Electric
Data Interchange (EDI)
EDI
is a system for submitting your treatment claims to the DPD electronically.
The
advantages of using EDI
You no longer need to fill in GP17 forms
EDI transmissions can be sent at any time.
After using EDI for three months you receive a grant of £700
What
you will need to use EDI
A computer with a modem and telephone access.
Software accredited for transmitting claims (Merlin
Professional is accredited).
Stock of forms GP17PR, GP17RA and 283.
Starter Pack from the DPD, which includes all the forms required to get
your Location Number and Pin Numbers
How
EDI works
When you send a transmission, the number that the software dials connects
your computer, via a telephone line, to a network owned and run by a limited
company called Global Crossing. This company supplies public access and
data routing to the medical market.
The claims are in the form of files, which are transmitted to your Practice's
mailbox at Global Crossing and then forwarded to the DPD.
Response files are handled similarly, i.e. delivered to your Practice's
mailbox at Global crossing where they sit until your EDI software connects
to Global Crossing and collects them.
Global Crossing provides the Network User ID (NUI), mailbox and password
for the Practice.
The DPD provides the Site Number and PINs for your individual dentists.
Each Practice will have one NUI, one password and one site number, but
each dentist will have his/her own PIN.
To
obtain your Starter Pack
Telephone DPD Customer Services on 0131-551 8585 or e-mail to edi@psd.csa.nhs.uk
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Using
EDI in Merlin Professional
How
to specify the EDI Machine
The default machine is the server, but EDI transmissions
must be prepared and sent from the machine on which the modem is installed.
If the modem is installed on the server no further action need be taken,
unless you are replacing this computer.
To specify a different computer open 'File...Preferences' on the new machine
and click on 'Use this computer for EDI transmissions'. You will be asked
to type in 'I confirm' and click on 'OK'.
IMPORTANT:
Please consult Merlin Support before carrying
out this procedure
How
to setup Merlin Professional to use EDI
Open Merlin
On Menu Bar select 'Files
.Preferences'
Select 'Practice Staff'
Select 'Dentist '
Click on 'PIN
'
Enter PIN (as provided by DPD)
Enter PIN again to confirm
Click 'OK'
Repeat for each dentist (each dentist has their own PIN)
Click 'OK' to close 'Merlin Preferences'
box
On
Menu Bar select 'EDI'
Select 'EDI preferences'
Enter Network User ID (NUI) - supplied by Global Crossing in two parts
Enter Mailbox Name
Enter Password
Enter Site (Location) Number (This should be a five digit number - enter leading zeros, if neccessary)
Click on 'OK'
You
are now ready to use EDI
Before
you start using EDI, you should read the 'EDI User Guide' supplied by
the DPD
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IMPORTANT
NOTES
It is important that treatments are entered in the correct
way, as failure to do so will result in rejection by the DPD.
When
opening a course of treatment it is important that the correct details
are entered on the NHS Claim Options form. e.g.
If the patient has an exemption, the claim reference number or name of
college/university should be entered in the 'Supporting Details' box.
If radiographs or models are available, the appropriate boxes should be
"checked."
For claims including NHS treatments, the "Transmit GP17/FP17"
box should be "checked".
For wholly Private treatments, the "Transmit GP17/FP17" should
be "unchecked
NOTE:
Following conversations with the DPD, it would appear that the DPD system
does not conform to the DPD's own EDI specifications when dealing with
PFTR. You should, therefore, note PFTR in the Observations
part of the NHS Claim Options form. (Do NOT select the Patient failed
to return option on the Type of Claim drop-down menu).
Treatments
should be entered using the Clinical Charting system within Merlin. The
DPD will reject codes which are not wholly numeric, e.g. you can no longer
use code 0201b for 2 small x-rays (see below).
The
following are the correct methods for entering specific treatments. You
may find it necessary to change the details on your treatment buttons.
For details of how to do this, consult the Clinical section in the Merlin
Tutorial.
Patients
under 18 years of age
Open course of treatment
Enter clinical treatments, but DO NOT enter examinations.
Close course of treatment.
X-rays
For each x-ray taken, click on "1 radiograph".
Extractions
Select the tooth/teeth to be extracted.
Click on "xt 1 tooth" in all cases.
Also click on "xt - additional fee for each visit"
Partial
Dentures (incl Chrome)
Select teeth to be included on the denture.
Click on "Partial Denture ("upper" or "lower")
Full
Dentures
It is not necessary to specify all the teeth. Simply select 'Full upper/lower/upper & lower denture'.
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How
to prepare EDI Transmissions
Open Merlin
On Menu Bar select 'EDI'
Select 'Prepare EDI Transmission...'
Select Dentist
Set 'From Date '
Set 'To Date'
Click on 'OK'
A
list of those Courses of Treatment claims to be sent will appear
Uncheck any which are not to be sent
Close the list
You will be asked if you wish to save the changes - Select 'YES'
A file will be built and the courses updated
If Merlin detects any errors, eg. in address
or postcode, an Error Log will be displayed (click here)
If there are no errors detected the process will end and the window will
close
Sending & Receiving EDI Transmissions
On the Menu Bar select 'EDI'
Select 'Send & Receive Now'
The 'Device Selection' box will show your modem type. Click 'OK'
When you send a transmission, Merlin will
automatically pick up any responses that are waiting for you. If you are
not sending a transmission, Merlin will pick
up any responses that are waiting for you.
On completion a message will say "Inbox Processing Complete"
Close the 'EDI Send & Receive' box
Saving
and Viewing the Error Log
Open 'Windows Explorer'
Go to 'C:\Program Files'
Click on 'Merlin Folder'
Rename the file 'EDI Errors.htm' (see below) to a suitable name e.g. the
date it was created
Save the file to a suitable place eg. 'My Documents'
To view the contents of the Error Log, double click on it
Renaming
the Error Log
Right-click on the 'EDI Errors.htm' file
Click on 'Rename'
Highlight the words before the dot
Type your choice of title
Click on 'Return'
Save the file to a suitable place eg. 'My Documents'
To view the contents of the Error Log, double click on it
You
can now correct the errors and re-transmit the claim
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The
Merlin/EDI Folder
There are five files in the EDI folder:
INBOX: This receives the responses from the DPD, which are automatically
processed and transferred to the 'Received' or 'Reports' file.
OUTBOX: When a transmission file has been prepared, Merlin
puts it into this file to await the 'send' command.
RECEIVED: When a response is received from the DPD, it is processed
and placed in this file (see below).
SENT: Contains the transmissions that have been sent to the DPD.
REPORTS: Contains the .htm files which have been processed into
a readable form (see below).
View
the Received Folder
Open Windows Explorer
Go to 'Program Files'
Go to the 'Merlin' Folder
Go to 'EDI' folder
Click on 'Received'
The
received folder shows three types of file:
.REP:
an acknowledgement from the DPD of receipt of transmitted files
.RCV: the DPD transmissions to the practice - using their codes
.htm: .RCV files processed into text (see below)
To view the
contents of a file, double click on it.
View
EDI Reports
Response messages from the DPD are automatically translated into a readable
form by Merlin
To read these messages, on the Menu Bar select 'EDI'
Select 'Reports...'
Double-click on the report you want to see.
The
different types of EDI reports
There are four types of EDI Report:
BRDCST (Broadcast)
This contains either:
Bulletins - These are messages from the DPD, eg schedule closing
dates andare accessed by clicking on Bulletins
in the EDI
drop-down list.
or
Error Codes - These list the error codes used by the DPD, which
are processed into text by Merlin and are
accessed by clicking on Response Message Error Codes
in the
EDI drop-down list.
CONTRL (Control)
This contains details of transmissions which have been accepted or rejected
by the DPD.
RESPCE (Response)
This contains details of courses of treatment, which have been rejected
and the reason.
SCHEDL (Schedule)
This contains details of courses, which have been reconciled for payment.
Merlin automatically reconciles these courses
and removes them from the schedule reconciliation list.
Rejected
EDI Transmissions
If an entire transmission file is rejected by the DPD, you should contact
DPD Customer Services, on 0131-275 6300, to find the reason.
Rejected
Treatment Courses
If an individual course of treatment is rejected, the DPD report will
give a reason. Corrections can be made to the course and it can then be
re-transmitted. If the treatment course shows a 'Schedule Adjustment'
no further action need be taken, unless you wish to dispute the adjustment.
BACK-UP
When backing up your data (merlin.str), you
should also back-up a copy of the EDI folder which is to be found at:
C:\Program Files\Merlin Professional\EDI
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