procedure?
What Can a Verification Report Identify?
Errors Concerning Keywords
Errors Concerning Identifying Documents
Inaccurate Number of Documents and Pages
How Do You Access a Verification Report?
Opening a Verification Report from a Batch
Opening a Verification Report from the Document Search Results List
Can a Verification Report be Added to a Workflow Life Cycle?
Can Multiple Processes be Added to a Single Verification Report?

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