Internet Setup

To set up the electronic claim service for use with an Internet connection:

Select Functions > Maintenance/Set-up > eServices Setup from the menu bar.
In the eServices Setup window, select the Electronic Claims Service option.
Click Configure. The Ortho EDI Utility — Modem Settings window is displayed.
In the Ortho EDI Utility — Modem Settings window, select Web Enabled and click OK. The EDI Utility — Web Enabled File Transfer Settings window is displayed.
In the Provider TIN field, type the tax ID number.
In the Account No. field, type the account number given to you by your eServices representative.
Click Test. The software tests the settings, displays a successful/unsuccessful prompt, and returns you to the eServices Setup window.
Click Staff Maintenance. The OrthoTrac Staff Lookup window is displayed.
Select the staff doctor under whom the claims are filed. The Staff Maintenance window is displayed.
Verify the information in the Insurance Information section. Click OK.
Next to Initialize Data Fields, click Run and follow the prompts.
Next to Payer Number Update, click Run and follow the prompts.
Next to Generate Payer List, click Run and follow the prompts.

Run the Convert Continuation of Tx Claims option only when directed to do so by your eServices representative.