Provider Web Portal Quick Guide - Linking the TPID and Pulling an 835

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

  1. Log into the Provider Web Portal
  2. Click on My Profile
    my profile link on home page
  3. Under My Profile, click Add Role
    Add role link
  4. Choose Provider Trading Partners from the dropdown, enter in the TPID and Trading Partner Name, then click Submit
    choose Provider Trading Partner, TPID, name, and submit
  5. Click OK to close the confirmation box
    close confirmation box
  6. Go back to the Web Portal home page and click Manage Accounts
    Manage Accounts link on homepage
  7. Click the Link Registered Trading Partner ID for X12 Reports tab
    tab for Ling Registered Trading Partner
  8. Click the Link My Trading Partner ID checkbox

    The Trading Partner ID will pre-populate into the Trading Partner ID field.

    The Trading Partner ID will pre-populate into the Trading Partner ID field
  9. Click Validate Trading Partner
    validate trading partner button
  10. 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
    check the boxes next to the reports to up-or-download as the trading partner
  11. Click Confirm
    confirm button
  12. Click OK to close the confirmation box
    close the information box

Pull an 835 (or other X12 Report)

  1. 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.

    File exchange - download files links
  2. Choose whether to download a new file or a previously downloaded file, the file type, and date range
    screenshot of file download page
  3. Click on the link for the file to download
    click the link for file download
  4. Open or Save the downloaded file

    Depending on browser and/or computer set-up, the screen may not look exactly like the image below.

    prompt for download screenshot

Need More Help?

Please visit the Quick Guides web page to find all the Provider Web Portal Quick Guides.