Concurrent Session 204 Transactions and Code Sets: Its All in the Guides

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Concurrent Session 204 Transactions and Code Sets: Its All in the Guides The HIPAA Summit West June 21, 2001 San Francisco, CA Gary Beatty gary@wpc-edi.com Washington Publishing Company Chair X12 Insurance Subcommittee

Session Topics Describe EDI Process Terminology X12 Syntax / Structure Differences between Standards and Implementation Guides Questions and Answers

NORMAL BUSINESS ELIGIBILITY VERIFICATION SERVICE CLAIMS ENROLLMENT CUST SERVICE CLAIMS PROCESSING CUST SERVICE ALLIANCE DETROIT MI ALLIANCE DETROIT MI

PAPER vs EDI Document - Transaction Little Envelope- Functional Group Big Envelope- Interchange Postal Service - VAN / Clearinghouse Courier Delivery- Point-to-Point Human Audit - Machine Audit

EDI Delivery 270 FUNCTIONAL GROUP INTERCHANGE EDI VAN 837 FUNCTIONAL GROUP INTERCHANGE 834 FUNCTIONAL GROUP

Standards Language Document - Transaction Line - Segment Phrase - Composite Element Word - Simple Element Code - Identifier Punctuation - Delimiters Grammar - Syntax

Levels of Standards Documentation ANSI X12 Standards Documentation Industry Implementation Guidelines Trading Partner Profiles

Section I - Transaction Set Tables Table 1 Header Table 2 Detail Table 3 Summary ST BHT HL SE Related informatio usually appears together.

Transaction Set Tables Permitted segments Required order Presence requirement How many Loops

837 Health Care Claim Functional Group ID: HC Table 1 Header POS# SEG ID NAME REQ. DES MAX USE LOOP REPEAT 005 ST Transaction Set Header M 1 010 BHT Beginning of Hierarchical Transaction M 1 LOOP ID 1000 10 020 NM1 Individual or Organization Name O 1 045 PER Administration Communication Contact O 2 Table 2 Detail POS# SEG ID NAME REQ. DES MAX USE LOOP REPEAT LOOP ID 2000 >1 001 HL Hierarchical Level M 1 003 PRV Provider Information O 1 LOOP ID 2010 10 015 NM1 Individual or Organization Name O 1 040 PER Administration Communication Contact O 2 555 SE Transaction Set Trailer M 1

STANDARDS VERSUS IMPLEMENTATION GUIDES Standards Mandatory Implementation Guide Required Optional Situational Washington Publishing Company 800-972-4334 http://www.wpc-edi.com Not Used

837 Health Care Claim: Professional Table 1 Header PG POS# SEG ID NAME USAGE REPEAT LOOP REPEAT 62 005 ST Transaction Set Header R 1 63 010 BHT Beginning of Hierarchical Transaction R 1 LOOP ID 1000A SUBMITTER NAME 1 67 020 NM1 Submitter Name R 1 71 045 PER Submitter EDI Contact Information R 2 Table 2 Detail Billing/Pay-To Provider PG POS# SEG ID NAME USAGE REPEAT LOOP REPEAT LOOP ID 2000A BILLING/PAY-TO-PROVIDER >1 77 001 HL Billing/Pay-to-Provider Hierarchical Level R 1 LOOP ID 2010AA BILLNG PROVIDER NAME 1 84 015 NM1 Billing Provider Name R 1 Table 2 Detail Subscriber 573 555 SE Transaction Set Trailer R 1

SEGMENT An ordered collection of elements Elements are variable length Elements are delimited by element separators Segment ends with segment terminator N1 ~

BILLING PROVIDER NAME NM1 Individual or Organization Name Level: Header Syntax: 1. P0809 If either NM108 or NM109 is present, then the other is required. NM1 NM101 98 NM102 1065 NM103 1035 Entity ID Entity Type Name Last/ Code Qualifier Org Name M ID 2/3 M AN 1/1 O AN 1/35 NM104 1036 Name First O AN 1/25 NM105 1037 Name Middle O AN 1/25 NM106 1038 Name Prefix O AN 1/10 NM107 1039 NM108 66 Name ID Code Suffix Qualifier O AN 1/10 X ID 1/2 NM109 67 ID CODE X AN 2/80 NM110 706 Entity Relat Code X ID 2/2 NM111 98 Entity ID Code O ID 2/3 ~

Data Element Dictionary Listed numerically Same in all segments Data & position vary Length min & max Code lists Type of data

Valid Element Types AN - Alphanumeric B - Binary Nn - Numeric (n decimals) R - Decimal (explicit) ID - DT - TM - Code Date Time

LENGTH AN 6/6 - Exactly 6 characters long R 7/10 - From 7 to 10 digits long Sign & decimal are not counted in length.

QUALIFIER & VALUE Pairs elements (qualifier & value) Flexible transaction definitions Reuse elements Reese Sally Peterson CHIEF FINANCIAL OFFICER Reese Supply Company PO Box 1432 Miamitown OH 45432-1432 Phone (513) 725-7543 Fax (513) 725-9876 sally@ohio.net

HL Hierarchical Level HL HL01 628 HL02 734 HL03 735 HL04 736 Hierarch Hierarch Hierarch Hierarch ~ ID Number Parent ID Level Code Child Code M AN 1/12 O AN 1/12 M ID 1/2 O ID 1/1 HL01 628 Hierarchical ID Number The first HL01=1, in subsequent HL segments the value is incremented by 1. HL02 734 Hierarchical Parent Number The HL02 identifies the HL01 that is the parent of this HL segment. HL03 735 Hierarchical Level Code 20 = Billing Provider 22 = Subscriber Child to Billing Provider 23 = Dependent Child to Subscriber HL04 736 Hierarchical Child Code 0 No Subordinate HL Segment 1 Additional Subordinate HL Data Segment

Hierarchical Levels in Health Care Claims HL1201~ Billing Provider HL21220~ HL31221~ HL71220~ HL81221~ Subscriber #1 Subscriber #2 Subscriber #3 Subscriber #4 Claim Information Claim Information Claim Information Service Lines Service Lines Service Lines HL43230~ HL53230~ HL63230~ HL98230~ Dependent #1 Dependent #2 Dependent #3 Dependent #1 Claim Information Claim Information Claim Information Claim Information Service Lines Service Lines Service Lines Service Lines

STANDARDS EVOLVE Working papers Three times a year Draft standards ANSI standards Version & release 001000 ANSI - 1983 002000 ANSI - 1986 002040 Draft X12 May 89 003000 ANSI - 1992 003020 Draft X12 Oct 91 003021 Draft X12 Feb 92 004000 ANSI - 1997 004010 Draft X12 Oct 97

CHANGES Simplify data. Eliminate transactions. Utilize status information rather than batch data. Reengineer business processes. Exchange information more frequently.

Thank You! gary@wpc-edi.com www.wpc-edi.com www.edipartners.com www.hipaa-dsmo.org aspe.hhs.gov/admnsimp? s