EDI File - Split Envelopes

Splits an EDI 837 file, creating a child document for each interchange control envelope (ISA envelope).

Remarks

The SplitEnvelopes command processes an EDI 837 file and creates a separate child Batch Folder for each interchange envelope (ISA segment) found in the file.

Overview

• Each envelope is extracted as a separate document, allowing for granular processing, review, and classification.
• The command can assign a specific Content Type to each child document based on the EDI 837 variant (Professional, Institutional, Dental).
• If the file contains only a single envelope, the behavior is controlled by the 'SplitAll' property.

Workflow

1. The EDI file is parsed and all interchange envelopes are identified.
2. For each envelope:
   • If there are multiple envelopes, or if 'SplitAll' is enabled, a new child document is created for each envelope.
   • The appropriate Content Type is assigned based on the envelope's transaction set kind (Professional, Institutional, Dental).
   • If only one envelope is present and 'SplitAll' is not enabled, the original Batch Folder is updated in place.

Configuration

• Use the 'ProfessionalType', 'InstitutionalType', and 'DentalType' properties to specify which Content Type to assign for each EDI 837 variant.
• Use 'SplitAll' to control whether single-envelope files are split or ignored.

Usage Notes

• This command is typically used to break up large EDI files containing multiple claims or transactions into individual documents for downstream processing.
• Assigning the correct Content Type ensures that each child document is classified and processed according to its schema.

Properties

Name	Type		Description
Split All	Boolean	►	If set to true, files containing a single ISA record will be processed and split into a child document. Otherwise, single-envelope files will be ignored and not split. DefaultFalse Enable 'SplitAll' to ensure that even files with only one envelope are processed and a child Batch Folder is created. Disable 'SplitAll' to skip splitting for single-envelope files, which may be useful to avoid unnecessary document creation.
Professional Type	Content Type	►	The Content Type to assign when the document version is EDI 837 Professional. EditorContent Type Editor Set this property to the Content Type that matches the EDI 837 Professional schema. When an envelope is detected as Professional, the child document will be classified accordingly. Ensures correct data extraction and export behaviors for professional claims.
Institutional Type	Content Type	►	The Content Type to assign when the document version is EDI 837 Institutional. EditorContent Type Editor Set this property to the Content Type that matches the EDI 837 Institutional schema. When an envelope is detected as Institutional, the child document will be classified accordingly. Ensures correct data extraction and export behaviors for institutional claims.
Dental Type	Content Type	►	The Content Type to assign when the document version is EDI 837 Dental. EditorContent Type Editor Set this property to the Content Type that matches the EDI 837 Dental schema. When an envelope is detected as Dental, the child document will be classified accordingly. Ensures correct data extraction and export behaviors for dental claims.

See Also

Content CategoryContent ModelDocument TypeForm TypePage TypeEDI File