Admin Screen Element Reference

Common screen field descriptions used in the Admin module.

Screen Element

Description

Actions (column)

User Management Screen Select one of the following:

- Edit user account
- Copy user preferences to a new user
- Delete user account

Audit Log (column)

User Management Screen

Select Activity to view the User Audit Report for the selected user.

Filter (screen field)

User Management Screen

Displays Default if no filters are applied. Hovering over will show the default filters.

Displays Applied if filters are selected. Hovering over will show the selected filters.

Add New User (action)

User Management Screen

Select to create a new user.

Claim Status Inquiry (preference)

Preferences - Claims

Select Claim Status Inquiry to enable rhe Claim Status Inquiry module on the EDI customer portal. If not enabled, the module does not appear.

Environment (radio button)

Select which environment, PROD or TEST this user's account has access to. A separate account is needed for each environment.

Initiate CSI (preference under Claim Status Inquiry)

Preferences - ClaimsSelect to allow users to initiate CSI from the EDI portal. This preference is only available if the Claim Status Inquiry preference is enabled.

Note: This preference is applicable to Web CSI only.

Last Login (column)

User Management Screen

Displays the date and time the user last logged in to the application.

MFA User (radio button)

Add/Edit New User Screen

This only displays if MFA is enabled for the customer. Select Yes if this user is an MFA user (default is No).

Payer Tax ID (preferences - PRCN )

Preferences - PRCN - ERA View Security

Select from the dropdown the Payer Tax IDs to assign to this user. This restricts user access to ERA data based on assigned Tax IDs. Customers can enable this security at the account level via ECAdmin, and admins assign Tax IDs to users in Admin settings. Users only see ERA records linked to their assigned Tax IDs; if none are assigned, they have full access.

Payment Rec (preference)

Preferences - Claims

Payment Rec - Check to give permission to the Payment Reconciliation module.
Payment Rec and Force Release - Check to give permission to release a file.
Payment Rec Update - Check to give permission to reconcile/void/add note but not release.
Payment Rec View Raw Deposit File - Check to give permission to view the content of a raw deposit file.

Product Access (field)

Add/Edit New User Screen Select what product the user has access to

All - Access to both Claims and Eligibility
Claims
Eligibility

Role (filter and field)

Add/Edit New User Screen and User Management Screen

Select one of the following roles:

Role Name	Description
Administrator	Full access to system, including the Admin tab.
File Transfer	Access to the Home, eStatus, and File Transfer tabs.
Standard	Access to the Home, and eStatus and tabs. Standard users have full access to reporting functionality.

SSO User ID (column)

User Management Screen

This column displays only if Enable Single Sign On preference for the customer is set to Yes.

SSO User (radio button)

Add/Edit New User Screen

This only displays if Enable Single Sign On preference for the customer is set to Yes. Select Yes to enable SSO for the user. The user will no longer be able to sign on using AEDI login.

System Configuration (tab) (Payment Reconciliation customers only)

From this tab Payment Reconciliation customers can map Payee Names to Payee Tax IDs by selecting Payment Reconciliation > Payee Mapping. The column Payee Name can then be added to the ERA Search screen using Add Columns.

Upload SSO Users (action)

Select to upload a .csv file. This changes aEDI users to SSO users but does not create a new SSO user. Maximum users uploaded at one time is 1000. Both active and inactive users can be updated.

Note: File has to be created by admin user and selected from a location at the time of upload.