MN-ITS User Guide: Using Secure FTP

Transcription

Minnesota Health Care Programs (MHCP)
MN-ITS User Guide
https://mn-its.dhs.state.mn.us
Objective
To successfully use FTP client software protocols (FTPS or SFTP/SCP
via SSH) to send MN-ITS batch transactions to DHS
Performed by
Batch Users who have successfully tested x12 transactions.
Background
Secure FTP is used by batch billers to transfer X-12 data to and from DHS
secure servers. In an effort to best serve our customers, the Minnesota
Department of Human Services provides the ability to securely transfer
electronic health care data in this fashion. The purpose of this guide is to
provide some basic information on the process and procedures of this FTP
functionality.
The application client products highlighted here are just some of the products
available on the market. These three products have been tested with MN-ITS
Batch functions and operate correctly if you follow these instructions. Secure
FTP is only available for registered providers that have successfully tested
their X12 transactions via MN-ITS.
Using MN–ITS Batch
MN-ITS is a Web-based, HIPAA compliant billing and inquiry system for claims submission and
other health care transactions for the publicly funded Minnesota Health Care Programs (or MHCP,
which include Medical Assistance, General Assistance Medical Care and MinnesotaCare). These
programs are administered by DHS. MN-ITS consists of both an interactive (one-by-one, direct data
entry) component and a batch component (to interface with non-DHS billing software or
clearinghouses). Claims can be entered individually through MN-ITS Interactive or submitted in
batch mode (in X12 format only) via MN-ITS Batch.
All provider organizations must register for MN-ITS before they are able to access any MN-ITS
features. DHS sends each enrolled provider/biller organization a MN-ITS Registration Letter with
registration instructions, an Initial User ID and Initial Password. (Refer to the Registration process, if
necessary.) The assigned MN-ITS Administrator in your organization will complete this task once.
The process outlined below is only for assigned MN-ITS users from registered provider/biller
organizations who have successfully tested their X12 transactions via MN-ITS. MN-ITS Batch test
files must be sent thru the MN-ITS website not an FTP client. This Guide will help
you transfer your production ready X12 files to DHS in an automated fashion.
Secure FTP General Information
FTP clients must adhere to the RFC 2228 standard for secure FTP. Application clients that are RFC
2228 compliant can be used to securely send and receive files to and from DHS. Additionally, it's
possible that your software will include a built in FTP client or that a programmer can customize your
FTP script.
1
FTP Software Instructions for MN–ITS Batch Use
Last Update: 8.24.2009
MN–ITS User Guide – FTP Software Instructions for Batch Users
Regardless of how you decide to FTP your files, there are general guidelines and information that
must be used and followed. These include:
*IMPORTANT - Providers that Script FTP jobs:
Beginning August 28, 2009, the directory (folder) names listed below will be Case sensitive. Please
take note of the Case of each directory name and create / modify your scripts accordingly.

Secure FTP Host address: secureftp.dhs.state.mn.us

DHS’ Secure FTP server: Tumbleweed Secure Transport Server - Version 4.6

Port Number: FTPS (SSL) use 21 - SFTP/SCP via SSH use 2222

SSL Connection: You may use either PASV or NON PASV mode. See pages 6 and 7
below for more detailed instructions if you are using the Tumbleweed Client

PASV mode requires that you open this range of PORTS on your Firewall: 48557 - 48607

User ID and Password: You will receive this information after completing the registration
process with your initial User ID and Password from your letter. Your user ID and password
may be the same information as your MN-ITS Interactive, based upon how your organization
determines their MN-ITS administration
o
Passwords are case sensitive and must be a minimum length of eight alphanumeric characters
o
Passwords are case sensitive and must be a minimum length of eight alphanumeric characters. Passwords will be updated once each year on January 1 and
can be re-set by your MN-ITS Administrator

File size: Smaller files (under 100 MB) will run more efficiently

File location: Upload files to the X12_Transactions folder on the remote site (DHS server)

File naming convention: Follow the protocol outlined on this link:
o NPI_TransactionID_Date_SequenceNumber.dat
o Use the underscore as a separator between the different elements
o The sequence number is optional and intended for those providers
who will be sending more than one file with the same transaction ID
o Do not send two files with the same name
o Use one of these two file extensions: .dat or .txt
Example:
o NPI/UMPI’s are 10 characters in length
Examples: NPI = 1234567899 or UMPI = A123456700
o Transaction ID is 837P
o Date is October 4, 2007
2
o
Sequence Number (if used) is 01
Then:
The file name would be 1234567899_837P_20051004.dat or A123456700_837P_20051004.dat
If you sent two 837P files on this date, your file name for the first transaction would be
1234567899_837P_20041004.dat.
Your second file would be 1234567899_837P_20051004_01.dat.
The 997 will contain the exact name of the file you submitted. For example, if your batch file name is
1234567899_837P_20051004.txt., the 997 file name will be:
1234567899_997_837P_111111100_837P_20051004.txt
Secure FTP Directory Structure
Regardless of the product used to send data, the directory structure will remain the same and
include the following folders:
*IMPORTANT - Providers that Script FTP jobs:
Beginning August 28, 2009, the directory (folder) names listed below will be Case sensitive. Please
take note of the Case of each directory name and create / modify your scripts accordingly.
TestTransactions: Test files are uploaded through MN-ITS Batch testing. You cannot send test files
directly to this directory; they must be sent through the MN-ITS Batch Testing Option. Files cannot
be deleted from this directory.
TestResults: This folder will contain MN-ITS test file error messages detailing why a test file
failed; or a successful test message (within 48 hours of submission).
X12_Transactions: This is the upload directory for production transaction sets. Files may be
deleted from this directory.
received: This folder contains any production X12 files DHS sends you such as your 997
and 835 documents. 997s are a multi-line functional acknowledgement of your submitted
X12 transaction. 835s are the electronic remittance advice. You do have delete rights to your
Received directory.
Miscellaneous_Received: This folder contains miscellaneous, non-X12 type files sent to
you from DHS. You do have delete rights to anything in this directory.
submitted: This is the record of X12 transaction files such as 837P or 270 submitted to
DHS.
messages: Messages in this folder may be of great importance to you. Please remember to
check for messages on a regular basis.
Production_Failed: This folder contains information related to failed production files sent to
DHS. Please check this folder daily.
Miscellaneous_Submitted: This is the record of non-X12 files submitted to DHS.
3
Archive_Request: This folder contains copies of either PDF or X12 835’s requested to be
resent to you.
DHS Tested Secure FTP Clients
FTPS (FTP/SSL) Clients, Port 21

Tumbleweed Secure Transport (www.tumbleweed.com), will connect if using NAT

FTP Voyager (http://www.ftpvoyager.com), will NOT connect if using NAT

IglooFTP (www.iglooftp.com), will NOT connect if using NAT
NAT = Network Address Translation
SFTP/SCP via SSH Clients, Port 2222
Configurations for these clients are very straight forward. As long as you use the correct Port
number , Host Address and Protocol, connecting will be easy.

WinSCP version 3.8.2 and later

Filezilla version 2.2.1a and later

VanDyke SecureFX versions 2.2.9 - 4.5

CuteFTP Professional 7.0 and 8.0

Core FTP LE version 2.0

Core FTP Pro version 2.0
Clients NOT supported

WS FTP Professional
Please take note of the protocols, port settings and clients in the above sections of this document.
Many FTP clients will connect successfully using their default settings.
*DHS is not endorsing your purchase of any product. We are simply testing various FTP
clients with our system, and providing you with a listing of those that have worked
successfully.
4
Tumbleweed Secure Transport - 4.5.2
Tumbleweed FTP client can be downloaded at www.tumbleweed.com. The Tumbleweed Web site
provides more information about this product. The cost of downloading the Tumbleweed FTP client
begins at $300.00.
Do not group several files together prior to transmitting to DHS. This may result in your files not
being read properly.
Configuration
After you install the Tumbleweed Secure Transport, you will need to adjust the default configuration
to enable you to exchange information with DHS. The instructions begin after you have successfully
installed and opened Tumbleweed. The Remote Sites Connection window will appear automatically
once you open the software.
Remote Sites – New Explore Window
Click Add from the buttons available on the right side of
the Remote Sites connection window.
Explore Remote Sites - General Tab
1. Enter an appropriate name in the Site Label
field. (Since DHS is the location where the
files are being sent, “DHS” would be an
appropriate name.)
2. Use the down-arrow to select FTP in the
Transfer Protocol field.
3. Enter 21 in the Port field.
4. Use the Browse button in the Default Local
Folder field to select the directory and file
location of your batch files. In this example,
the location of the local folder is
C:\batch_05.
5. Under Login Type, select the button next to
using the following identification.
6. Check the Login and Password box.
7. Enter your MN-ITS User ID in the Login
field.
8. Enter your MN-ITS password in the
Password field.
9. Click the Apply button.
10. Select the Security tab.
5
Explore Remote Sites—
Security Tab
11. If Use PASV mode (passive) is
checked (step 18 below)
CHECK ONLY – Use FTP if
FTPS is not supported by the
server.
12. If Use PASV mode is NOT
checked (step 18 below)
CHECK ONLY– Always use
firewall–friendly FTP.
13. Click the Apply button at the
bottom of the window to accept
the new settings.
14. Click the OK button as final
acceptance of the changes and
to close the Explore Remote
Sites window and open the
Tumbleweed Secure Transport
main window.
The final configuration settings occur in
Tumbleweed Secure Transport’s main
window when you set Preferences in the
Not Connected – Secure Transport window.
15. Select Edit from the
Menu bar to open the
drop-down menu.
16. Click Preferences.
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Preferences – Secure Transport Window
17. Select the Connection tab.
18. You may use PASV or NON PASV mode. See steps
11 and 12 above.
19. Click the Apply button on the bottom of this screen,
if appropriate. The Apply button will only be
available if you made changes in the Preferences
window.
20. Click OK to close the window.
FTP Process for Tumbleweed Secure Transport
After you have successfully installed, configured and opened the Tumbleweed Secure Transport
product:
Transfer Queue – Valicert SecureTransport Window
1. Select File from the Menu
bar to view the drop-down
menu.
2. Click Connect to display
the Remote Sites – New
Explore window.
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Remote Sites – New Explore Window
During your first FTP, click Add to set the properties
for the DHS site.
After the DHS site has been added:
3. Move your mouse cursor over DHS and
click to select.
4. Click the Connect button.
Dhs\ - SecureTransport Window
Notice our directory structure in the right pane, below.
In the left pane, your local files and folders will look different, because the information that appears is
what is located on your computer. The location of your batch files and name will also be dependent
on your organization's criteria.
5. Locate the batch file to FTP.
6. Click to select.
8
Schedule Window
This is where you schedule your file transfer.
You may choose to automatically send files at a
specific time. For the purposes of this demo,
we’ll send the file immediately.
7. Click the NOW button, which is located in
the lower right corner of the window, to
continue.
Progress – Secure Transport Window
Your batch file is now being sent to DHS.
After the FTP is complete, you will able to see that your file has transferred.
9
FTP Voyager – Version 14.1
FTP Voyager can be downloaded at www.ftpvoyager.com. The FTP Voyager Web site provides
information about this product, as well as a free trial download. The cost of downloading FTP
Voyager begins at approximately $40.00. You must configure FTP Voyager to exchange data with
DHS. These instructions begin after you have successfully installed and opened FTP Voyager.
Configuration
FTP Site Profile Manager Window
When you create a new site, a
generic site and number will be
created on the left side of the screen.
You will complete information on the
right side of the screen to set the site
profiles. To set the FTP Site Profile:
1. Click the New Site button located
at the bottom left of the screen to
open the drop-down menu.
2. Click New Site in the drop-down
menu.
3. Complete the Name field with an
appropriate name to correspond
with the function (e.g., MNDHS).
4. Complete the Description field
with a brief description of the site.
We used Minnesota Medicaid
Claims.
5. Enter secureftp.dhs.state.mn.us
in the FTP Site field.
6. Enter x12_transactions in the
Default Directory field. All files
should be placed in the
x12_transactions directory folder.
7. Complete the User ID field with
your user identification assigned by your MN-ITS Administrator.
8. Enter your assigned MN-ITS password in the Password field. It will appear as asterisks.
After you have entered the required information to define your site, you will want to continue with
configuration process. Click the Advanced button to make additional setting changes.
10
Advanced Settings Window
The Advanced Settings categories are located on the left side of the screen in a file tree format.
When you click on a file name, the settings for that name will appear on the left side of the screen.
You will want the checked items on each of these tabs to match yours exactly. Click the button next
to the item to select or de-select as needed.
Within the General file:
9. Accept the default settings. You may choose
to not show the Welcome Message, which is
optional.
10. Ensure that the Show folder above default
directory is selected.
11. Use the down arrow to select the
appropriate server time zone.
12. Select Name Conversion from the category
tree.
13. Select the Don’t Convert button from the
Convert Upload File Names To listing.
11
14. Select Local Folders from the category tree.
This is where you will select the local folder
location for the files you will be transferring.
15. Click the Browse button to locate your
folder. After you select your folder location, it
will appear in the Local Folder field. For this
demo, our files will be located on the D: drive
in a folder entitled
Batch_Transactions_2005.
16. Select Connection in the category tree.
17. Make certain that the PASV MODE radial
button is not checked.
19. Enter –al in the Extra LIST Parameter field.
20. Click Security in the category tree.
21. Use the down arrow to select SSL Explicit
Encryption (AUTH SSL) in the Connect
Using field.
12
23. Click Password in the category tree.
24. Select MD5 (S/Key).
25. Click Ok to save your configuration changes.
You are now ready to transmit files to DHS.
FTP Process for FTP Voyager
The instructions for the FTP process begin after you have successfully installed and configured FTP
Voyager.
FTP Site Profile Manager Window
26. Click your site name in the FTP
Site Profiles box. For this demo,
the site name is MNDHS. Your
previously entered profile
information will appear in the right
half of the FTP Site Profiles panel.
27. Click the Connect button located in
the upper right corner of the screen.
13
FTP Voyager Window
The FTP screen contains many panels.
The top left panel shows your remote file
location (which, in this case, is the DHS
X12_transactions folder). The second
panel on the left shows your local folder.
The bottom panel shows the status of
your FTP and any communication that
occurs.
28. Select your local folder (2nd panel
on the left) containing the batch file
you wish to transfer. (Our demo
folder is MN-ITS.) The files
contained within your folder will
appear in the panel immediately to
the right.
29. Click the batch file you wish to transmit from the contents displayed. Our demo file is
111111100_837P_20051121.dat.
30. Click the upload button located at the top of the middle-right panel containing your file.
When your file has successfully transferred, it will appear in the top left panel that is immediately
above the upload panel.
Igloo FTP - Version 3.9
Igloo FTP can be downloaded at www.iglooftp.com. The Igloo FTP Web site provides information
about this product, as well as a free trial download. The cost of downloading Igloo FTP begins at
approximately $40.00.
Configuration
This demo will simulate the process of configuring Igloo FTP, so that you can exchange data with
DHS. The demo begins after you have successfully installed and opened Igloo FTP. We’ll begin by
setting the site.
14
The Site Manager will be
located on the left side of your
screen.
1. Right-click on User
Bookmarks to open the
drop-down menu.
2. Click New Site to display
the Site Properties
window.
The configuration settings are a part of the Site Properties window. We’ll use the following tab items
to set our configurations:

General

Security

Advanced

SSL/TLS
General Tab
3. Enter the name of the FTP site (we entered
DHS).
4. Enter secureftp.dhs.state.mn.us in the FTP Site
Address/Port.
5. Enter the user identification assigned by your
MN-ITS Administrator for batch transactions in
the User Name field.
6. Enter your assigned password in the User
Password field. It will appear as asterisks.
7. Select both the Advanced options and Security
options boxes at the bottom of the window.
8. Select the Advanced tab.
15
MN–ITS User Guide – Submit Authorization request for medical supplies
Advanced Tab
9. Enter the location of your local directory. For this
demo, our files will be located on the D: drive in
a folder entitled batch_transactions_2005. Click
the folder icon to browse your directory list and
locate your folder.
10. Select Auto-detect in the Host Type and
Transfer Type fields.
11. Check the Enable Firewall Access box.
12. Make certain that the PASV mode radial button
is not checked.
13. Select the Security tab.
Security Tab
Make sure the settings match this image.
14. Select TSLv1 with SSLv2 and SSLv3 support in
the Protocol field.
15. Select Commands (if possible), Transfers (if
possible) in the Encrypt field.
16. Select Auto-detect in the Method field under
Password Encryption.
17. Select the SSL/TLS tab.
16
Last updated 8.24.2009
SSL/TLS Tab
Your settings should match this image with one
exception:
18. Enter your file location in the Private Key field.
(We used D:\batch_transactions_2005.) Click the
folder icon to browse your directory list and locate
your folder.
19. Click OK to save your results.
FTP Process
1. Begin at the Site Manager
window.
2. Double-click on the site you
just created. For our demo,
this is the DHS site located
under User Bookmarks.
17
Host Welcome Message
3. You will receive a Welcome
message from Igloo FTP. If you
don’t want to see this message
again, check the Don’t show
this box again box located in
the lower left corner of the
window.
4. Click the Close button to
continue.
IglooFTP PRO
The information you entered
during the configuration process
will be located on the FTP Host
line.
Below that is the status window
with communication information.
The lower part of the screen
contains your local folder on the
right with the files in that folder.
In our demo, that’s our
batch_transactions_2005 folder
with our data file.
The left side contains the folder
information for the remote FTP
site, which is the X12
_transactions folder at DHS.
18
To FTP your data file,
5. Click the file name
(111111100_837P_200511
20.txt).
6. Drag it to the remote folder
(the left window and the
X12_transactions folder).
7. Click the X12_transaction
folder to see that your file
did transfer. It is now waiting
for MN-ITS processing.
Retrieving File Information
Processed files can be accessed through the MN-ITS mailbox or through your FTP client. Either
way, the files are retained for ninety days. Files in the MN-ITS Received folder may be deleted,
if accessed via FTP.
Setting up your FTP Client Software
Settings:
•
Secure FTP Host address: secureftp.dhs.state.mn.us
•
DHS’ Secure FTP server: Tumbleweed Secure Transport Server - Version 4.6
•
Protocol - SFTP/SCP via SSH
•
Port - 2222 - This port needs to be opened on your end. Non-Standard port
•
User ID and Password: Your user ID and password are the same user ID and
password that you use for MN-ITS Interactive. If you do not have a user id and
password, talk to your MN-ITS Administrator. Any active user id and password under
your County’s MN-ITS account will work.
o Passwords are case sensitive and must be a minimum length of eight alpha-
numeric characters. At Least one upper case letter must be used. Passwords
will be updated yearly and can be re-set by your MN-ITS Administrator.
19
Secure FTP Directory Structure
Regardless of the product used to retrieve your data, the directory structure will remain the
same and include the following folders:
*IMPORTANT – Providers that Script FTP jobs – Beginning August 28, 2009, the directory
(folder) names listed below will be Case sensitive. Please take note of the Case of each
directory name and create / modify your scripts accordingly.
FOR THE MA CASE TRANSFER PROJECT, YOU WILL BE PICKING UP FILES THAT WILL
BE SENT TO THE Miscellaneous_Received/RECIPIENTFILE FOLDER.
TestTransactions: Test files are uploaded through MN-ITS Batch testing. You cannot send test
files directly to this directory; they must be sent through the MN-ITS Batch Testing Option. Files
cannot be deleted from this directory.
TestResults: This folder will contain MN-ITS test file error messages detailing why a test file
failed; or a successful test message (within 48 hours of submission).
X12_Transactions: This is the upload directory for production transaction sets. Files may be
deleted from this directory.
received: This folder contains any production X12 files DHS sends you such as your 997
and 835 documents. 997s are a multi-line functional acknowledgement of your submitted
X12 transaction. 835s are the electronic remittance advice. You do have delete rights to your
Received directory.
Miscellaneous_Received: This folder contains miscellaneous, non-X12 type files sent to
you from DHS. You do have delete rights to anything in this directory.
submitted: This is the record of X12 transaction files such as 837P or 270 submitted to
DHS.
Production_Failed: This folder contains information related to failed production files sent to
DHS. Please check this folder daily.
Miscellaneous_Submitted: This is the record of non-X12 files submitted to DHS.
SCP via SSH Clients, Port 2222
Below are a few FTP clients that you can use. There are hundreds more available on the www.
You are free to use an SFTP client that you currently have, as long as you are able to connect
with us.
We recommend these clients as they have been tested with our FTP server.
Configurations for these clients are very straight forward. As long as you use the correct Port
number, Host Address and Protocol, connecting will be easy.
20
• WinSCP version 3.8.2 and later - FREE on the internet, search for WinSCP
• Filezilla version 2.2.1a and later - FREE on the internet, search for Filezilla
• VanDyke SecureFX versions 2.2.9 - 4.5
• CuteFTP Professional 7.0 and 8.0
• Core FTP LE version 2.0
• Core FTP Pro version 2.0
Clients NOT supported
• WS FTP Professional
Please take note of the protocols, port settings and clients in the above sections of this
document. Many FTP clients will connect successfully using their default settings.
Summary
If you are submitting batch files, you may use the MN-ITS web interface or a secure FTP client.
The FTP clients mentioned in this document are just some of the products available on the
market. However, these products have been tested with MN-ITS Batch functions and do operate
correctly if configured properly.
If you have issues with registration, secure FTP configuration or file transfer, please call the
Provider Call Center at (651) 431-2700 or 1-800-366-5411, Option 6. They will get you to
someone who can assist you.
21

MN-ITS User Guide: Using Secure FTP

Transcription

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