I need help interpreting the IG for the 834 transaction.

Below is excerpts from the IG regarding where policy number can be
transmitted.

Header:
Transaction Set Policy Number
"1. This segment can be used if a unique ID Number for a group applies to
the entire transaction set."

Loop 2000:
Member Policy Number
"1. This segment should be used if the policy or group number applies to all
coverage data (all 2300 loops) that apply for this member.
2. This segment is required unless the policy number is sent in the REF
segment, loop 2300 position 290."

Loop 2300:
Health Coverage Policy Number
"1.  This segment should be used to identify a policy or group number for a
particular insurance product if it has not already been identified in either
REF02, position 1-030 or REF02, position 2-020.  This is necessary when not
all coverage types have the same group or policy number."

The note under the Transaction Set Policy Number makes it look like the
intent was if the policy number applies to the entire group, it can be
submitted at this level and wouldn't be needed at either the Member or
Health Coverage level.  However, the note under the Member Policy Number
states it's required if not sent at the Health Coverage Level.  To me, this
seems to defeat the purpose of having an option of sending it at the
Transaction Set level.  It looks like the IG is saying the only valid
options are:

Transaction             Member          Health
Present         Present         Not Present
Not Present             Present         Not Present
Not Present             Not Present             Present

There's no way to send it just at the Transaction Set level.    

How are other's handling this issue?

Judy O'Dell
EDS - Solutions Consulting
975 Eastwind Dr Suite 115
Westerville, OH 43081

phone: 01-614-823-4660
mailto:[EMAIL PROTECTED]
www.eds.com

 


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