And it is probably a good idea to consult with your company's legal counsel if there 
is any doubt about your particular situation. I for one would much rather have our 
attorney's directive in my hand as opposed to a copy of messages from a listserve if 
I'm ever questioned as to why a particular strategy was chosen relative to an 
ambiguous HIPAA issue.

----- Original Message -----
From: "Weber, Karen (DHS-PSD)" <[EMAIL PROTECTED]>
Date: Thu, 9 May 2002 11:46:21 -0700 
To: "''James Kelly''" <[EMAIL PROTECTED]>, "''[EMAIL PROTECTED]''" 
<[EMAIL PROTECTED]>
Subject: RE: 834 Enrollment and Maintenance transactions


> At a WEDi/SNIP meeting awhile back, Stanley Nachimson gave us these
> guidelines on how to determine if a transaction needs to be in the
> HIPAA-mandated format.
> 
> 1. Read the definitions of the three Covered Entities.  If your organization
> is a covered entity, go to step 2.  If you aren't a covered entity, you can
> stop here.
> 2. Read the definitions of the Transactions on pages 50370-72 of the Final
> Transaction Rule.  If the activity you're performing meets the definition of
> the transaction, you need to use the HIPAA-mandated format whenever you
> send/receive the transaction electronically.
> 
> This is a really simple roadmap that's easy to understand, and gives you an
> accurate answer every time.
> 
> 
> 
> -----Original Message-----
> From: James Kelly [mailto:[EMAIL PROTECTED]]
> Sent: Thursday, May 09, 2002 11:35 AM
> To: Paul Weber; [EMAIL PROTECTED]
> Subject: Re: 834 Enrollment and Maintenance transactions
> 
> 
> Paul,
> 
> Thanks for your input. I appreciate your position that X12 does not develop
> guides for the Federal government.  I am new to this so I may be off base,
> but it is my understanding that the IG's were adopted as "THE STANDARD" (45
> CFR 162.1502).  Therefore, I would interpret anything in the guides as
> having the full force of law.  If the guide says to not use something and I
> do, I am not compliant.  If I use a code set that is not allowed in the
> guide, I am not compliant.
> 
> I think the other authors of this thread and myself were hoping for a legal
> perspective.  Are the transfers we described "covered transactions".  For me
> it is a big difference as I write payer software.  My first take on this was
> I had to accept an 834, not generate one.  Now I am not sure.  I do not want
> to spend limited resources implementing a transaction I am not required to
> use.  On the other hand, if my clients do have to use this, then I better
> build it in.
> 
> I agree in the future that we may have to back out of an 834 and use a 271
> roster.  But as the rules change and new transactions are covered, it is
> something we need to do anyway.  I also would say that as we move forward we
> may add other non HIPAA transactions to our software to give us a
> competitive advantage.  But for right now, I am working in a budget and need
> to know how to spend my resources.
> 
> So if anyone from HHS is listening, I would appreciate feedback as to your
> interpretation.
> 
> >----- Original Message -----
> From: "Paul Weber" <[EMAIL PROTECTED]>
> To: <[EMAIL PROTECTED]>
> Sent: Thursday, May 09, 2002 11:51 AM
> Subject: 834 Enrollment and Maintenance transactions
> 
> 
> > As one of the many volunteers who work on the 834 guide, I feel compelled
> to jump into this discussion.
> >
> > All of the X12N implementation guides were written as industry guides that
> were subsequently adopted by the secretary of HHS. It is not within our
> charter to develop guides for the federal government. Hence I would be
> reluctant to get into interpreting HIPAA regulations within our IGs. Can the
> definition of a payer for the 834 be revised in a future edition of the
> IG...sure, anything's possible. But I certainly don't want to be the one
> responsible for interpreting the intent of HIPAA regulations. That's what
> statutes and case law are for.
> >
> > The issue of the 271 vs 834 eligibility roster seems to rear its ugly head
> periodically. Here's my take: The purpose and scope of the 834 transaction
> set do not explicitly prohibit its use for an eligibility roster. However
> X12N has the 271 transaction set as mentioned below in this thread. The 271
> work group is actively developing an implementation guide for eligibility
> rosters and it is my understanding that they are close to publication.
> >
> > Therefore those who adopt the 834 as an eligibility roster solution may
> find themselves having to go back and retrofit their systems to support the
> 271 transaction. Especially when smart money says the 271 roster gets named
> in the next round of HIPAA.
> >
> > I think what would help clarify some of this is a determination of whether
> the parties in question are enrolling membership in the sub-contracted plan
> or are verifiying eligibility for services. For instance, if claims are to
> be paid by the sub-contractor, then they would likely need to have
> enrollment (834). If the sub-contractor is capitated by the primary plan,
> then they likely need an eligibility roster (271) and/or interactive
> eligibility (270/271).
> >
> > Paul Weber
> > 916-449-6970
> > [EMAIL PROTECTED]
> >
> > ----- Original Message -----
> > From: Tucci-Kaufhold, Ruth A.
> > To: '[EMAIL PROTECTED]'
> > Sent: Wednesday, May 08, 2002 7:14 AM
> > Subject: RE: 834 Enrollment and Maintenance transactions
> >
> >
> > I also have such customers that indicated their interpretation of the
> situation as James stated.
> >
> > I just pointed out to the customer that the law defines them as the
> covered entity and they are responsible for the work that they contract out
> to PPOs, PBMs, etc. for specific health care transactions such as pharmacy,
> vision, prior auth, referrals, etc.  The law is clear on that.  There should
> be a change made to IG to relay a consistent message on the definition of
> health plan in an 834 and in the law.
> >
> > Now whether not they want to "interpret" it that way is a different story.
> So, in that case I just suggested to them that they "document" their
> understanding of the law, and that will explain to CMS when audit times
> comes around.
> >
> > Ruth Tucci-Kaufhold
> > UNISYS Corporation
> > 4050 Innslake Drive
> > Suite 202
> > Glen Allen, VA  23060
> > (804) 346-1138
> > (804) 935-1647 (fax)
> > N246-1138
> > [EMAIL PROTECTED]
> > -----Original Message-----
> > From: James Kelly [mailto:[EMAIL PROTECTED]]
> > Sent: Tuesday, May 07, 2002 10:32 PM
> > To: Stuart Thompson; [EMAIL PROTECTED]
> > Subject: Re: 834 Enrollment and Maintenance transactions
> >
> >
> > Stuart,
> >
> > I too have questions on this.  I have numerous clients (Taft-Hartley union
> benefit plans) who contract with outside vision networks, dental and medical
> PPO's, and PBM's.  Some of these companies are taking the position that they
> can still use their proprietary formats since the 834 is from an employer to
> a health plan. Their logic seems to be that they are not a payer since they
> are not ultimately responsible for the benefit payment.
> >
> > I, however, agree with your analysis.
> >
> > In regards to item 1, the 834 IG on page 8 defines a payer/insurer as:
> >
> > "The payer is the party that pays claims and/or administers the insurance
> coverage,benefit, or product. A payer can be an insurance company; Health
> Maintenance Organization (HMO); Preferred Provider Organization (PPO); a
> government agency, such as Medicare or Civilian Health and Medical Program
> of the Uniformed Services (CHAMPUS); or another organization contracted by
> one of these groups."
> >
> > On item 2, I also agree.  That section adopts the above quoted
> implementation guide as the standard.
> >
> > On item 3, I have heard of a 271 roster transaction.  This transaction is
> used to send a list of covered members to another business associate.  When
> a poll was done at the Wedi-Snip conference in Baltimore, most attendees
> indicated they were going to use the 834 for this transaction.
> >
> > I think the problem is that the definition of a payer in the IG does not
> match the definition of a health plan in the law.  Also section 162.1501
> says specifically that the 834 transaction is "to a health plan to establish
> or terminate insurance coverage."
> >
> > Hopefully some of the more learned members of this list will share their
> opinions on this.
> >
> > Jim Kelly
> > TPA Computer Corp
> > From: Stuart Thompson
> > To: [EMAIL PROTECTED]
> > Sent: Monday, May 06, 2002 7:49 PM
> > Subject: 834 Enrollment and Maintenance transactions
> >
> >
> > I would like to receive opinions regarding the following:
> >
> > Title 45, CFR �162.103 defines "Health plan" to include an individual or
> group plan "that provides, or pays the cost of, medical care...".  "Health
> Plan A" is a major medical health plan that contracts Company B to provide
> specialized medical care (for example, vision or dental care) to Company A's
> enrollees.  "Company B" provides that specialized medical care through its
> contracted providers and pays those providers = for=20 such services.  To
> carry out its contract obligations, Company B needs to receive data
> identifying Health Plan A's enrollees.
> >
> > Do you agree or disagree with the following?  In either case, please
> explain why:
> >
> > 1. Company B falls within the definition of "Health plan" because it
> provides or pays the cost of medical care.
> > 2. 45 CFR 162.1502 allows Health Plan A to send Company B the necessary
> data via an 834 transaction.
> > 3. A data transmission from Health Plan A to Company B cannot be deemed a
> compliant 271 eligibility response absent a 270 eligibility inquiry.
> >
> > Thank you in advance for any opinions that you would be willing to share.
> >
> > Stuart Thompson
> > Vision Service Plan
> > Rancho Cordova CA
> >
> > [*Please note: The above statements and questions are my own and do not
> necessarily represent the views of my employer].
> >
> >
> > --
> > _______________________________________________
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> >
> 

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