How do I deal with Provider exceptions in EDI?

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

This is because the provider is not set up in CCD as a provider who can send EDI messages. 

To deal with this error, follow the below steps:

  • Click on the ‘Create a new provider link’ – This will take you to the provider link screen. 
  • The Insurer ID will auto populate from the message, select the correct provider from the provider list.  
  • Once the provider has been set up, return to the Commissions data manager screen. 
  • As a change has been made to the system, click on the ‘Test for Exceptions’ link at the top of the screen. 

This will apply the changes you have made to all exceptions and auto reconcile using the new setting where it can.