2013 pharmacy manual - american health care

2217 Plaza Drive, Rocklin, CA 95765 Office 1‐800‐872‐8276 • Fax 1‐877‐579‐4701 • [email protected]

2013 Pharmacy Manual

www.americanhealthcare.com [email protected] Office: 1-800-872-8276 Fax: 1-916-773-7210 3850 Atherton Road, Rocklin, CA 95765

3850 Atherton Road, Rocklin, CA 95765 Office 1‐800‐872‐8276 • Fax 1‐877‐579‐4701 • [email protected]

Table of Contents

Section 1 Claim Submission

Section 2 Audit

Section 3 Product Selection

Section 4 Dispensing Limitations

Section 5 Miscellaneous

Section 6 D.0 Implementation


Pharmacy Manual This American Health Care Provider Manual is designed to answer your questions regarding online claim submission for American Health Care. The Provider Manual is an extension of the Participating Provider Agreement and is incorporated into the Participating Provider Agreement with American Health Care. The provider must adhere to the provisions and terms set forth in the Participating Provider Agreement.

If you need additional information, please contact the applicable Provider Help Desk.

American Health Care (Catamaran) PROVIDER HELP DESK 1-877-633-4701

For claims and online transaction response please call our Help Desk, representatives are available to assist Monday through Friday from 5:00 AM to 9:00 PM PST and Saturday 8:30 AM to 5:00 PM PST:

American Health Care Member Services

1-800-872-8276

It is important to always refer to the Provider Web Portal at www.American Health Care.com/providers for the most up to date documents, manuals payer sheet and other important communications. General Questions can be referred to American Health Care, 3850 Atherton Road, Rocklin Ca, 95675

American Health Care (Catamaran) IDENTIFICATION CARDS/BANK IDENTIFICATION NUMBERS (RxBINs):

610118 014872


Section 1

Claim Submission

Provider Obligations

All claims must be submitted online within 30 days of the date the prescription was filled. The following elements from the member identification card must be submitted for successful claims adjudication.

• Member identification number • Person code (when printed on card) • RxGRP (when printed on card) • BIN/Processor Control Number

Software

All claims must be submitted using NCPDP Telecommunication Standard Version D.0, later version, or other standard as dictated by applicable governing or industry setting organizations as designated by American Health Care.

Reversals

Claims can be reversed up to 30 days after the submission date (or as specified by plan), but should be reversed within 14 days or as soon as reasonably practical or as specified by certain governing requirement to assure prescriptions with inaccurate information or those not dispensed to members are credited in a timely fashion.

Compounds

All American Health plans require multiple-ingredient compound claims submission. Please use the following guidelines when submitting compounds:

• One of the ingredients must be a legend drug product.

• Compound indicator field must indicate that the claim is for a compounded prescription.


• Appropriate fields in the compound segment (see payer sheet for additional information) must be completed.

In the event that a single product id is submitted please use the following guidelines when submitting compounds:

• One of the ingredients must be a legend drug product.

• Compound indicator field must indicate that the claim is for a compounded prescription.

• Product ID and total metric quantity of the most expensive legend prescription drug, and the total ingredient cost of all ingredients combined must be entered in the claim segment.

• Reimbursement is the lower of submitted cost, usual and customary price, or AWP. Other reimbursement pricing methods may be used. Submission of compounds with this method are subject to increased audit and may incur additional costs

Note: Reconstituted preparations, such as powdered antibiotics that are mixed with water prior to dispensing are not considered compounded prescriptions.

Tax

Tax is calculated based on the applicable state or local law governing tax on prescription drugs. In order to be reimbursed for payment of tax, the Provider must enter the tax amount in the appropriate tax field.

Claim System

The electronic claim processing system is generally available 24 hours per day, 7 days per week, with the exception of regularly scheduled downtime, which generally occurs at non-peak hours in order to minimize the impact to our network providers. The transaction fee incurred by the Provider is up to twenty-five cents per on-line transaction. The transaction fee is assessed to support network Provider payment and reconciliation, help desk support, as well as but not limited to Provider network compliance, transactional, and billing education. However, excessive or disruptive process inquiries, including but not limited to non- contracted provider status, duplicate payment and


remittance requests, excessive member/provider grievances, third party biller intervention, incomplete or inaccurate credentialing submissions, contract compliance and/or failure of the Provider to submit claims through the American Health Care designated adjudication on-line adjudication process are subject to higher transaction fees, up to five dollars per transaction. Should a claim be submitted by a third party or other means separate from the provider itself, the claim may be subject to non-payment. American Health Care American reserves the right to make payment directly to Provider at its sole discretion.


Section 2

Audit

I. Provider Audit

American Health Care or its authorized agent or representatives reserves the right to audit a Provider’s compliance with the agreements in effect. American Health Care has the right to inspect all records of the Provider relating to this agreement. The Provider shall maintain, adequate prescription records, and financial records relating to the provision of pharmaceutical services to our customers, including but not limited to: Provider books/databases, daily prescription logs, patient profiles, prescription hardcopy’s, prescriber information, signature/delivery logs, refill information, wholesaler- manufacturer- distributor and all other purchase invoices and documentation for all pharmaceutical services provided. This includes all policies and procedures related to maintenance of such records. Provider shall maintain and retain such records for a minimum of (10) ten years or as required by law.

American Health Care Auditors shall have the right to audit any Provider submitting claims for payment during normal business hours and upon reasonable notice (usually 14 days) for any aspect of performance under their agreement by reviewing records and documents relating to such performance. Documents must be readily accessible. The Provider shall cooperate with American Health Care Auditors, and promptly provide access to all information or documents deemed necessary by the American Health Care Auditors. American Health Care at its sole expense may reproduce any record; however, no original copy may be removed from the Provider. A failure to cooperate with the aforementioned shall constitute a material breach of your American Health Care Agreement. In the event of a conflict between the Provider Manual and the Agreement, the Provider Manual prevails.

American Health Care may report audit findings to its Clients, appropriate governmental entities, regulatory agencies, and professional review and audit organizations.


American Health Care does provide the opportunity to appeal the results of an audit based on state audit guidelines or mandates. However, be aware that the appeal process is not a vehicle for submission of new materials for inclusion in the audit review but is designed to provide a re-determination of previously submitted post audit documentation.

II. Types of Audits

American Health Care routinely monitors online claims data and conducts audits on a continuous basis. American Health Care Auditors conduct industry standard desktop audits and on-site audits, scheduled during normal business hours with prior written notice, and audits of an investigational nature. In order to conduct these audits, providers may be contacted by telephone, mail, fax, and or email and are required to provide such records by the due date in a manner mutually agreeable by the parties, while at all times ensuring safe transmission of sensitive documentation.

Onsite Auditors require a clutter free work area which is located away from the busiest area of the Pharmacy department with easy access to the required documents outlined in the audit notice; we attempt to minimize any disruption of the business processes while on-site. Please note; it is also helpful to have an assistant present to answer general questions, retrieve information required and facilitate an effective on-site audit. The Provider shall receive a post audit report, which allows for a 30 calendar day period to contest any findings identified. At the completion of the audit the Provider shall also receive a final audit report with the claims identified as discrepant and due for recovery. All documentation must be received no later than 30 calendar days from the date of the discrepancy report. Beyond that date, the audit shall be considered final.

If an American Health Care Auditor is denied access to the Provider or is not provided access to the required requested audit documents, 100% of the amount paid for that claim(s) become due immediately .American Health Care may offset this said amount against any future payments due to the Provider and impose certain fines or penalties.

III. Document Requirements

All prescription documentation, regardless of the way it has been created, generated or transmitted shall contain the following:


• Full name of the member for whom the prescription was written, and the address of the member along with a date of birth.

• Full name and address, telephone number and any other required identifiers of the prescriber.

• Name, strength and quantity of the medication prescribed. • Specific dosing directions, if a prescription contains ambiguous directions the

Provider must clarify these directions and notate the conversation to clarify. • Substitution instructions where applicable, or substitution requested by member

clearly notated. • Refill instructions. • Miscellaneous or other informational notations as required by applicable laws or

regulations. Compounded medications require a detailed compound worksheet; a valid prescription which also details the specific ingredients to be included in the compounded product. It is important to document the products, NDC’s, quantity used, costs associated and procedures.

Provider must utilize a signature/delivery log that contains all the information required by American Health Care. This should include; date of pick up, the prescription number, third party name, and the authorization to release information to a third party program. Provider must obtain a legible written signature that corresponds to a matched printed name or another authorized person to confirm receipt of the prescription product. If any state or federal laws require additional verification of the person picking up the medication, please include this notation on the signature log documents. Proper verification of the person picking up the prescription is essential to ensure the deterrence of potential fraud, waste and abuse. These prescription signature logs must be in date order and readily accessible for a minimum of three years or longer as required by law.

Wholesaler, manufacturer and distributor invoices and other purchase invoices and documents must also be maintained for a minimum of three years or as required by law or regulation to substantiate that the drugs dispensed were purchased from an authorized source. The Provider must promptly comply with any requests to produce such documentation. If the Provider fails to promptly provide such requested documents,


American Health Care may offset 100% of the amount for any of the paid claims in question and impose additional fines or penalties.

IV. Audit Processes

In order to facilitate appropriate claim submission and to protect against fraud, waste, and abuse, American Health Care conducts Provider audits on a routine basis according to CMS and American Health Care guidelines. American Health Care’s Provider audit team works with our designated audit vendor to conduct desktop and on-site audits. Providers are identified for the desktop and on-site audit process based upon internal analysis.

Please use the following information to help avoid problems and prepare for an audit.

Day Supply

Pharmacists are responsible for entering the correct day’s supply of medication for all submissions. The results of an audit can include chargeable discrepancies for days supply error submission:

• The days supply for 25 doses of a medication, taken 25 per month, is 30 days.

• The days supply for 4 patches, 1 patch applied once weekly, is 28 days.

If the prescribing provider indicates, "As directed," the Provider determines the dosing schedule in order to submit the correct days supply on the claim. Talk with the member/customer or call the prescriber to determine the appropriate amount to dispense. Claim reimbursement is based on quantity dispensed. It is important to remember that in order to provide appropriate pharmaceutical consultation, the Provider must be sure the member understands how much and how often the medication is to be taken.

Insulin and Diabetic Supplies

Use only the actual Product IDs (i.e. NDC numbers) of insulin and the supplies dispensed. Some patients require two types of insulin (i.e., long or short-acting). Often both medications appear on the same prescription. Since each drug has a unique NDC number, separate the prescription into two claims, submit the two products properly and


collect the appropriate copays. Diabetic supplies should be calculated properly and submitted according to the prescribers request and validated with the patient. Directions notated “as needed” or “as directed” require a documented interaction with the prescriber or patient on the prescription.

Inhalers and Inhalation Products

When submitting a claim, enter the quantity to be dispensed exactly as written by the prescriber on the prescription form. Dispensing limitations vary widely among plans. Depending on the patient’s medical condition, it may be necessary to dispense more than one inhaler. If plan design allows and the prescriber writes accordingly, the patient may obtain more than one inhaler per prescription (Example: Proventil Inh -17g contains 200 puffs per canister; when used “two puffs Q4H,” one canister should last 17 days).


Section 3

Product Selection (aka Dispense as Written)

American Health Care supports the NCPDP standard Product Selection Codes (PSC’s). Accurate reimbursement is tied to proper PSC submission; the Provider must always specify the correct PSC when submitting a claim.

American Health Care supports the NCPDP standard Product Selection Codes (PSC’s). Accurate reimbursement is tied to proper PSC submission; the Provider must always specify the correct PSC when submitting a claim.

Product Selection Codes (PSC):

PSC 0 - NO DISPENSE AS WRITTEN (Substitution Allowed) (or no product selection indicated)

• Use the PSC 0 code when dispensing a generic drug; that is, when no party (i.e., neither prescriber, nor pharmacist, nor member) requests the branded version of a multi-source product.

• Use the PSC 0 code when dispensing a multi-source generic, even if the prescriber indicates the PSC code for the generic product and does not specify a manufacturer.

PSC 1 – PRESCRIBER writes DISPENSE AS WRITTEN

• Use when the Prescriber specifies the branded version of a drug on the hard copy prescription or in the orally communicated instructions.

PSC 2 - MEMBER REQUESTED

Valid Person Codes 001= Cardholder 002= Spouse 003, 004, etc. = Child (according to birth code)


PSC 3 - PHARMACIST SELECTED BRAND

PSC 4 - GENERIC NOT IN STOCK

PSC 5 - BRAND DISPENSED, PRICED AS GENERIC

• Use when dispensing a brand as a generic.

• Claims submitted with PSC 5 are reimbursed at the generic price.

PSC 6 – OVERRIDE

PSC 7 - SUBSTITUTION NOT ALLOWED; BRAND MANDATED BY LAW

• Do not use for NTI drugs, please use the correct codes 0, 1, or 2 and communicate with the prescriber.

PSC 8 - GENERIC NOT AVAILABLE

PSC 9 – OTHER

Some members have a choice between brand and generic drugs. However, in some programs, the member pays the difference between the cost of the brand and the available generic drug.

Prescription Hard Copies

• A hard copy of each prescription must be readily retrievable upon request.

• Prescriptions for insulin and/or syringes must contain complete documentation of items and quantities dispensed along with directions for use.

• Prescription hard copies must be updated yearly unless state pharmacy law in which Provider is located specifically allows a prescription to be refilled after more than one year has passed.

• A prescription hard copy must be maintained for every prescription for ten years or longer as required by law.

• The hard copy (original and any updates) of the prescription, including telephone prescriptions, must contain data elements required by state pharmacy laws in which Provider is located and all of the prescriber instructions — including Product Selection Code instructions — that support the Provider’s claim transmission.


• Prescriptions in which the dosage/quantity is changed require either written documentation on the prescription or a new hard copy prescription to be issued.

• In cases of the prescriber writing “As Directed”, documentation as to the exact directions or, at a minimum, the maximum (“up to”) dose of medication taken per day must be documented on the hard copy or electronically and be viewable upon request. If undocumented at the time of the audit, the entire claim is marked as discrepant until proper documentation is provided. Only prescriptions generated by the prescriber are accepted as post audit documentation for as directed prescriptions.

• If less or more medication (if permitted) is given than ordered by the prescriber, the reason for this must be documented. Any increase in the amount of medication over the original prescribing order must be documented for prescriber authorization.

Signature Log

• Provider shall require the signature of the member or the member’s representative on a permanent record before dispensing any prescription.

• At each Provider location, Provider shall maintain a hard copy or (pre-approved by American Health Care) electronic signature log which contains the following: the prescription number; the date the medication is received by the member; and the signature of each member who receives a medication or the signature of his/her designee.

• A log in date order must be maintained for all claims submitted on-line to American Health Care.

• Signature logs must be maintained for ten years or longer—corresponding to the state.

Pharmacy laws in which Provider is located for retaining prescription hard copies. The logs must be available for inspection and audit by a representative of American Health Care and/or its designated agent.


Section 4

Dispensing Limitations

• Enter the quantity to be dispensed exactly as written on the prescription form.

• A 30-day supply is no longer standard; some programs permit extended days supplies. Always transmit the accurate days supply and allow the on-line system to communicate the allowable days supply.

• Note subsequent changes or refill authorizations approved by the prescriber on the hard copy, or in a readily retrievable electronic format, acceptable by the State Board of Pharmacy in which Provider is located.

U&C

• Usual and Customary Charge means the usual and customary price charged by the Provider to the general public at the time of dispensing, including any advertised or sale prices, discounts, coupons or other deductions.

PSC Submissions

• Incorrect PSC codes are the most common cause of Provider charge backs and may lead to removal from the network.

• When an auditor cites a prescription for a missing or incorrect PSC code, follow-up documentation is not permitted.

• A transmitted PSC 1 code must be supported on the prescription hard copy (original and update).

• No PSC 1 code defaults should be set; this leads to removal from the network.

• A PSC 2 code should be transmitted when the member requests that the prescriber be contacted to obtain approval for a brand drug when the prescriber did not initially mandate dispense as written.

• Avoid use of PSC 7 for NTI drugs, please use the correct codes 0, 1, or 2 and communicate with the prescriber.


Miscellaneous

• Claims are adjudicated based on data provided to American Health Care. If a claim is adjudicated based on incorrectly submitted data, an adjustment may be necessary.

• To prevent audit charge backs on compounded or other prescriptions, the Provider must ensure its systems are not programmed to place an amount in the ingredient cost field that is equal to the AWP of the most expensive NDC multiplied by the final product quantity.

• Transmit the data as listed on the prescription and as ordered by the prescriber. Proper submission of days supply, quantity (obtain and document "as directed" instructions), NDC number, eligibility information, etc.

• Transmit PSC 1 code only when initially authorized by the prescriber; the prescription hard copy (including hard copies documenting phoned-in prescriptions) must support a PSC 1 code.

• Obtain a signature on the signature log. • Pharmacists should monitor the will-call bin and process unclaimed prescriptions on a

timely basis but no less than twice monthly. Reversals of prescriptions affect the member’s deductible and copayment. Transmit proper member information, including relationship code, sex and proper prescriber identification number.

• Provider must charge the member the patient pay amount indicated in the on-line response.

• Remember to change the compound indicator if the Provider is filling a compounded drug product.

• Provider should follow all audit guidelines as notated on the communications to the Provider via telephone, letter or electronic requests.

• American Health Care may deny payment for unsupported claims or missing signatures.

• American Health Care may satisfy an unpaid audit liability by any of the following methods which may include but are not limited to: request for a check, offset against future claims payment and use of a collection agency.

• American Health Care has the right to assess reasonable fines, penalties and fees to cover unexpected costs. These actions may include the imposition of fines or penalties due to repeated audits, termination from the network, corrective action plans.


Summary of Audit Discrepancies

Discrepancy Type Recovery Amount Documentation Allowed Y/N)

Missing Prescription Full Recovery Yes

Unauthorized Refill Full Recovery No

Quantity/Day Supply Discrepancy Partial Recovery No

Missing Signature from Signature Log Full Recovery Yes

Miss Fill Discrepancy Up to Full Recovery No

Invalid Prescription Full Recovery No

PSC Discrepancy Partial Recovery No

Other/Miscellaneous Up to Full Recovery Situational

Fraud, Waste and Abuse

American Health Care does not knowingly allow fraudulent activity of any kind by any of its contracted providers, associates, members, vendors, contractors and/or other business entities, and investigates and reports any such known activity to the appropriate regulatory, federal and state agencies for further action and investigation.

The Provider can always report any suspected fraud, waste or abuse by calling the American Health Care Ethics and Compliance Hotline, toll-free number at 1-866-532-0657 available any time, 24 hours a day 7 days a week.

• Filling less than the prescribed quantity of a drug

• Billing for brand-name drugs when generic drugs are dispensed

• Billing multiple payers for the same prescriptions

• Dispensing expired or adulterated prescription drugs


• Forging or altering prescriptions

• Refilling prescriptions erroneously

Compliance/Fraud, Waste and Abuse (FWA) training is an important component of Provider operations and is required to be completed annually and upon intimal hire for all local, state and federally funded pharmacy benefit programs. To assist Providers with this training American Health Care has posted various materials on our website www.catamaranrx.com or www.American Health Care.com

Preferred Drug List AHC has established a list of pharmaceutical products which may be dispensed by the precipitating pharmacies to enrollees in accordance with the instructions found in this manual. This list is subject to periodic review and modification by AHC.

Change Notification Member Pharmacy must immediately notify AHC in writing of any change in the information provided in the provider agreement, the pharmacy network participation acceptance form, or any information or documentation provided to AHC in connection with any credentialing or quality assurance initiatives. Any Changes in such documentation must be reported to:

American Health Care

3850 Atherton Road Rocklin, CA 95675


Materials Reproduced With the Consent of ©National Council for Prescription Drug Programs, Inc.

2Ø1Ø NCPDP” IMPLEMENTATION GUIDE FOR VERSION D.Ø

1. GENERAL INFORMATION FOR A PAYER ABOUT THE TEMPLATES 23

1.1 COPYRIGHT INFORMATION 23

1.2 EXTERNAL CODE LIST 23

2. GENERAL INSTRUCTIONS TO PAYERS 24

2.1 HOW TO USE THIS DOCUMENT 24

2.2 TRANSMISSIONS 24

2.3 PLAN DIFFERENTIATION 24

2.4 SEGMENTS 27

2.4.1 Mandatory Segments 27

2.4.2 Situational Segments 27

2.4.3 Optional Segments 28

2.5 FIELDS OR VALUES 28

2.5.1 Situations on Fields 28

2.5.2 Counts and Counters 30

2.5.3 Zero (0) and an “O” 30

2.6 SPECIFIC TOPIC DISCUSSION 31

2.6.1 Partial Fill Transaction Processing 31

2.6.2 Coordination of benefits (COB) Processing 31

2.6.3 Compounds 32

2.6.4 Vaccine Administration 32


2.7 FIELD LEGEND 33

2.8 MANDATORY FILED 35

2.9 SITUATIONAL FIELDS - REQUIRED 35

2.10 SITUATIONAL FEILEDS – QUALIFIED REQUIREMENT 35

2.11 INFORMATIONAL ONLY FIELDS 36

2.12 OPTIONAL FIELDS 36

2.13 NOT USED FIELDS 36

3. NCPDP VERSION D CLAIM BILLING/CLAIM REBILL INSTRUCTIONS 37

3.1 GENERAL INFORMATION 37

3.2 REQUEST TEMPLATE INFORMATION 37

3.3 RESPONSE TEMPLATE INFORMATION 37

3.4 CERTIFICATION AND/OR TEST DATA 38

4. NCPDP VERSION D CLAIM BILLING/CLAIM REBILL TEMPLATE 38

4.1 REQUEST CLAIM BILLING/CLAIM REBILL PAYER SHEET TEMPLATE 40

4.2 RESPONSE CLAIM BILLING/CLAIM REBILL PAYER SHEET TEMPLATE 114

4.2.1 Claim Billing/Claim Rebill Accepted/Paid (or Duplicate of Paid) Response 115

4.2.2 Claim Billing/Claim Rebill Accepted/Rejected Response 155

4.2.3 Claim Billing/Claim Rebill Rejected /Rejected Response 177

5. NCPDP VERSION D CLAIM REVERSAL INSTRUCTIONS 183

5.1 GENERAL INFORMATION 183

5.2 REQUEST TEMPLATE INFORMATION 183

5.3 RESPONSE TEMPLATE INFORMATION 183

6. NCPDP VERSION D CLAIM REVERSAL TEMPLATE 184

6.1 REQUEST CLAIM REVERSAL PAYER SHEET TEMPLATE 184


6.2 RESPONSE CLAIM REVERSAL PAYER SHEET TEMPLATE 186

6.2.1 Claim Reversal Accepted/Approved Response 192

6.2.2 Claim Reversal Accepted/Rejected Response 198

6.2.3 Claim Reversal Rejected/Rejected Response 206

7. EXAMPLES OF PAYER TEMPLATES 211

8. EXAMPLE 1 – HEALTH PLAN OF AMERICA PAYER SHEET 211

8.1.1 Claim Billing/Claim Rebill 212

8.1.1.1 CLAIM BILLING/CLAIM REBILL REQUEST 212

8.1.1.2 CLAIM BILLING/CLAIM REBILL ACCEPTED/PAID (OR DUPLICATE OF PAID) RESPONSE 212

8.1.1.3 CLAIM BILLING/CLAIM REBILL ACCEPTED/REJECTED RESPONSE 212

8.1.1.4 CLAIM BILLING/CLAIM REBILL REJECTED/REJECTED RESPONSE 213

8.1.2 Claim Reversal 213

8.1.2.1 CLAIM REVERSAL REQUESTED 213

8.1.2.2 CLAIM REVERSAL ACCEPTED/APPROVED RESPONSE 213

8.1.2.3 CLAIM REVERSAL ACCEPTED/REJECTED RESPONSE 213

8.1.2.4 CLAIM REVERSAL REJECTED/REJECTED RESPONSE 213

9. EXAMPLE 2 – HEALTH SERVICE OF AMERICA PAYER SHEET - SERVICE 214

9.1.1 Service Billing/Service Rebill 214

9.1.1.1 SERVICE BILLING/SERVICE REBILL REQUEST 214

9.1.1.2 SERVICE BILLING/SERVICE REBILL ACCEPTED/PAID (OR DUPLICATE OF PAID) RESPONSE 214

9.1.1.3 SERVICE BILLING/SERVICE REBILL ACCEPTED/REJECTED RESPONSE 214

9.1.1.4 SERVICE BILLING/SERVICE REBILL REJECTED/REJECTED RESPONSE 214

10. EXAMPLE 3 – ABC, INC. PAYER SHEET – TWO PLANS 215


10.1.1 Workers’ Compensation Claim Billing 215

10.1.1.2 WORKERS’ COMPENSATION CLAIM BILLING ACCEPTED/PAID (OR DUPLICATE OF PAID) RESPONSE 215

10.1.1.3 WORKERS’ COMPENSATION CLAIM BILLING ACCEPTED/REJECTED RESPONSE 215

10.1.1.4 WORKERS’ COMPENSATION CALIM BILLING REJECTED/REJECTED RESPONSE 215

10.1.2 Workers’ Compensation Claim Reversal 216

10.1.2.1 WORKERS’ COMPENSATION CLAIM REVERSAL REQUEST 216

10.1.2.2 WORKERS’ COMPENSATION CLAIM REVERSAL ACCEPTED/APPROVED RESPONSE 216

10.1.2.3 WORKERS’ COMPENSATION CLAIM REVERSAL ACCEPTED/REJECTED RESPONSE 216

10.1.2.4 WORKERS’ COMPENSATION CLAIM REVERSAL REJECTED/REJECTED RESPONSE 216

10.1.3 Non-Workers’ Compensation Claim 217

10.1.3.1 NON-WORKERS’ COMPENSATION CLAIM REQUEST 217

10.1.3.2 NON-WORKERS’ COMPENSATION CLAIM BILLING ACCEPTED/PAID (OR DUPLICATE OF PAID) RESPONSE 234

10.1.3.3 NON-WORKERS’ COMPENSATION CLAIM BILLING ACCEPTED/REJECTED RESPONSE 254

10.1.3.4 NON-WORKERS’ COMPENSATION CLAIM BILLING REJECTED/REJECTED RESPONSE 269

10.1.4 Non-Workers’ Compensation Claim Reversal 274

10.1.4.1 NON-WORKERS’ COMPENSATION CLAIM REVERSAL REQUEST 274

10.1.4.2 NON-WORKERS’ COMPENSATION CLAIM REVERSAL ACCEPTED/APPROVED RESPONSE 280

10.1.4.3 NON-WORKERS’ COMPENSATION CLAIM REVERSAL ACCEPTED/REJECTED RESPONSE 286


10.1.4.4 NON-WORKERS’ COMPENSATION CLAIM REVERSAL REJECTED/REJECTED RESPONSE 291

11. EXAMPLE 4 – AMERICAN PROCESSOR INC PAYER SHEET – MULTIPLE PLANS 294

11.1.1 Claim Billing/Claim Rebill 294

11.1.1.1 CLAIM BILLING/CLAIM REBILL REQUEST 294

12. FREQUENTLY ASKED QUESTIONS 297

12.1 USE OF RED FONT 297

12.2 FONT SIZE 297

13. APPENDIX A. HISTORY OF IMPLETMENTATION GUIDE CHANGES 298

13.1 EDITORIAL CORRECTIONS 298

13.2 VERSION 1.1 CORRECTIONS 298

13.3 VERSION 1.2 298

13.4 VERSION 1.3 298


GENERAL INFORMATION FOR A PAYER ABOUT THE TEMPLATES

This document is to be used as a reference in filling out and creating a Payer Sheet based on NCPDP Telecommunication Standard Implementation Guide Version D.Ø and above. The Payer Sheet must contain request and response information.

Payers must read the instructional sections before filling out the templates. Payers may take the request template section and response template section, fill out the template per their usage, and send to their trading partners. Payer Sheets may be used in addition to provider manuals, or included in provider manuals. Payers must indicate any fields (if applicable) to be used in transaction processing, in accordance with the rules established in the NCPDP documents. Refer to the NCPDP Telecommunication Version D documents Telecommunication Standard Implementation Guide Version D.Ø, Data Dictionary, External Code List, and Telecommunication Version D Questions, Answers and Editorial Updates) for more detailed information on field values and segments. For initial development considerations, refer also to the NCPDP SNIP Liaison Special Committee recommendations regarding suggestions for initial implementation and testing (www.ncpdp.org).

In this document, the following templates have been created:

• Claim Billing/Claim Rebill o Request o Responses (Paid and Rejected)

• Claim Reversal o Request o Responses (Approved and Rejected)

Payers should fill out a template for each request and response transaction supported. If other transactions are supported (Service Billing request, responses, Service Reversal request, responses, Prior Authorization Inquiry request, responses, etc) payer templates should be created following the guidelines in this document. Payers are reminded to fill out template for each response type supported, including the Rejected transmission, Rejected transaction response.


If the payer does not support the Claim Rebill (B3) transaction, the Claim Rebill verbiage should be removed from the payer’s template.

The Examples sections show how segments and fields on payer sheets might be filled out.

Transmissions Refer to the NCPDP Telecommunication Standard Implementation Guide Version D.Ø for the structure and syntax of the transaction(s) within the transmission.

In the template, the Segment Identification (112-AM) fields are not shown. Segment, Group, and Field Separators are not shown as they are part of the syntax. These fields are not shown because they are part of the underlying structure of the transaction and are covered in the guide. This template is to show the business and plan requirements.

Plan Differentiation If the payer does not have different plans, this section can be skipped.

If the payer supports multiple plans or has different BINs and/or PCNs that cause different segments to be used multiple payer templates must be created for each unique combination. For example

• Mixing plans that are Primary only (i.e., Coordination Of Benefits/Other Payments Segment not used) with plans that are supplemental (i.e., COB Segment used)

• Mixing plans where one or more use the Workers’ Compensation Segment while others do not

• Mixing plans where one or more use the Coupon Segment while others do not

Because a payer sheet may be created that represents the “superset” of requirements for multiple plans, the pharmacy will submit based on this “superset”. An individual plan(s) benefit under this “superset” may not require all of the fields in the “superset” In this


instance the plan will ignore the fields that do not apply to the particular transaction being submitted. For example

• One plan or more uses Patient Gender Code while others covered in the same template do not

Scenario Examples

BIN PCN Different Payer Templates Required?

Comment

The payer supports one BIN with multiple PCNs where some plans are Primary only and others are supplemental

223346 PCN = XYZ (Primary only)

PCN = BBC (Supplemental)

PCN = GAR (Supplemental)

Yes Since one of the plans is Primary only, it needs a separate payer sheet.

The payer supports one BIN with multiple PCNs. Each PCN supports the same method of coordination of benefit processing.

223346 PCN = XYZ

PCN = BBC

PCN = GAR

No Since all plans under this BIN have the same segments the same Payer Template can be used. (See section Specific Topic Discussion)

The payer supports Workers’ Compensation claims and non-Workers’ Compensation claims under the same BIN.

61ØØ41 PCN = WRK for Workers’ Compensation claims

PCN = ABC for non-Workers’ Compensation claims.

Yes Two Payer Templates must be used because different segments are used (Workers’ Compensation claims will use the Workers’ Compensation Segment; non-Workers’ Compensation claims do not use the Workers’ Compensation Segment)


Scenario Examples

BIN PCN Different Payer Templates Required?

Comment

The payer supports coupons claims and non-coupon claims under the same BIN.

44356 Has no impact Yes Two Payer Templates must be used because different segments are used (Coupon transactions will use the Coupon Segment non-Coupon transactions do not use the Coupon Segment)

The payer supports claim and service billings under the same BIN.

112234 Has no impact Yes Two Payer Templates must be used to avoid confusion in segments used for claim billing versus service billing.

The payer supports a plan that may be primary or supplemental

662211 Has no impact No One Payer Template should be used since all segments usage are the same, with the exception of the Coordination of Benefits/Other Payments Segment which will designate the usage of the supplemental rules.

The processor supports plans that require their own BINs

445511

887766

Has no impact No Since all plans for this processor have the same segments the same Payer Template can be used. (See section Specific Topic Discussion)

Segments Each segment is listed as mandatory, situational, or optional for a given transaction in the NCPDP Telecommunication Standard Implementation Guide. If the segment is mandatory for a given transaction, that segment must be sent. If the segment is situational, the situations outlined


in the guide must be followed for use. If the segment is optional, please refer to the NCPDP Telecommunication Standard Implementation Guide Version D.Ø for more information on optional usage

Mandatory Segments Segments which are designed mandatory in the NCPDP Telecommunication Standard Implementation Guide must be included on the Payer Sheet. In the mandatory segments, the Payer must fill in the values to be used in the mandatory or situational fields as defined in the NCPDP Telecommunication Standard Implementation Guide.

On the template, each mandatory segment contains an initial question about the use of the segment (This Segment is always sent), with an “X” in the Check column. The Check “X” is in black and must not be modified by the Payer. An example:

Situational Segments On the template, each situational segment contains two initial questions about the use of the segment (This Segment is always sent) and (This Segment is situational). The Payer must answer either of the initial questions with a check. If the Segment is situational, a situation for when the Segment is used must be described. An example

The payer must:

1. If this situational segment is Not Used by the Payer, the segment and charts must not be shown (the initial question chart and the segment with fields chart should be deleted).

2. If this situational segment is used by the Payer, a. Either the question “This Segment is always sent” or “This Segment is situation”

must contain a Check “X” on the template for each situational segment. This tells the reader how the segment is supported in this transaction.

i. If “This Segment is always sent” is checked 1. The segment is used in every transaction associated with this

template. 2. In the field charts, the Payer must list the fields supported and all

situations applicable. 3. In the field charts, the Payer must exclude Not Used fields.

ii. If “This Segment is always situational” is checked 1. The segment is used in some of the business cases of this

transaction. 2. The Payer should provide guidance when this segment is used in

the “If Situational, Payer Situation” column.


3. In the field charts, the Payer must list the fields supported and all situations applicable.

If column is not applicable, it will be shaded (for example, “If Situational, Payer Situation” cell above for the question “This Segment is always sent”).

Optional Segments The NCPDP Telecommunication Standard Implementation Guide Version D.Ø allows segments defined as optional in the Controlled Substance Reporting transactions only. Use the methodology shown below for optional segments.

On the template, the optional segment contains two initial questions about the use of the segment (This Segment is always sent) and (This Segment is optional). The Payer must answer either of the initial questions with a check. If the Segment is optional, a situation for when the Segment is used must be described. An example:

Situations on Fields The Payer template has been pre-filled in the Payer Situation column with the field-level situations from the NCPDP Telecommunication Standard Implementation Guide Version D.Ø. These pre-filled situations begin with the tag “Imp Guide:” If the payer wishes to further define the situation and explain their usage, situations can be added to the tag “Payer Requirement:” If the NCPDP Telecommunication Standard Implementation Guide Version D.Ø situation satisfies the payer’s instructions, the statement can be entered “Payer Requirement.”

Field #

NCPDP Field Name Value Payer Usage

Payer Situation

414-DE

DATE PRESCRIPTION TTEN

R

354-NX

SUBMISSION CLARIFICATION CODE COUNT

Maximum count of 3.

RW Imp Guide: Required if Submission Clarification Code (42Ø-DK) is used.

Payer Requirement: Same as Imp Guide.


It is very important that the NCPDP Telecommunication Standard Implementation Guide Version D.Ø and above be consulted for full information on field usage.

The following is an example of a pre-filled situation for a field. The tag “Imp Guide:” contains the field-level situation from the Imp Guide (Imp Guide: Required when the patient has a first name.). The tag “Payer Requirement:” contains further guidance of the situation(s) from the payer (Payer Requirement: Required as all patients are enrolled with a first name. If newborn, use “BABY BOY” or “BABY GIRL”. If person has only one name, put one name in this field.).

Field #

NCPDP Field Name

Value Payer Usage

Payer Situation

31Ø- PATIENRST

ME

RW Imp Guide: Required when the patient has a first name.

Payer Requirement: Required as all patients are enrolled with a first name. If newborn, use “BABY BOY” or “BABY GIRL”. If person has only one name, put one name in this field.

Counts and Counters Each count and counter field has a maximum number of occurrences allowed in the NCPDP Telecommunication Standard Implementation Guide. If the payer supports less than the maximum number of occurrences, this must be explained for the appropriate field in the “Payer Situation” column of the template.

Field # NCPDP Field Name Value Payer Usage

Payer Situation

458-SE PROCEDURE MODIFIER CODE COUNT

Maximum count of 1Ø.

Imp Guide: Required if Procedure Modifier Code (459-ER) is used.


Payer Requirement:

Zero (Ø) and an “O” When denoting a field or a value, the slashed zero (Ø) should be used to clearly differentiate between a zero (Ø) and an “O”. This is not a requirement, but is highly recommended for clarity.

Specific Topic Discussion

Partial Fill Transaction Processing If Partial Fill logic is supported electronically, “Payer supports partial fills” should be checked. If not supported, “Payer does not support partial fills” should be checked. (See Claim Segment in section Request Claim Billing/Claim Rebill Payer Sheet Template) If Partial Fill logic is not supported electronically, please explain the providers’ procedure for handling partial fill claims. Refer to section “Specific Segment Discussion”, “Request Segments”, “Claim Segment”, “Partial Fill” of the NCPDP Telecommunication Implementation Guide Version D.Ø.

Coordination of Benefits (COB) Processing If the Coordination of Benefits Segment is used, indicate if you will be requiring providers to report:

1. Scenario 1 - Other Payer Amount Paid Repetitions Only or 2. Scenario 2 - Other Payer-Patient Responsibility Amount Repetitions and Benefit Stage

Repetitions Only or 3. Scenario 3 - Other Payer Amount Paid, Other Payer-Patient Responsibility Amount, and

Benefit Stage Repetitions Present (Government Programs).

(Note: For additional information on the scenarios, see Coordination Of Benefits/Other Payments Segment, in section Request Claim Billing/Claim Rebill Payer Sheet Template)

Only one scenario method may be supported per template. The template shows the Coordination of Benefits/Other Payments Segment that must be used for each scenario method. The Payer must choose the appropriate scenario method with the segment chart, and delete the other scenario methods with their segment charts.


For Coordination of Benefits (COB) the following considerations and information should be provided in the payer sheets:

1. “This Segment is always sent” must be checked if the payer is always a secondary or supplemental plan. “This Segment is situational” must be checked if the payer is sometimes a secondary or supplemental plan.

2. The Billing/Reversal windows should be stated since COB billing occurs among different payers.

3. If there is a different Help Desk phone number related to COB inquiries, it should be given.

If additional information is needed, see section “Specific Segment Discussion”, “Request Segments”, “Coordination of Benefits/Other Payments Segment” and section “Standard Conventions”, “Repetition and Multiple Occurrences”, “Repeating Data Elements”, “Request Segments”, “Coordination of Benefits/Other Payments Segment” of the NCPDP Telecommunication Standard Implementation Guide Version D.Ø for information important to processing coordination of benefits.

Compounds In the NCPDP Telecommunication Standard Implementation Guide Version D.Ø there is only one way for the pharmacy to submit and the processor to adjudicate compound claims.

• Use the Compound Segment for multi-ingredient prescriptions

The other options allowed in previous implementation guides which are no longer supported by the Standard

• Determine and submit the most expensive legend drug’s NDC with the quantity of the dispensed product

• The use of billing codes or dummy NDC values

Vaccine Administration For vaccine administration, Medicare Part D should be handled the same way in version 5.1 and D.0. For all other payers - If the vaccine administration fee is part of the drug benefit cost, the Medicare Part D-based Claim Billing method can be used. Information is found in the


Telecommunication Version 5 Questions, Answers and Editorial Updates document (http://www.ncpdp.org/public_documents.aspx#v5ed).

If the vaccine administration fee is not part of the drug benefit cost, the Claim Billing is used for the drug benefit cost, and the Service Billing is to be used to bill the administration fee. The payer sheet should designate which way supported – if the vaccine administration is part of the drug benefit cost, the appropriate fields should be designated on the Claim Billing. If vaccine administration is not part of the drug benefit cost, the Service Billing payer sheet is to be provided.

Field Legend This legend is used by the Payer to determine how to complete the Payer Template for the field designations.

Telecommunication Implementation

Guide Designation

ImplementationGuide Value

Explanation Payer Sheet Value Payer Situation Defined

MANDATORY M The Field is mandatory for the Segment in the Transaction.

Mandatory elements have structural requirements.

M

SITUATIONAL The Field has been further designated as “R” or “Q”, as shown below.

Required R The Field has been designated with the situationof "Required" for the Segment in the designated Transaction.

R

Qualified Requirement

Q The situations designated have qualifications for usage ("Required if x", "Not

RW (Required When).

Yes for RW


Telecommunication Implementation

Guide Designation

ImplementationGuide Value

Explanation Payer Sheet Value Payer Situation Defined

required if y").

If NA (Not Applicable by the Payer), do not list field.

INFORMATIONAL ONLY

I The Field is for informational purposes only in the designated Transaction.

For response fields, if the payer supports the business usage, the informational field should be returned.

RW (Required When).


Yes for RW

OPTIONAL O The Field has been designated as optional usage (situations were intentionally not defined). Limited usage. See requirements in NCPDP Telecommunication Standard Implementation Guide.

RW (Required When).


Yes for RW

NOT USED N The Field is not used for the Segment in the designated Transaction.

Not used are shaded for clarity.



Further explanation of this legend follows.

Mandatory Fields Field Legend above: If a field is designated as “M” (Mandatory) in the NCPDP Telecommunication Implementation Guide Version D.Ø, the only “Payer Sheet Value” is “M” (Mandatory). The payer may not define a situation (column “Payer Situation Defined” = No).

On the Payer Template: The “Payer Usage” column is “M” and the “Payer Situation” column is not filled out. The “Value” column of the template may contain instructional material. The template indicates the mandatory fields for each segment, as defined by the NCPDP Telecommunication Standard Implementation Guide Version D.Ø. These are the only fields that have the “Mandatory” designation on the template.

Situational Fields - Required Field Legend above: If a field is designated as “R” (Required) in the NCPDP Telecommunication Implementation Guide Version D.Ø for this transaction, the only “Payer Sheet Value” is “R” (Required). The payer may not define a situation (column “Payer Situation Defined” = No), as the situation is “Required”.

On the Payer Template: The “Payer Usage” column is “R” and the “Payer Situation” column is not filled out. The “Value” column of the template may contain instructional material.

Situational Fields – Qualified Requirement Field Legend above: If a field is designated as “Q” (Qualified Requirement) in the NCPDP Telecommunication Implementation Guide Version D.Ø for this transaction, the field may be used according to the situations defined in the implementation guide, or not used.

On the Payer Template: The only “Payer Sheet Values” is “RW” (Required When). If “RW”, then “Payer Situation Defined” = Yes and the “Payer Situation” column must contain guidance for the implementer based on the situation(s) allowed by the NCPDP Telecommunication Implementation Guide Version D.Ø for this transaction. The “Value” column of the template will contain instructional material.


If the field is not used, Payers must not include the field in the segment (the row in the table should be deleted). Payers are not allowed to list the field with an “NA” (Not Applicable by the Payer) designation.

Informational Only Fields Field Legend above: Fields that are defined with situations of “I” (Informational Only) for this transaction in the NCPDP Telecommunication Standard Implementation Guide Version D.Ø, provide additional data related to the transaction. If the field is designated as “I” (Informational Only) for this transaction, the field may be used according to the situations defined in the implementation guide, or not used.

On the Payer Template: The only “Payer Sheet Values” is “RW” (Required When). If “RW”, then “Payer Situation Defined” = Yes and the column “Payer Situation” must contain guidance for the implementer based on the situation(s) allowed by the NCPDP Telecommunication Implementation Guide Version D.Ø for this transaction.


For response fields, if the payer supports the business usage, the informational field should be returned.

Optional Fields Field Legend above: Fields that are defined with situations of “O” (Optional) for this transaction in the NCPDP Telecommunication Standard Implementation Guide Version D.Ø are fields in limited environments. Please refer to the guide for more information on optional field usage. The field may be not used.

On the Payer Template: The only “Payer Sheet Values” is “RW” (Required When). When the “Payer Usage” column is “RW” (Required When), the column “Payer Situation” must contain guidance for the implementer. Optional fields are limited and usage between trading partners must be well defined. See the requirements in the NCPDP Telecommunication Standard Implementation Guide.



Not Used Fields Field Legend above: Fields that are defined with situations of “Not Used” in the NCPDP Telecommunication Standard Implementation Guide Version D.Ø for this transaction are not allowed to be used in the transaction.

On the Payer Template: There is no “Payer Sheet Value” designated as the field must not be included in the chart. If the field is not used, Payers must not include the field in the segment (the row in the table should be deleted). Payers are not allowed to list the field with an “NA” (Not Applicable by the Payer) designation.


NCPDP VERSION D CLAIM BILLING/CLAIM REBILL INSTRUCTIONS

General Information Areas of red text on the template are to be replaced by payer-designated information where applicable. Areas of black text on the template are not to be modified by the Payer, unless it is to remove a row for a field that is not applicable.

Examples of payer sheet templates filled out can be found in section “Examples of Payer Templates”.

If the payer does not support the Claim Rebill (B3) transaction, the Claim Rebill verbiage should be removed from the payer’s template.

Request Template Information Sections “Instructions to Payers” and “Field Legend” must be followed.

The template information includes

• General Information • Other Transactions Supported • Field Legend for Columns • Claim Billing/Claim Rebill Transaction (segments and fields)

Response Template Information The Claim Billing/Claim Rebill response template defines the Claim Billing response transaction for a Paid or Rejected response. Payers should fill out a separate template for each transaction supported, with each response supported, as appropriate (for example, for Claim Billing – Paid, Reject, Captured, etc response; for Service Billing – Paid, Rejected, etc response; for Reversal – Approved, Rejected, etc response) as appropriate for their business.

Sections “Instructions to Payers” and “Field Legend” must be followed.



• General Information • Field Legend for Columns • Claim Billing Transaction Response (segments and fields)

Certification and/or Test Data If a payer wishes to include certification requirements and/or test data for claims processing, these sections can be included after the templates. Some payers provide certification requirements in a separate certification package which is separate from the templates.

Request Claim Billing/Claim Rebill Payer Sheet Template ** Start of Request Claim Billing/Claim Rebill (B1/B3) Payer Sheet Template**

GENERAL INFORMATION

Payer Name: Name Date: Date of Publication of this Template

Plan Name/Group Name: Plan Name/Group Name

BIN: PCN:


BIN: PCN:


BIN: PCN:


BIN: PCN:

Processor: Processor/Fiscal Intermediary

Effective as of: Date that the Plan will begin accepting transactions using this payer sheet

NCPDP Telecommunication Standard Version/Release #: x.x

NCPDP Data Dictionary Version Date: Date of Publication

NCPDP External Code List Version Date: Date of Publication


Contact/Information Source: Other references such as Provider Manuals, Payer phone number, web site, etc.

Certification Testing Window: Certification Testing Dates

Certification Contact Information: Certification phone number and information

Provider Relations Help Desk Info: Phone number and information Other versions supported: Other versions of Telecommunication Standard Supported (if applicable) and information

FIELD LEGEND FOR COLUMNS

Payer Usage

Column

Value Explanation Payer Situation Column

MANDATORY M The Field is mandatory for the Segment in the designated Transaction.

No

REQUIRED R The Field has been designated with the situation of "Required" for the Segment in the designated Transaction.

No

QUALIFIED REQUIREMENT

RW “Required when”. The situations designated have qualifications for usage ("Required if x", "Not required if y").

Yes

Fields that are not used in the Claim Billing/Claim Rebill transactions and those that do not have qualified requirements (i.e. not used) for this payer are excluded from the template.


CLAIM BILLING/CLAIM REBILL TRANSACTION

Transaction Header Segment Questions

Check Claim Billing/Claim Rebill

If Situational, Payer Situation

This Segment is always sent X

Source of certification IDs required in Software Vendor/Certification ID (11Ø-AK) is Payer Issued

Source of certification IDs required in Software Vendor/Certification ID (11Ø-AK) is Switch/VAN issued

Source of certification IDs required in Software Vendor/Certification ID (11Ø-AK) is Not used

Transaction Header Segment

Claim Billing/Claim Rebill


Payer Situation

1Ø1-A1

BIN NUMBER If more than one BIN/PCN but all plans use the same segments and fields and situations, enter multiple BIN/PCNs under General Information above.

M

1Ø2-A2

VERSION/RELEASE NUMBER

DØ M

1Ø3-A3

TRANSACTION CODE B1, B3 M





Payer Situation

1Ø4-A4

PROCESSOR CONTROL NUMBER

Specify how this field is used, if not blanks.

M

1Ø9-A9

TRANSACTION COUNT Specify max # of transactions supported for each transaction code.

M

2Ø2-B2

SERVICE PROVIDER ID QUALIFIER

Specify value supported for this plan.

M

2Ø1-B1

SERVICE PROVIDER ID M

4Ø1-D1

DATE OF SERVICE M

11Ø-AK

SOFTWARE VENDOR/CERTIFICATION ID


M

Insurance Segment Questions Check Claim Billing/Claim Rebill




Insurance Segment

Segment Identification (111-AM) = “Ø4”



Payer Situation

3Ø2-C2 CARDHOLDER ID M

312-CC CARDHOLDER FIRST NAME

Imp Guide: Required if necessary for state/federal/regulatory agency programs when the cardholder has a first name.

Payer Requirement: (any unique payer requirement(s))

313-CD CARDHOLDER LAST NAME

Imp Guide: Required if necessary for state/federal/regulatory agency programs.


314-CE HOME PLAN Imp Guide: Required if needed for receiver billing/encounter validation and/or determination for Blue Cross or Blue Shield, if a Patient has coverage under more than one plan, to distinguish each plan.



Insurance Segment




Payer Situation

524-FO PLAN ID Imp Guide: Optional.


3Ø9-C9 ELIGIBILITY CLARIFICATION CODE

Imp Guide: Required if needed for receiver inquiry validation and/or determination, when eligibility is not maintained at the dependent level. Required in special situations as defined by the code to clarify the eligibility of an individual, which may extend coverage.


3Ø1-C1 GROUP ID Imp Guide: Required if necessary for state/federal/regulatory agency programs.

Required if needed for pharmacy claim processing and payment.

Payer Requirement: (any unique


Insurance Segment




Payer Situation

payer requirement(s))

3Ø3-C3 PERSON CODE Imp Guide: Required if needed to uniquely identify the family members within the Cardholder ID.


3Ø6-C6 PATIENT RELATIONSHIP CODE

Imp Guide: Required if needed to uniquely identify the relationship of the Patient to the Cardholder.


359-2A MEDIGAP ID Imp Guide: Required, if known, when patient has Medigap coverage.


36Ø-2B MEDICAID INDICATOR Imp Guide: Required, if known, when patient has Medicaid coverage.


Insurance Segment




Payer Situation


361-2D PROVIDER ACCEPT ASSIGNMENT INDICATOR



997-G2 CMS PART D DEFINED QUALIFIED FACILITY

Imp Guide: Required if specified in trading partner agreement.


115-N5 MEDICAID ID NUMBER Imp Guide: Required, if known, when patient has Medicaid coverage.



Patient Segment Questions Check Claim Billing/Claim Rebill


This Segment is always sent

This Segment is situational

Patient Segment



Field NCPDP Field Name Value Payer Usage

Payer Situation

331-CX PATIENT ID QUALIFIER

Imp Guide: Required if Patient ID (332-CY) is used.


332-CY PATIENT ID Imp Guide: Required if necessary for state/federal/regulatory agency programs to validate dual eligibility.


3Ø4-C4 DATE OF BIRTH R

3Ø5-C5 PATIENT GENDER CODE

R

31Ø-CA PATIENT FIRST NAME Imp Guide: Required when the patient has a first name.


Patient Segment




Payer Situation


311-CB PATIENT LAST NAME R

322-CM PATIENT STREET ADDRESS

Imp Guide: Optional.


323-CN PATIENT CITY ADDRESS



324-CO PATIENT STATE / PROVINCE ADDRESS



325-CP PATIENT ZIP/POSTAL ZONE



326-CQ PATIENT PHONE NUMBER




Patient Segment




Payer Situation


3Ø7-C7 PLACE OF SERVICE Imp Guide: Required if this field could result in different coverage, pricing, or patient financial responsibility.


333-CZ EMPLOYER ID Imp Guide: Required if “required by law” as defined in the HIPAA final Privacy regulations section 164.5Ø1 definitions (45 CFR Parts 16Ø and 164 Standards for Privacy of Individually Identifiable Health Information; Final Rule -

Thursday, December 28, 2ØØØ, page 828Ø3 and following, and Wednesday, August 14, 2ØØ2, page 53267 and following.)

Required if needed for Workers’ Compensation billing.



Patient Segment




Payer Situation

335-2C PREGNANCY INDICATOR

Imp Guide: Required if pregnancy could result in different coverage, pricing, or patient financial responsibility.

335-2C PREGNANCY INDICATOR

Imp Guide: Required if pregnancy could result in different coverage, pricing, or patient financial responsibility.

Required if “required by law” as defined in the HIPAA final Privacy regulations section 164.5Ø1 definitions (45 CFR Parts 16Ø and 164 Standards for Privacy of Individually

Identifiable Health Information; Final Rule-

Thursday, December 28, 2ØØØ, page 828Ø3 and following, and Wednesday, August 14, 2ØØ2, page 53267 and following.)



Patient Segment




Payer Situation


35Ø-HN PATIENT E-MAIL ADDRESS

Imp Guide: May be submitted for the receiver to relay patient health care communications via the Internet when provided by the patient.


384-4X PATIENT RESIDENCE Imp Guide: Required if this field could result in different coverage, pricing, or patient financial responsibility.


Claim Segment Questions Check Claim Billing/Claim Rebill



This payer supports partial fills

This payer does not support partial fills


Claim Segment




Payer Situation

455-EM

PRESCRIPTION/SERVICE REFERENCE NUMBER QUALIFIER

1 = Rx Billing M Imp Guide: For Transaction Code of “B1”, in the Claim Segment, the Prescription/Service Reference Number Qualifier (455-EM) is “1” (Rx Billing).

4Ø2-D2

PRESCRIPTION/SERVICE REFERENCE NUMBER

M

436-E1 PRODUCT/SERVICE ID QUALIFIER

M

4Ø7-D7

PRODUCT/SERVICE ID M

456-EN ASSOCIATED PRESCRIPTION/SERVICE REFERENCE NUMBER

Imp Guide: Required if the “completion” transaction in a partial fill (Dispensing Status (343-HD) = “C” (Completed)).

Required if the Dispensing Status (343-HD) = “P” (Partial Fill) and there are multiple occurrences of partial fills for this prescription.


457-EP ASSOCIATED PRESCRIPTION/SERVICE

Imp Guide: Required if the “completion” transaction in a


Claim Segment




Payer Situation

DATE partial fill (Dispensing Status (343-HD) = “C” (Completed)).

Required if Associated Prescription/Service Reference Number (456-EN) is used.

Required if the Dispensing Status (343-HD) = “P” (Partial Fill) and there are multiple occurrences of partial fills for this prescription.


458-SE PROCEDURE MODIFIER CODE COUNT

Maximum count of 1Ø. Imp Guide: Required if Procedure Modifier Code (459-ER) is used.


459-ER PROCEDURE MODIFIER CODE

Imp Guide: Required to define a further level of specificity if the Product/Service ID (4Ø7-D7) indicated a Procedure Code


Claim Segment




Payer Situation

was submitted.

Required if this field could result in different coverage, pricing, or patient financial responsibility.


442-E7 QUANTITY DISPENSED R

4Ø3-D3 FILL NUMBER R

4Ø5-D5 DAYS SUPPLY R

4Ø6-D6 COMPOUND CODE R

4Ø8-D8 DISPENSE AS WRITTEN (DAW)/PRODUCT SELECTION CODE

R

414-DE DATE PRESCRIPTION WRITTEN

R

415-DF NUMBER OF REFILLS AUTHORIZED

Imp Guide: Required if necessary for plan benefit administration.

Payer Requirement: (any


Claim Segment




Payer Situation

unique payer requirement(s))

419-DJ PRESCRIPTION ORIGIN CODE

Imp Guide: Required if necessary for plan benefit administration.


354-NX SUBMISSION CLARIFICATION CODE COUNT

Maximum count of 3. Imp Guide: Required if Submission Clarification Code (42Ø-DK) is used.


42Ø-DK SUBMISSION CLARIFICATION CODE

Imp Guide: Required if clarification is needed and value submitted is greater than zero (Ø).

If the Date of Service (4Ø1-D1) contains the subsequent payer coverage date, the Submission Clarification Code (42Ø-DK) is required with value of “19” (Split Billing – indicates the quantity dispensed is the remainder billed to a subsequent payer when


Claim Segment




Payer Situation

Medicare Part A expires. Used only in long-term care settings) for individual unit of use medications.


3Ø8-C8 OTHER COVERAGE CODE Imp Guide: Required if needed by receiver, to communicate a summation of other coverage information that has been collected from other payers.

Required for Coordination of Benefits.


429-DT SPECIAL PACKAGING INDICATOR

Imp Guide: Required if this field could result in different coverage, pricing, or patient financial responsibility.



Claim Segment




Payer Situation

453-EJ ORIGINALLY PRESCRIBED PRODUCT/SERVICE ID QUALIFIER

Imp Guide: Required if Originally Prescribed Product/Service Code (455-EA) is used.


445-EA ORIGINALLY PRESCRIBED PRODUCT/SERVICE CODE

Imp Guide: Required if the receiver requests association to a therapeutic, or a preferred product substitution, or when a DUR alert has been resolved by changing medications, or an alternative service than what was originally prescribed.


446-EB ORIGINALLY PRESCRIBED QUANTITY

Imp Guide: Required if the receiver requests reporting for quantity changes due to a therapeutic substitution that has occurred or a preferred product/service substitution that has occurred, or when a DUR alert has been resolved by changing quantities.


Claim Segment




Payer Situation


454-EK SCHEDULED PRESCRIPTION ID NUMBER


Payer Requirement:

6ØØ-28 UNIT OF MEASURE Imp Guide: Required if necessary for state/federal/regulatory agency programs.

Required if this field could result in different coverage, pricing, or patient financial responsibility.

Payer Requirement:

418-DI LEVEL OF SERVICE Imp Guide: Required if this field could result in different coverage, pricing, or patient financial responsibility.


Claim Segment




Payer Situation

Payer Requirement:

461-EU PRIOR AUTHORIZATION TYPE CODE


Payer Requirement:

462-EV PRIOR AUTHORIZATION NUMBER SUBMITTED


Payer Requirement:

463-EW INTERMEDIARY AUTHORIZATION TYPE ID

Imp Guide: Required for overriding an authorized intermediary system edit when the pharmacy participates with an intermediary.

Required if Intermediary Authorization ID (464-EX) is used.



Claim Segment




Payer Situation

464-EX INTERMEDIARY AUTHORIZATION ID

Imp Guide: Required for overriding an authorized intermediary system edit when the pharmacy participates with an intermediary.


343-HD DISPENSING STATUS Imp Guide: Required for the partial fill or the completion fill of a prescription.


344-HF QUANTITY INTENDED TO BE DISPENSED

Imp Guide: Required for the partial fill or the completion fill of a prescription.


345-HG DAYS SUPPLY INTENDED TO BE DISPENSED

Imp Guide: Required for the partial fill or the completion fill of a prescription.



Claim Segment




Payer Situation


357-NV DELAY REASON CODE Imp Guide: Required when needed to specify the reason that submission of the transaction has been delayed.


391-MT PATIENT ASSIGNMENT INDICATOR (DIRECT MEMBER REIMBURSEMENT INDICATOR)

Imp Guide: Required when the claims adjudicator does not assume the patient assigned his/her benefits to the provider or when the claims adjudicator supports a patient determination of whether he/she wants to assign or retain his/her benefits.


995-E2 ROUTE OF ADMINISTRATION

Imp Guide: Required if specified in trading partner agreement.



Claim Segment




Payer Situation

996-G1 COMPOUND TYPE Imp Guide: Required if specified in trading partner agreement.


147-U7 PHARMACY SERVICE TYPE

Imp Guide: Required when the submitter must clarify the type of services being performed as a condition for proper reimbursement by the payer.


Pricing Segment Questions Check Claim Billing/Claim Rebill



Pricing Segment

Segment Identification (111-AM) = “11”




Payer Situation

4Ø9-D9 INGREDIENT COST SUBMITTED

R

412-DC DISPENSING FEE SUBMITTED

Imp Guide: Required if its value has an effect on the Gross Amount Due (43Ø-DU) calculation.


433-DX PATIENT PAID AMOUNT SUBMITTED



438-E3 INCENTIVE AMOUNT SUBMITTED



478-H7 OTHER AMOUNT CLAIMED SUBMITTED COUNT

Maximum count of 3. Imp Guide: Required if Other Amount Claimed Submitted Qualifier (479-H8) is used.



Pricing Segment




Payer Situation


479-H8 OTHER AMOUNT CLAIMED SUBMITTED QUALIFIER

Imp Guide: Required if Other Amount Claimed Submitted (48Ø-H9) is used.


48Ø-H9 OTHER AMOUNT CLAIMED SUBMITTED



481-HA FLAT SALES TAX AMOUNT SUBMITTED



482-GE PERCENTAGE SALES TAX AMOUNT SUBMITTED



Pricing Segment




Payer Situation


483-HE PERCENTAGE SALES TAX RATE SUBMITTED

Imp Guide: Required if Percentage Sales Tax Amount Submitted (482-GE) and Percentage Sales Tax Basis Submitted (484-JE) are used.

Required if this field could result in different pricing.

Required if needed to calculate Percentage Sales Tax Amount Paid (559-AX).


484-JE PERCENTAGE SALES TAX BASIS SUBMITTED

Imp Guide: Required if Percentage Sales Tax Amount Submitted (482-GE) and Percentage Sales Tax Rate Submitted (483-HE) are used.

Required if this field could


Pricing Segment




Payer Situation

result in different pricing.

Required if needed to calculate Percentage Sales Tax Amount Paid (559-AX).


426-DQ USUAL AND CUSTOMARY CHARGE

Imp Guide: Required if needed per trading partner agreement.


43Ø-DU GROSS AMOUNT DUE R

423-DN BASIS OF COST DETERMINATION

Imp Guide: Required if needed for receiver claim/encounter adjudication.



Pharmacy Provider Segment Questions





Pharmacy Provider Segment




Payer Situation

465-EY PROVIDER ID QUALIFIER Imp Guide: Required if Provider ID (444-E9) is used.



Pharmacy Provider Segment




Payer Situation

444-E9 PROVIDER ID Imp Guide: Required if necessary for state/federal/regulatory agency programs.

Required if necessary to identify the individual responsible for dispensing of the prescription.

Required if needed for reconciliation of encounter-reported data or encounter reporting.


Prescriber Segment Questions Check Claim Billing/Claim Rebill





Prescriber Segment




Payer Situation

466-EZ PRESCRIBER ID QUALIFIER

Imp Guide: Required if Prescriber ID (411-DB) is used.


411-DB PRESCRIBER ID Imp Guide: Required if this field could result in different coverage or patient financial responsibility.

Required if necessary for state/federal/regulatory agency programs.


427-DR PRESCRIBER LAST NAME Imp Guide: Required when the Prescriber ID (411-DB) is not known.

Required if needed for Prescriber ID (411-DB) validation/clarification.



Prescriber Segment




Payer Situation


498-PM PRESCRIBER PHONE NUMBER

Imp Guide: Required if needed for Workers’ Compensation.

Required if needed to assist in identifying the prescriber.

Required if needed for Prior Authorization process.


468-2E PRIMARY CARE PROVIDER ID QUALIFIER

Imp Guide: Required if Primary Care Provider ID (421-DL) is used.


421-DL PRIMARY CARE PROVIDER ID

Imp Guide: Required if needed for receiver claim/encounter determination, if known and available.

Required if this field could


Prescriber Segment




Payer Situation

result in different coverage or patient financial responsibility.



47Ø-4E PRIMARY CARE PROVIDER LAST NAME

Imp Guide: Required if this field is used as an alternative for Primary Care Provider ID (421-DL) when ID is not known.

Required if needed for Primary Care Provider ID (421-DL) validation/clarification.


364-2J PRESCRIBER FIRST NAME Imp Guide: Required if needed to assist in identifying the prescriber.


Prescriber Segment




Payer Situation



365-2K PRESCRIBER STREET ADDRESS

Imp Guide: Required if needed to assist in identifying the prescriber.



366-2M PRESCRIBER CITY ADDRESS





Prescriber Segment




Payer Situation


367-2N PRESCRIBER STATE/PROVINCE ADDRESS




368-2P PRESCRIBER ZIP/POSTAL ZONE





Coordination of Benefits/Other Payments Segment Questions




This Segment is situational Required only for secondary, tertiary, etc claims.

Scenario 1 - Other Payer Amount Paid Repetitions Only

Scenario 2 - Other Payer-Patient Responsibility Amount Repetitions and Benefit Stage Repetitions Only

Scenario 3 - Other Payer Amount Paid, Other Payer-Patient Responsibility Amount, and Benefit Stage Repetitions Present (Government Programs)

If the Payer supports the Coordination of Benefits/Other Payments Segment, only one scenario method shown above may be supported per template. The template

shows the Coordination of Benefits/Other Payments Segment that must be used for each scenario method. The Payer must choose the appropriate scenario method

with the segment chart, and delete the other scenario methods with their segment charts. See section Coordination of Benefits (COB) Processing for more information

Coordination of Benefits/Other Payments Segment





Payer Situation

337-4C COORDINATION OF BENEFITS/OTHER PAYMENTS COUNT

Maximum count of 9.

M







Payer Situation

338-5C OTHER PAYER COVERAGE TYPE

M

339-6C OTHER PAYER ID QUALIFIER

Imp Guide: Required if Other Payer ID (34Ø-7C) is used.


34Ø-7C OTHER PAYER ID Imp Guide: Required if identification of the Other Payer is necessary for claim/encounter adjudication.


443-E8 OTHER PAYER DATE Imp Guide: Required if identification of the Other Payer Date is necessary for claim/encounter adjudication.


341-HB OTHER PAYER AMOUNT PAID COUNT

Maximum count of 9. Imp Guide: Required if Other Payer Amount Paid Qualifier







Payer Situation

(342-HC) is used.


342-HC OTHER PAYER AMOUNT PAID QUALIFIER

Imp Guide: Required if Other Payer Amount Paid (431-DV) is used.


431-DV OTHER PAYER AMOUNT PAID

Imp Guide: Required if other payer has approved payment for some/all of the billing.

Not used for patient financial responsibility only billing.

Not used for non-governmental agency programs if Other Payer-Patient Responsibility Amount (352-NQ) is submitted.







Payer Situation


471-5E OTHER PAYER REJECT COUNT

Maximum count of 5. Imp Guide: Required if Other Payer Reject Code (472-6E) is used.


472-6E OTHER PAYER REJECT CODE

Imp Guide: Required when the other payer has denied the payment for the billing, designated with Other Coverage Code (3Ø8-C8) = 3 (Other Coverage Billed – claim not covered).






Scenario 2- Other Payer-Patient Responsibility Amount Repetitions and Benefit Stage Repetitions Only


Payer Situation


Maximum count of 9.

M


M













Payer Situation






Imp Guide: Required when the other payer has denied the payment for the billing, designated with Other Coverage Code (3Ø8-C8) = 3 (Other Coverage Billed – claim not covered).


353-NR OTHER PAYER-PATIENT RESPONSIBILITY AMOUNT COUNT

Maximum count of 25.

Imp Guide: Required if Other Payer-Patient Responsibility Amount Qualifier (351-NP) is







Payer Situation

used.


351-NP OTHER PAYER-PATIENT RESPONSIBILITY AMOUNT QUALIFIER

Imp Guide: Required if Other Payer-Patient Responsibility Amount (352-NQ) is used.


352-NQ OTHER PAYER-PATIENT RESPONSIBILITY AMOUNT

Imp Guide: Required if necessary for patient financial responsibility only billing.


Not used for non-governmental agency programs if Other Payer Amount Paid (431-DV) is







Payer Situation

submitted.


392-MU BENEFIT STAGE COUNT Maximum count of 4. Imp Guide: Required if Benefit Stage Amount (394-MW) is used.


393-MV BENEFIT STAGE QUALIFIER

Imp Guide: Required if Benefit Stage Amount (394-MW) is used.


394-MW BENEFIT STAGE AMOUNT Imp Guide: Required if the previous payer has financial amounts that apply to Medicare Part D beneficiary benefit stages. This field is required when the plan is a participant in







Payer Situation

a Medicare Part D program that requires reporting of benefit stage specific financial amounts.








Payer Situation







Payer Situation


Maximum count of 9.

M


M













Payer Situation


341-HB OTHER PAYER AMOUNT PAID COUNT

Maximum count of 9. Imp Guide: Required if Other Payer Amount Paid Qualifier (342-HC) is used.


342-HC OTHER PAYER AMOUNT PAID QUALIFIER

Imp Guide: Required if Other Payer Amount Paid (431-DV) is used.


431-DV OTHER PAYER AMOUNT PAID

Imp Guide: Required if other payer has approved payment for some/all of the billing.

Not used for patient financial







Payer Situation

responsibility only billing.

Not used for non-governmental agency programs if Other Payer-Patient Responsibility Amount (352-NQ) is submitted.






Imp Guide: Required when the other payer has denied the payment for the billing, designated with Other Coverage Code (3Ø8-C8) = 3 (Other Coverage Billed – claim not







Payer Situation

covered).




Imp Guide: Required if Other Payer-Patient Responsibility Amount Qualifier (351-NP) is used.



Imp Guide: Required if Other Payer-Patient Responsibility Amount (352-NQ) is used.



Imp Guide: Required if necessary for patient financial responsibility only billing.







Payer Situation


Not used for non-governmental agency programs if Other Payer Amount Paid (431-DV) is submitted.


392-MU BENEFIT STAGE COUNT Maximum count of 4. Imp Guide: Required if Benefit Stage Amount (394-MW) is used.


393-MV BENEFIT STAGE QUALIFIER

Imp Guide: Required if Benefit Stage Amount (394-MW) is







Payer Situation

used.


394-MW BENEFIT STAGE AMOUNT Imp Guide: Required if the previous payer has financial amounts that apply to Medicare Part D beneficiary benefit stages. This field is required when the plan is a participant in a Medicare Part D program that requires reporting of benefit stage specific financial amounts.




Workers’ Compensation Segment Questions





Workers’ Compensation Segment




Payer Situation

434-DY

DATE OF INJURY M

315-CF EMPLOYER NAME Imp Guide: Required if needed to process a claim/encounter for a work related injury or condition.


316-CG EMPLOYER STREET ADDRESS

Imp Guide: Required if needed to process a claim/encounter for a work related injury or condition.


317-CH EMPLOYER CITY ADDRESS

Imp Guide: Required if needed to process a claim/encounter for a work related injury or






Payer Situation

condition.


318-CI EMPLOYER STATE/PROVINCE ADDRESS



319-CJ EMPLOYER ZIP/POSTAL ZONE



32Ø-CK EMPLOYER PHONE NUMBER








Payer Situation


321-CL EMPLOYER CONTACT NAME



327-CR CARRIER ID Imp Guide: Required if needed to process a claim/encounter for a work related injury or condition.


435-DZ CLAIM/REFERENCE ID Imp Guide: Required if needed to process a claim/encounter for a work related injury or condition.


117-TR BILLING ENTITY TYPE INDICATOR

R






Payer Situation

118-TS PAY TO QUALIFIER Imp Guide: Required if Pay To ID (119-TT) is used.


119-TT PAY TO ID Imp Guide: Required if transaction is submitted by a provider or agent, but paid to another party.


12Ø-TU PAY TO NAME Imp Guide: Required if transaction is submitted by a provider or agent, but paid to another party.


121-TV PAY TO STREET ADDRESS Imp Guide: Required if transaction is submitted by a provider or agent, but paid to another party.






Payer Situation


122-TW PAY TO CITY ADDRESS Imp Guide: Required if transaction is submitted by a provider or agent, but paid to another party.


123-TX PAY TO STATE/PROVINCE ADDRESS

Imp Guide: Required if transaction is submitted by a provider or agent, but paid to another party.


124-TY PAY TO ZIP/POSTAL ZONE Imp Guide: Required if transaction is submitted by a provider or agent, but paid to another party.


125-TZ GENERIC EQUIVALENT Imp Guide: Required if Generic Equivalent Product ID (126-






Payer Situation

PRODUCT ID QUALIFIER UA) is used.


126-UA GENERIC EQUIVALENT PRODUCT ID



DUR/PPS Segment Questions Check Claim Billing/Claim Rebill




DUR/PPS Segment




Payer Situation


DUR/PPS Segment




Payer Situation

473-7E DUR/PPS CODE COUNTER Maximum of 9 occurrences.

Imp Guide: Required if DUR/PPS Segment is used.


439-E4 REASON FOR SERVICE CODE

Imp Guide: Required if this field could result in different coverage, pricing, patient financial responsibility, and/or drug utilization review outcome.

Required if this field affects payment for or documentation of professional pharmacy service.


44Ø-E5 PROFESSIONAL SERVICE CODE



DUR/PPS Segment




Payer Situation



441-E6 RESULT OF SERVICE CODE




474-8E DUR/PPS LEVEL OF EFFORT



DUR/PPS Segment




Payer Situation



475-J9 DUR CO-AGENT ID QUALIFIER

Imp Guide: Required if DUR Co-Agent ID (476-H6) is used.


476-H6 DUR CO-AGENT ID Imp Guide: Required if this field could result in different coverage, pricing, patient financial responsibility, and/or drug utilization review outcome.



DUR/PPS Segment




Payer Situation


Coupon Segment Questions Check Claim Billing/Claim Rebill




Coupon Segment




Payer Situation


Coupon Segment




Payer Situation

485-KE COUPON TYPE M

486-ME

COUPON NUMBER M

487-NE COUPON VALUE AMOUNT

Imp Guide: Required if needed for receiver claim/encounter determination when a coupon value is known.

Required if this field could result in different pricing and/or patient financial responsibility.


Compound Segment Questions Check Claim Billing/Claim Rebill





Compound Segment

Segment Identification (111-AM) = “1Ø”



Payer Situation

45Ø-EF

COMPOUND DOSAGE FORM DESCRIPTION CODE

M

451-EG COMPOUND DISPENSING UNIT FORM INDICATOR

M

447-EC COMPOUND INGREDIENT COMPONENT COUNT

Maximum 25 dients

M

488-RE COMPOUND PRODUCT ID QUALIFIER

M

489-TE COMPOUND PRODUCT ID M

448-ED COMPOUND INGREDIENT QUANTITY

M

449-EE COMPOUND INGREDIENT DRUG COST

Imp Guide: Required if needed for receiver claim determination when multiple products are billed.


49Ø-UE COMPOUND INGREDIENT BASIS OF COST DETERMINATION

Imp Guide: Required if needed for receiver claim determination when multiple products are billed.



Compound Segment




Payer Situation


362-2G COMPOUND INGREDIENT MODIFIER CODE COUNT

Maximum count of 1Ø.

Imp Guide: Required when Compound Ingredient Modifier Code (363-2H) is sent.


363-2H COMPOUND INGREDIENT MODIFIER CODE



Clinical Segment Questions Check Claim Billing/Claim Rebill




Clinical Segment





Payer Situation

491-VE DIAGNOSIS CODE COUNT Maximum count of 5. Imp Guide: Required if Diagnosis Code Qualifier (492-WE) and Diagnosis Code (424-DO) are used.


492-WE DIAGNOSIS CODE QUALIFIER

Imp Guide: Required if Diagnosis Code (424-DO) is used.


424-DO DIAGNOSIS CODE Imp Guide: Required if this field could result in different coverage, pricing, patient financial responsibility, and/or drug utilization review outcome.

Required if this field affects payment for professional pharmacy service.

Required if this information can be used in place of prior authorization.

Required if necessary for state/federal/regulatory agency


Clinical Segment




Payer Situation

programs.


493-XE CLINICAL INFORMATION COUNTER

Maximum 5 occurrences supported.

Imp Guide: Grouped with Measurement fields (Measurement Date (494-ZE), Measurement Time (495-H1), Measurement Dimension (496-H2), Measurement Unit (497-H3), Measurement Value (499-H4).


494-ZE MEASUREMENT DATE Imp Guide: Required if necessary when this field could result in different coverage and/or drug utilization review outcome.


495-H1 MEASUREMENT TIME Imp Guide: Required if Time is known or has impact on measurement.


Clinical Segment




Payer Situation

Required if necessary when this field could result in different coverage and/or drug utilization review outcome.


496-H2 MEASUREMENT DIMENSION

Imp Guide: Required if Measurement Unit (497-H3) and Measurement Value (499-H4) are used.


Required if necessary for patient’s weight and height when billing Medicare for a claim that includes a Certificate of Medical Necessity (CMN).



Clinical Segment




Payer Situation


497-H3 MEASUREMENT UNIT Imp Guide: Required if Measurement Dimension (496-H2) and Measurement Value (499-H4) are used.

Required if necessary for patient’s weight and height when billing Medicare for a claim that includes a Certificate of Medical Necessity (CMN).



499-H4 MEASUREMENT VALUE Imp Guide: Required if Measurement Dimension (496-H2) and Measurement Unit (497-H3) are used.

Required if necessary for patient’s weight and height


Clinical Segment




Payer Situation

when billing Medicare for a claim that includes a Certificate of Medical Necessity (CMN).



Additional Documentation Segment Questions





Additional Documentation Segment




Payer Situation






Payer Situation

369-2Q ADDITIONAL DOCUMENTATION TYPE ID

M

374-2V REQUEST PERIOD BEGIN DATE



375-2W REQUEST PERIOD RECERT/REVISED DATE


Required if the Request Status (373-2U) = “2” (Revision) or “3” (Recertification).


373-2U REQUEST STATUS Imp Guide: Required if necessary for state/federal/regulatory agency programs.






Payer Situation


371-2S LENGTH OF NEED QUALIFIER

Imp Guide: Required if Length of Need (37Ø-2R) is used.


37Ø-2R LENGTH OF NEED Imp Guide: Required if necessary for state/federal/regulatory agency programs.


372-2T PRESCRIBER/SUPPLIER DATE SIGNED



376-2X SUPPORTING DOCUMENTATION

Imp Guide: Required if necessary for






Payer Situation

state/federal/regulatory agency programs (using Section C of Medicare’s CMN forms).


377-2Z QUESTION NUMBER/LETTER COUNT

Maximum count of 5Ø. Imp Guide: Required if needed to provide response to narratives.


378-4B QUESTION NUMBER/LETTER

Imp Guide: Required if necessary for state/federal/regulatory agency programs to respond to questions included on a Medicare form.

Required if Question Number/Letter Count (377-2Z) is greater than Ø.







Payer Situation


379-4D QUESTION PERCENT RESPONSE

Imp Guide: Required if necessary for state/federal/regulatory agency programs to respond to questions included on a Medicare form that requires a percent as the response.


38Ø-4G QUESTION DATE RESPONSE

Imp Guide: Required if necessary for state/federal/regulatory agency programs to respond to questions included on a Medicare form that requires a date as the response.


381-4H QUESTION DOLLAR AMOUNT RESPONSE

Imp Guide: Required if necessary for state/federal/regulatory agency programs to respond to questions included on a Medicare form that requires a






Payer Situation

dollar amount as the response.


382-4J QUESTION NUMERIC RESPONSE

Imp Guide: Required if necessary for

State/federal/regulatory agency programs to respond to questions included on a Medicare form that requires a numeric as the response.


383-4K QUESTION ALPHANUMERIC RESPONSE

Imp Guide: Required if necessary for state/federal/regulatory agency programs to respond to questions included on a Medicare form that requires an alphanumeric as the response.



Facility Segment Questions Check Claim Billing/Claim Rebill




Facility Segment




Payer Situation

336-8C FACILITY ID Imp Guide: Required if this field could result in different coverage, pricing, patient financial responsibility, and/or drug utilization review outcome.


385-3Q FACILITY NAME Imp Guide: Required if this field could result in different coverage, pricing, patient financial responsibility, and/or drug utilization review outcome.


386-3U FACILITY STREET ADDRESS

Imp Guide: Required if this field could result in different coverage, pricing, patient


Facility Segment




Payer Situation

financial responsibility, and/or drug utilization review outcome.


388-5J FACILITY CITY ADDRESS Imp Guide: Required if this field could result in different coverage, pricing, patient financial responsibility, and/or drug utilization review outcome.


387-3V FACILITY STATE/PROVINCE ADDRESS



389-6D FACILITY ZIP/POSTAL ZONE

Imp Guide: Required if this field could result in different coverage, pricing, patient


Facility Segment




Payer Situation

financial responsibility, and/or drug utilization review outcome.


Narrative Segment Questions Check Claim Billing/Claim Rebill




Narrative Segment




Payer Situation


Narrative Segment




Payer Situation

39Ø-BM

NARRATIVE MESSAGE Imp Guide: Required if necessary only to support exception handling of pharmacy claims for Medicare Part B claim billing.


** End of Request Claim Billing/Claim Rebill (B1/B3) Payer Sheet Template**

Response Claim Billing/Claim Rebill Payer Sheet Template Claim Billing/Claim Rebill Accepted/Paid (or Duplicate of Paid) Response

** Start of Response Claim Billing/Claim Rebill (B1/B3) Payer Sheet Template**

GENERAL INFORMATION

Payer Name: Name Date: Date


BIN: PCN:


BIN: PCN:


BIN: PCN:


CLAIM BILLING/CLAIM REBILL PAID (OR DUPLICATE OF PAID) RESPONSE

The following lists the segments and fields in a Claim Billing or Claim Rebill response (Paid or Duplicate of Paid) Transaction for the NCPDP Telecommunication Standard Implementation Guide Version D.Ø.

Response Transaction Header Segment Questions


Accepted/Paid (or Duplicate of Paid)



Response Transaction Header Segment

Claim Billing/Claim Rebill – Accepted/Paid (or Duplicate of Paid)


Payer Situation

1Ø2-A2


DØ M

1Ø3-A3

TRANSACTION CODE B1, B3 M

1Ø9-A9

TRANSACTION COUNT Same value as in request

M

5Ø1-F1 HEADER RESPONSE STATUS

A = Accepted M

2Ø2-B2


Same value as in request

M

2Ø1-B1

SERVICE PROVIDER ID Same value as in request

M

4Ø1-D1

DATE OF SERVICE Same value as in request

M


Response Message Segment Questions





This Segment is situational Provide general information when used for transmission-level messaging.

Response Message Segment




Payer Situation

5Ø4-F4 MESSAGE Imp Guide: Required if text is needed for clarification or detail.


Response Insurance Segment Questions







Response Insurance Segment




Payer Situation

3Ø1-C1 GROUP ID Imp Guide: Required if needed to identify the actual cardholder or employer group, to identify appropriate group number, when available.

Required to identify the actual group that was used when multiple group coverage’s exist.







Payer Situation

524-FO PLAN ID Imp Guide: Required if needed to identify the actual plan parameters, benefit, or coverage criteria, when available.

Required to identify the actual plan ID that was used when multiple group coverage’s exist.

Required if needed to contain the actual plan ID if unknown to the receiver.







Payer Situation

545-2F NETWORK REIMBURSEMENT ID

Imp Guide: Required if needed to identify the network for the covered member.

Required if needed to identify the actual Network Reimbursement ID, when applicable and/or available.

Required to identify the actual Network Reimbursement ID that was used when multiple Network Reimbursement IDs exist.


568-J7 PAYER ID QUALIFIER Imp Guide: Required if Payer ID (569-J8) is used.







Payer Situation

569-J8 PAYER ID Imp Guide: Required to identify the ID of the payer responding.


3Ø2-C2 CARDHOLDER ID Imp Guide: Required if the identification to be used in future transactions is different than what was submitted on the request.


Response Patient Segment Questions Check Claim Billing/Claim Rebill






Response Patient Segment




Payer Situation

31Ø-CA

PATIENT FIRST NAME Imp Guide: Required if known.


311-CB PATIENT LAST NAME Imp Guide: Required if known.


3Ø4-C4 DATE OF BIRTH Imp Guide: Required if known.


Response Status Segment Questions Check Claim Billing/Claim Rebill





Response Status Segment




Payer Situation

112-AN TRANSACTION RESPONSE STATUS

P=Paid

D=Duplicate of Paid

M

5Ø3-F3 AUTHORIZATION NUMBER

Imp Guide: Required if needed to identify the transaction.


547-5F APPROVED MESSAGE CODE COUNT

Maximum count of 5. Imp Guide: Required if Approved Message Code (548-6F) is used.


548-6F APPROVED MESSAGE CODE

Imp Guide: Required if Approved Message Code Count (547-5F) is used and the sender needs to communicate additional follow up for a potential opportunity.







Payer Situation

13Ø-UF

ADDITIONAL MESSAGE INFORMATION COUNT


Imp Guide: Required if Additional Message Information (526-FQ) is used.


132-UH ADDITIONAL MESSAGE INFORMATION QUALIFIER



526-FQ ADDITIONAL MESSAGE INFORMATION

Imp Guide: Required when additional text is needed for clarification or detail.







Payer Situation

131-UG ADDITIONAL MESSAGE INFORMATION CONTINUITY

Imp Guide: Required if and only if current repetition of Additional Message Information (526-FQ) is used, another populated repetition of Additional Message Information (526-FQ) follows it, and the text of the following message is a continuation of the current.


549-7F HELP DESK PHONE NUMBER QUALIFIER

Imp Guide: Required if Help Desk Phone Number (55Ø-8F) is used.


55Ø-8F HELP DESK PHONE NUMBER

Imp Guide: Required if needed to provide a support telephone number to the receiver.



Response Claim Segment Questions Check Claim Billing/Claim Rebill




Response Claim Segment




Payer Situation

455-EM


1 = RxBilling M Imp Guide: For Transaction Code of “B1”, in the Response Claim Segment, the Prescription/Service Reference Number Qualifier (455-EM) is “1” (Rx Billing).

4Ø2-D2 PRESCRIPTION/SERVICE REFERENCE NUMBER

M

551-9F PREFERRED PRODUCT COUNT

Maximum count of 6. Imp Guide: Required if Preferred Product ID (553-AR) is used.







Payer Situation

552-AP PREFERRED PRODUCT ID QUALIFIER

Imp Guide: Required if Preferred Product ID (553-AR) is used.


553-AR PREFERRED PRODUCT ID

Imp Guide: Required if a product preference exists that needs to be communicated to the receiver via an ID.


554-AS PREFERRED PRODUCT INCENTIVE

Imp Guide: Required if there is a known incentive amount associated with the Preferred Product ID (553-AR) and/or Preferred Product Description (556-AU).







Payer Situation

555-AT PREFERRED PRODUCT COST SHARE INCENTIVE

Imp Guide: Required if there is a known patient financial responsibility incentive amount associated with the Preferred Product ID (553-AR) and/or Preferred Product Description (556-AU).


556-AU PREFERRED PRODUCT DESCRIPTION

Imp Guide: Required if a product preference exists that either cannot be communicated by the Preferred Product ID (553-AR) or to clarify the Preferred Product ID (553-AR).


Response Pricing Segment Questions Check Claim Billing/Claim Rebill





Response Pricing Segment



Field #


Payer Situation

5Ø5-F5

PATIENT PAY AMOUNT R

5Ø6-F6

INGREDIENT COST PAID R

5Ø7-F7

DISPENSING FEE PAID Imp Guide: Required if this value is used to arrive at the final reimbursement.


557-AV

TAX EXEMPT INDICATOR Imp Guide: Required if the sender (health plan) and/or patient is tax exempt and exemption applies to this billing.






Field #


Payer Situation

558-AW

FLAT SALES TAX AMOUNT PAID

Imp Guide: Required if Flat Sales Tax Amount Submitted (481-HA) is greater than zero (Ø) or if Flat Sales Tax Amount Paid (558-AW) is used to arrive at the final reimbursement.






Field #


Payer Situation

559-AX

PERCENTAGE SALES TAX AMOUNT PAID

Imp Guide: Required if this value is used to arrive at the final reimbursement.

Required if Percentage Sales Tax Amount Submitted (482-GE) is greater than zero (Ø).

Required if Percentage Sales Tax Rate Paid (56Ø-AY) and Percentage Sales Tax Basis Paid (561-AZ) are used.


56Ø-AY

PERCENTAGE SALES TAX RATE PAID

Imp Guide: Required if Percentage Sales Tax Amount Paid (559-AX) is greater than zero (Ø).






Field #


Payer Situation

561-AZ

PERCENTAGE SALES TAX BASIS PAID

Imp Guide: Required if Percentage Sales Tax Amount Paid (559-AX) is greater than zero (Ø).


521-FL

INCENTIVE AMOUNT PAID Imp Guide: Required if this value is used to arrive at the final reimbursement.

Required if Incentive Amount Submitted (438-E3) is greater than zero (Ø).






Field #


Payer Situation

563-J2

OTHER AMOUNT PAID COUNT Maximum count of 3.

Imp Guide: Required if Other Amount Paid (565-J4) is used.


564-J3

OTHER AMOUNT PAID QUALIFIER

Imp Guide: Required if Other Amount Paid (565-J4) is used.






Field #


Payer Situation

565-J4

OTHER AMOUNT PAID Imp Guide: Required if this value is used to arrive at the final reimbursement.

Required if Other Amount Claimed Submitted (48Ø-H9) is greater than zero (Ø).


566-J5

OTHER PAYER AMOUNT RECOGNIZED

Imp Guide: Required if this value is used to arrive at the final reimbursement.

Required if Other Payer Amount Paid (431-DV) is greater than zero (Ø) and Coordination of Benefits/Other Payments Segment is supported.






Field #


Payer Situation

5Ø9-F9

TOTAL AMOUNT PAID R

522-FM

BASIS OF REIMBURSEMENT DETERMINATION

Imp Guide: Required if Ingredient Cost Paid (5Ø6-F6) is greater than zero (Ø).

Required if Basis of Cost Determination (432-DN) is submitted on billing.


523-FN

AMOUNT ATTRIBUTED TO SALES TAX

Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes sales tax that is the financial responsibility of the member but is not also included in any of the other fields that add up to Patient Pay Amount.






Field #


Payer Situation

512-FC

ACCUMULATED DEDUCTIBLE AMOUNT

Imp Guide: Provided for informational purposes only.


513-FD

REMAINING DEDUCTIBLE AMOUNT

Imp Guide: Provided for informational purposes only.


514-FE

REMAINING BENEFIT AMOUNT Imp Guide: Provided for informational purposes only.






Field #


Payer Situation

517-FH

AMOUNT APPLIED TO PERIODIC DEDUCTIBLE

Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes deductible


518-FI

AMOUNT OF COPAY Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes copay as patient financial responsibility.


52Ø-FK

AMOUNT EXCEEDING PERIODIC BENEFIT MAXIMUM

Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes amount exceeding periodic benefit maximum.






Field #


Payer Situation

346-HH

BASIS OF CALCULATION—DISPENSING FEE

Imp Guide: Required if Dispensing Status (343-HD) on submission is “P” (Partial Fill) or “C” (Completion of Partial Fill).


347-HJ

BASIS OF CALCULATION—COPAY







Field #


Payer Situation

348-HK

BASIS OF CALCULATION—FLAT SALES TAX

Imp Guide: Required if Dispensing Status (343-HD) on submission is “P” (Partial Fill) or “C” (Completion of Partial Fill) and Flat Sales Tax Amount Paid (558-AW) is greater than zero (Ø).


349-HM

BASIS OF CALCULATION—PERCENTAGE SALES TAX

Imp Guide: Required if Dispensing Status (343-HD) on submission is “P” (Partial Fill) or “C” (Completion of Partial Fill) and Percentage Sales Tax Amount Paid (559-AX) is greater than zero (Ø).






Field #


Payer Situation

571-NZ

AMOUNT ATTRIBUTED TO PROCESSOR FEE

Imp Guide: Required if the customer is responsible for 1ØØ% of the prescription payment and when the provider net sale is less than the amount the customer is expected to pay.


575-EQ

PATIENT SALES TAX AMOUNT Imp Guide: Used when necessary to identify the Patient’s portion of the Sales Tax. Provided for informational purposes only.






Field #


Payer Situation

574-2Y

PLAN SALES TAX AMOUNT Imp Guide: Used when necessary to identify the Plan’s portion of the Sales Tax. Provided for informational purposes only.


572-4U

AMOUNT OF COINSURANCE Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes coinsurance as patient financial responsibility.






Field #


Payer Situation

573-4V

BASIS OF CALCULATION-COINSURANCE



392-MU

BENEFIT STAGE COUNT Maximum count of 4.

Imp Guide: Required if Benefit Stage Amount (394-MW) is used.


393-MV

BENEFIT STAGE QUALIFIER Imp Guide: Required if Benefit Stage Amount (394-MW) is used.






Field #


Payer Situation

394-MW

BENEFIT STAGE AMOUNT Imp Guide: Required when a Medicare Part D payer applies financial amounts to Medicare Part D beneficiary benefit stages. This field is required when the plan is a participant in a Medicare Part D program that requires reporting of benefit stage specific financial amounts.







Field #


Payer Situation

577-G3

ESTIMATED GENERIC SAVINGS

Imp Guide: This information should be provided when a patient selected the brand drug and a generic form of the drug was available. It will contain an estimate of the difference between the cost of the brand drug and the generic drug, when the brand drug is more expensive than the generic.


128-UC

SPENDING ACCOUNT AMOUNT REMAINING

Imp Guide: This dollar amount will be provided, if known, to the receiver when the transaction had spending account dollars reported as part of the patient pay amount.






Field #


Payer Situation

129-UD

HEALTH PLAN-FUNDED ASSISTANCE AMOUNT

Imp Guide: Required when the patient meets the plan-funded assistance criteria, to reduce Patient Pay Amount (5Ø5-F5). The resulting Patient Pay Amount (5Ø5-F5) must be greater than or equal to zero.


133-UJ

AMOUNT ATTRIBUTED TO PROVIDER NETWORK SELECTION

Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes an amount that is attributable to a cost share differential due to the selection of one pharmacy over another






Field #


Payer Situation

134-UK

AMOUNT ATTRIBUTED TO PRODUCT SELECTION/BRAND DRUG

Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes an amount that is attributable to a patient’s selection of a Brand drug.


135-UM

AMOUNT ATTRIBUTED TO PRODUCT SELECTION/NON-PREFERRED FORMULARY SELECTION

Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes an amount that is attributable to a patient’s selection of a non-preferred formulary product.






Field #


Payer Situation

136-UN

AMOUNT ATTRIBUTED TO PRODUCT SELECTION/BRAND NON-PREFERRED FORMULARY SELECTION

Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes an amount that is attributable to a patient’s selection of a Brand non-preferred formulary product.


137-UP

AMOUNT ATTRIBUTED TO COVERAGE GAP

Imp Guide: Required when the patient’s financial responsibility is due to the coverage gap.






Field #


Payer Situation

148-U8 INGREDIENT COST CONTRACTED/REIMBURSABLE AMOUNT

Imp Guide: Required when Basis of Reimbursement Determination (522-FM) is “14” (Patient Responsibility Amount) or “15” (Patient Pay Amount) unless prohibited by state/federal/regulatory agency.


149-U9 DISPENSING FEE CONTRACTED/REIMBURSABLE AMOUNT

Imp Guide: Required when Basis of Reimbursement Determination (522-FM) is “14” (Patient Responsibility Amount) or “15” (Patient Pay Amount) unless prohibited by state/federal/regulatory agency.



Response DUR/PPS Segment Questions






Response DUR/PPS Segment




Payer Situation

567-J6 DUR/PPS RESPONSE CODE COUNTER


Imp Guide: Required if Reason For Service Code (439-E4) is used.



Imp Guide: Required if utilization conflict is detected.







Payer Situation

528-FS CLINICAL SIGNIFICANCE CODE

Imp Guide: Required if needed to supply additional information for the utilization conflict.


529-FT OTHER PHARMACY INDICATOR



53Ø-FU

PREVIOUS DATE OF FILL Imp Guide: Required if needed to supply additional information for the utilization conflict.

Required if Quantity of Previous Fill (531-FV) is used.







Payer Situation

531-FV QUANTITY OF PREVIOUS FILL


Required if Previous Date Of Fill (53Ø-FU) is used.


532-FW

DATABASE INDICATOR Imp Guide: Required if needed to supply additional information for the utilization conflict.


533-FX OTHER PRESCRIBER INDICATOR








Payer Situation

544-FY DUR FREE TEXT MESSAGE



57Ø-NS

DUR ADDITIONAL TEXT Imp Guide: Required if needed to supply additional information for the utilization conflict.


Response Coordination of Benefits/Other Payers Segment Questions







Response Coordination of Benefits/Other Payers Segment




Payer Situation

355-NT OTHER PAYER ID COUNT

Maximum count of 3.

M


M




34Ø-7C

OTHER PAYER ID Imp Guide: Required if other insurance information is available for coordination of benefits.


991-MH

OTHER PAYER PROCESSOR CONTROL NUMBER

Imp Guide: Required if other insurance information is available for coordination of benefits.







Payer Situation

356-NU

OTHER PAYER CARDHOLDER ID



992-MJ OTHER PAYER GROUP ID



142-UV

OTHER PAYER PERSON CODE

Imp Guide: Required if needed to uniquely identify the family members within the Cardholder ID, as assigned by the other payer.







Payer Situation

127-UB

OTHER PAYER HELP DESK PHONE NUMBER

Imp Guide: Required if needed to provide a support telephone number of the other payer to the receiver.


143-UW

OTHER PAYER PATIENT RELATIONSHIP CODE

Imp Guide: Required if needed to uniquely identify the relationship of the patient to the cardholder ID, as assigned by the other payer.


144-UX

OTHER PAYER BENEFIT EFFECTIVE DATE

Imp Guide: Required when other coverage is known which is after the Date of Service submitted.







Payer Situation

145-UY

OTHER PAYER BENEFIT TERMINATION DATE



Claim Billing/Claim Rebill Accepted/Rejected Response

CLAIM BILLING/CLAIM REBILL ACCEPTED/REJECTED RESPONSE Response Transaction Header Segment Questions

Check Claim Billing/Claim Rebill Accepted/Rejected




Claim Billing/Claim Rebill Accepted/Rejected


Payer Situation

1Ø2-A2 VERSION/RELEASE NUMBER

DØ M

1Ø3-A3 TRANSACTION CODE B1, B3 M

1Ø9-A9 TRANSACTION COUNT Same value as in request

M





Payer Situation


A = Accepted M

2Ø2-B2 SERVICE PROVIDER ID QUALIFIER


M

2Ø1-B1 SERVICE PROVIDER ID Same value as in request

M

4Ø1-D1 DATE OF SERVICE Same value as in request

M










Payer Situation






Payer Situation



Response Insurance Segment Questions









Payer Situation






Payer Situation

3Ø1-C1 GROUP ID Imp Guide: Required if needed to identify the actual cardholder or employer group, to identify appropriate group number, when available.

Required to identify the actual group that was used when multiple group coverage’s exist.







Payer Situation

524-FO PLAN ID Imp Guide: Required if needed to identify the actual plan parameters, benefit, or coverage criteria, when available.

Required to identify the actual plan ID that was used when multiple group coverage’s exist.

Required if needed to contain the actual plan ID if unknown to the receiver.







Payer Situation

545-2F NETWORK REIMBURSEMENT ID

Imp Guide: Required if needed to identify the network for the covered member.

Required if needed to identify the actual Network Reimbursement ID, when applicable and/or available.

Required to identify the actual Network Reimbursement ID that was used when multiple Network Reimbursement IDs exist.


568-J7 PAYER ID QUALIFIER Imp Guide: Required if Payer ID (569-J8) is used.







Payer Situation

569-J8 PAYER ID Imp Guide: Required to identify the ID of the payer responding.


3Ø2-C2 CARDHOLDER ID Imp Guide: Required if the identification to be used in future transactions is different than what was submitted on the request.


Response Patient Segment Questions Check Claim Billing/Claim Rebill Accepted/Rejected









Payer Situation

31Ø-CA

PATIENT FIRST NAME Imp Guide: Required if known.


311-CB PATIENT LAST NAME Imp Guide: Required if known.


3Ø4-C4 DATE OF BIRTH Imp Guide: Required if known.


Response Status Segment Questions Check Claim Billing/Claim Rebill Accepted/Rejected







Payer Situation






Payer Situation


R = Reject M




51Ø-FA

REJECT COUNT Maximum count of 5. R

511-FB REJECT CODE R

546-4F REJECT FIELD OCCURRENCE INDICATOR

Imp Guide: Required if a repeating field is in error, to identify repeating field occurrence.


13Ø-UF










Payer Situation















Payer Situation







987-MA

URL Imp Guide: Provided for informational purposes only to relay health care communications via the Internet.



Response Claim Segment Questions Check Claim Billing/Claim Rebill Accepted/Rejected







Payer Situation

455-EM



4Ø2-D2 PRESCRIPTION/SERVICE REFERENCE NUMBER

M


Maximum count of 6. Imp Guide: Required if Preferred Product ID (553-AR) is used.



Imp Guide: Required if Preferred Product ID (553-AR) is used.







Payer Situation

553-AR PREFERRED PRODUCT ID

Imp Guide: Required if a product preference exists that needs to be communicated to the receiver via an ID.



Imp Guide: Required if there is a known incentive amount associated with the Preferred Product ID (553-AR) and/or Preferred Product Description (556-AU).



Imp Guide: Required if there is a known patient financial responsibility incentive amount associated with the Preferred Product ID (553-AR) and/or Preferred Product Description (556-AU).







Payer Situation

556-AU PREFERRED PRODUCT DESCRIPTION

Imp Guide: Required if a product preference exists that either cannot be communicated by the Preferred Product ID (553-AR) or to clarify the Preferred Product ID (553-AR).











Payer Situation







Imp Guide: Required if Reason For Service Code (439-E4) is used.



Imp Guide: Required if utilization conflict is detected.












53Ø-FU

PREVIOUS DATE OF FILL Imp Guide: Required if needed to supply additional information for the utilization conflict.











532-FW

DATABASE INDICATOR Imp Guide: Required if needed to supply additional information for the utilization conflict.












57Ø-NS

DUR ADDITIONAL TEXT Imp Guide: Required if needed to supply additional information for the utilization conflict.


Response Prior Authorization Segment Questions





Response Prior Authorization Segment




Payer Situation


Response Prior Authorization Segment




Payer Situation

498-PY PRIOR AUTHORIZATION NUMBER–ASSIGNED

Imp Guide: Required when the receiver must submit this Prior Authorization Number in order to receive payment for the claim.











Payer Situation


Maximum count of 3.

M






Payer Situation


M




34Ø-7C

OTHER PAYER ID Imp Guide: Required if other insurance information is available for coordination of benefits.


991-MH

OTHER PAYER PROCESSOR CONTROL NUMBER








Payer Situation

356-NU




992-MJ OTHER PAYER GROUP ID



142-UV

OTHER PAYER PERSON CODE

Imp Guide: Required if needed to uniquely identify the family members within the Cardholder ID, as assigned by the other payer.







Payer Situation

127-UB


Imp Guide: Required if needed to provide a support telephone number of the other payer to the receiver.


143-UW

OTHER PAYER PATIENT RELATIONSHIP CODE

Imp Guide: Required if needed to uniquely identify the relationship of the patient to the cardholder ID, as assigned by the other payer.


144-UX

OTHER PAYER BENEFIT EFFECTIVE DATE








Payer Situation

145-UY

OTHER PAYER BENEFIT TERMINATION DATE



Claim Billing/Claim Rebill Rejected/Rejected Response

CLAIM BILLING/CLAIM REBILL REJECTED/REJECTED RESPONSE Response Transaction Header Segment Questions

Check Claim Billing/Claim Rebill Rejected/Rejected




Claim Billing/Claim Rebill Rejected/Rejected


Payer Situation


DØ M

1Ø3-A3 TRANSACTION CODE B1, B3 M


M





Payer Situation


R = Rejected M



M


M


M


Check Claim Billing/Claim Rebill Rejected/Rejected








Payer Situation






Payer Situation



Response Status Segment Questions Check Claim Billing/Claim Rebill Rejected/Rejected







Payer Situation

112-AN

TRANSACTION RESPONSE STATUS

R = Reject M






Payer Situation




51Ø-FA




Imp Guide: Required if a repeating field is in error, to identify repeating field occurrence.


13Ø-UF










Payer Situation

132-UH

ADDITIONAL MESSAGE INFORMATION QUALIFIER






131-UG

ADDITIONAL MESSAGE INFORMATION CONTINUITY








Payer Situation







** End of Response Claim Billing/Claim Rebill (B1/B3) Payer Sheet Template**


NCPDP VERSION D CLAIM REVERSAL INSTRUCTIONS General Information

Fields shown in red text are to be filled out by the Payer. Fields shown in black text are not to be modified by the Payer.

Examples of payer sheet templates filled out can be found in section “Examples of Payer Templates”.

Request Template Information Sections “Instructions to Payers” and “Field Legend” must be followed.


• General Information • Field Legends for Columns • Claim Reversal Transaction (segments and fields)

Response Template Information The Claim Reversal response template defines the Claim Reversal response transaction for an Approved or Rejected response. Payers should fill out a separate template for each transaction supported, with each response supported, as appropriate (for example, for Claim Billing – Paid, Reject, Captured, etc response; for Service Billing – Paid, Rejected, etc response; for Reversal – Approved, Rejected, etc response) as appropriate for their business.

Sections “Instructions to Payers” and “Field Legend” must be followed.


• General Information • Field Legend for Columns • Claim Reversal Transaction Response (segments and fields)


NCPDP VERSION D CLAIM REVERSAL TEMPLATE Request Claim Reversal Payer Sheet Template

** Start of Request Claim Reversal (B2) Payer Sheet Template**

GENERAL INFORMATION

Payer Name: Name Date: Date


BIN: PCN:


BIN: PCN:


BIN: PCN:


Payer Usage

Column



No

REQUIRED R The Field has been designated with the situation of “Required” for the Segment in the designated Transaction.

No


RW “Required when”. The situations designated have qualifications for usage (“Required if x”, “Not required if y”).

Yes


Payer Usage

Column


NOT USED NA The Field is not used for the Segment in the designated Transaction.

Not used are shaded for clarity for the Payer when creating the Template. For the actual Payer Template, not used fields must be deleted from the transaction (the row in the table removed).

No

Question Answer

What is your reversal window? (If transaction is billed today what is the timeframe for reversal to be submitted?) Specify timeframe


CLAIM REVERSAL TRANSACTION

The following lists the segments and fields in a Claim Reversal Transaction for the NCPDP Telecommunication Standard Implementation Guide Version D.Ø.


Check Claim Reversal







Claim Reversal


Payer Situation

1Ø1-A1

BIN NUMBER If more than one BIN/PCN but all plans use the same segments and fields and situations, enter multiple BIN/PCNs under General Information above.

M



Claim Reversal


Payer Situation

1Ø2-A2


DØ M

1Ø3-A3

TRANSACTION CODE B2 M

1Ø4-A4



M

1Ø9-A9

TRANSACTION COUNT Specify max # of transactions supported for each transaction code.

M


Specify value supported for this plan.

M

2Ø1-B1 SERVICE PROVIDER ID M

4Ø1-D1

DATE OF SERVICE M

11Ø-AK



M

Insurance Segment Questions Check Claim Reversal





Insurance Segment


Claim Reversal


Payer Situation

3Ø2-C2 CARDHOLDER ID M

3Ø1-C1 GROUP ID Imp Guide: Required if needed to match the reversal to the original billing transaction.


359-2A MEDIGAP ID Imp Guide: Required, if known, when patient has Medigap coverage.


Claim Segment Questions Check Claim Reversal



Claim Segment


Claim Reversal


Payer Situation


Claim Segment


Claim Reversal


Payer Situation

455-EM


M Imp Guide: For Transaction Code of “B2”, in the Claim Segment, the Prescription/Service Reference Number Qualifier (455-EM) is “1” (Rx Billing).

4Ø2-D2


M


M

4Ø7-D7


4Ø3-D3 FILL NUMBER Imp Guide: Required if needed for reversals when multiple fills of the same Prescription/Service Reference Number (4Ø2-D2) occur on the same day.


3Ø8-C8 OTHER COVERAGE CODE Imp Guide: Required if needed by receiver to match the claim that is being reversed.



Claim Segment


Claim Reversal


Payer Situation


147-U7 PHARMACY SERVICE TYPE

Imp Guide: Required when the submitter must clarify the type of services being performed as a condition for proper reimbursement by the payer.


Service Billing/Service Rebill – Accepted/Paid (Duplicate of Paid)


Payer Situation

112-N


P=Paid

D=Duplicate of Paid

M

5Ø3-F3

AUTHORIZATION NUMBER

RW Imp Guide: Required if needed to identify the transaction.

Payer Requirement: Will contain the traceback number of the claim.


Claim Segment


Claim Reversal


Payer Situation

13Ø-UF



RW Imp Guide: Required if Additional Message Information (526-FQ) is used.

Payer Requirement: Maximum count of 2 will be returned.

132-UH


Ø1 = Used for first line of free form text with no pre-defined structure.

Ø2 = Used for second line of free form text with no pre-defined structure.


Payer Requirement: Only qualifier values cited will be returned.

526-FQ

ADDITIONAL MESSAGE INFORMATION

RW Imp Guide: Required when additional text is needed for clarification or detail.

Payer Requirement: Will be returned.


Claim Segment


Claim Reversal


Payer Situation


Ø3 = Processor/PBM

RW Imp Guide: Required if Help Desk Phone Number (55Ø-8F) is used.


55Ø-8F

HELP DESK PHONE NUMBER

RW Imp Guide: Required if needed to provide a support telephone number to the receiver.


Response Claim Segment Questions Check Service Billing/Service Rebill – Accepted/Paid (Duplicate of Paid)








Payer Situation

455-EM


2 = Service Billing M Imp Guide: For Transaction Code of “S1” or “S3”, in the Response Claim Segment, the Prescription/Service Reference Number Qualifier (455-EM) is “2” (Service Billing).

4Ø2-D2


M

Response Pricing Segment Questions Check Service Billing/Service Rebill – Accepted/Paid (Duplicate of Paid)







Payer Situation

5Ø5-F5 PATIENT PAY AMOUNT R






Payer Situation

557-AV TAX EXEMPT INDICATOR

RW Imp Guide: Required if the sender (health plan) and/or patient is tax exempt and exemption applies to this billing.


558-AW


RW Imp Guide: Required if Flat Sales Tax Amount Submitted (481-HA) is greater than zero (Ø) or if Flat Sales Tax Amount Paid (558-AW) is used to arrive at the final reimbursement.







Payer Situation

559-AX PERCENTAGE SALES TAX AMOUNT PAID

RW Imp Guide: Required if this value is used to arrive at the final reimbursement.




56Ø-AY


RW Imp Guide: Required if Percentage Sales Tax Amount Paid (559-AX) is greater than zero (Ø).


562-J1 PROFESSIONAL SERVICE FEE PAID

R

5Ø9-F9 TOTAL AMOUNT PAID R






Payer Situation

517-FH AMOUNT APPLIED TO PERIODIC DEDUCTIBLE

RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes deductible


518-FI AMOUNT OF COPAY RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes copay as patient financial responsibility.


52Ø-FK

AMOUNT EXCEEDING PERIODIC BENEFIT MAXIMUM

RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes amount exceeding periodic benefit maximum.







Payer Situation

572-4U AMOUNT OF COINSURANCE

RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes coinsurance as patient financial responsibility.


575-EQ PATIENT SALES TAX AMOUNT

RW Imp Guide: Used when necessary to identify the Patient’s portion of the Sales Tax.


574-2Y PLAN SALES TAX AMOUNT

RW Imp Guide: Used when necessary to identify the Plan’s portion of the Sales Tax. Provided for informational purposes only.



Service Billing/Service Rebill Accepted/Rejected Response

SERVICE BILLING/SERVICE REBILL ACCEPTED/REJECTED RESPONSE


Check Service Billing/Service Rebill – Accepted/Rejected




Service Billing/Service Rebill – Accepted/Rejected


Payer Situation

1Ø2-A2


DØ M

1Ø3-A3

TRANSACTION CODE S1, S3 M Service Billing, Service Rebill

1Ø9-A9

TRANSACTION COUNT Same value as in st

M


A = Accepted M

2Ø2-B2



M

2Ø1-B1


M

4Ø1-D1


M






This Segment is situational X Will be returned on rejected claims when the error ransmission-level.





Payer Situation


Payer Requirement: Will be returned when text information needs to be sent.

Response Patient Segment Questions Check Service Billing/Service Rebill – Accepted/Rejected



This Segment is situational X Will be returned if patient can be found.






Payer Situation

31Ø-CA

PATIENT FIRST NAME RW Imp Guide: Required if known.

Payer Requirement: Will be returned if patient can be found.

311-CB PATIENT LAST NAME RW Imp Guide: Required if known.


3Ø4-C4

DATE OF BIRTH RW Imp Guide: Required if known.


Response Status Segment Questions Check Service Billing/Service Rebill – Accepted/Rejected








Payer Situation

112-AN


R = Reject M

51Ø-FA

REJECT COUNT Maximum count of 5.

R

511-FB REJECT CODE NCPDP Reject Codes

R


RW Imp Guide: Required if a repeating field is in error, to identify repeating field occurrence.


13Ø-UF










Payer Situation

132-UH










Ø3 = Processor/PBM








Payer Situation




Response Claim Segment Questions Check Service Billing/Service Rebill – Accepted/Rejected







Payer Situation

455-EM


2 = Service Billing M Imp Guide: For Transaction Code of “S1” or “S3”, in the Response Claim Segment, the Prescription/Service Reference Number Qualifier (455-EM) is “2” (Service Billing).






Payer Situation

4Ø2-D2


M





This Segment is situational X This segment will be transmitted on a reject when a possible conflict is detected.





Payer Situation






Payer Situation



RW Imp Guide: Required if Reason For Service Code (439-E4) is used.



All values supported RW Imp Guide: Required if professional service opportunity reason is detected by the receiver that is different from the professional service submitted.



All values supported RW Imp Guide: Required if needed to supply additional information for the service.







Payer Situation


RW Imp Guide: Required if needed to supply additional information for the service.


57Ø-NS

DUR ADDITIONAL TEXT RW Imp Guide: Required if needed to supply additional information for the service.



Service Billing/Service Rebill Rejected/Rejected Response

SERVICE BILLING/SERVICE REBILL REJECTED/REJECTED RESPONSE Response Transaction Header Segment Questions

Check Service Billing/Service Rebill – Rejected/Rejected



Response Transaction

Header Segment Service Billing/Service

Rebill – Rejected/Rejected


Payer Situation


DØ M

1Ø3-A3 TRANSACTION CODE S1, S3 M Service Billing, Service Rebill


M


R = Rejected M



M


M


M



Check Service Billing/Service Rebill – Rejected/Rejected






Service Billing/Service Rebill – Rejected/Rejected


Payer Situation

5Ø4-F4 MESSAGE RW Imp Guide: Required if text is needed for clarification or detail.

Payer Requirement: Will be returned on rejected claims when the error is in Transaction Header fields.







Payer Situation

112-AN


R = Reject M


R

51Ø-FA


R


R




13Ø-UF










Payer Situation

132-UH









131-UG

ADDITIONAL MESSAGE INFORMATION CONTINUITY

RW Imp Guide: Required if and only if current repetition of Additional Message Information (526-FQ) is used, another populated repetition of Additional Message Information (526-FQ) follows it, and the text of the following message is a continuation of the current.







Payer Situation


Ø3 = Processor/PBM RW Imp Guide: Required if Help Desk Phone Number (55Ø-8F) is used.





** End of Response Claim Billing/Claim Rebill (B1/B3) Payer Sheet Template**

Contact/Information Source: General website www.abcinc.com

Provider Manuals available at www.abcinc.com/manuals

Certification Testing Window: Monday – Wednesday, 7 am PT – 7 pm PT test against automated system

Certification Contact Information: 222-333-4444 x 12Ø Certification Help Desk

Provider Relations Help Desk Info: 888-444-5555


Other versions supported: NCPDP Telecommunication version 5.1 until further notice

11Ø-AK

SOFTWARE DOR/CERTIFICATION ID

Blank fill M Blank fill

337-4C COORDINATION OF

BENEFITS/OTHER PAYMENTS COUNT

Maximum count of M


All values rted.

M


Ø3 = BIN RW Imp Guide: Required if Other Payer ID (34Ø-7C) is used.

Payer Requirement: Required when claim has been paid or rejected by previous payer(s).

34Ø-7C OTHER PAYER ID RW Imp Guide: Required if identification of the Other Payer is necessary for claim/encounter adjudication.


443-E8 OTHER PAYER DATE RW Imp Guide: Required if identification of the Other Payer Date is necessary for claim/encounter adjudication.




Maximum count of 5. RW Imp Guide: Required if Other Payer Reject Code (472-6E) is used.

Payer Requirement: Required when claim has been rejected by previous payer(s).


RW Imp Guide: Required when the other payer has denied the payment for the billing, designated with Other Coverage Code (3Ø8-C8) = 3 (Other Coverage Billed – claim not covered).




RW Imp Guide: Required if Other Payer-Patient Responsibility Amount Qualifier (351-NP) is used.



All values supported. RW Imp Guide: Required if Other Payer-Patient Responsibility Amount (352-NQ) is used.




RW Imp Guide: Required if necessary for patient financial responsibility only billing.



Payer Requirement: Required.

451-EG COMPOUND DISPENSING

UNIT FORM INDICATOR All values

rted. M

447-EC COMPOUND INGREDIENT COMPONENT COUNT

Maximum of 25 ingredients.

M Payer Requirement: Maximum of 1Ø ingredients.

** End of Request Claim Billing (B1) Payer Sheet Template**

4Ø1-D1


M



This Segment is situational X XXX






RW Imp Guide: Required if and only if current repetition of Additional Message Information (526-FQ) is used, another populated repetition of Additional Message Information (526-FQ) follows it, and the text of the following message is a continuation of the current.



Ø3 = Processor/PBM







455-EM


1 = RxBilling M Imp Guide: For Transaction Code of “B2, in the Response Claim Segment, the Prescription/Service Reference Number Qualifier (455-EM) is “1” (Rx Billing).

4Ø2-D2


M

2Ø2-B2



M

2Ø1-B1


M

4Ø1-D1


M


Payer Situation




Non-Workers’ Compensation Claim General Health Plan information from the same payer as above, ABC, Inc.

Non-Workers’ Compensation Claim Request

** Start of Request Claim Billing Payer Sheet Template**

GENERAL INFORMATION

Payer Name: ABC, Inc. Date: Ø1/Ø1/2Ø1Ø

Plan Name/Group Name: General Health Plan BIN: 882211 PCN: Blank fill

Processor:

Effective as of: Ø7/Ø1/2Ø1Ø NCPDP Telecommunication Standard Version/Release #: D.Ø

NCPDP Data Dictionary Version Date: Ø7/2ØØ7

NCPDP External Code List Version Date: Ø1/2ØØ8


Contact/Information Source: General website www.abcinc.com

Provider Manuals available at www.abcinc.com/manuals

Certification Testing Window: Monday – Wednesday, 7 am PT – 7 pm PT test against automated system

Certification Contact Information: 222-333-4444 x 12Ø Certification Help Desk

Provider Relations Help Desk Info: 888-444-5555 Other versions supported: NCPDP Telecommunication version 5.1 until further notice

OTHER TRANSACTIONS SUPPORTED

Transaction Code Transaction Name

B2 Claim Reversal


Payer Usage

Column



No


No



Yes

Fields that are not used in the Claim Billing transactions and those that do not have qualified requirements (i.e. not used) for this payer are excluded from the template.


CLAIM BILLING TRANSACTION


Check Claim Billing






X


Claim Billing


Payer Situation

1Ø1-A1

BIN NUMBER 882211 M BIN for General Health Plan

1Ø2-A2

VERSION/RELEASE BER

DØ M

1Ø3-A3

TRANSACTION CODE B1 M Claim Billing

1Ø4-A4

PROCESSOR CONTROL BER


1Ø9-A9

TRANSACTION COUNT Ø1 = One occurrence M



Claim Billing


Payer Situation

2Ø2-B2

SERVICE PROVIDER ID LIFIER

Ø1 = National der ID

M

2Ø1-B1

SERVICE PROVIDER ID M

4Ø1-D1

DATE OF SERVICE M

11Ø-AK

SOFTWARE DOR/CERTIFICATION ID


Insurance Segment Questions Check Claim Billing



Insurance Segment


Claim Billing


Payer Situation

3Ø2-C2

CARDHOLDER ID M Member’s ID as shown on card.


Insurance Segment


Claim Billing


Payer Situation

3Ø3-C3

PERSON CODE RW Imp Guide: Required if needed to uniquely identify the family members within the Cardholder ID.

Payer Requirement: This information is located at the end of the Cardholder ID on the Benefit Card.

3Ø6-C8

PATIENT RELATIONSHIP E

RW Imp Guide: Required if needed to uniquely identify the relationship of the Patient to the Cardholder.


Patient Segment Questions Check Claim Billing




Patient Segment


Claim Billing



Payer Situation

3Ø4- DATE OF BIRTH R

3Ø5- PATIENT GENDER CODE R

31Ø- PATIENT FIRST NAME RW Imp Guide: Required when the patient has a first name.

Payer Requirement: Required as all patients are enrolled with a first name. If newborn, use “BABY BOY” or “BABY GIRL”. If person has only one name, put one name in this field.

311-CB PATIENT LAST NAME R

Claim Segment Questions Check Claim Billing



This payer supports partial fills

This payer does not support partial fills X

Claim Segment


Claim Billing


Payer Situation


Claim Segment


Claim Billing


Payer Situation

455-EM


1 = Rx Billing M Imp Guide: For Transaction Code of “B1”, in the Claim Segment, the Prescription/Service Reference Number Qualifier (455-EM) is “1” (Rx Billing).

4Ø2-D2


M


Ø1 = Universal Product Code (UPC)

Ø3 = National Drug Code (NDC)

M

4Ø7-D7


442-E7 QUANTITY DISPENSED R

4Ø3-D3

FILL NUMBER R

4Ø5-D5

DAYS SUPPLY R


Claim Segment


Claim Billing


Payer Situation

4Ø6-D6

COMPOUND CODE Ø1 = Not a Compound

Ø2 = Compound

See Compound Segment for support of multi-ingredient compounds

R

4Ø8-D8

DISPENSE AS WRITTEN (DAW/PRODUCT SELECTION CODE)

All values rted.

R

414-DE DATE PRESCRIPTION TTEN

R

354-NX

SUBMISSION CLARIFICATION CODE COUNT

Maximum count of 3.

RW Imp Guide: Required if Submission Clarification Code (42Ø-DK) is used.



Claim Segment


Claim Billing


Payer Situation

42Ø-DK

SUBMISSION CLARIFICATION CODE

All values supported.

RW Imp Guide: Required if clarification is needed and value submitted is greater than zero (Ø).

If the Date of Service (4Ø1-D1) contains the subsequent payer coverage date, the Submission Clarification Code (42Ø-DK) is required with value of “19” (Split Billing – indicates the quantity dispensed is the remainder billed to a subsequent payer when Medicare Part A expires. Used only in long-term care settings) for individual unit of use medications.

Payer Requirement: Required when claim explanation is needed for overrides.


Claim Segment


Claim Billing


Payer Situation

3Ø8-C8

OTHER COVERAGE CODE

All values supported.

RW Imp Guide: Required if needed by receiver, to communicate a summation of other coverage information that has been collected from other payers.

Required for Coordination of Benefits.

Payer Requirement: Only used in COB claims.

995-E2 ROUTE OF ADMINISTRATION

RW Imp Guide: Required if specified in trading partner agreement.

Payer Requirement: Required when Compound Code (4Ø6-D6) = 2 (compound).

Pricing Segment Questions Check Claim Billing



Pricing Segment


Claim Billing



Payer Situation

4Ø9-D9

INGREDIENT COST MITTED

R

43Ø-DU

GROSS AMOUNT DUE R

412-DC

DISPENSING FEE SUBMITTED

RW Imp Guide: Required if its value has an effect on the Gross Amount Due (43Ø-DU) calculation.

Payer Requirement: Same as Guide.

426-DQ

USUAL AND TOMARY CHARGE

RW Imp Guide: Required if needed per trading partner agreement.


478-H7 OTHER AMOUNT CLAIMED SUBMITTED COUNT

Maximum count of 3.

RW Imp Guide: Required if Other Amount Claimed Submitted Qualifier (479-H8) is used.


479-H8 OTHER AMOUNT CLAIMED SUBMITTED QUALIFIER

Ø1 = Delivery cost

Ø4 = Administrative cost

RW Imp Guide: Required if Other Amount Claimed Submitted (48Ø-H9) is used.



Pricing Segment


Claim Billing


Payer Situation

48Ø-H9

OTHER AMOUNT CLAIMED SUBMITTED

RW Imp Guide: Required if its value has an effect on the Gross Amount Due (43Ø-DU) calculation.

Payer Requirement: Required for values listed.

423-DN BASIS OF COST DETERMINATION

RW Imp Guide: Required if needed for receiver claim/encounter adjudication.


Prescriber Segment Questions Check Claim Billing




Prescriber Segment


Claim Billing


Payer Situation


Prescriber Segment


Claim Billing


Payer Situation

466-EZ PRESCRIBER ID LIFIER

Ø1 = National Provider ID

Ø8 = State License (if prescriber does not have an NPI or NPI is not known)

RW Imp Guide: Required if Prescriber ID (411-DB) is used.

Payer Requirement: Required to be either value on all claims.

411- PRESCRIBER ID RW Imp Guide: Required if this field could result in different coverage or patient financial responsibility.


Payer Requirement: Required when the Prescriber ID Qualifier is sent.


Coordination of Benefits/Other Payments Segment Questions

Check Claim Billing



This Segment is situational X Required only for secondary, tertiary, etc claims.


Scenario 2 - Other Payer-Patient Responsibility Amount Repetitions and Benefit Stage Repetitions Only

X Required when Other Coverage Code = 8 (Claim is billing for patient financial responsibility)




Claim Billing



Payer Situation


Maximum count of M


All values rted.

M

339-6C OTHER PAYER ID Ø3 = BIN RW Imp Guide: Required if Other




Claim Billing



Payer Situation

QUALIFIER Payer ID (34Ø-7C) is used.


34Ø-7C OTHER PAYER ID RW Imp Guide: Required if identification of the Other Payer is necessary for claim/encounter adjudication.


443-E8 OTHER PAYER DATE RW Imp Guide: Required if identification of the Other Payer Date is necessary for claim/encounter adjudication.


471-5E OTHER PAYER REJECT Maximum count of 5. RW Imp Guide: Required if Other Payer Reject Code (472-6E) is




Claim Billing



Payer Situation

COUNT used.



RW Imp Guide: Required when the other payer has denied the payment for the billing, designated with Other Coverage Code (3Ø8-C8) = 3 (Other Coverage Billed – claim not covered).




RW Imp Guide: Required if Other Payer-Patient Responsibility Amount Qualifier (351-NP) is used.





Claim Billing



Payer Situation


RW Imp Guide: Required if Other Payer-Patient Responsibility Amount (352-NQ) is used.



RW Imp Guide: Required if necessary for patient financial responsibility only billing.





Compound Segment Questions Check Claim Billing



This Segment is situational X Required when Compound Code (4Ø6-D6) = 2 (compound).

Compound Segment


Claim Billing


Payer Situation

45Ø-EF

COMPOUND DOSAGE FORM DESCRIPTION CODE

All values supported. M

451-EG

COMPOUND DISPENSING UNIT FORM INDICATOR


447-EC

COMPOUND INGREDIENT COMPONENT COUNT

Maximum of 25 ingredients.

M

488-RE

COMPOUND PRODUCT ID QUALIFIER


Ø3 = National Drug DC)

M Payer Requirement: Maximum of 1Ø ingredients.

489-TE COMPOUND PRODUCT ID

M

448-ED

COMPOUND INGREDIENT QUANTITY

M


Compound Segment


Claim Billing


Payer Situation

449-EE COMPOUND INGREDIENT DRUG COST

RW Imp Guide: Required if needed for receiver claim determination when multiple products are billed.

Payer Requirement: Required for each ingredient.

** End of Request Claim Billing (B1) Payer Sheet Template**

Non-Workers’ Compensation Claim Billing Accepted/Paid (Or Duplicate of Paid) Response

** Start of Response Claim Billing (B1) Payer Sheet Template**

CLAIM BILLING ACCEPTED/PAID (OR DUPLICATE OF PAID) RESPONSE


Check Claim Billing





Claim Billing – Paid (Duplicate of Paid)



Payer Situation

1Ø2-A2 VERSION/RELEASE NUMBER DØ M

1Ø3-A3 TRANSACTION CODE B1 M Claim Billing

1Ø9-A9 TRANSACTION COUNT Same value as in st

M

5Ø1-F1 HEADER RESPONSE STATUS A = Accepted M



M


M


M


Check Claim Billing




This Segment is situational X Provide general information when used for transmission-level messaging.



Claim Billing – Paid (Duplicate of aid)


Payer Situation




Claim Billing – Paid (Duplicate of aid)


Payer Situation

5Ø4-F4

MESSAGE RW Imp Guide: Required if text is needed for clarification or detail.


Response Patient Segment Questions Check Claim Billing




This Segment is situational X Will be returned as verification





Payer Situation






Payer Situation

31Ø-CA

PATIENT FIRST NAME RW Imp Guide:

Payer Requirement: Will be sent every time.

311-CB PATIENT LAST NAME RW Imp Guide:


3Ø4-C4

DATE OF BIRTH RW Imp Guide:


Response Status Segment Questions Check Claim Billing









Payer Situation


P=Paid

D=Duplicate of Paid

M



Payer Requirement: Will contain the trace back number of the claim.

547-5F APPROVED MESSAGE CODE COUNT

Maximum count of 5. RW Imp Guide: Required if Approved Message Code (548-6F) is used.


548-6F APPROVED MESSAGE CODE

RW Imp Guide: Required if Approved Message Code Count (547-5F) is used and the sender needs to communicate additional follow up for a potential opportunity.







Payer Situation

13Ø-UF


















Payer Situation







Response Claim Segment Questions Check Claim Billing









Payer Situation

455-EM



4Ø2-D2


M

Response Pricing Segment Questions Check Claim Billing








Payer Situation

5Ø5-F5 PATIENT PAY AMOUNT R

5Ø6-F6 INGREDIENT COST PAID R






Payer Situation

5Ø7-F7 DISPENSING FEE PAID RW Imp Guide: Required if this value is used to arrive at the final reimbursement.

Payer Requirement: Same as Imp Guide. And, if submitted, will be returned.

557-AV

TAX EXEMPT INDICATOR

RW Imp Guide: Required if the sender (health plan) and/or patient is tax exempt and exemption applies to this billing.


558-AW


RW Imp Guide: Required if Flat Sales Tax Amount Submitted (481-HA) is greater than zero (Ø) or if Flat Sales Tax Amount Paid (558-AW) is used to arrive at the final reimbursement.







Payer Situation

559-AX

PERCENTAGE SALES TAX AMOUNT PAID





56Ø-AY









Payer Situation

561-AZ PERCENTAGE SALES TAX BASIS PAID



521-FL INCENTIVE AMOUNT PAID


Required if Incentive Amount Submitted (438-E3) is greater than zero (Ø).


563-J2 OTHER AMOUNT PAID COUNT

Maximum count of 3.

RW Imp Guide: Required if Other Amount Paid (565-J4) is used.

Payer Requirement: Will be returned when submission includes Other Amount Claimed Submitted.






Payer Situation

564-J3 OTHER AMOUNT PAID QUALIFIER

Ø1 = Delivery cost

Ø4 = Administrative cost

RW Imp Guide: Required if Other Amount Paid (565-J4) is used.


565-J4 OTHER AMOUNT PAID RW Imp Guide: Required if this value is used to arrive at the final reimbursement.

Required if Other Amount Claimed Submitted (48Ø-H9) is greater than zero (Ø).


5Ø9-F9 TOTAL AMOUNT PAID R






Payer Situation

522-FM

BASIS OF REIMBURSEMENT DETERMINATION

RW Imp Guide: Required if Ingredient Cost Paid (5Ø6-F6) is greater than zero (Ø).

Required if Basis of Cost Determination (432-DN) is submitted on billing.


517-FH AMOUNT APPLIED TO PERIODIC DEDUCTIBLE

RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes deductible


575-EQ PATIENT SALES TAX AMOUNT

RW Imp Guide: Used when necessary to identify the Patient’s portion of the Sales Tax.







Payer Situation

574-2Y PLAN SALES TAX AMOUNT

RW Imp Guide: Used when necessary to identify the Plan’s portion of the Sales Tax. Provided for informational purposes only.


572-4U AMOUNT OF COINSURANCE

RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes coinsurance as patient financial responsibility.


134-UK

AMOUNT ATTRIBUTED TO PRODUCT SELECTION/BRAND DRUG

RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes an amount that is attributable to a patient’s selection of a Brand drug.







Payer Situation

135-UM

AMOUNT ATTRIBUTED TO PRODUCT SELECTION/NON-PREFERRED FORMULARY SELECTION

RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes an amount that is attributable to a patient’s selection of a non-preferred formulary product.


136-UN

AMOUNT ATTRIBUTED TO PRODUCT SELECTION/BRAND NON-PREFERRED FORMULARY SELECTION

RW Imp Guide: Required if Patient Pay Amount (5Ø5-F5) includes an amount that is attributable to a patient’s selection of a Brand non-preferred formulary product.




Check Claim Billing




This Segment is situational X This segment will be transmitted when a possible conflict is detected.





Payer Situation






All values supported. RW Imp Guide: Required if utilization conflict is detected.







Payer Situation


All values supported. RW Imp Guide: Required if needed to supply additional information for the utilization conflict.





53Ø-FU

PREVIOUS DATE OF FILL RW Imp Guide: Required if needed to supply additional information for the utilization conflict.








Payer Situation


RW Imp Guide: Required if needed to supply additional information for the utilization conflict.



532-FW

DATABASE INDICATOR All values supported. RW Imp Guide: Required if needed to supply additional information for the utilization conflict.










Payer Situation




57Ø-NS

DUR ADDITIONAL TEXT RW Imp Guide: Required if Reason For Service Code (439-E4) is used.



Check Claim Billing




This Segment is situational X Will be returned when other payers involved.






Payer Situation


Maximum count of 3.

M






34Ø-7C

OTHER PAYER ID RW Imp Guide: Required if other insurance information is available for coordination of benefits.


356-NU


RW Imp Guide: Required if other insurance information is available for coordination of benefits.







Payer Situation

127-UB


RW Imp Guide: Required if needed to provide a support telephone number of the other payer to the receiver.


Non-Workers’ Compensation Claim Billing Accepted/Rejected Response CLAIM BILLING ACCEPTED/REJECTED RESPONSE


Check Claim Billing Accepted/Rejected




Claim Billing – Accepted/Rejected


Payer Situation


DØ M

1Ø3-A3 TRANSACTION CODE B1 M Claim Billing





Payer Situation


M


A = Accepted M



M


M


M










Payer Situation






Payer Situation



Response Patient Segment Questions Check Claim Billing Accepted/Rejected



This Segment is situational X Will be returned if patient can be found.





Payer Situation






Payer Situation

31Ø-CA

PATIENT FIRST NAME RW Imp Guide:

Payer Requirement: Will be sent if patient can be found.

311-CB PATIENT LAST NAME RW Imp Guide:


3Ø4-C4

DATE OF BIRTH RW Imp Guide:


Response Status Segment Questions Check Claim Billing Accepted/Rejected








Payer Situation

112-AN


R = Reject M

51Ø-FA


R




Payer Requirement: Only sent if reject is on a field that has multiple occurrences.

13Ø-UF





132-UH











Payer Situation















Payer Situation

987-MA

URL RW Imp Guide: Provided for informational purposes only to relay health care communications via the Internet.


Response Claim Segment Questions Check Claim Billing Accepted/Rejected







Payer Situation

455-EM








Payer Situation

4Ø2-D2


M


Maximum count of 6.

RW Imp Guide: Required if Preferred Product ID (553-AR) is used.

Payer Requirement: Preferred fields will be sent on a reject when there is a preferred product per the health plan’s formulary.



RW Imp Guide: Required if Preferred Product ID (553-AR) is used.


553-AR

PREFERRED PRODUCT ID

RW Imp Guide: Required if a product preference exists that needs to be communicated to the receiver via an ID.

Payer Requirement:






Payer Situation


RW Imp Guide: Required if there is a known incentive amount associated with the Preferred Product ID (553-AR) and/or Preferred Product Description (556-AU).



RW Imp Guide: Required if there is a known patient financial responsibility incentive amount associated with the Preferred Product ID (553-AR) and/or Preferred Product Description (556-AU).







Payer Situation

556-AU

PREFERRED PRODUCT DESCRIPTION

RW Imp Guide: Required if a product preference exists that either cannot be communicated by the Preferred Product ID (553-AR) or to clarify the Preferred Product ID (553-AR).






This Segment is situational X This segment will be transmitted on a reject when a possible conflict is detected.





Payer Situation






Payer Situation






All values supported. RW Imp Guide: Required if utilization conflict is detected.










Payer Situation




53Ø-FU

PREVIOUS DATE OF FILL RW Imp Guide: Required if needed to supply additional information for the utilization conflict.








Payer Situation





532-FW

DATABASE INDICATOR All values supported. RW Imp Guide: Required if needed to supply additional information for the utilization conflict.










Payer Situation




57Ø-NS

DUR ADDITIONAL TEXT RW Imp Guide: Required if needed to supply additional information for the utilization conflict.






This Segment is situational X Will be sent if other payers known.






Payer Situation


Maximum count of 3.

M






34Ø-7C

OTHER PAYER ID RW Imp Guide: Required if other insurance information is available for coordination of benefits.


356-NU


RW Imp Guide: Required if other insurance information is available for coordination of benefits.







Payer Situation

127-UB


RW Imp Guide: Required if needed to provide a support telephone number of the other payer to the receiver.


Non-Workers’ Compensation Claim Billing Rejected/Rejected Response

CLAIM BILLING REJECTED/REJECTED RESPONSE Response Transaction Header Segment Questions

Check Claim Billing Rejected/Rejected




Claim Billing – Rejected/Rejected


Payer Situation

1Ø2-A2


DØ M





Payer Situation

1Ø3-A3

TRANSACTION CODE B1 M Claim Billing

1Ø9-A9


M


R = Rejected M

2Ø2-B2



M

2Ø1-B1


M

4Ø1-D1


M


Check Claim Billing Rejected/Rejected









Payer Situation



Response Status Segment Questions Check Claim Billing Rejected/Rejected







Payer Situation

112-AN


R = Reject M

51Ø-FA


R


R






Payer Situation




13Ø-UF





132-UH











Payer Situation










** End of Response Claim Billing (B1) Payer Sheet Template**


Non-Workers’ Compensation Claim Reversal This is a continuation of the example of a payer sheet for a plan, with information about claims reversals

for the non-workers’ compensation plan. The payer sheet shows an approved and a rejected response.

Non-Workers’ Compensation Claim Reversal Request

** Start of Request Claim Reversal (B2) Payer Sheet Template**

GENERAL INFORMATION




Payer Usage

Column



No


No



Yes

Question Answer

What is your reversal window? (If transaction is billed today what is the timeframe for reversal to be submitted?)

9Ø days


CLAIM REVERSAL TRANSACTION


Check Claim Reversal






X


Claim Reversal


Payer Situation

1Ø1-A1

BIN NUMBER 882211 M BIN for General Health Plan

1Ø2-A2


DØ M

1Ø3-A3

TRANSACTION CODE B2 M Claim Reversal

1Ø4-A4





Claim Reversal


Payer Situation

1Ø9-A9

TRANSACTION COUNT Ø1 = One rence

Ø2 = Two rences

Ø3 = Three rences

Ø4 = Four rences

M


Ø1 = National der ID

M

2Ø1-B1 SERVICE PROVIDER ID M

4Ø1-D1

DATE OF SERVICE M

11Ø-AK



Insurance Segment Questions Check Claim Reversal





Insurance Segment


Claim Reversal


Payer Situation

3Ø2-C2 CARDHOLDER ID M Member’s ID as shown on card.

Claim Segment Questions Check Claim Reversal



Claim Segment


Claim Reversal


Payer Situation


Claim Segment


Claim Reversal


Payer Situation

455-EM


1 = Rx Billing M Imp Guide: For Transaction Code of “B2, in the Claim Segment, the Prescription/Service Reference Number Qualifier (455-EM) is “1” (Rx Billing).

4Ø2-D2


M




M

4Ø7-D7


4Ø3-D3 FILL NUMBER RW Imp Guide: Required if needed for reversals when multiple fills of the same Prescription/Service Reference Number (4Ø2-D2) occur on the same day.


3Ø8-C8 OTHER COVERAGE CODE 1 = No other coverage

2 = Other coverage exists – payment collected

RW Imp Guide: Required if needed by receiver to match the claim that is being reversed.


Claim Segment


Claim Reversal


Payer Situation

8 = Claim is billing for patient financial responsibility only

Payer Requirement: Only used in COB claims.

Pricing Segment Questions Check Claim Reversal



This Segment is situational X Segment is sent if contract to provider allows for tive.

Pricing Segment


Claim Reversal


Payer Situation

438-E3 INCENTIVE AMOUNT SUBMITTED

RW Imp Guide: Required if this field could result in contractually agreed upon payment.

Payer Requirement: Submit based on contracted agreement.

43Ø-DU GROSS AMOUNT DUE RW Imp Guide: Required if this field could result in


Pricing Segment


Claim Reversal


Payer Situation

contractually agreed upon payment.

Payer Requirement: If Incentive is sent, this field must be sent.

** End of Request Claim Reversal (B2) Payer Sheet Template**

Non-Workers’ Compensation Claim Reversal Accepted/Approved Response

** Start of Claim Reversal Response (B2) Payer Sheet Template**

GENERAL INFORMATION



CLAIM REVERSAL ACCEPTED/APPROVED RESPONSE


Check Claim Reversal – Accepted/Approved




Claim Reversal – Accepted/Approved



Payer Situation

1Ø2-A2


DØ M

1Ø3-A3


1Ø9-A9


M


A = Accepted M

2Ø2-B2



M

2Ø1-B1


M

4Ø1-D1


M

Response Status Segment Questions Check Claim Reversal – Accepted/Approved







Payer Situation

112-N


A = Approved M






Payer Situation



Payer Requirement: Will contain the trace back number of the reversal.

13Ø-UF





132-UH











Payer Situation










Response Claim Segment Questions Check Claim Reversal – Accepted/Approved








Payer Situation

455-EM



4Ø2-D2


M

Response Pricing Segment Questions Check Claim Reversal – Accepted/Approved



This Segment is situational X Will be returned when submission includes tive.





Payer Situation






Payer Situation

521-FL INCENTIVE AMOUNT PAID

RW Imp Guide: Required if this field is reporting a contractually agreed upon payment.

Payer Requirement: Submit based on contracted agreement.

5Ø9-F9 TOTAL AMOUNT PAID RW Imp Guide: Required if any other payment fields sent by the sender.

Payer Requirement: If Incentive is sent, this field must be sent.

Non-Workers’ Compensation Claim Reversal Accepted/Rejected Response

CLAIM REVERSAL ACCEPTED/REJECTED RESPONSE Transaction Header Segment Questions

Check Claim Reversal - Accepted/Rejected





Claim Reversal – Accepted/Rejected


Payer Situation


DØ M

1Ø3-A3 TRANSACTION CODE B2 M Claim Reversal


M


A = Accepted M



M


M


M


Check Claim Reversal - Accepted/Rejected









Payer Situation



Response Status Segment Questions Check Claim Reversal - Accepted/Rejected







Payer Situation


R = Reject M

51Ø-FA



R






Payer Situation




13Ø-UF






Ø1 = Used for first line of free form text with no pre-defined structure









Payer Situation










Response Claim Segment Questions Check Claim Reversal - Accepted/Rejected








Payer Situation

455-EM



4Ø2-D2


M

Non-Workers’ Compensation Claim Reversal Rejected/Rejected Response

CLAIM REVERSAL REJECTED/REJECTED RESPONSE Response Transaction Header Segment Questions

Check Claim Reversal - Rejected/Rejected




Claim Reversal – Rejected/Rejected


Payer Situation

1Ø2-A2


DØ M

1Ø3-A3






Payer Situation

1Ø9-A9


M


R = Rejected M

2Ø2-B2



M

2Ø1-B1


M

4Ø1-D1


M


Check Claim Reversal – Rejected/Rejected



This Segment is situational X Will be returned on rejected claims when the error is at transmission-level.





Payer Situation






Payer Situation



Response Status Segment Questions Check Claim Reversal - Rejected/Rejected







Payer Situation


R = Reject M

51Ø-FA







Payer Situation


R




13Ø-UF






Ø1 = Used for first line of free form text with no pre-defined structure









Payer Situation










** End of Claim Reversal (B2) Response Payer Sheet Template**


EXAMPLE 4 – AMERICAN PROCESSOR INC PAYER SHEET - MULTIPLE PLANS One Payer (American Processor Inc) with multiple plans (General Plan A, B, C, and D) that all have the same requirements may use the same payer template. (If this processor supports multiple plans (different BINs and/or PCNs) that cause different segments to be used, multiple payer templates must be created for each unique combination (see section Plan Differentiation).

Claim Billing/Claim Rebill Request This is an excerpt showing just the General Information section of the payer sheet. The payer sheet shows how this payer would expect to receive a standard request and how the payer would respond.

** Start of Request Claim Billing/Claim Rebill (B1/B3) Payer Sheet Template**

GENERAL INFORMATION

Payer Name: American Processor Inc Date: Ø1/Ø1/2Ø1Ø

Plan Name/Group Name: General Plan A BIN: 5511ØØ PCN: Blank fill

Plan Name/Group Name: General Plan B BIN: 551122 PCN: Blank fill

Plan Name/Group Name: General Plan C BIN: 552211 PCN: Blank fill

Plan Name/Group Name: General Plan D BIN: 552288 PCN: Blank fill

Processor: American Processor Inc.

Effective as of: Ø7/Ø1/2Ø1Ø NCPDP Telecommunication Standard Version/Release #: D.Ø

NCPDP Data Dictionary Version Date: Ø7/2ØØ7

NCPDP External Code List Version Date: Ø1/2ØØ8


Contact/Information Source: Provider Manuals available at www.americanprocessor.com/providermanuals,

General website www.americanprocessor.com

Certification Testing Window: Monday-Friday 8 am ET – 5 pm ET

Certification Contact Information: 888-111-3333 Certification packet available

Provider Relations Help Desk Info: Pharmacy Help Desk: 888-555-1222 Physician Help Desk: 888-555-4444 Other versions supported: NCPDP Telecommunication version 5.1 until Ø7/Ø1/2Ø11

The payer sheet information would follow. All the plans for this processor use the same requirements (such as Example 1 above).

** End of Request Claim Billing/Claim Rebill (B1/B3) Payer Sheet Template**


FREQUENTLY ASKED QUESTIONS

Use of Red Font Question: Does the red font shown in the payer templates need to be used by the industry?

Response: No. The red font is shown in this guide as a tool for understanding how to prepare the payer template correctly.

Font Size Question: Do the payer templates need to be use the small font shown?

Response: No. The small font shown in this guide is only to minimize the size of this document. Actual payer templates should use larger font sizes for readability.


APPENDIX A. HISTORY OF IMPLEMENTATION GUIDE CHANGES

Editorial Corrections Field DUR Additional Text (57Ø-NS) was inadvertently left off the Response DUR/PPS Segment in section “Non-Workers’ Compensation Claim Billing Accepted/Paid (Or Duplicate of Paid) Response”.

The Prescription/Service Reference Number Qualifier (455-EM) values were used inconsistently throughout the documents and were modified to reflect ‘1’ for Rx Billing and ‘2’ for Service Billing.

The word “Header” was removed from the Response Insurance Segment and the Response Message Segment references to correctly reflect the name of the segment.

Version 1.1 Corrections The field Scheduled Prescription ID Number (454-EK) was changed from Not Used to Situational and added to the Claim Segment.

Version 1.2 Response Insurance Segment in section “Claim Billing/Claim Rebill Accepted/Paid (or Duplicate of Paid) Response” inadvertently included an X in the Response Insurance Segment Questions. It has been removed.

Section “Vaccine Administration” was added to “Specific Topic Discussion”.

Version 1.3

The Response Pricing Segment on the paid responses in examples now includes the two tax amount paid fields. Since the requirement in the Implementation Guide is that the field must be


returned if the pharmacy submitted anything greater than zero in the corresponding fields of the Request Pricing Segment, it is necessary to include these fields in every payer sheet since it isn't possible to know when the pharmacy will submit tax amounts, even if the plan will not determine any payment is due. Per the Implementation Guide, the plan is to reference that the fields will always be returned with a zero amount if the corresponding request was submitted, but they cannot ignore it and remove it from the payer sheet. The informational plan and payer sales tax fields have been added also.

In sections “Claim Billing/Claim Rebill Accepted/Rejected Response” and “Claim Billing/Claim Rebill Rejected/Rejected Response” Authorization Number (5Ø3-F3) was inadvertently marked “RW” in Payer Usage. The column has removed this designation as it would be used in examples, not the template.


Quick Reference List

American Health care (AHC) Contact Information: Corporate Headquarters

3850 Atherton Road Rocklin, California 95765

T: (800) 872-8276 T: (916) 773-7227 F: (916) 773-7210

Member Services

T: (800) 872-8276 F: (916) 773-8014

[email protected]

Pharmacy Support Center [email protected]

Compliance Hotline:

(866) 532-0657

TDD/TTY:

(866) 571-6106

or

(916) 960-0161