EDFS_UserGuide_v2_092811

EDFS_UserGuide_v2_092811.pdf

Collection of Encounter Data from Medicare Advantage Organizations

EDFS_UserGuide_v2_092811

OMB: 0938-1152

Document [pdf]
Download: pdf | pdf
Encounter Data
Front-end System
[ EDFS ]
User Guide

Centers for Medicare & Medicaid Services

Table of Contents

Table of Contents
TRADEMARK INFORMATION............................................................................................................... 3
INTRODUCTION ........................................................................................................................................ 4
EDFS OVERVIEW ...................................................................................................................................... 4
WHO TO CALL AND HOURS OF OPERATION................................................................................... 4
EDFS AVAILABILITY ............................................................................................................................... 4
REQUIREMENTS FOR USING THE EDFS............................................................................................ 5
PRODUCTION CYCLE.............................................................................................................................. 5
TESTING REQUIREMENTS..................................................................................................................... 5
CONNECTING TO THE EDFS ................................................................................................................. 6
LOCATING THE EDFS.............................................................................................................................. 6
SECURE SOCKETS LAYER CERTIFICATE – INTERNET EXPLORER 6...................................... 7
SECURITY ALERT – INTERNET EXPLORER 6................................................................................................. 7
VERIFYING AND ACCEPTING THE SECURITY CERTIFICATE – INTERNET EXPLORER 6................................... 8
SECURE SOCKETS LAYER CERTIFICATE – INTERNET EXPLORER 8.................................... 10
SECURITY ALERT – INTERNET EXPLORER 8............................................................................................... 10
VERIFYING AND ACCEPTING THE SECURITY CERTIFICATE – INTERNET EXPLORER 8................................. 11
SITE LAYOUT........................................................................................................................................... 14
SITE HEADER ............................................................................................................................................. 14
SITE MENU ................................................................................................................................................ 14
LEFT SIDEBAR ........................................................................................................................................... 14
SITE FOOTER.............................................................................................................................................. 14
LOGIN PAGE............................................................................................................................................. 15
LOGGING INTO THE EDFS................................................................................................................... 15
MENU AND HOME PAGE....................................................................................................................... 16
NEWS & UPDATES PAGE ...................................................................................................................... 17
MAILBOX .................................................................................................................................................. 18
FILTERING YOUR MAILBOX LISTING ......................................................................................................... 18
DOWNLOADING FILES FROM YOUR MAILBOX ........................................................................................... 19
DOWNLOADING FILES TO YOUR COMPUTER .............................................................................................. 20
Returning to the Latest Downloads ....................................................................................................... 20
DELETING FILES FROM YOUR MAILBOX ................................................................................................... 20
File Delete Confirmation Box ............................................................................................................... 21
VIEWING FILES IN YOUR EDFS MAILBOX ................................................................................................. 22
Viewing The Selected Files ..................................................................................................................... 22
Viewing a File ....................................................................................................................................... 23

Encounter Data Front-end System User Guide

i

Centers for Medicare & Medicaid Services

Table of Contents

Returning to the Latest List of Files Viewed.......................................................................................... 23
UPLOAD FILE........................................................................................................................................... 23
UPLOAD RESTRICTIONS ............................................................................................................................. 23
UPLOAD TIPS ............................................................................................................................................. 23
UPLOAD FILE STORAGE ON OUR SYSTEM .................................................................................................. 23
CODE LOOKUP PAGE ............................................................................................................................ 27
PERFORMING A SEARCH ............................................................................................................................ 27
SEARCH RESULTS ...................................................................................................................................... 28
FULL CODE LIST ........................................................................................................................................ 28
HELP PAGE ............................................................................................................................................... 29
FREQUENTLY ASKED QUESTIONS PAGE ....................................................................................... 30
DOCUMENTATION PAGE ..................................................................................................................... 31
SITE ACCESSIBILITY INFORMATION .............................................................................................. 32
CONTACT INFO PAGE ........................................................................................................................... 33
SITE MAP PAGE....................................................................................................................................... 34
SEARCHING THE EDFS SITE ............................................................................................................... 35
PERFORMING A SEARCH ............................................................................................................................ 35
SEARCH RESULTS ...................................................................................................................................... 35
FILE TRANSFER USING MICROSOFT FTP SOFTWARE............................................................... 36
PASSWORDS ............................................................................................................................................... 36
LOGGING-ON TO THE FTP SERVER ............................................................................................................ 36
ENCOUNTER DATA UPLOAD USING MICROSOFT FTP ................................................................................ 37
ENCOUNTER DATA DOWNLOAD USING MICROSOFT FTP .......................................................................... 37
DOWNLOADING A SINGLE FILE .................................................................................................................. 38
DOWNLOADING MULTIPLE FILES .............................................................................................................. 38
LOGGING-OFF THE FTP SERVER................................................................................................................ 38
FILE TRANSFER USING OTHER FTP SOFTWARE ......................................................................... 39
HELPFUL HINTS...................................................................................................................................... 39
APPENDIX A ............................................................................................................................................. 40

Encounter Data Front-end System User Guide

ii

Centers for Medicare & Medicaid Services

09/28/11

Trademark Information
PK-ZIP® Software version 2.04G is a licensed product of PKWARE, Inc. This user manual references
material from the PK-Zip Read Me File.
Microsoft Internet Explorer® and Microsoft Windows® are licensed products of Microsoft Corporation.
Any other software referenced within this manual or any other publication of Palmetto GBA, LLC is
licensed or copyrighted by their respective companies and is for informational purposes only.

Encounter Data Front-end System User Guide

3

Centers for Medicare & Medicaid Services

Table of Contents

Introduction
Web services such as file uploads and mailbox maintenance are the main functions of the Encounter Data
Front-end System (EDFS). Using a browser, registered users may browse the EDFS site for Encounter Data
(ED) related documentation and other useful information. The file transfer and mailbox functions allow
registered users to transfer and download/view data using any type of platform (i.e. Windows 95, UNIX,
Macintosh, etc.). Using a web browser or FTP Client software, you can connect to the EDFS, upload,
download and view files and reports.

EDFS Overview
The EDFS contains the following menu options:







Home
Returns you to the EDFS Home Page.
Mailbox
Allows registered users to download/view/delete Encounter data files, reports and responses from their
outbound mailbox.
Upload File
Allows registered users to upload Encounter data files for processing.
Code Searc
Allows the user to look up descriptions for various system codes.
Help
Lists the help available on-line for the EDFS.
News & Updates
Displays a list of the latest news and updates for the EDFS.

Who to Call and Hours of Operation
If you have questions regarding the EDFS or the submission of Encounter data, you may access the Help
menu option from the EDFS web site or call the CSSC Operations at (877) 534-2772. The CSSC hours of
operation are from 8:00 AM to 7:00 PM EST Monday through Friday. This information is also available
by accessing the Contact Information from the EDFS web site.

EDFS Availability
The EDFS is available for use 24 hours a day 7 days a week. The CSSC Operations is unavailable on the
following holidays:








New Year's Day
Martin Luther King Day
Memorial Day
Independence Day
Labor Day
Thanksgiving Day and the day after
Christmas Eve Day and Christmas Day

Encounter Data Front-end System User Guide

4

Centers for Medicare & Medicaid Services

Table of Contents

Requirements for Using the EDFS
File uploads and mailbox maintenance are two main components of the EDFS. To access the EDFS menu
options such as File Submissions or Help, users must have a web browser. Internet Explorer version 6 or
higher are recommended and supported. Other browsers may be used; however, the EDFS technicians do
not currently support browsers other than Internet Explorer, but will attempt in every way to assist you.
File transfers via the EDFS can be performed by use of a browser. You can also use other FTP software to
upload your files. Before you can perform file transfers on the EDFS, you must have one of the following
components available on your system:

 Browser
You may use any browser you are comfortable with for the EDFS. Currently EDFS technicians can
support only Internet Explorer, but will attempt to resolve any issues you may have with other
browsers.


FTP Client Software
If you are using FTP software other than Microsoft command line FTP, you must refer to your FTP
software documentation for correct FTP procedures. Currently EDFS technicians can support only
command line FTP, but will attempt to resolve any issues you may have with other products. See the
section titled “Using Other FTP Software.”

Production Cycle
Production cycles are still under development and review. This section will be updated as soon as the
requirements are finalized.

Testing Requirements
Testing requirements are still under development and review. This section will be updated as soon as the
requirements are finalized.

Encounter Data Front-end System User Guide

5

Centers for Medicare & Medicaid Services

Table of Contents

Connecting to the EDFS
To establish an IP connection with the EDFS, you must be connected to the CMSNet, which is provided by
Verizon. The CMSNet is the secure network linking the Encounter data processing entities.
All submitters with IP network access have been authorized to connect to the EDFS.
In order to submit claims to the EDFS via the CMSNet, you must be enrolled with the CSSC. If you are not
enrolled, please contact the CSSC Operations at (877) 534-2772. Once enrolled with the CSSC to submit
and retrieve data electronically, you will receive a Submitter ID and a password.
NOTE:

This password is case sensitive. You must enter your original password exactly as it was
assigned to you by the CSSC. See the Changing Passwords section for information on how to
change your password.

Locating the EDFS
1.

Refer to your CMSNet instructions for connecting to the CMSNet.

2.

Once you have connected to the CMSNet, start your browser. At the Uniform Resource Locator
(URL) or address field, type: https://32.77.242.4/edfs, as shown in Figure 1, and press ENTER.
See the figure below for locating the EDFS site using Internet Explorer.

NOTE: If you type http://32.77.242.4/edfs in the URL you will automatically be forwarded to the Secure
Sockets Layer (SSL) version of the site.
Enter the address of the EDFS into the browsers location or address bar and press the Enter key.

Figure 1 Entering the EDFS URL.

Encounter Data Front-end System User Guide

6

Centers for Medicare & Medicaid Services

Table of Contents

Secure Sockets Layer Certificate – Internet Explorer 6
The EDFS now operates on the Secure Sockets Layer (SSL). Please follow the instructions detailed in the
next section to verify and accept the Security Certificate. If you choose not to accept the certificate you
will not be permitted to use the site.

Security Alert – Internet Explorer 6
When you first attempt to enter the site you may be prompted with a security warning like the one in
Figure 2. This warning appears because the Secure Certificate used is issued by Palmetto GBA which is
not a standard Certificate Signing Authority (CSA) shipped with web browsers. Depending on your system
authority level and the web browser in use you can accept Palmetto GBA as a valid CSA and thus you will
not be prompted with the security warning again.

Figure 2. SSL Security Warning using Internet Explorer 6

Encounter Data Front-end System User Guide

7

Centers for Medicare & Medicaid Services

Table of Contents

Verifying and Accepting the Security Certificate – Internet Explorer 6
In the Security Alert dialog box you can simply click Yes to accept the certificate which will then forward
you to the EDFS and you will be using the HTTPS protocol for all activity on the site.
To verify the certificate is indeed from Palmetto GBA you can click on View Certificate which will
display the dialog box in Figure 3.

Click on the Details tab and then click on the Subject line. The information displayed should be similar to
the information in Figure 4.
Figure 3. View Certificate using Internet Explorer 6

Encounter Data Front-end System User Guide

8

Centers for Medicare & Medicaid Services

Table of Contents

Once you have verified that the information is correct, click OK and you will then be forwarded to the SSL
version of the EDFS which operates on the HTTPS protocol for all activity.
Figure 4. Certificate Details using Internet Explorer 6
If you do not or choose not to install Palmetto GBA as a valid Certificate Signing Authority you will be
prompted to accept the certificate each time you first access the EDFS. Once you close your browser
session with the EDFS you will be prompted to accept the certificate upon reentry.
There are two ways to verify that you are in the SSL version of the site.
1.
2.

Check the URL in the address bar and ensure it starts with https://
Check for the “lock” which also indicates you are in the SSL version of the site. The location and
style of this “lock” varies depending on the browser in use. Below in Figure 5 is the “lock” as
seen in Internet Explorer. If you roll your mouse over the lock it should display the popup seen in
the image below.

Figure 5. Internet Explorer SSL Lock using Internet Explorer 6

Encounter Data Front-end System User Guide

9

Centers for Medicare & Medicaid Services

Table of Contents

Secure Sockets Layer Certificate – Internet Explorer 8
The EDFS operates on the Secure Sockets Layer (SSL). Please follow the instructions detailed in the next
section to verify and accept the Security Certificate. If you choose not to accept the certificate you will not
be permitted to use the site.

Security Alert – Internet Explorer 8
When you first attempt to enter the site you may be prompted with a security warning like the one in
Figure 6. This warning appears because the Secure Certificate used is issued by Palmetto GBA which is
not a standard Certificate Signing Authority (CSA) shipped with web browsers. Depending on your system
authority level and the web browser in use you can accept Palmetto GBA as a valid CSA and thus you will
not be prompted with the security warning again.

Figure 6. SSL Security Warning using Internet Explorer 8
After choosing to continue to the site you will see the EDFS site appear and a Certificate Error indicated
next to the address bar as shown in Figure 7.

Figure 7. SSL Certificate Error using Internet Explorer 8

Encounter Data Front-end System User Guide

10

Centers for Medicare & Medicaid Services

Table of Contents

Verifying and Accepting the Security Certificate – Internet Explorer 8
Please follow the instructions detailed in the next section to verify and accept the Security Certificate
Click on the Certificate Error to display the certificate warnings box as shown in Figure 8.

To verify the certificate is indeed from Palmetto GBA you can click on View Certificates which will
Figure 8. SSL Certificate Error Messages using Internet Explorer 8
display the dialog box in Figure 9.

Encounter Data Front-end System User Guide

11

Centers for Medicare & Medicaid Services

Table of Contents

Click on the Details tab and then click on the Subject line. The information displayed should be similar to
the information in Figure 10.
Figure 9. View Certificate using Internet Explorer 8

Encounter Data Front-end System User Guide

12

Centers for Medicare & Medicaid Services

Table of Contents

Once you have verified that the information is correct, click OK.
Figure 10. Certificate Details using Internet Explorer 8
If you do not or choose not to install Palmetto GBA as a valid Certificate Signing Authority you will be
prompted to accept the certificate each time you first access the EDFS. Once you close your browser
session with the EDFS you will be prompted to accept the certificate upon reentry.

Encounter Data Front-end System User Guide

13

Centers for Medicare & Medicaid Services

Table of Contents

Site Layout
The EDFS site is constructed so that there is a common Site Header, Site Menu, Left Sidebar and Footer
shared by each page of the site. The Login Page shown in Figure 11 shows the entire site with the header,
menu, left column and footer, the remaining screen shots will not include these common items, please refer
back to this section for information on the shared portions of the EDFS site.

Site Header
The site Header contains the site logo, search and links to the contact, site map and accessibility sections of
the site.

Site Menu
The site Menu contains links to all of the major sections for the EDFS.

Left Sidebar
The left Sidebar contains your welcome message along with a link to log in or out of the EDFS. Also
contained within this section is the Get Assistance menu where you can find help, documentation, contact
information, etc. that will assist you as you use the EDFS.

Site Footer
The site Footer contains the same links as the Site Header and Site Menu along with logos for CMS and
Palmetto GBA.

Figure 11 Site Layout

Encounter Data Front-end System User Guide

14

Centers for Medicare & Medicaid Services

Table of Contents

Login Page
Once you establish an IP connection, you will see the Login Page for the EDFS, shown in Figure 12. This
will serve as your Home page if you are not logged into the system.

Figure 12 Login Page

Logging into the EDFS
To access most of the pages on the EDFS you must log in using the user name and password assigned to
you. You will be prompted for your User Name and Password as shown in Figure 12. This is the
Submitter ID and password assigned to you when you enrolled for electronic claims submission with the
CSSC.

Encounter Data Front-end System User Guide

15

Centers for Medicare & Medicaid Services

Table of Contents

Menu and Home Page
After you enter a valid username and password, you will see the page in Figure 13. You can choose to go
to any of the file actions from this menu. You can go back and forth between these functions by using the
menu bar or the links at the bottom of the site. This page also serves as your Home page once you have
logged into the EDFS. By selecting the Home menu option, or pressing ALT + H then ENTER, you will
be returned to this page

Figure 13. Menu and Home Page.

Encounter Data Front-end System User Guide

16

Centers for Medicare & Medicaid Services

09/28/11

News & Updates Page
The News & Updates page can be reached by clicking News & Updates menu item or by clicking the read
more >> link in the sidebar area under Latest News or by pressing ALT + N then ENTER. The News &
Updates page is shown in Figure 14. This page is used to post new information that pertains to the EDFS.

Figure 14. News and Updates page.

Encounter Data Front-end System User Guide

17

Centers for Medicare & Medicaid Services

09/28/11

Mailbox
Clicking the Mailbox menu button from the main menu bar will display the page shown in Figure 15. The
files available are those contained in your mailbox directory on our system. The Size is the size of the file
in bytes; the Date is the date the file was placed in your mailbox.

The files in your directory list ordered by the date from oldest to newest with the oldest files being on top
of the list.
Figure 15. Mailbox Page.

Filtering Your Mailbox Listing
You can filter your directory list by choosing either the Date, File Type or both using the Filter Directory
List function on the Mailbox page. In the example below, shown in Figure 16, a filter was applied to show
only the EDFS Response Files dated September 12th.

Encounter Data Front-end System User Guide

18

Centers for Medicare & Medicaid Services

Table of Contents

In the example below, shown in Figure 17, the mailbox listing was reset to show all of the files by setting
both the Date and File Type drop down lists to “All” and clicking the Apply Filter button.
Figure 16. Applying a Mailbox Filter.

Figure 17. Removing the Mailbox Filter.

Downloading Files From Your Mailbox
To download files from your EDFS mailbox to your computer, follow these instructions:
1.
2.
3.

Select up to 5 files from the list of available files.
Click the left mouse button once to select the file, use the CTRL and SHIFT keys to select multiple
files.
Click the Download button.

Once your selected files are ready for downloading you will receive the page shown in Figure 18.
You can save the file with the same name as the file you are downloading, or, if you wish, you can rename
the file to something else when downloading it to your computer; simply type the file name you want in the
File name text box.

Encounter Data Front-end System User Guide

19

Centers for Medicare & Medicaid Services

Table of Contents

Downloading Files to Your Computer
Figure 18. Downloading Files.
The page in Figure 18 lists the files you chose to download. To begin a download, right click on the
filename and choose "Save as…" or whatever menu item that allows you to save the file onto your
computer. Also note that the size of the file is displayed next to each link and those large files will take a
long time to download. You can select to download one file at a time, or you can select each file to
download simultaneously.
You will notice that the file names you chose have been modified to replace all period separators with
underscores and to add a file extension. Compressed (zipped) files will receive a .zip extension; all other
files will receive a .txt extension. This is done to eliminate the need to rename zipped files so they are
recognized as such by your compression software.
NOTE: Left clicking on the file may cause your browser to attempt to display the file. This is why we
recommend the right click method.

Returning to the Latest Downloads
You can return to the latest list of downloads by clicking the Latest Downloads link from the My Mailbox
page. This will display the page in Figure 18 just as it appeared when you first chose this set of files to
download.

Deleting Files From Your Mailbox
To delete files from your EDFS mailbox, follow these instructions

Encounter Data Front-end System User Guide

20

Centers for Medicare & Medicaid Services
1.
2.
3.
4.

Table of Contents

Place the mouse pointer over the file you wish to delete (use the down arrow to display the list if your
file does not appear in the box).
Click the left mouse button once to select the file.
Click the Delete button to bring up the confirmation page in Figure 19.
Select Delete File(s) to delete the file or Cancel to cancel the delete.

NOTE: If you click the Delete File(s) button, the file will be permanently deleted from your EDFS
mailbox.

File Delete Confirmation Box
Click Delete File(s) button to delete the file, or Cancel to cancel the deletion.

Figure 19. Mailbox File Delete Confirmation.

Encounter Data Front-end System User Guide

21

Centers for Medicare & Medicaid Services

Table of Contents

Viewing Files in Your EDFS Mailbox
To view files in your EDFS mailbox, follow these instructions
1. Select up to 5 files from the list of available files.
2. Click the left mouse button once to select the file, use the CTRL and SHIFT keys to select multiple
files.
3. Click the View button.
NOTE: Large files will take a short while to display.

Viewing The Selected Files
The page in Figure 20 lists the files you chose to view. To view a file, click on the View File link next to
the filename. Once the file is retrieved for viewing you will receive the page shown in Figure 21.
Also note that the size of the file is displayed next to filename and large files will take a long time to
display.

Figure 20. Mailbox View File List.

Encounter Data Front-end System User Guide

22

Centers for Medicare & Medicaid Services

Table of Contents

Viewing a File
This page will display the contents of the file selected. Click the back button to go back to your file list.

Figure 21. Viewing a File.

Returning to the Latest List of Files Viewed
You can return to the latest list of files you chose to view by clicking the Latest Views link from the My
Mailbox page. This will display the page in Figure 20 just as it appeared when you first chose this set of
files to view.

Upload File
Clicking the Upload File menu item from the main menu bar, by clicking ALT + U then ENTER, or from
the bottom of any page will display the page shown in Figure 22.

Upload Restrictions



The EDFS web site has an upload file size limit of 75 megabytes. It is recommended that you zip
all files you intend to upload. If you experience problems with large file uploads via the EDFS
web site it is recommended that you then try using the command line method.
You can only upload one physical file at a time.

Upload Tips




It is recommended that you compress (zip) all files prior to uploading via the web site.
Large files can take a long time to upload and this time is dependent on your connection speed.
Although the site can handle files up to 75 megabytes, it is recommended that large files are
zipped and uploaded using the command line method.

What constitutes a large file? This can be anywhere from 5 to 75 megabytes. If you have trouble
uploading a large file or your connection times out, then you should use command line FTP. As stated
before the file upload time is dependent on your connection speed, low connection speed = long upload
time with possible time outs.

Upload File Storage on Our System
Your file is kept on our system for approximately 17 days. After 17 days an uploaded file will be removed
from our system permanently. The file is not stored in your directory when uploaded. The file is kept in

Encounter Data Front-end System User Guide

23

Centers for Medicare & Medicaid Services

Table of Contents

the system queue directory for approximately 3 days then it is moved to the archive directory where it is
kept for approximately 14 days.
Follow the steps on the next few pages to select your file on your system and upload it to the EDFS.
1.

Click the Browse button to select a file to transfer.

Figure 22 File Upload Page

Encounter Data Front-end System User Guide

24

Centers for Medicare & Medicaid Services

09/28/11

2.

Use the File Upload window, as shown in Figure 23, to navigate to the file you wish to upload. You
can click on the file you wish to upload, press the Open button, and close the File Upload window, or
double-click the file and the file will be selected and the window will close automatically.

3.

Once you return to the window in Figure 22, the file you selected should appear in the text box next to
Figure 23 File Selection Dialog Box
the Browse button. If the file is correct press the Upload File button to transmit the file. The window
shown in Figure 24 will appear after a successful upload. If the upload is not successful, you will
receive a window which will display a short reason for the error, and some information on why the
error may have occurred.

Encounter Data Front-end System User Guide

25

Centers for Medicare & Medicaid Services

Table of Contents

Figure 24. Successful File Transfer

Encounter Data Front-end System User Guide

26

Centers for Medicare & Medicaid Services

09/28/11

Code Lookup Page
The Code Search menu option will take you to the window shown in Figure 25. Here, searches can be
performed to look up a description for a particular code for Encounter Data.

Performing a Search
To perform a code search enter the code into the text box, select a code type then click the search button.

Figure 25 Code Search Page

Encounter Data Front-end System User Guide

27

Centers for Medicare & Medicaid Services

09/28/11

Search Results
When a successful search is performed, the window shown in Figure 26 will appear, showing a table with
the code you searched on and the description that was found.

Figure 26 Successful Code Search

Full Code List
Click on any of the links below the View Full Listings to get a list of the codes for that category.

Figure 27. Full Code List.

Encounter Data Front-end System User Guide

28

Centers for Medicare & Medicaid Services

Table of Contents

Help Page
The Help menu option will take you to the window shown in Figure 28. From here you can access various
help topics for the EDFS.

Figure 28 Help Page

Encounter Data Front-end System User Guide

29

Centers for Medicare & Medicaid Services

09/28/11

Frequently Asked Questions Page
The FAQs menu option will take you to the window in the Figure 29. From this page you can access the
frequently asked questions pertaining to the EDFS.

Figure 29 Frequently Asked Questions Page

Encounter Data Front-end System User Guide

30

Centers for Medicare & Medicaid Services

09/28/11

Documentation Page
The Documentation menu option will take you to the window shown in Figure 30. This page is for
documents pertaining to the EDFS such as this user guide. There will be updates to this page from time to
time and will be documented on the News & Updates page.

Figure 30 Documents Page.

Encounter Data Front-end System User Guide

31

Centers for Medicare & Medicaid Services

Table of Contents

Site Accessibility Information
The Accessibility Statement menu option will take you to the window shown in Figure 31. From here you
can access information on how this site conforms to Section 508 Accessibility Guidelines.

31. Accessibility Statement.
Encounter Data Front-end System Figure
User Guide

32

Centers for Medicare & Medicaid Services

Table of Contents

Contact Info Page
The Contact Information menu option will take you to the window shown in Figure 32. From here you
can access the contact information for the CSSC Help Desk.

Figure 32 Contact Info Page

Encounter Data Front-end System User Guide

33

Centers for Medicare & Medicaid Services

09/28/11

Site Map Page
The Site Map menu option will take you to the page shown in Figure 33. This page contains a list of links
to all of the pages available on the EDFS web site. You can use the menu at the top of the page to jump to
the sections of the EDFS, or simply scroll down to browse through all the pages of the EDFS.

Figure 33 Site Map Page

Encounter Data Front-end System User Guide

34

Centers for Medicare & Medicaid Services

09/28/11

Searching The EDFS Site
The Search page allows you to search the EDFS using keywords.

Performing a Search
To search the EDFS, type a keyword(s) in the search box, as shown in Figure 34, and press the Search
button. If the search is successful, a page will be returned with links to the pages that contain the
keyword(s) you typed in, as shown in Figure 35. Otherwise a page will be returned informing you that no
pages were found matching your search criteria.

Search Results
Figure 34 Searching the Site
This is the window that will appear for a successful search, click on the link to go to any of the pages that
match your search criteria.

Figure 35 Search Found Page

Encounter Data Front-end System User Guide

35

Centers for Medicare & Medicaid Services

09/28/11

File Transfer Using Microsoft FTP Software
The following instructions apply to the FTP client software available in Windows 95 and Windows NT.
Refer to Appendix A for a sample script to automate file transfers using Microsoft FTP software.

Passwords
The CSSC assigns you a Submitter ID and an original password. If you forget your original, CSSC
assigned, password or if your password becomes compromised, you must call the CSSC Operations at
(877) 534-2772.
NOTE:

If you change your password and then forget your new password, there will be a delay while
the CSSC resets or reassigns your password.

Logging-On to the FTP Server
To connect to the EDFS using Microsoft FTP, follow these instructions, see Figure 36:
1. Refer to your CMSNet connection instructions.
2. At the DOS prompt, you need to launch the FTP software. Type  at the DOS prompt and press
. If you want to turn off Interactive Logging so you will not be asked for individual file
confirmation when transferring multiple files, use the ‘-i’ option.
Example: ftp –i
3. At this point, you must open the server connection. Type the following at the ftp> prompt and press
:
ftp> open 32.77.242.3 2021
4. A connection message will display, along with a prompt to enter your User Name and Password. Type
your User Name and press . Type your password and press . This is the
Submitter Id and password assigned to you when you enrolled for electronic claims submission with
the CSSC. You may change your password.
NOTE:
This user name and password are both case sensitive. You must enter the user name and
password exactly as they were assigned to you by the CSSC. After you enter the
password at least once, you may change the password. If you do change the password, be
sure to remember it because the CSSC will not have a record of it.

Figure 36 Login Command Sequence.

Encounter Data Front-end System User Guide

36

Centers for Medicare & Medicaid Services

5.

6.

09/28/11

Once you have successfully entered the required user name and password, a welcome message will
display. You now need to set your mode to “binary” to allow for zipped files. Type the following
command at the ftp> prompt:
ftp> binary
A “Type Set to I” message will appear, indicating that you may receive and send binary files. You are
now logged on to the EDFS FTP server and ready to perform data transfers.

Encounter data Upload Using Microsoft FTP
Perform the following sample steps to place claim files in your upload directory:
1. See the above section titled “Logging-On to the FTP Server” to establish an FTP session.
2. At the ftp> prompt, type the “put” command to upload the file and press .
ftp> put YOURFILENAME CUSTOMER_UPLD!FTP 
3. Once you press , the FTP software will transfer the file(s). A “File transfer is complete”
message will appear indicating successful transfer of each file. You will return to the ftp> prompt
when the transfer operation is complete. The return to the ftp> prompt does not mean that all files
were successfully transferred. Please verify the “File transfer complete” message for each file
uploaded.

Encounter data Download Using Microsoft FTP
To download remittances, reports and other files, follow these sample steps:
1. See the above section titled “Logging-On to the FTP Server” to establish an FTP session.
2. Type the following commands and press  to change to the download directory on the server:
ftp> cd .. 
ftp> cd outbound 
3. You will see a “CWD command successful” message, which indicates that your current directory has
changed.

4. To display all files available for download, type the following command press .
ftp> ls

Encounter Data Front-end System User Guide

37

Centers for Medicare & Medicaid Services

09/28/11

Downloading a Single File
1.
2.

Type the following command and press .
ftp> get FILENAME
The FILENAME you wish to receive must match the file name in the outbound directory exactly (wild
cards "*" will be accepted only if "glob" is on). If you do not delete the files after successfully
downloading them, they will remain in the outbound directory for 14 days, at which time they will be
automatically purged.

Downloading Multiple Files
1.

To download all of your remote files type mget * at the ftp> prompt and pres , see Figure
37.

Figure 37 Downloading Multiple Files.

2.
3.

Once you press  the FTP software will transfer the file(s).
A"transfer is complete” message will appear indicating successful transfer of each file. You will be
asked to confirm each file by pressing . You will return to the ftp> prompt when the
transfer operation is complete. The return to the ftp> prompt does not mean that all files were
successfully transferred. Please verify the “226 File transfer complete” message for each file
downloaded.

Logging-Off the FTP Server
To log-off and exit the FTP software, type the following command at the ftp> prompt and press
.
ftp> bye

Encounter Data Front-end System User Guide

38

Centers for Medicare & Medicaid Services

09/28/11

File Transfer Using Other FTP Software
If you will be using FTP software other than Microsoft FTP for Windows 95, you will need to follow these
basic steps. Consult your FTP software documentation for detailed instructions for completing each step.
1. Refer to your CMSNet connection instructions.
2. Log-On to the FTP server (32.77.242.3) on port 2021 using your EDFS Submitter Id (User Id) and
password as assigned to you by the CSSC.
3. Upload your claims.
4. Download your claims from the 32.77.242.3\outbound\ directory.
5. Log-Off the FTP server.
NOTE:

The upload and download directories are specific to your EDFS Submitter Id (User Id). Each
Submitter has a specific upload and download location on the server.

Helpful Hints




Zip your upload files in a PK-ZIP 2.0 compatible format. This can diminish your upload time by as
much as 90%.
With Encounter data files, do not use the same filename. This may cause problems with uploading as
you may potentially overwrite files that may be waiting for processing. Try using sequential names
(i.e., FILE1, FILE2, etc.).
Visit our News & Updates page periodically to check for new features, changes or updates.

Encounter Data Front-end System User Guide

39

Centers for Medicare & Medicaid Services

Table of Contents

Appendix A
To automate the FTP transfer, create a batch file to launch the FTP software with the following
command line options. Example:

Sample batch file (c:\ftp\ftpbatch.bat):
ftp -n -i -s:c:\ftp\ftpscript.txt

Command line reference:
-n Suppress auto login
-i Suppress interactive prompting
-s <> Specify what file contains commands to execute in ftp session
This file calls ftpscript.txt which contains the commands to be executed when the FTP program
starts. The file ftpscript.txt should contain the following commands:

Sample FTP Command Script (c:\ftp\ftpscript.txt):
open 32.77.242.3 2021
user <> <>
binary
cd upload
mput c:\mco\upload\*
lcd c:\mco\download
cd \download
mget *
bye

Encounter Data Front-end System User Guide

40


File Typeapplication/pdf
AuthorBCBS
File Modified2011-09-28
File Created2011-09-28

© 2024 OMB.report | Privacy Policy