Travis, I hope that I understand your question correctly:  I believe you are
asking about the dual roles that an employer may have under HIPAA.  In your
situation, you have a third HIPAA role as a covered provider or a health
plan as well (I wasn't sure which from the name "Cook Children's Health Care
System".)  

As William pointed out, your role as a covered provider or covered health
plan is independent of your role as an employer with a group health plan.
Below are the three variations to that relationship.  I hope this helps you
sort out your HIPAA obligations as an employer.  It does not conflict with
William's conclusions on this issue.

Under ERISA, an employer that offers a health plan to employees has two
separate legal identities:  (1) as an employer acting as a group health plan
"sponsor"; and (2) as an employer acting as a group health plan.  

HIPAA does not apply to employer sponsors.  HIPAA does apply to fully funded
and self-administered employer group plans.  The only exception is for
self-administered employer group plans that have less than 50 participants.
Three variations: 

(1) If the employer, acting as a sponsor, has a fully funded employer health
plan, then only the health plan(s) with which the sponsor contracts must
comply with the HIPAA standards.  If an employer sponsor chooses to conduct
nonstandard enrollment/disenrollment and premium transactions, an employer's
contracted health plans are free to accept these transactions. If the
employer sponsor chooses to conduct the HIPAA ASC X12 834
enrollment/disenrollment or 820 premium transaction with its contracted
health plans, then these health plans must conduct these transactions in
accordance with HIPAA.

(2) If the employer, acting as a sponsor, is also the administrator of its
self-administer health plan, then the employer's self-administered health
plan must comply with the HIPAA standards.  If the employer sponsor chooses
to conduct nonstandard enrollment and premium transactions with its own
self-administered health plan, that plan is free to accept these
transactions.  If the employer sponsor chooses to conduct the HIPAA ASC X12
834 enrollment/disenrollment or 820 premium transaction with its own
self-administered health plan, then the self-administered health plan must
conduct these transactions in accordance with HIPAA.

(3) If the employer, acting as a sponsor, is also the administrator of its
self-administered health plan, and the employer's self-administered plan has
contracted with a third party administer (TPA) to administer that health
plan on its behalf, then the TPA must comply with the HIPAA standards (for
any contracted covered functions.)  In this scenario, the TPA is a business
associate of the employer's self-administered health plan and must do what
the health plan must do under HIPAA.  If an employer sponsor chooses to
conduct nonstandard enrollment/disenrollment and premium transactions, a
contracted TPA is free to accept these transactions.  If the employer
sponsor chooses to conduct the HIPAA ASC X12 834 enrollment/disenrollment or
820 premium transaction with its contracted TPA, then the TPA must conduct
these transactions in accordance with HIPAA.

However, employer sponsors and their health plans should consider the
benefits of conducting enrollment and premium payment transactions in
accordance with the HIPAA health care transaction and data standards. Most
health plans, software vendors, clearinghouses, providers and other trading
partners in the health care community will be supporting these standards and
will likely prefer to do electronic business in accordance with HIPAA
requirements.  If Cook Children's Health Care System is a health plan, then
it must have the capacity to conduct the 834 and 820 anyway for any sponsor
that may wish to use those transactions.  If you contract with a Medicaid as
a managed care health plan, then the Medicaid is required to send you the
834 and the 820.

Regards, Kathleen Connor

Senior Consultant

Fox Systems, Inc.


-----Original Message-----
From: William J. Kammerer [mailto:[EMAIL PROTECTED]
Sent: Thursday, March 20, 2003 4:33 AM
To: WEDI SNIP Transactions Workgroup List
Subject: Re: Covered Entity as an Employer


Travis, even though Cook Children's is a covered entity provider, when
you enroll your own employees in an insurance program you are acting in
the role of an ordinary employer. There's no requirement for you (as an
employer) to use the standard 834 - even though every insurance plan
must be prepared to accept it if any employer wishes to use it. There's
nothing to prevent you from exchanging any mutually agreeable
non-standard format of enrollment data with your health plan - which may
simply be your current benefit eligibility transaction format.

I'll warn you, though, that my "role-based" interpretation of the rule
is fairly controversial. I've even been called irresponsible for
proffering this opinion on the 834. Folks will say a provider is a
provider, and hence a covered entity, no matter what it's doing, and
that it has to follow the letter of the rule - no matter what. Even if
it doesn't make any sense. What's so different between what Cook
Children's does with respect to enrolling its employees from, say,
General Motors, who obviously isn't mandated by HIPAA to use the 834?

The enrollment of your own employees is an employer function that has
absolutely nothing to do with your provider obligations under HIPAA to
protect patient privacy or to use the prescribed standard transactions
for electronic patient claims, remittances, inquiries, etc. It still
doesn't convince the skeptics when you tell them � 162.900(a) doesn't
even include the Enrollment or 834 (Subpart O) as a transaction required
of providers - you would think that would settle the issue once and for
all! All I can say is: don't take my word for it; you'll have to hunker
down (expensively) with your legal counsel to see if it makes sense for
you to risk "skirting" the law by not using the 834 to enroll your
employees in the health plan.

It's interesting that folks can make a really liberal interpretation of
"role" when it's their own ox being gored. The TCS rule makes it pretty
darned clear that clearinghouses must always produce standard
transactions for transmission to a payer, unless that payer has a
business associate agreement with the CH - and has explicitly contracted
to have non-standard (say, paper) produced for it; see � 162.930. In
this case, though, these folks say that clearinghouses can decide on a
moment-by-moment basis whether they're acting in the "role" of a
clearinghouse covered entity. So if the CH would rather just "dump"
claim transactions to paper because the occasion suits it, the CH can
just sprinkle magic dust on itself, taking away its covered entity
status for that moment it does the "dumping."

William J. Kammerer
Novannet, LLC.
Columbus, US-OH 43221-3859
+1 (614) 487-0320

----- Original Message -----
From: "Travis Turman" <[EMAIL PROTECTED]>
To: "WEDI SNIP Transactions Workgroup List"
<[EMAIL PROTECTED]>
Sent: Wednesday, 19 March, 2003 05:39 PM
Subject: Covered Entity as an Employer


Since a covered entity is also an employer, do enrollment/disenrollment
transactions between the covered entity and the insurance carrier used
to provide their employee health benefit plan need to use the standard
834 transaction?

Travis L. Turman
System Analyst
Information Services
Phone:  (817) 870-6490
Pager: (817) 669-0664
E-mail: [EMAIL PROTECTED]

*****************************************************************
Cook Children's Health Care System


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The WEDI SNIP listserv to which you are subscribed is not moderated. The discussions 
on this listserv therefore represent the views of the individual participants, and do 
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you wish to receive an official opinion, post your question to the WEDI SNIP Issues 
Database at http://snip.wedi.org/tracking/.   These listservs should not be used for 
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They also are not intended to be used as a forum for personal disagreements or 
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