An Overview of the EDI Reports Screen and Features
Below is an overview of the EDI Reports screen and its features.
Connection Selector - Use this drop-down box to select the correct Connection to download reports. Connections are managed in the EDI Connection library, seeEDI Connection Library.
File Grid – The file grid presents all the imported files that are ready for review. A file highlighted in bold indicates that it is a new file that has not been viewed yet. You can effortlessly sort and filter the grid based on your specific requirements using the filter bar above each column.
Notes – The Note column is designed to help users keep track of important information when managing reports. In certain file types like an 835, 999, or status report, EZClaim may automatically generate a note. Users can then add additional information or make edits as necessary.
