We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Exporting Vendor Files from the Cloud

This documentation applies to the OP Cloud environment.

To export vendor files from the OP Cloud:

  1. Create a claim file, statement file, or immunization registry file.
  2. Create a location on your desktop where you wish to export the file locally.
  3. Select Activities > Administrative Documents.
  4. Select the appropriate Correspondent ID and desired Transaction type (i.e.: 837 or STMT).
  5. Click the Search button.
  6. Locate and select the file you wish to export.
  7. Click the Export button.
  8. Navigate to the Network drive in the Save As window.
  9. Double-click tsclient.
  10. Double-click the \\tsclient\C Share folder or your local folder.  For your local folder, you are looking at local drive folders (C:\, D:\, etc.).
    The path to your desktop is Network > tsclient > C:\ >Users > local username > Desktop.
  • The "local username" will be the Windows username that is currently logged in.
  1. Navigate to the folder you created in step 2.

Once the file is deposited on the desktop, the user will be responsible for contacting their vendor to upload the file.