Organization Type

Lists the type of organizations.

Search Field

Lets you search for the organization by different options.

Search String

Specify how you would like to search for the organization.

Organization(s)

Will list the name of the organization searched for. This will default to your login credentials, on load of the page.

File Format

Select the file type that the organization would like to submit.

Type of Processing

Select the Data Exchange jobs that can be submitted and accepted as inbound files from Providers, outbound files to Providers, or both.  

Type of Transmission

Select the Data Exchange job to be run as a test file or an actual production file being. Test files do not reach the database and no records will be created.

Bypass Preprocessing

Select 'Yes' if you don't want to validate the file processing. Select 'No' if you want the system to perform a validity check of all the segments and values prior to submitting the file.

Run Match Deduplication

Select 'Yes' if you want the system to check for incoming clients to locate possible duplications that may exist in the database. Select 'No' if you want the system to bypass this check.

Deduct from Inventory

Select 'Yes' if you want the system to deduct the immunizations submitted, from organization’s inventory when an inventory match is found. (This will be functional in Version 3). Select 'No' if you don't want the system to make this check.

Bypass PreCertification

Select 'Yes' if you want the system to determine that the information submitted checks for immunization violations prior to the file being submitted. Select 'No' if you don't want to perform this check.

View Only

Send HL7 Series/Recommend

Displays when File Format is 'HL7' and Type of Processing is 'Bidirectional'. Specify if you would like to submit your file based on recommendations or series or both or none.

Searches for the organization based on the search criteria specified.

Saves the settings applied for the selected organization.