|Please Note: If you have previously done NHS work under your previous PMS you will need to inform us of the highest COT number (claim reference) that you have sent in order for us to ensure that there are no duplications leading to rejected claims.|
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.).
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:
Go to File - Payors.
- Click on the list button shown below.
- Click on your NHS payor in the list then select OK.
Click on Transmit Setup.
Ensure the check in is Transmit via WebEDI then select Next>.
Click on Next> again.
You will then see the screen shown below which will enable you to enter your WebEDI details and site number.
Once you are happy you have entered the correct information click Next>.
Adding your location number
Go to Configure > Practice Information
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.
Once you have entered your location number select OK.
Adding an NHS Contract
Adding Providers NHS Pin and Performer number