Course: EDI Fundamentals and Best Practices - General

Designed for all industries.

Course Description
This course provides both an overview of EDI, and an in-depth understanding of the technology's strategic and operational components. This is an excellent training opportunity for anyone whose work involves EDI, or who anticipates future involvement in an aspect of their company's EDI efforts. What makes the EDI Academy's course unique is the application of real world examples from a wide variety of companies and industries. You acquire a thorough understanding of EDI fundamentals, know how best to overcome major EDI challenges, and the correct application of current best practices. All the scenarios, case studies, examples and best practices are from real world EDI professionals.
Detailed Course Content


Course: Health Care (HIPAA) EDI Training Fundamentals and Best Practices

Designed specifically for the Health Care Industry

Course Description
This intensive two-day class covers all 9 Health Care EDI Transactions. The course instructors have at least 10 years of Health Care EDI experience and are typically EDI managers at insurance companies, hospitals, clearinghouses and other health care organizations. The target audience for this class ranges from the novice to the seasoned professional. The novice will be able to gain knowledge about Health Care fundamentals while the seasoned professional will gain best practices knowledge. The course deciphers all 9 Health Care EDI transactions; every single segment and element of each of the 9 health care EDI transactions will be analyzed and explained. For the most popular transactions there will be a mapping exercise conducted. There will be an implementation best practices section for each of the 9 transactions which will discuss the advantages to be gained and the pitfalls to avoid for each transaction. All the scenarios, case studies, examples and best practices are from real world Health Care EDI professionals.
Detailed Course Content

Course: Advanced EDI Training All Industries - Mapping & Best Practices New EDI training

Course Description
The EDI Fundamentals and Best Practices class is a prerequisite for this class. Advanced EDI Mapping and Business Concepts: This one-day workshop is split into two parts. The first part will focus on best-practice presentations for various industries. The second part will consist of mapping sessions. This class is offerred the next day after the EDI Fundamentals & Best Practices Training.
Detailed Course Content

Course: EDIFACT AND TRADACOMS EDI Fundamentals & Best Practices

Course Description
Based in our London, UK training facility this course is designed for EDI users in Europe. This class will combine all the best practices of EDI implementation and present raw data and transaction examples in EDIFACT and TRADACOMS format. EDI Academy has been conducting custom on-site training for EDIFACT and TRADACOMS but has yet to offer this class to the public. Currently the class is available in London but will soon also be available in Paris and Frankfurt with a flavor of the ODETTE EDI Standard. This class will also cover basic ANIS X12 Fundamentals.
Detailed Course Content


Detailed Course Content - EDI Fundamentals and Best Practices - General

Session One: Introduction to EDI
This session defines EDI-its origin, history, and common terminology. It also describes how EDI has evolved over the years to become a globally recognized standard for doing business electronically. You learn the roles of different organizations that define and govern the EDI industry. Introduction of EDI standards such as ANSI X12, EDIFACT, and HIPAA is a key part of this session. We'll explain how EDI is used to compose business solutions in different industries (retail, automotive, transportation, etc.).

The second portion of this session is an overview of the personnel, software, and hardware components of a typical EDI setup.

Session Two: EDI Communication Methods
Communications is a critical area in any EDI implementation. This session emphasizes different options (value-added networks, Internet EDI, AS2, FTP, etc.) available for moving vital data from one place to another. It also focuses on EDI enveloping and provides a sample scenario of setting up EDI communications with an EDI trading partner. Examples help you gain an in-depth understanding of how an EDI implementation should be integrated with a company's internal network, hardware, security, and software.

Session Three: Business Analysis and Mapping
EDI mapping requirements, and applying them from within an EDI translator. A detailed overview and examples are provided on how the most common EDI transformations such as EDI-to-flat-file, EDI-to-XML, EDI-to-CSV occur and how they can be integrated into a company's accounting, purchasing and logistics software interfaces. This session also focuses on the most popular EDI transactions such as the purchase order (850), invoice (810), payment file (820), advanced ship notice (856), and common HIPPA transactions such as the 837 (claim) and 835 (claim payment/advice). Common mapping and EDI translation barriers are covered, as well. A portion of this session describes what is involved in creating EDI implementation guidelines.

Session Four: Strategies for Successful EDI Implementation
This session covers various real world examples of successful EDI implementation solutions. It focuses on best practices for EDI partner communications, rollout programs, and chargeback issues. It also includes information about frequently used barcodes, such as UCC labels, UPC codes, and the use of GTIN. You also learn how EDI plays a key role in compliance-related environments such as Sarbanes-Oxley and HIPAA.



Detailed Course Content - Advanced EDI Training All Industries

Section One: Advanced EDI Business Concepts

EDI For E-Commerce:
E-commerce EDI usage is exploding. This workshop will show you how to avoid common pitfalls and master transactions such as the 855 PO Acknowledgement, 869 Order Status Inquiry, 870 Order Status Report, and 846 Inventory Inquiry/Advice. Successful e-commerce EDI will help you boost productivity, reduce errors and improve trading partner relationships.

EDI For Finance:
This workshop will show you how to implement EDI transactions such as the 820 RA/Payment and the 823 Lockbox. Finance EDI can help you improve productivity and reduce costs and errors in your treasury and accounts receivable departments.

EDI For Inventory:
An inventory management system is incomplete without EDI. Learn best practices for EDI transactions such as the 846 Inventory Inquiry/Advice, 947 Warehouse Inventory Adjustment Advice, and the 852 Product Activity Data. This will enable you to provide inventory visibility to your partners and optimize inventory to meet goals for product availability and ROI.

EDI For Sales:
Studies show that the data input for about one quarter of Business Intelligence and Decision Support comes from EDI transactions. Learn best practices for implementing the 852 and other EDI-related transactions and watch your sales department reap the rewards..

EDI For E-Commerce:
E-commerce EDI usage is exploding. This workshop will show you how to avoid common pitfalls and master transactions such as the 855 PO Acknowledgement, 869 Order Status Inquiry, 870 Order Status Report, and 846 Inventory Inquiry/Advice. Successful e-commerce EDI will help you boost productivity, reduce errors and improve trading partner relationships.

EDI For Transportation:
Transportation EDI is very powerful but underutilized. 3PL's, freight carriers, suppliers and retailers can benefit from learning how to manage transactions such as 110 Air Freight Details and Invoice, 204 Load Tender, 210 Invoice, 214 Transportation Carrier Ship. This workshop will show you how to use this information to track shipments and optimize your transportation management system.

Section Two: Advanced EDI Mapping

File Spec Creation:
A file spec is a critical success factor for any EDI project. In this example we will analyze an EDI mapping specs for three EDI transactions.

Loops and Nested Loops::
In this section we’ll cover loops and nested loops. In addition we will discuss the HL segment (hierarchy level). We’ll explain how to structure and set the same maximum usage (loops) on the input and output side of the map.

XML Mapping:
In this segment of the Advanced EDI mapping class we will conduct XML-EDI and EDI-XML mapping..

Mapping Best Practice:
In this section you will learn a lot of mapping best practices, for example, connecting elements/segments at the same hierarchal level is very important. For example, you will learn to connect header level segments on the input side to the header level segments on the output side of a map, you will also learn how to map detail-to-detail, and summary-to summary sections.

In this section we will also cover the best practices of connecting elements/segments with the same data type. For example, you will learn how to map from numeric fields to numeric fields, date-to-date, string-to \-string. The instructor will illustrate the importance of using the same data type in both the input and output section the same map when possible.

In the process of mapping the instructor will explain that all segments/elements on the input side of the map will be in the file. For example, if in the CSV file a certain column is not being used, map it anyway. Some translators require all the fields be mapped and this is a good practice for troubleshooting.

Detailed Course Content - EDI Fundamentals and Best Practices – Health Care

Session One: Introduction to EDI
This session defines EDI-its origin, history, and common terminology. It also describes how EDI has evolved over the years to become a globally recognized standard for doing business electronically. You learn the roles of different organizations (X12N and WEDI) that define the Health Care EDI standard. We will also define how different health industry codes (CARC,RARC,ICD-10,CPT,HCPCS) are used in the EDI data. How EDI is used to compose business solutions in different industries (retail, automotive, transportation, etc.) is explained, as well.

Session Two: Components of an EDI Environment and EDI Communication Methods
Communications is a critical area in any EDI implementation. This session emphasizes different options (value-added networks, Internet EDI-AS1, AS2, FTP, etc.) available for moving vital data from one place to another. It also focuses on EDI enveloping and provides a sample scenario of setting up EDI communications with an EDI trading partner. Examples help you gain an in-depth understanding of how an EDI implementation should be integrated with a company's internal network, hardware, security, and software. The second portion of this session is an overview of the personnel, software, and hardware components of a typical EDI setup.

Session Three: Business Analysis and Mapping – Deciphering Health Care EDI Transactions
This session is the bulk of the course and it focuses on the nine Health Care EDI transactions:

270 - Health Care Eligibility Benefit Inquiry and Response
271 - Health Care Eligibility Response
276 - Health Care Claim Status Request
277 - Health Care Claim Status Response
278 - Health Care Services Review - Request for Review and Response
837 - Health Care Claim Institutional, Dental, Professional
835 - Health Care Claim Payment / Advice
834 - Benefit Enrollment and Maintenance
820 - Payroll Deducted and Other Group Premium Payment for Insurance Products
CAQH - Core Operating Rules


There will be an implementation best practices section for each of the 9 transactions which will discuss the advantages to be gained and the pitfalls to avoid for each transaction. For the most popular transactions there will be a mapping exercise conducted. All the scenarios, case studies, examples and best practices are from real world Health Care EDI professionals.





Detailed Course Content - EDIFACT AND TRADACOMS EDI Fundamentals & Best Practices

Session One: Introduction to EDI
This session defines EDI-its origin, history, and common terminology. It also describes how EDI has evolved over the years to become a globally recognized standard for doing business electronically. You learn the roles of different organizations that define and govern the EDI industry, including UN/EDIFACT, TRADACOMS AND ANSI X12. How EDI is used to compose business solutions in different industries (retail, automotive, transportation, etc.) is explained, as well.

Session Two: Components of an EDI Environment and EDI Communication Methods
Communications is a critical area in any EDI implementation. This session emphasizes different options (value-added networks, Internet EDI-AS1, AS2, FTP, etc.) available for moving vital data from one place to another. It also focuses on EDI enveloping and provides a sample scenario of setting up EDI communications with an EDI trading partner. Examples help you gain an in-depth understanding of how an EDI implementation should be integrated with a company's internal network, hardware, security, and software. The second portion of this session is an overview of the personnel, software, and hardware components of a typical EDI setup.

Session Three: Business Analysis and Mapping – Deciphering TRADACOMS and EDIFACT Transactions
This EDI training session is the bulk of the course and it focuses on the following transactions:

UN/EDIFACT EDI Enveloping (UNA/UNB/UNG/UNH/UNT/UNE/UNZ)
TRADACOMS EDI Enveloping (STX/END/ BAT/EOB/ MHD/MTR)
ANSI EDI Enveloping (ISA/GS/ST/SE/GE/IEA)
Key Terminology: Segment, Element, Qualifier and etc.
Introduction to the UN/EDIFACT STANDARDS MANUAL – TRADACOMS – and ANSI X12 Manual
Analyzing Implementation Guides

UN/EDIFACT Message CUSDEC – Customs Declaration Message
UN/EDIFACT Message CUSRES – Customs Response Message
UN/EDIFACT Message ORDERS – Purchase Order Message
UN/EDIFACT Message INVOIC - Invoice Message
UN/EDIFACT Message DESADV - Dispatch Advice Message
TRADACOMS ACKHDR Acknowledgement File
TRADACOMS DELHDR Delivery Notification File
TRADACOMS INVFIL Invoice File
TRADACOMS ORDHDR Order File
TRADACOMS PAYHDR Payment Order File

Other topics in this section:
Analyzing EDI Implementation Guides
Mapping Best Practices
Mapping Exercise
Translation Mapping Scenarios

There will be an implementation best practices section for each of the transactions listed which will discuss the advantages to be gained and the pitfalls to avoid for each transaction. For the most popular transactions there will be a mapping exercise conducted. All the scenarios, case studies, examples and best practices are from real world EDI professionals. Additional transactions may be requested during registration.

Session Four: Implementations Best Practices
This session covers various real world examples of successful EDI implementation solutions. It focuses on best practices for EDI partner communications and rollout programs. It also includes information about frequently used barcodes, such as GS1 labels, EAN/UPC codes, and the use of Global Data Synchronization.

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