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Question

EDI 835 Files

Workflow Quick Fields Import Agent SDK Version 9
Updated October 21, 2015
asked on October 21, 2015

We have files called 835 files that are autoposts into our Navicure system.  835 files are "The EDI 835 transaction set is called Health Care Claim Payment and Remittance Advice. It has been specified by HIPAA 5010 requirements for the electronic transmission of healthcare payment and benefit information."

 

We would like to bring these documents into Laserfiche, but they would need to be converted.  This file type is 835, but can be opened in notepad/wordpad, etc.  Has anyone tackled this?  How did you go about it?  Import Agent?  Quick Fields?  SDK?

 

Thanks much!

 

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Replies

replied on October 21, 2015 • Show version history

Do the files have an *.835 extension? If so, try dragging and dropping the copy of one file into the LF client.  You can also use File > Import at the client or use Import agent to automate the import process.

Then in windows, go to Control Panel > Programs > Default Programs >Set associations. Select .835 from the list, select Current default in the right column and select Notepad.  If 835 is not in the list of extensions. Use Windows explorer, browse to one of the 835 files, right click > Open with Choose default program and select Notepad.

In the LF client, go to Tools > Options > View > Open with.  Select Open electronic documents by default Using the LF Document viewer. 

Then the LF client go back to the document you just imported, double-click to open it.  You should be able to view it normally at that point.

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replied on October 21, 2015

Yes, the files  have .835 extensions.  I did try dragging the files directly into Laserfiche.  Ideally I would convert these to TIFF, but I'm not sure if I can do that directly with LF (might need to use a conversion tool first).  We could potentially check with the vendor to see if they can produce a PDF (or other file type) after payment is complete.  Given what it is though, I'm not sure (HIPAA compliance).

Side question - there are also .rpt files (likely Crystal Reports).  Same issue - would like to convert them so that I can OCR them and have Laserfiche annotations available.  Any thoughts?

Thanks much for your suggestions!

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replied on October 21, 2015

You can import the files without converting them to tiffs.  If you want the files to be converted to tiffs, you can use Snapshot in one of two ways - 1. Print them into LF by opening them in Notepad and using Snapshot to print them into LF or 2. Right click on the file once it is inside the LF client and use Snapshot to generate LF pages.    You can use the same general process with RPT files.

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replied on October 21, 2015 • Show version history

If they are just text files, I'd try just adding the 835 extension to the file conversion list (tools\options\new documents\file conversion) and dragging one into the Client. That would import it as text so you can see if it looks acceptable. No conversion would be performed, so they'd look exactly as they look in Notepad, but displayed in the text pane in the LF Document Viewer.

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replied on October 21, 2015

Raymond: I feel pretty silly regarding Snapshot:-)  That does exactly what I want; however, the number of files would make it cumbersome on a daily basis.  In looking, it doesn't look like I can do an automated process out of the box, but probably could do something through SDK???

Miruna: The files do work, pretty well actually, by just dragging and dropping that way.  I just didn't have my text pane on when I was playing:-)  I think the biggest challenge would be educating users on why there's no image. 

Thank you both!

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