Change the HIPAA Validation Level in Envelope Properties

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About this task

When you are using HIPAA and you create an ANSI X12 envelope (inbound or outbound) at the ST/SE Transaction level, you must:

  • Specify that the HIPAA compliance check is performed
  • Select the HIPAA validation level for the envelope

To specify that the HIPAA compliance check is performed and select the appropriate HIPAA validation level for the envelope:

Procedure

  1. In Sterling B2B Integrator, select Trading Partner > Document Envelopes > Envelopes.
  2. Under Create (next to New Envelope), click Go!
  3. On the Envelope Standards page, select ASC X12 and click Next.
  4. Select the level of X12 ST SE Envelope you want to create (Inbound or Outbound), and click Next.
  5. On the Base Envelope page, do you want this envelope to inherit properties from a base envelope (if available)?
    • If Yes, select a base envelope and click Next.
    • If No (you want to create a new envelope), select Not Applicable (or No Base Envelopes Available) and click Next.
  6. On the Name page, type a unique name for the envelope and a description or comments, then click Next.
  7. Complete the properties for the envelope as necessary and click Next after each page until you reach the page that specifies Perform HIPAA compliance check.
    Note: Required fields are highlighted in blue. If you selected a base envelope, those properties are pre-filled but you can change them as needed. For more information, see the documentation on ASC X12 Inbound ST/SE Envelope Properties, Transaction Level or ASC X12 Outbound ST/SE Envelope Properties, Transaction Level.
  8. For the Perform HIPAA compliance check parameter, select Yes and then click Next.
  9. On the HIPAA Validation Level page, select the HIPAA Validation Level and click Next.
    Note: If you are not using a WTX map, you cannot select Level 1 or 2. To use Level 1 or 2 with a Sterling B2B Integrator map and translator, you must perform the check using your compliance map instead of a predefined map.
    HIPAA Validation Level
    • Level 1 (WTX only)
    • Level 2 (WTX only)
    • Level 4 (including levels 1,2 and 3)
    • Level 5 (including levels 1,2,3 and 4)
    • Level 6 (including levels 1,2,3,4 and 5)
  10. Complete the properties for the envelope as necessary and click Next after each page until you reach the Confirm page.
    Note: Required fields are highlighted in blue. If you selected a base envelope, those properties are pre-filled but you can change them as needed. For more information, see the documentation on ASC X12 Inbound ST/SE Envelope Properties, Transaction Level or ASC X12 Outbound ST/SE Envelope Properties, Transaction Level.
  11. Click Finish to add the envelope.