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ma_admin_select_logs_837_transmit [2017/05/25 06:54]
ma_admin_select_logs_837_transmit [2017/05/25 06:54] (current)
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 +====== How do I select logs for an 837 transmission?​ ======
 +Activity/​Trip logs and AT claims that have been entered can be selected and sent to DHS via an X12 compliant transaction or batch file.
 +===== Selecting logs to be sent as an 837 (X12) claim transmission:​ =====
 +<WRAP right round box 32%>
 +{{ :​ma_select_claims.jpg?​nolink |}}
 +  - Navigate to the MA Reports menu.
 +  - Click on "​Create/​edit claim transmission (837)"​.
 +  - Enter your search criteria.
 +  - HINT: Various criteria can be entered to aid in finding the logs that you need to select.
 +  - Click the "​Search"​ button.
 +  - When the results of your search appear, put a check in the "Send Claim" box for the claims(s) you want to send or use the "​Select All" button to select all the claims in your search. You can even search for specific records, make individual selections and "Save Changes",​ or use the "​Select All" button - then make additional searches and save other selections. Be sure to click on "Save Changes"​ if you have made individual selections and are going to make additional searches.
 +<WRAP center round tip 85%>
 +HINT: If data that is required by DHS is found to be incomplete in the student'​s record or in a line of service, warning text will appear in place of the "Send Claim" checkbox, displaying a summary of what is missing. If the warning shows "​Student incomplete:",​ click on the link for the student'​s name in the "​Student"​ column and complete any missing information. If "​Service incomplete:"​ is shown, click on the link in the "Line ID" column just above the warning text.
 +===== Searching for Data that has been sent: =====
 +<WRAP right round box 46%>
 +{{ :​ma_search_transactions.jpg?​nolink |}}
 +Once you have followed through with creating a batch file, the logs will show up as sent (having a Transaction Date and a Transaction ID).
 +You can search for this data by typing in a date range in the "​Transaction date range" field or by entering the "​Transaction ID" in its field. You can also search for data by checking the "​Sent"​ checkbox and break it down by other criteria like "Log Date" or any "​ID#"​.
 +<WRAP clear></​WRAP>​
 +<WRAP right round box 30%>
 +{{ :​837_transmission_2.png?​nolink |}}
ma_admin_select_logs_837_transmit.txt · Last modified: 2017/05/25 06:54 (external edit)
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