How do I deal with agency exceptions in EDI?

When testing for exceptions within an EDI statement, the agency is flagged as an exception.

The agency code on the receipt is not set up in CCD. 

To deal with this error, follow the below steps:

  • Use the ‘create a new agency’ link.
  • The Provider and Agency number will auto populate from the message. 
  • Click on ‘Create Agency record’ (this will be created at provider level and not adviser level).  
  • As a change has been made to the system, click on ‘test for exceptions’ again as this might be the resolution for more than 1 exception.