Transmit to EDI Portal

This function is used by clients who do not utilize PerSe/RelayHealth as their electronic claims clearinghouse. This process sends electronic claims files that were created during the MedSuite Closeout process to the client’s FTP site so that they can transmit the files to their claims vendor. In addition, it will move ERA (electronic remittance advice) files from the client’s FTP site to the proper location on the MedSuite servers so the ERA files can be processed during the next closeout. This process is a “global” process; it performs the transfer of files for ALL practices within the database at once, and does not have to be performed individually for each practice. After a scheduled closeout, this process runs automatically to move the newly created claims files, and to move over any ERA files from the FTP site. However, using this separate menu item, clients can run the process “on demand,” or schedule it to run at another time (besides the one that runs automatically after a scheduled closeout). For instance, an office may want to schedule an EDI Portal transmission to run just prior to the nightly scheduled closeouts so that any ERA files they’ve placed on their FTP site throughout the day will be processed during that night’s closeout.
 
After running the Transmit to EDI Portal, reports are placed in the Task Viewer under the CLOSEOUT tab, under the “blank” practice since the transmission is for all practices.