Transaction Management | Trading Partner Management

Live Virtual, $800
Interactive virtual sessions, multiple dates
Duration: 8 hours. 4 hours per day, over two days.

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On Site, Custom Pricing
Training at your location
Duration: 1 day

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*Training Services Agreement

About the course

Transaction Management is the set of tools that provides a 360 degree view of document exchange between partners. It gives operational end-users access to current and archived data, essential to adjudicate claims, resolve issues and respond to partner queries.

Trading Partner Management is the set of tools that supports Edifecs Transaction Management, defining what validation rules are applied to specific transactions in a scalable and maintainable way.

Expert instructors will teach you how to effectively use this key component of the Edifecs Smart Trading Solution.

Course Details

In this course you will learn and practice the following skills:

  • Find transactions based on any available search criteria – a key to success in customer service and support functions
  • Create custom views to support commonly repeated searches
  • Understand and help manage users, roles and permissions to maintain a secure environment
  • Configure trading partner settings and create new trading partners
  • Create and customize agreements
  • Create direct and indirect relationships
  • Manage users, roles and permissions
  • Apply best practices and understand troubleshooting techniques

Benefits

You will learn how to effectively navigate the Transaction Management interface, helping you perform more effectively in EDI support, customer service and other similar roles where access to relevant healthcare transaction information is key to customer satisfaction. Also, how to implement appropriate design choices when configuring the key elements of TPM: trading partners, agreements and relationships. This offers flexibility and scalability, allowing changes to be effectively managed in complex environments.


What you’ll get

  • Labs for TM and TPM to take with you to help you as reference guides
  • Presentation materials for both TM | TPM

Course Topics

  • Transaction Management Overview
  • Basic navigation of the Transaction Management interface: searching, list views and transaction details
  • Details of transaction displays: business and data views, attachments, related items
  • Creating custom views
  • Trading Partner Management Overview
  • Creating and managing trading partners, agreements and relationships
  • Customizing agreements with TPM Macros
  • Creating indirect relationships
  • Import and export utilities for trading partners, relationships and agreements
  • Security Roles
  • Administration best practices, troubleshooting
  • Hands on labs

Suggested Prerequisite:

Edifecs SpecBuilder/MapBuilder
Edifecs XEngine/XEngine Server/EAM