If a provider has a Trading Partner ID (TPID), the TPID can be linked to the Provider Web Portal account.
- If planning to use the TPID to send and receive files (including the 835) for one unique location (one Provider Web 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 Remittance Advice (RA) can be pulled without a TPID, but not an 835.
If a TPID is not available, follow these instructions to enroll as a Trading Partner.
Linking a TPID to a Provider Web Portal Account
- Log into the Provider Web Portal.
- Click My Profile.
- Click Add Role under My Profile.
- Select Provider Trading Partners from the drop-down, enter the Trading Partner ID and Trading Partner Name, then click Submit.
- Click OK to close the confirmation box.
- Go back to the Provider 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) and click Submit.
- Click Confirm.
- Click OK to close the confirmation box.
Pull an 835 (or other X12 Report)
From the Provider Web Portal home page, click Files Exchange > Download Files.
If the TPID was just linked, the Files Exchange tab may not appear. Log out and back in.
- Select whether to download a new file or a previously downloaded file in the File Status drop-down, then select the file type in the Category drop-down and set the date range.
- Click the link for the file to download.
Click Open or Save for the downloaded file.
Depending on browser and/or computer set-up, the screen may not look exactly like the image below.
Need More Help?
Visit the Quick Guides web page to find all the Provider Web Portal Quick Guides.