BenSelect:Admin:EDI:Control numbers
The EDI screen controls the group numbers, plan codes, and other codes used to represent benefits in reports and data extracts.
You can set up several different types of EDI numbers. Once assigned to a payer, product, or user, these numbers may appear in various types of reports. To set one of the four types of EDI numbers, click the corresponding tab below.
- Control (Account) Numbers
- Group Numbers
- Deduction Codes
- Agent IDs
Control (Account) Numbers
The Control (Account) Numbers tab lets you enter specific numbers assigned to payers; they identify the employer to a specific payer (carrier, TPA, etc.). In most cases, control numbers are account numbers representing the employer to the payer. While an employer may have multiple group numbers from a given payer, there is only one control number for each payer. A list of payers defined for the current case displays, and you can enter the control number in the text box. Carriers provide the control numbers for each payer.
Common Buttons
- Save
- Click to save changes made to the Control Numbers.
- Cancel
- Click to cancel all changes.
- Import
- Click to import an EDI file containing control numbers. File formats accepted include .xls and .xlsx. Click the Select file button to navigate to the import file. The import file should have the Payer Name and corresponding Control Number defined.
- Export
- Click to export the Payer and Control Numbers to a file.
- Template
- Click to open an Excel spreadsheet that will let you import all EDI information at once. The template file contains a tab with each type of EDI information needed (i.e., Control Numbers, Group Numbers, Deduction Codes, Payroll Company). The file also contains tabs for Agent IDs and Agent Splits. The Help tab in the file contains a "key" for all tabs.
