Use the Standards Processing Engine Trading Partner User
Interface to modify and save the parameter settings used to associate a companion guide rule group
with the envelope. The companion guide rule group setting is used during rule-based Type 7
validation to select site, or business partner-specific (non-global) rules in addition to Type 7
rules with a global extent.
These procedures assume that you are in edit mode for the detail view of an envelope where Type
7 validation has already been enabled.
-
Ensure that under HIPAA Compliance Check Validation Settings,
Companion guide rules is checked, then go to the Companion Guide
Rule Group parameter.
-
Select one of the three settings for Companion Guide Rule Group.
- Select None (Use global rules) to specify that there is no companion
guide rule group associated with this envelope.
- Select Use Envelope Name to assign the envelope name as the identifier
for the companion guide rule group.
- Select Assign Rule Group Identifier to open a data entry box to enter a
user-defined, text string as the identifier for the companion guide rule group.
-
Either left-click on the Save button to save your changes and return to
the Envelopes table or remain in edit mode to configure more envelope
parameters.