The File Settings page is where the file naming convention, transmission credentials, file schedule and file notification are configured and stored.
File Naming – Carriers may require your file to be named in a specific way in order to identify your group and time the file was created. The file naming convention will be provided by the carrier in the companion guide or group/account structure.
We include a default token [MMDDYYYY] as most carriers will require a date in the file name. The token will automatically add the date values to the file name when the file is generated.
The file name token can be customized to include a formatted date and/or time. To include a customized date or time, place any combination of the following codes with in [ ]:
MM, DD, YYYY, HH, mm, ss
A file generated on 12/31/2001 at 11:59:01pm with "Company1_Medical_[YYYYMMDDHHmmss]"
- would result in "Company1_Medical_20011231115901"
Invalid characters are: “,<,>,|,:,*,?,/,\
Transmission – The transmission page will contain your company’s specific transmission credentials. Each company should have their own credentials that will be provided by the carrier. These credentials are required in order to use the FTP or SFTP file transfer protocol. In order to enter credentials, you will have to check the box for “Transmitting?”.
- Skip Encryption? – The option should be selected when not using a PGP key to transmit a file.
- Protocol – Select the method of transmitting the file. EN only supports transmission protocols for FTP and SFTP.
- If using FTP, a carrier PGP key is required.
- EN only supports one PGP key per carrier.
- Transfer Mode – select Active or Passive.
- Server – Enter the server name provided by the carrier.
- Server Port – Enter the server port provided by the carrier. In most cases the port number is 22.
- Username – Enter company’s username provided by carrier.
- Password – Enter company’s password provided by carrier.
- Directory – If applicable, enter the directory path provided by the carrier.
Test Connection – Allows you to:
- Check server status with a ping to the carrier server. EN will send a ping to the carrier and provide a report if successful or unable to connect. Some carriers may not be able to permit a ping.
- Send a sample file to the carrier to ensure they are able to receive a basic file. A sample file will be sent with “This is a test. This is only a test.”
Files transmitted out of EN are transmitted from a Windows server.
Scheduling – Once the testing stage has been completed, you can set a schedule to generate and transmit files automatically. Files generally run in the early morning of the day selected. Work with your carrier to determine which days they would like to receive files. Schedules are usually set once the file is approved for production by the carrier.
An email is required under the Notification List. You may enter multiple emails separated by a semi-colon. Emails listed will be notified of errors or when a file has been transmitted successfully.