William, SBR02 as you noted is indeed situational, but also describes the
following claims associated with this particular subscriber,  so if you have
subscriber claims following as indicated in the HL segment, you must have
SBR02 value of 18.  Now the SBR02 note says if the subscriber and the
patient in the following claim(s) are not the same, SBR02 must be blank, so
this eliminates the possibility of having a subscriber claim immediately
following and then dependant claims following that claim as SBR02 cannot
hold the value of 18 or blank at the same time.
The only way around this is to have a subscriber loop for each claim, UNLESS
it is only dependants claims involved and the subscriber him/her self does
not have a claim.

David G. Foulke
Senior Analyst
Dairyland Healthcare Solutions
320-634-5331
[EMAIL PROTECTED]
http://www.dhsnet.com


-----Original Message-----
From: William J. Kammerer [mailto:[EMAIL PROTECTED] 
Sent: Friday, March 21, 2003 1:17 PM
To: WEDI SNIP Transactions Workgroup List
Subject: Re: 837 Subscriber and Patient Loops

I'm left knocking my head figuratively against the wall on this one!

I don't see how the note on SBR02 keeps you from using John Goetz'
"Option 1," whereby a subscriber has both claims itself along with
subordinate "patients" (or dependents) with claims. The note says SBR02
is "Required when the subscriber is the same person as the patient..."
Is it just a matter of a definite vs. an indefinite article? - i.e.,
"same person as *the* patient" vs. "same person as *a* patient." That's
getting really obtuse, if so.

I simply read "same person as the patient" to mean that a 2300 claim
loop is included within the 2000B Subscriber HL - nothing more or less.
It certainly can't mean the 2000B Subscriber HL is the same as the 2000C
Patient HL, which would be the literal interpretation of the note - and
which is also patent nonsense! If there are claims in the 2000B
Subscriber loop, the subscriber is *the* patient. Period. It hardly
matters that there are other patient (or dependent) HLs subordinate to
the subscriber HL - that's an entirely separate issue (and loop).

I can't see how it's any harder for a payer to process either "option."
A payer would probably have had to actually work at it to make Option 1
not work! Nor does there seem to be anything wrong with either the
front-matter or the notes as they are now.

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

----- Original Message -----
From: "Tom Drinkard" <[EMAIL PROTECTED]>
To: "WEDI SNIP Transactions Workgroup List"
<[EMAIL PROTECTED]>
Sent: Thursday, 20 March, 2003 03:44 PM
Subject: RE: 837 Subscriber and Patient Loops


Ed,
We disagree.

The front matter in the implementation guides (all three guides
illustrate option one) will be corrected for version 4050. In the
meantime, I would suggest that those entities who submit claims only use
option two, since it will be compliant in all cases. It would be nice if
those entities who receive claims support both options, since that will
optimize the transaction flow, but that is wishful thinking.

This discrepancy has been discussed at length by the 837 workgroup at
X12N. The conclusion of the group is that the front matter is incorrect
and the pages in the transaction listing (Section 3) is the only
technically correct option.

Hope this helps.

Tom Drinkard
EDIT, Inc.
[EMAIL PROTECTED]
(678) 795-1251 (voice)
(775) 458-6117 (fax)


-----Original Message-----
From: Ed Stroot [mailto:[EMAIL PROTECTED]
Sent: Thursday, March 20, 2003 3:35 PM
To: Tom Drinkard; WEDI SNIP Transactions Workgroup List
Subject: RE: 837 Subscriber and Patient Loops


Tom,

I beg to differ. Both options are correct. Option 1 is described exactly
in the front matter for the 837P (see 2.3.2.1, the HL example for
SUBSCRIBER #4 AND PATIENT #P4.1). Option 1 is not usually used, but is
correct. We see it used for dental claims. It took some work by my
developer, but he figured out how to keep it all straight.

Ed Stroot

-----Original Message-----
From: Tom Drinkard [mailto:[EMAIL PROTECTED]
Sent: Thursday, March 20, 2003 1:02 PM
To: WEDI SNIP Transactions Workgroup List
Subject: RE: 837 Subscriber and Patient Loops


Option two is the only correct option.
There is a conflict with SBR02 (Relationship Code) in the 2000B loop. It
is situational with the following note:

"Required when the subscriber is the same person as the patient. If the
subscriber is not the same person as the patient, do not use this
element."

In order to satisfy the above requirement, you must repeat the
subscriber information.

Hope this helps.

Tom Drinkard
EDIT, Inc.
[EMAIL PROTECTED]
(678) 795-1251 (voice)
(775) 458-6117 (fax)


-----Original Message-----
From: Goetz, John [mailto:[EMAIL PROTECTED]
Sent: Thursday, March 20, 2003 1:31 PM
To: WEDI SNIP Transactions Workgroup List
Subject: 837 Subscriber and Patient Loops


I have a question regarding subscriber and patient loops in the 837.  If
a healthcare provider bills claims for both the subscriber and the
subscriber's dependent in the same 837, how should the subscriber and
patient loops be arranged?

Option 1

2000B - SUBSCRIBER HIERARCHICAL LEVEL
2010BA - SUBSCRIBER NAME, ADDRESS, DEMOGRAPHIC
2010BB - PAYER NAME
2300 - CLAIM INFORMATION

2000C - PATIENT HIERARCHICAL LEVEL
2010CA - PATIENT NAME, ADDRESS, DEMOGRAPHIC
2300 - CLAIM INFORMATION

Option 2

2000B - SUBSCRIBER HIERARCHICAL LEVEL
2010BA - SUBSCRIBER NAME, ADDRESS, DEMOGRAPHIC
2010BB - PAYER NAME
2300 - CLAIM INFORMATION

2000B - SUBSCRIBER HIERARCHICAL LEVEL
2010BA - SUBSCRIBER NAME, ADDRESS, DEMOGRAPHIC
2010BB - PAYER NAME
2000C - PATIENT HIERARCHICAL LEVEL
2010CA - PATIENT NAME, ADDRESS, DEMOGRAPHIC
2300 - CLAIM INFORMATION

In option 1, the patient hierarchical level starts immediately after the
subscriber's claim data.  In option 2, the subscriber level must be
repeated after the subscriber's claim data and before the dependent's
claim data. Which one is the correct option when a provider submits
claims for both the subscriber and the subscriber's dependent in the
same 837?

Thank you,

John Goetz
HIPAA Project Manager
ACS State Healthcare



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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 
not necessarily represent the views of the WEDI Board of Directors nor WEDI SNIP. If 
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 
commercial marketing purposes or discussion of specific vendor products and services.  
They also are not intended to be used as a forum for personal disagreements or 
unprofessional communication at any time.

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