Sending EDIs

Below is a descriptive walkthrough on how to electronically send your invoices to insurance companies.

If the EDI capabilities are enabled for an insurance company, you’ll see a blue icon. If absent, you can turn on the EDI feature by clicking on the pencil icon to access the insurance profile. From the edit screen, click on the EDI tab. From here, make sure the toggle is set to enabled and the trading partner is selected from the dropdown menu. For Safelite, you’ll also add the trading partner program ID, which is found on your dispatch

Once a job is complete you can send the invoice via EDI by selecting the save button, then selecting save and send EDI from the pop up. Once submitted, the job will be locked and added to the queue. All EDI’s are sent as a batch once a day. If you find you need to edit an edi that is in the queue you may unlock it with this icon here. After you have made any changes, you must save and send again to return the job to the queue

GlassBiller will not allow you to send an EDI if required information is missing from your invoice, instead the Save and Send EDI option will be grayed out, and when hovering over the button, you’ll see the missing items listed in red.

If an invoice is rejected by the insurance company, you’ll see the EDI status change to rejected here. You can click on the status tab to view details about the rejection. All rejected invoices can also be found from the rejected tab on the lefthand navigation panel. To edit the invoice, unlock the job with the lock icon. Once corrected, go to save, then save and send EDI to resend the job to the queue.

You can set up email notifications for EDI rejections by hovering over your shop name and selecting the edit icon . From this screen, select shop details , then scroll down to the emails tab. Add the email address you’d like notifications to be sent to.