Navigation

EDI Paisan presents your EDI files as an interactive tree structure. This guide covers how to navigate through interchanges, loops, segments, and find what you're looking for efficiently.

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Tree View Overview

When you open an EDI file, the viewer displays it as a collapsible tree:

📁 Interchange (ISA...IEA)
  └── 📁 Functional Group (GS...GE)
        └── 📁 Transaction Set (ST...SE)
              └── 📁 Loop 2000A (Billing Provider)
                    └── 📁 Loop 2010AA (Billing Provider Name)
                          └── NM1 - Entity Name
                          └── N3 - Address
                          └── N4 - City/State/ZIP
              └── 📁 Loop 2000B (Subscriber)
                    └── ...

Each level corresponds to EDI's hierarchical structure. Click any node to expand or collapse it.

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Understanding the Hierarchy

EDI files follow a strict nesting pattern:

Envelope Levels

Level	Segments	Purpose
Interchange	ISA / IEA	Outermost wrapper, identifies sender/receiver
Functional Group	GS / GE	Groups related transaction types
Transaction Set	ST / SE	Single transaction (one claim batch, one remittance, etc.)

Content Levels

Within each transaction set, data is organized into loops:

Level	Description
Loops	Named containers for related segments (e.g., Loop 2000A = Billing Provider)
Segments	Individual data records (NM1, CLM, SVC, etc.)
Elements	Fields within segments (visible when you select a segment)

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Navigating the Tree

Expand and Collapse

• Click a node to toggle expand/collapse
• Expand arrows (▼) next to nodes have hover buttons to expand/collapse all descendants
• Use the Expand All / Collapse All buttons on individual nodes to control children

Visual Indicators

Icon	Meaning
▶	Node is collapsed, has children
▼	Node is expanded
•	Leaf node (segment with no children)
⚠️	Contains validation warnings
❌	Contains validation errors

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Navigating Segments

When you click on a segment, the detail panel shows:

1. Raw segment — Original EDI text
2. Parsed elements — Each field with position, value, and description
3. Context — Which loop this segment belongs to

Segment Labels

Segments are displayed with their type and a brief description:

Display	Meaning
NM1 - Subscriber Name	NM1 segment, showing the subscriber's name
CLM - Claim Information	CLM segment with claim details
SVC - Service Line	SVC segment describing a service

The description comes from X12 implementation guides for your specific transaction type.

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Navigating Loops

Loops group related segments. Common loops you'll encounter:

837 Claims

Loop	Contains
2000A	Billing Provider Hierarchical Level
2000B	Subscriber Hierarchical Level
2000C	Patient Hierarchical Level (if different from subscriber)
2010AA	Billing Provider Name and Address
2010BB	Pay-to Provider
2300	Claim Information
2400	Service Line Information

835 Remittances

Loop	Contains
1000A	Payer Identification
1000B	Payee Identification
2000	Header (check/payment info)
2100	Claim Payment Information
2110	Service Payment Information

271 Eligibility

Loop	Contains
2000A	Information Source (payer)
2000B	Information Receiver
2000C	Subscriber
2000D	Dependent
2100C	Subscriber Name
2110C	Subscriber Eligibility/Benefit Information

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View Modes

Toggle between views using the toolbar:

Tree View (Default)

Hierarchical structure with expandable nodes. Best for:

• Understanding file organization
• Navigating to specific data
• Following the logical flow

Grid View

Segments displayed in a spreadsheet-style table. Best for:

• Scanning multiple segments quickly
• Familiar Excel-like interface
• Sorting and filtering data

Note: Grid View is available for 837 and 835 files only. For 270/271 eligibility files, use Tree View or Raw View.

Raw View

Segments displayed in file order with byte offsets. Best for:

• Troubleshooting parsing issues
• Seeing exact file formatting
• Comparing with other tools
• Copying raw segment text

Summary Button

For certain file types (like 835 remittances), a Summary button appears in the toolbar. This opens a high-level overview showing totals, payment breakdowns, and key statistics — separate from the main view modes.

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Working with Large Files

EDI batch files can contain thousands of claims. Tips for handling large files:

Use Search Instead of Browsing

Rather than scrolling through the tree, use the search bar to find specific segments, values, or patterns.

Collapse Unnecessary Levels

Keep upper levels collapsed to reduce visual clutter. Expand only the sections you're actively examining.

Filter by Transaction

If your file has multiple transactions, use the transaction selector to focus on just one at a time.

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Navigation Tips

Finding Specific Claims

1. Use the Search bar to find the claim by patient name or ID
2. Click the search result to jump directly there
3. Expand parent nodes to see your location in the hierarchy

Comparing Sections

1. Open the file in two browser tabs
2. Navigate each to different sections
3. Compare side-by-side

Following the Loop Structure

When investigating an issue:

1. Start at the Transaction Set level
2. Expand the hierarchical levels (2000A → 2000B → 2000C)
3. Find the claim loop (2300)
4. Drill into service lines (2400) if needed

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Related Documentation

• Loop Hierarchy — EDI structure reference
• Segment Reference — Common segment explanations
• Quick Start Guide — Getting started with EDI Paisan