Enterprise Tier Capabilities

EDI Paisan Enterprise provides the infrastructure healthcare organizations need to manage EDI processing at scale — with multi-location support, team access controls, comprehensive audit logging, and HIPAA Business Associate Agreement (BAA) coverage.

Who Is Enterprise For?

Enterprise is designed for:

• Healthcare organizations with multiple locations or departments
• Billing companies managing EDI for multiple clients
• Practices requiring HIPAA BAA coverage
• Teams needing centralized configuration and audit trails

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Available Today

These Enterprise foundations are implemented and ready to use.

Organization & Location Management

Organize your EDI operations around your business structure.

Organizations

Each Enterprise account belongs to an organization:

Organization
└── Locations (1 or more)
    └── Users (assigned to locations)
    └── Settings (org-level or location-specific)
    └── Control Number Sequences (per location)

Feature	Description
Organization Name	Your business name for the account
Multiple Locations	Create locations for offices, departments, or clients
Default Location	One location per org marked as default
Cascading Settings	Org-level settings apply to all locations unless overridden

Locations

Locations represent physical offices, departments, or logical divisions:

Capability	How It Works
Named Locations	Create and name locations (e.g., "Main Office", "Satellite Clinic")
Default Location	One location per organization is marked default
Location-Specific Settings	Override org settings at the location level
Scoped Control Numbers	Each location maintains independent control number sequences

Settings Resolution

Settings follow a priority hierarchy:

1. Location settings (highest priority)
2. Organization settings
3. User preferences (local storage)
4. Code defaults (lowest priority)

This allows org-wide defaults with location-specific overrides.

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User Roles & Access Control

Control what team members can do.

Roles

Role	Permissions
org_admin	Full access to organization and location settings
user	Standard access, no organization management

User-Location Assignment

Users are assigned to specific locations via the user_locations table:

• Users only see locations they're assigned to
• Location assignment controls which control number sequences they can access
• Org admins can manage user assignments

Current State: Role enforcement is implemented in the database. Web layer authorization is in active development.

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Comprehensive Audit Logging

Track every action for compliance and troubleshooting.

What Gets Logged

Action Category	Logged Events
File Operations	file:upload, file:upload:csv
Transformations	file:split, file:anonymize
EDI Exports	export:edi:chunk, export:edi:batch, export:edi:file, export:edi:redacted
Data Exports	export:json, export:csv:claims, export:csv:service-lines, export:csv:adjustments
Packages	export:audit-package
Settings	settings:save

Log Entry Contents

Each audit log entry includes:

Field	Description
Organization	Which organization performed the action
Location	Which location (optional)
User	Which user performed the action
Action Type	What was done
Metadata	Action-specific details (file name, size, hash, counts, etc.)
Timestamp	When it happened (immutable)

Audit Metadata Examples

File Upload:

{
  "fileName": "claims-batch-2025.edi",
  "fileSize": 1048576,
  "fileHash": "sha256:abc123...",
  "transactionCount": 150,
  "interchangeCount": 1,
  "groupCount": 1,
  "parseErrors": 0
}

EDI Export:

{
  "fileName": "split-chunk-001.edi",
  "exportType": "chunk",
  "controlNumbers": {
    "isa": "000000001",
    "gs": "1",
    "st": "0001"
  }
}

Split Operation:

{
  "splitMode": "claim",
  "chunkCount": 47
}

Audit Design Principles

• Append-only — Logs cannot be modified or deleted
• Preserved on delete — Even if users/locations are removed, audit history remains
• Organization-scoped — Users see only their organization's logs
• Best-effort — Audit failures never block user workflows

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Production Control Numbers

Enterprise organizations get database-backed control number sequences:

Feature	Description
Location-Scoped	Each location maintains independent ISA, GS, and ST sequences
Atomic Increment	Guaranteed unique numbers even with concurrent access
Persistent	Numbers persist across sessions and never repeat
Access Control	Users can only access sequences for their assigned locations

Control number formats:

• ISA13 — 9-digit interchange control numbers
• GS06 — Functional group control numbers (1-9 digits)
• ST02 — Transaction set control numbers (4-9 digits)

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Enterprise Roadmap

These capabilities are planned for Enterprise tier:

HIPAA Business Associate Agreement (BAA)

• Formal BAA for covered entities and business associates
• Required for healthcare organizations processing PHI
• Contact sales for BAA terms

Enhanced Team Management

• Invite team members by email
• Manage location assignments
• View user activity and audit trails
• Role assignment UI

Organization Admin Dashboard

• Overview of all locations
• Cross-location reporting
• Centralized settings management
• User access overview

AI-Powered Features

Enterprise-exclusive AI capabilities (planned):

• Automated claim validation suggestions
• Denial pattern analysis
• Payment prediction insights

Note: AI features are on the roadmap but not yet implemented.

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Enterprise vs Pro

Feature	Pro	Enterprise
All viewing capabilities	✅	✅
File downloads	✅	✅
Claim splitting	✅	✅
JSON/CSV/PDF exports	✅	✅
837P generation	✅	✅
PHI anonymization	✅	✅
Production control numbers	✅	✅
Organizations	❌	✅
Multiple locations	❌	✅
Team user accounts	❌	✅
User roles (admin/user)	❌	✅
Audit logging	❌	✅
Location-scoped settings	❌	✅
HIPAA BAA	❌	✅

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Pricing

Custom pricing based on organization size and needs.

Factors that affect pricing:

• Number of users
• Number of locations
• Support level requirements
• BAA requirements
• AI feature access (when available)

Contact Sales →

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Getting Started

1. Contact us — Discuss your organization's needs
2. Setup call — We'll help configure your organization structure
3. Onboard users — Add team members and assign locations
4. Sign BAA — If required for your compliance needs
5. Go live — Start processing with full audit coverage

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Summary

✅ Enterprise Includes
All Pro tier features
Organization management
Multiple locations
Team user accounts
User roles (org_admin, user)
Comprehensive audit logging
Location-scoped control numbers
Location-specific settings
HIPAA Business Associate Agreement
Priority support

Compare all tiers → | Contact Sales →