How to Create an EDI File | Penelope Help Center (2024)

Table of Contents

Creating an EDI File Explanation of Benefits (EOB) Document

To create an EDI file you will first need to generate a batch invoice. For information on generating a batch invoice click here. Once the batch invoice has been generated and posted follow steps 1-7 below.

Creating an EDI File

If you are creating and preparing to send this EDI file for the first time you are likely to want the following settings:

Transaction Set Purpose: Original
1. Claim Frequency: Original
2. View List: Eligible
  See Also
  Electronic Data Interchange (EDI) Transactions Guide How to Learn EDI: Courses, Training, and Other Resources EDI Integration & Why It’s Important to Your Business EDI Is Cool Again

Follow the steps below to create the EDI file:

Generate and post the batch invoice. Alternatively, if this has already been done, you can access the batch invoice via the Search function.
Once on the Batch page, click the Create EDI 837 link located in the EDIs section.
Select your Transaction Set Purpose (Original or Reissue).
Select the Claim Frequency.
See Also
EDI FAQs
Select the View List.
Select the Service Units to be included. If all are to be included, select Select All.
Select Create.

Once the EDI file has been created you will be returned to the Batch page where the EDI file will be listed in the EDIs section. To download the EDI file click the file number (see image below) and then click the file name located in the Attachments sidebar on the EDI 837 page.

Explanation of Benefits (EOB) Document

Many funders provide an Explanation of Benefits (EOB) document when sending payments to organizations. The EOB explains which services the payment is for. For more information about creating an EOB in Penelope click here.