Configuring OrthoTrac > Using the eServices Setup Window > Setting Up the OrthoTrac Real Time Transaction Services

Setting Up the Insurance Eligibility Service

The insurance eligibility service is used with an Internet connection.

To set up the insurance eligibility service:

1. Select Functions > Maintenance/Set-up > eServices Setup from the menu bar. The eServices Setup window is displayed.

2. Select the Insurance Eligibility Service option.

3. Click Configure. The EDI — Utility Web Enabled File Transfer Settings window is displayed.

4. Verify that the information in the fields is correct. Click Test.

5. The software tests the connection and displays a "Test Successful" prompt. Click OK.

Related Topics

Setting Up the OrthoTrac Real Time Transaction Services

Setting Up the Claim Status Service