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Last Modified: 10/23/2018 Location: FL, PR, USVI Business: Part A, Part B

SPOT: EDI application FAQ

Q: How do I submit my EDI application using SPOT?
A: Providers serving Medicare beneficiaries in Florida, Puerto Rico, and the U.S. Virgin Islands may use First Coast Service Options’ (First Coast) Secure Provider Online Tool (SPOT) to access the electronic data interchange (EDI) application.
EDI is used for managing transaction data such as claims, claim status, and remittances between First Coast and medical providers. Using SPOT to manage EDI enrollment information saves you time and money by no longer having to mail in forms to keep information current. More information about EDI, including EDI resources for filing claims electronically is available on the First Coast provider website.
Use the EDI form to add new practitioners to your electronic billing profile, change electronic remittance advice information, and request First Coast’s free Part B Medicare billing software, ABILITY l PC-ACE. You may also use the EDI form to change billing agents or clearinghouses. To access the EDI form on SPOT, you are required to have a SPOT account. First Coast provides this step-by-step process to help you establish your SPOT account.

Instructions
Related Screenshots

Using the EDI application in SPOT

Once you have logged in to SPOT, to submit your EDI application, click on the ‘Secure Messaging’ tab located at the top right menu bar.
From that drop-down menu, select ‘Submit e-Documentation Request.’

Select ‘Secure Messaging’

From the ‘Select Secure Messaging Form’ drop-down menu, choose ‘Electronic Data Interchange (EDI) Enrollment Form,’ then click ‘Next.’

Electronic Data Interchange (EDI) Enrollment Form – Page 1

Once page 1 of the EDI form has loaded, you will notice each of the following fields has pre-populated: Tax ID, NPI, PTAN, Line of Business, and Location.
Enter the following required fields: Provider name or DBA, Contact name, Email Address, Street Address, City, State, ZIP code, Phone Number and Fax Number.
Then click ‘Next.’

Electronic Data Interchange (EDI) Enrollment Form – Page 2

Under ‘Request Type’ select the option that best describes the purpose of your request.
With each selection, you will be presented with text boxes to enter the relevant information for each different purpose.
Note: Only Part B providers will see the ‘Maintain existing submitter IDs for 837 transactions’ section. The Part A form will not include this information.
You will be asked to complete each of the required section of “Electronic Data Interchange (EDI) Enrollment Form – Page 2
EDI Enrollment Form, Page 2

Request type 1: Add provider to existing submitter ID

If you are adding a new provider to your submitter ID, a text entry box will appear once you have check ‘Add provider to existing submitter ID.”
Please enter your submitter ID in the white text box.
Enter submitter ID

Request type 2:

Electronic remittance advice change

If you select ‘Electronic remittance advice change’ the menu will open options for you to:
Change an existing submitter ID
Create a new receiver ID
Request a standard paper remit
Complete the relevant section by filling in the appropriate submitter or receiver ID.
All submitters will be set up with ERA defaulting to the submitter indicated on the request unless otherwise indicated.
Use the ERA section if you are requesting a change in the way you receive ERA.
You may request an existing submitter/receiver ID to receive your ERA’s.
ERA’s will only be sent to one submitter/receiver ID no matter how many submitters you may have.

Request type 3: Assign provider a new submitter ID

Enter the name of your network service vendor.
First Coast does not exclusively endorse a specific NSV and suggest you research multiple vendors to ensure the services offered are the best solution for your business.

Request type 4: Request to download
ABILITY | PC-ACE™ software

ABILITY | PC-ACE™ software is designed for Medicare A and Medicare B claims entry and translation of acknowledgment and remittance files retrieved. Prior to applying, you should review the requirements, communications options, and available forms.

First Coast offers this information for you to learn more about its free software, ABILITY | PC-ACE pdf file.
PC ACE software order form

EDI Agreement

Once you have completed the applicable request type and entered the relevant information, complete the EDI agreement by checking the ‘Accept’ radio button.
Attestation

Authorized Official Signature Requirements

Enter your name under the ‘Claimant Name’ text box and then check the certification box.
Then click ‘Submit’ to receive a confirmation number via email.
Enter authorized official

Secure messaging status check

To review all secure messaging submissions via SPOT, including those related to EDI forms, select the 'Check Status' in the 'Secure Messaging' drop-down.
In order to access confirmation messages via SPOT or to retrieve correspondence generated by First Coast, open the Messages screen by either selecting the ‘New Messages’ hyperlink at the top of screen, or selecting ‘View Messages’ in ‘Secure Messaging’ drop-down box. A short description of the columns is noted.
Note: You may sort the columns by clicking on the column headers within the table.
Secure messaging status check
First Coast Service Options (First Coast) strives to ensure that the information available on our provider website is accurate, detailed, and current. Therefore, this is a dynamic site and its content changes daily. It is best to access the site to ensure you have the most current information rather than printing articles or forms that may become obsolete without notice.