EDI Implementation Process

Here you can find detailed information on Maxwell’s EDI process once an EDI connection is requested by your broker. The below chart explains the lifecycle statuses of an EDI ticket, along with definitions of those statuses and estimated time that each status is estimated to take for completion.

  • Please note: the “Time in Each Status” are estimates only. Definitive times generally depend on how quickly carriers respond and how promptly brokers and employers are able to clarify issues as they arise throughout the process.  
  • IMPORTANT: Listed as "on hold" in the implementation status, these are instances where the broker, employer, and carrier can influence the overall timeline. In some instances the timeline is not affected in others the timeline can be elongated significantly. 

Status

Implementation Status

Definition of Status

Estimated Time in Each Status

EDI Request Kickoff

In Progress

Maxwell creates EDI ticket and assigns it to an EDI analyst to begin work.

3 Weeks

Waiting on information from broker

On Hold

This status will occur when we need information from a broker or an employer before we can proceed.

Until these are responded to, we cannot move forward with creating a test file.

Depends on Broker Turnaround Time

Waiting on information from carrier

 

On Hold

This status will occur when we need information from a carrier before we can proceed.

Until these are responded to, we cannot move forward with creating a test file.

Depends on Carrier Turnaround Time 

 

Waiting for Portal Go Live

On Hold

This status will occur when the Maxwell health portal is not yet live.

Until the portal is completed and live, we cannot move forward.

Depends on Maxwell Portal Implementation
Reached out to Carrier for Requirements

In Progress

In order to move forward with the file creation process, some carriers/vendors require that the broker reach out to the carrier first and/or fill out carrier specific forms or questionnaires.

Depends on Broker/Carrier Turnaround Time

Reviewing your EDI Requirements

In Progress

The EDI team works to review the structures and data necessary to create your edi feed.

1 week

Building your EDI file

In Progress

The EDI team begins work coding and building out your edi feed.

3 weeks

File Testing with Carrier

In Progress

Maxwell Health will send test files and receive discrepancy reports from the carrier/vendor. Maxwell will clear those discrepancies up (with the help of the broker) and re-send test files until sign off is given by the carrier/vendor.   2 weeks

Preparing for Go-Live

In Progress

The EDI team takes necessary steps to ensure that your EDI feed goes live and that our production support team is prepared to ensure its success ongoing. 1 week 

Live File

Completed

Carrier/vendor provides sign off on test file and the file is "turned on."


Once this occurs, our data operations team will notify the contact with instructions on when the file will be sent and at what frequency.

 N/A
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