Configuring your WebEDI Account

Before you start this you will need your Personal Identification Number (PIN), if you do not have a PIN or have forgotten it contact CSA Support on 02895 360 333. You will then need to create a Web EDI account on the internet, to do this go to the web page below and follow the links from there. Remember to print out a copy of your account details for future reference.).

http://ebusiness.csa.n-i.nhs.uk/

Adding your WebEDI account and site number

In order to add your WebEDI username, password and site number into Exact please follow the steps below:

1. Go to File - Payors.
   
   

2. Click on the list button shown below.
   
3. Click on your NHS payor in the list then select OK.

4. Click on Transmit Setup.

5. Ensure the check in is Transmit via WebEDI then select Next>.

6. Click on Next> again.

7. You will then see the screen shown below which will enable you to enter your WebEDI details and site number.
   

8. Once you are happy you have entered the correct information click Next>.

9. Select Finish.

Adding your location number

1. Go to Configure > Practice Information

2. This will open the ‘Practice Information’ screen you will see the field for the ‘NHS Location Number’ shown below where you can enter your Location ID. Please note in Exact your location number needs to be six characters e.g if a location number is 1234 you will need to enter 001234.
   

3. Once you have entered your location number select OK.

Adding an NHS Contract

Creating an NHS Contract

Adding Providers NHS Pin and Performer number

Configuring NHS Providers and NHS Contracts (including VT/DFT's)