Mastering EDI Efficiency: EDI Academy Training Series 2024
Electronic Data Interchange (EDI) is a crucial component of seamless data exchange between businesses in modern environment. To empower professionals with the skills needed to navigate the complexities of EDI, we are excited to announce our Electronic Data Interchange Training Series for the year 2024.
Why EDI?
Electronic Data Interchange streamlines the exchange of business documents, eliminating manual processes and reducing errors. It plays a vital role in enhancing efficiency, lowering operational costs, and improving overall business relationships. With EDI becoming increasingly integral to modern business operations, acquiring proficiency in this area is a strategic move for professionals across industries.
Learn more about EDI and become a CEDIAP® (Certified EDI Academy Professional) – please visit our course schedule page to sign in.
Training Series Overview
Our comprehensive training series is designed for professionals at varying skill levels, from beginners to advanced users. The series will cover fundamental concepts, industry-specific EDI standards, and best practices. Each session will be led by an industry expert with extensive experience in EDI, ensuring that participants gain real-world insights.
2024 Schedule Highlights
Supply Chain EDI 101 – Introduction To EDI
2024 Webinar Schedule: Mondays at 12:00 PM – 01:30 PM EST – 2024 Dates: December 4th (2023), January 8th, February 5th, March 11th, April 15th, May 13th, June 17th, July 22nd, August 19th, September 23rd, October 21st, November 11th, December 9th
High-Level Overview of EDI Transactions: 850 PO, 855 PO Ack, 810 Invoice, 856 ASN, 997 Acks.
- Describing Trading Partners, Standards, Transmission methods
- Comparing a manual process to an automated B2B EDI Process
- X12 vs. EDIFACT
- Nomenclature for Version Numbers for Standards
- Components of the EDI Environment: Translator, Mapper, Connectivity, ETL. Illustration of a basic EDI map.
- EDI Team and Staffing Best Practices
HIPAA EDI 101 – Introduction To The Health Care EDI Environment
Webinar Times: Mondays at 03:00 PM – 04:30 PM EST – 2024 Dates: December 4th (2023), January 8th, February 5th, March 11th, April 15th, May 13th, June 17th, July 22nd, August 19th, September 23rd, October 21st, November 11th, December 9th
- Introduction to the Health Care EDI Environment, X12 Standards and X12 Workgroups, and WEDI.
- High-Level Overview of X12 HIPAA EDI Transactions: 834 Benefit Enrollment, 270-271 Eligibility Inquiry/Response, 278 Prior Authorization/Referral, 837 Claims (Professional, Institutional, Dental), 277 Claim Ack, 835 Payment/EOB,
- Software & Infrastructure for EDI (What’s a Translator & Mapper). EDI Connectivity (e.g., SFTP, HTTPS, Web Services)
- Clearing Houses
- EDI Team and Staffing Best Practices
Supply Chain EDI 110 – EDI Connectivity and On-Boarding
2024 Webinar Schedule: Tuesdays at 12:00 PM – 01:30 PM EST – 2024 Dates: December 5th (2023), January 9th, February 6th, March 12th, April 16th, May 14th, June 18th, July 23rd, August 20th, September 24th, October 22nd, November 12th, December 10th
- EDI Connectivity and On-Boarding
- EDI On-Boarding Best Practices
- EDI Connectivity – VAN
- EDI Connectivity – AS2/FTP
- EDI Connectivity – Best Practices
- Document Tracking and Monitoring Concepts
- Information about third-party EDI Service providers
- Information about EDI Testing
HIPAA EDI 110 – EDI Enveloping & TR3 Viewing
2024 Webinar Times: Tuesdays at 03:00 PM – 04:30 PM EST – 2024 Dates: December 5th (2023), January 9th, February 6th, March 12th, April 16th, May 14th, June 18th, July 23rd, August 20th, September 24th, October 22nd, November 12th, December 10th
- EDI Enveloping & TR3 Viewing
- EDI Enveloping ISA-GS-ST-SE
- Key terms related to the structure of EDI (e.g., qualifier, segment, terminator, delimiter)
- Instructions on using the TR3 manual to look at transactions, segments and data elements, situational rules, and loops.
- LOOP IDs – Deep Dive (HL, NM1, CLM, etc.)
- Instructions on viewing EDI Implementation Guides and Mapping Specs
- Health Industry-Related Code Sets – Clinical and Non-Clinical
Supply Chain EDI 201 – EDI Enveloping & Structure
2024 Webinar Schedule: Wednesdays at 12:00 PM – 01:30 PM EST – 2024 Dates: December 6th (2023), January 10th, February 7th, March 13th, April 17th, May 15th, June 19th, July 24th, August 21st, September 25th, October 23rd, November 13th, December 11th
- EDI Enveloping ISA-GS-ST-SE
- Key terms related to the structure of EDI (e.g., qualifier, segment, terminator, delimiter)
- Instructions on using the ANSI X12 manual to look at transactions, segments, and data elements
- Instructions on viewing EDI Implementation Guides and Mapping Specs
HIPAA EDI 201 – Deciphering HIPAA EDI Transactions – Enrollment & Eligibility
HIPAA EDI 110 is a prerequisite for this class.
2024 Webinar Times: Wednesdays at 03:00 PM – 04:30 PM EST – 2024 Dates: December 6th (2023), January 10th, February 7th, March 13th, April 17th, May 15th, June 19th, July 24th, August 21st, September 25th, October 23rd, November 13th, December 11th
Eligibility & Enrollment Series
- Deciphering 834 Benefit Enrollment 005010X220A1
- 834 Update File
- 834 Audit File
- 834 Exchange Enrollment 005010X307
- 820 Premium Payment 005010X218
- Deciphering 270-271 Eligibility Enquiry and Response & 271 005010X279A1
- 270 Eligibility Inquiry
- 271 Response To Eligibility Inquiry
- 278 Prior Authorizations and Referral Authorizations
- CAQH Requirements – Real-Time & Batch
Supply Chain EDI 301 – 850,810, 856 ASN and UCC-128 Labels
Note: SEDI 201 is a prerequisite
2024 Webinar Schedule: Thursdays at 12:00 PM – 01:30 PM EST – 2024 Dates: December 7th (2023), January 11th, February 8th, March 14th, April 18th, May 16th, June 20th, July 25th, August 22nd, September 26th, October 24th, November 14th, December 12th
- Deciphering EDI 850 Purchase Order
- Deciphering EDI 810 Invoice
- Deciphering 856 ASN – Standard Pack
- Deciphering 856 ASN – Pick &Pack
- Advanced Ship Notice – ASN Best Practices
- ASN Tare Levels
- UCC-128 Barcode Label
- 997 Acknowledgements
- 824 Application Advice
HIPAA EDI 210 – Deciphering EDI Transactions – 837 Claims
HIPAA EDI 110 is a prerequisite for this class.
2024 Webinar Schedule: Thursdays at 03:00 PM – 04:30 PM EST – 2024 Dates: December 7th (2023), January 11th, February 8th, March 14th, April 18th, May 16th, June 20th, July 25th, August 22nd, September 26th, October 24th, November 14th, December 12th
HIPAA Billing & Encounter Session
- 837 Professional Claim 005010X222A1
- 837 Institutional Claim 005010X223A2
- 837 Dental Claim 005010X223A2
Supply Chain EDI 401 – Advanced Course: E-Commerce EDI & Change Order Automation
Note: SEDI301 is a prerequisite.
2024 Webinar Schedule: Fridays at 12:00 PM – 01:30 PM EST – 2024 Dates: December 8th (2023), January 12th, February 9th, March 15th, April 19th, May 17th, June 21st, July 26th, August 23rd, September 27th, October 25th, November 15th, December 13th
Change Order Processing A study from the RVCF found that retailers changed orders an average of 4.4 times during the lifecycle of a PO. However, most organizations today handle the PO change process manually.
- Retailers today send out 860 EDI PO Change transactions more often than before. However, the major challenge is for the supplier to automate the 860 PO Change process. Most suppliers are still manually processing the 860 Purchase Order changes. The key to automating change orders is refining business rules and procedures. In this session, we will provide examples of how some suppliers have successfully automated the processing of change orders.
- E-Commerce EDI Best Practices
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 boost productivity, reduce errors, and improve trading partner relationships.
HIPAA EDI 215 – Deciphering EDI Transactions – 835 Health Care Claim Payment/Advice
HIPAA EDI 110 is a prerequisite for this class.
2024 Webinar Schedule: Fridays at 03:00 PM – 04:30 PM EST – 2024 Dates: December 8th (2023), January 12th, February 9th, March 15th, April 19th, May 17th, June 21st, July 26th, August 23rd, September 27th, October 25th, November 15th, December 13th
HIPAA X12 835 Health Care Claim Payment/Advice
- 277CA Claim Acknowledgment 005010X214
- 276-277 Claim Status Inquiry & Response 005010X212
- TA1 Acknowledgement
- 999 Acknowledgement 005010X231
- Medicare MAO Acknowledgments
- Deciphering 835 005010X221A1
- Claim Adjustment Group Codes
- Claim Adjustment Reason Codes
- Line Level Balancing
- Claim Level Balancing
- Transaction Level Balancing
- Provider Level Adjustments
- 835 Matching Logic
Supply Chain EDI 410 – Advanced Course: EDI for Finance, Inventory & Transportation
Note: SEDI 301 is a prerequisite
Webinar Schedule: Mondays at 12:00 PM – 01:30 PM EST – 2024 Dates: December 11th (2023), January 12th, February 9th, March 15th, April 19th, May 17th, June 21st, July 26th, August 23th, September 27th, October 25th, November 15th, December 13th
- 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 & Sales: An inventory management system is complete with 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 product availability and ROI goals.
- 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 Transportation: Transportation EDI is mighty but underutilized. 3PLs, 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, and 214.
HIPAA EDI 401: Advanced 837 Coordination of Benefits & 277/RFAI & Encounters
HIPAA EDI 110 is a prerequisite for this class.
2024 Webinar Schedule: Mondays at 03:00 PM – 04:30 PM EST – 2024 Dates: December 11th (2023), January 12th, February 9th, March 15th, April 19th, May 17th, June 21st, July 26th, August 23th, September 27th, October 25th, November 15th, December 13th
This course requires three prerequisite courses: HIPAA EDI 110, HIPAA EDI 210, and HIPAA EDI 215.
Part 1: COB In this session, we will cover advanced 837 topics with different situational rules. In addition, we will walk you through several scenarios of Coordination of Benefits and show you how the 837 and the 835 are linked when more than one payer is involved.
Part 2: 277/FRAI This combined section will cover the 277 Request for Additional Information along with the 275 Health Care attachments. Real-world implementation examples and scenarios will be covered.
Part 3: Encounters: Transmitting 837 Outbound to CMS (Center for Medicare and Medicaid Services) is a common practice for most health plans. The Encounter Data System (EDS) Companion Guide contains information to assist Medicare Advantage Organizations (MAOs) and other entities in submitting encounter data. This class will go through the highlights of the Encounter Companion Guide for the institutional and professional Claim. We will also highlight Medicaid claim companion guides for some states. We will show examples of 837 x12 transactions for the following encounter types: Standard encounters & Atypical Providers, Capitated encounters, Replacements Deletes.