Last updated: 10/01/2020
If a Provider has a Trading Partner ID (TPID), the TPID can be linked to the Web Portal account:
- If planning to use the trading partner ID to send and receive files (including the 835) for one unique location (one Provider Portal registration) follow the instructions in this sheet.
Note: A TPID is needed to pull an 835 (because it is an X12 HIPAA compliant file). The RA can be pulled without a TPID, but not an 835.
If a TPID is not available, please follow these instructions to enroll as a Trading Partner.
Linking a TPID to a Web Portal account
- Log into the Provider Web Portal
- Click on My Profile
- Under My Profile, click Add Role
- Choose Provider Trading Partners from the dropdown, enter in the TPID and Trading Partner Name, then click Submit
- Click OK to close the confirmation box
- Go back to the Web Portal home page and click Manage Accounts
- Click the Link Registered Trading Partner ID for X12 Reports tab
- Click the Link My Trading Partner ID checkbox
The Trading Partner ID will pre-populate into the Trading Partner ID field.
- Click Validate Trading Partner
- Check the boxes next to the reports to upload or download as the Trading Partner (only the reports that passed testing will show up) and click Submit
- Click Confirm
- Click OK to close the confirmation box
Pull an 835 (or other X12 Report)
- From the Web Portal home page, click Files Exchange ‚Üí Download Files
If the TPID was just linked, the Files Exchange tab may not show up - log out and back in.
- Choose whether to download a new file or a previously downloaded file, the file type, and date range
- Click on the link for the file to download
- Open or Save the downloaded file
Depending on browser and/or computer set-up, the screen may not look exactly like the image below.
Need More Help?
Please visit the Quick Guides web page to find all the Provider Web Portal Quick Guides.