ANSI to MicroMD Mapping Troubleshooting Guide This document contains a basic reference for those trying to troubleshoot ANSI claim files. We have organized these tables by ANSI loop and element. Users will also find directions for finding the appropriate location within MicroMD® where the system actually pulls information to create the claim file. NOTE | Use the ANSI Ripper application developed by our programmers to help you read the ANSI file in a human-friendly format. Overall Notes For Tricare through ENS or PI, and for New York Medicaid direct, the system removes all leading zeros from dollar amounts on claims. Enveloping Element Location in MicroMD (window and field) ISA01 ISA02 ISA04 EB Setup Screen - Author Information qualifier EB Setup Screen - Author Information EB Setup Screen – Password If EB Type is ALPR or PerSe, MicroMD leaves this element blank. EB Setup Screen – Sender ID qualifier EB Setup Screen – Sender ID EB Setup Screen – Interchng Recv ID qualifier EB Setup Screen – Interchng Recv ID EB Setup Screen – Submission Number Claims Processing – EB – If EB Type is MDWV, MicroMD sets this to 1. Otherwise, the system sends a 0. EB Setup Screen – Submission Test Defaults to ‘:’. You can change it in the eb.ini file. EB Setup Screen – Application Sender ID If Application Sender ID is blank, MicroMD pulls the value from the EB Setup Screen - Sender ID field. EB Setup Screen – Application Receiver ID If Application Receiver ID is blank, MicroMD pulls the value from the EB Setup Screen Interchng Recv ID. EB Setup Screen – Group Control EB Setup Screen – Claim File Type EB Setup Screen – Claim File Type (If EB Type section of the eb.ini file has a key called dtest with a value of 1, and the EB Setup Screen – Submission Test field is set to Test, MicroMD adds a D to the value. This is only to be used for Pilot Testing.) ISA05 ISA06 ISA07 ISA08 ISA13 ISA14 ISA15 ISA16 GS02 GS03 GS06 GS08 REF(87)02 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 1 Loop 1000A Element Location in MicroMD (window and field) NM1(41)03 EB Setup Screen – Sub Org/Last Name If this field is blank, MicroMD uses the practice name. EB Setup Screen – First Name Only if the practice name is not used. EB Setup Screen – MI Only if the practice name is not used. EB Setup Screen – Source ID If it exists. Sender ID otherwise EB Setup Screen – Contact EB Setup Screen – Primary Contact No. Qualifier (TE if it does not exist) EB Setup Screen – Primary Contact No. (Uses practice phone if it does not exist) EB Setup Screen – Sec. Contact No. Qualifier EB Setup Screen – Sec. Contact No. NM1(41)04 NM1(41)05 NM1(41)09 PER02 PER03 PER04 PER05 PER06 Loop 1000B Element Location in MicroMD (window and field) NM1(40)03 If EB Setup Screen – Batch By Plan is checked, MicroMD pulls the value for this element from the Plan Detail – ID/Anesthesia tab, Org Name (1000B). Otherwise, the system pulls the information from the EB Setup Screen – Receiver Name If EB Setup Screen – Batch By Plan is checked, MicroMD pulls the value for this element from the Plan Detail – ID/Anesthesia tab, Org ID (1000B). Otherwise, the system pulls the information from the EB Setup Screen – Recv ID NM1(40)09 Loop 2000A Element Location in MicroMD (window and field) PRV03 If EB Setup Screen – Organization is not checked, or if Taxonomy 2000a drop-down EB Setup has a selection made then this PRV segment is created. If it exists and depending on the choice in the Taxonomy 2000a drop-down, MicroMD pulls the value for this element from Provider Detail – Taxonomy field or from the Taxonomy Code column on the practice Location tab. If the client needs to have Organization checked, they can check the Taxonomy 2000a checkbox on the EB Setup window. You must also turn on Batch by Provider in this case so the loop is created for each provider. Loop 2010AA Element Location in MicroMD (window and field) NM102 If there is a checkmark in the Non-Person Entity checkbox on the provider’s detail window, the system populates this segment with a “2”. The non-person entity whole name must also appear in the Last Name field. (Enter a dummy first name, as this is a required field.) If there is no check mark, the system enters a “1” in this segment. 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 2 Element Location in MicroMD (window and field) NM1(85)03 If EB Setup Screen – Organization is checked, MicroMD first looks at the name on the Practice Detail – Provider tab, Box 33 Information. If this name exists, the system uses that information. If the Box 33 information is blank, MicroMD uses the Name from the Practice Detail. Otherwise if Organization is not checked, the system uses the Rendering Provider Last Name from the Provider Detail. If EB Setup Screen – Organization is not checked, the Rendering Provider First Name will be used from Provider Detail. If EB Setup Screen – Organization is not checked, the Rendering Provider MI will be used from Provider Detail. If a qualifier is entered on the EB Setup Screen – Provider Qualifier, then that value is entered here. If not, then the value of the Tax Type on the Practice Detail – Practice tab is used to determine the value. If Tax Type = S, a 34 is entered here. If Tax Type = E, a 24 is entered here. If none of the above, an XX is entered here. If NM1(85)08 = ‘34’, the SSN from the Provider Detail will be used. If NM1(85)08 = ‘24’, then the Federal Tax ID from the Provider tab of Practice Detail will be used if it exists, otherwise, the Federal Tax ID from the Practice Detail, Practice tab will be used. If NM1(85)08 = XX and Organization is checked on the EB Setup window, then the value will be pulled from: Practice Detail – Practice Insurance ID Tab – NPI Practice Detail - Providers Tab – NPI Practice Detail - Practice Tab - Practice NPI Practice Detail - Provider Insurance ID Tab – NPI Provider Detail - NPI. If NM1(85)08 = XX and Organization is not checked on the EB Setup window, then the value will be pulled from: Practice Detail – Provider Tab - Provider Insurance ID Tab - NPI Provider Detail – NPI Practice Detail – Practice Insurance ID Tab – NPI Practice Detail – Provider Tab – NPI Practice Detail – Practice NPI The Box 33 information on Practice Detail, Provider tab will be used if it exists to send Address line 1, otherwise, the practice address line 1 will be sent. The Box 33 information on Practice Detail, Provider tab will be used if it exists to send Address line 2, otherwise, the practice address line 2 will be sent. The Box 33 information on Practice Detail, Provider tab will be used if it exists to send city, otherwise, the practice city will be sent. The Box 33 information on Practice Detail, Provider tab will be used if it exists to send state, otherwise, the practice state will be sent. The Box 33 information on Practice Detail, Provider tab will be used if it exists to send zip code, otherwise, the practice zip code will be sent. If NM1(85)08 = XX then this REF segment will be created. This is the value of the Tax Type on the Practice Detail – Practice tab is used to determine the value. If Tax Type = S, then SY is entered here. If Tax Type = E, then EI is entered here. If NM1(85)08 = XX and if REF01 = SY then the SSN from the Provider Detail will be used. Otherwise, if NM1(85)08 = XX and REF01 = EI then the Federal Tax ID from the Provider tab of Practice Detail will be used if it exists; otherwise, the Federal Tax ID from the Practice Detail, Practice tab will be used. NM1(85)04 NM1(85)05 NM1(85)08 NM1(85)09 N301 N302 N401 N402 N403 REF01 REF02 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 3 Element Location in MicroMD (window and field) REF01 If EB Setup – Provider Qualifier is set to XX-NPI w/o Insurance ID, then this REF segment will NOT be created. Otherwise, the billing qualifier from the Practice Insurance ID tab from Practice Detail will be used first. If it does not exist, the billing qualifier from the Provider Insurance ID tab from Practice Detail will be used. If that does not exist, the Source of Payment from Plan Detail will be used to determine what qualifier to send. If a value is chosen in EB Setup – 2010AA, then the value from that location will be used for the ID. The values for 2010AA are Practice Insurance ID, Plan Practice ID, and Provider Insurance ID. If none of those are chosen, then MicroMD uses IDs in the following order. If none exists in the field, then the system moves to the next field in this list: Plan Detail, ID/Anesthesia tab – Plan Practice ID Practice Detail, Practice Insurance ID tab – Practice Insurance ID Practice Detail, Provider Insurance ID tab – Provider Insurance No A second REF segment will be created in the 2010AA loop if EB Type is BSGA (G5), ALPR (G5), MDNY (LU), ENS for payor ID NYMCD (LU), PRIN for payor ID MCDNY (LU)or PerSe (LU). If EB Type is ALPR or PerSe, the value is taken from EB Setup – Password (the value explicitly not put in the ISA segment). If EB Type is BSGA, the value is taken from EB Setup – Contact No. If EB Type is MDNY, the value is taken from Practice Detail – Location tab, Location Code based on the location on the sequence. REF02 REF01 REF02 Loop 2010AB MicroMD can create this loop if there is no checkmark in the Suppress 2010AB checkbox on the EB Setup window on the ANSI tab. STOP | BE CAREFUL: The difference that triggers this loop can be a matter of a single character, including spaces and punctuation. Element Location in MicroMD (window and field) NM1(87)03 First, MicroMD looks at Practice Detail – Provider tab, Pay-To Name and Pay-To Address 1. If these are different than the 2010AA Name and Address 1 and EB Setup – Organization is checked, then the Provider Pay-To Name will be put in this element; if Organization is unchecked, the Provider Last Name will be entered here. NM1(87)04 NM1(87)05 NM1(87)08 If those items are the same, MicroMD looks at the Practice Detail – Practice tab, Pay-To Name and Pay-To Address 1. If either is different than the 2010AA Name and Address 1 and EB Setup – Organization is checked, then the Practice Pay-To Name will be entered in this element; if Organization is unchecked, the Provider Last Name will be entered here. If both Name and Address 1 match, this loop will not be created. If Provider Last Name is entered in NM1(87)03, then Provider First Name will be entered here. If Provider Last Name is entered in NM1(87)03, then Provider Middle Initial will be entered here. If a qualifier is entered on the EB Setup Screen – Provider Qualifier, then that value is entered here. If not, then the value of the Tax Type on the Practice Detail – Practice tab is used to determine the value. If Tax Type = S, a 34 is entered here. If Tax Type = E, a 24 is entered here. If none of the above, an XX is entered here. 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 4 Element Location in MicroMD (window and field) NM1(87)09 If NM1(85)08 = ‘S’, the SSN from the Provider Detail will be used. If NM1(85)08 = ‘E’, then the Federal Tax ID from the Provider tab of Practice Detail will be used if it exists, otherwise, the Federal Tax ID from the Practice Detail, Practice tab will be used. If NM1(85)08 = XX, then the value will be pulled from Provider Detail – NPI field. Address 1 from the corresponding name in NM1(87)03 will be entered here. Address 2 from the corresponding name in NM1(87)03 will be entered here. The city from the corresponding name in NM1(87)03 will be entered here. The state from the corresponding name in NM1(87)03 will be entered here. The zip code from the corresponding name in NM1(87)03 will be entered here. If EB Setup – ANSI tab has a value in 2010AB, then the billing qualifier from the Practice Insurance ID tab from Practice Detail will be used first. If it does not exist, the billing qualifier from the Provider Insurance ID tab from Practice Detail will be used. If that does not exist, the Source of Payment from Plan Detail will be used to determine what qualifier to send. If no value is set in EB Setup – ANSI tab in the 2010AB field, then this REF segment will not be created. If a value is chosen in EB Setup – 2010AB, then the value from that location will be used for the ID. The values for 2010AB are Practice Insurance ID, Plan Practice ID, and Provider Insurance ID. N301 N302 N401 N402 N403 REF01 REF02 Loop 2000B Element Location in MicroMD (window and field) SBR01 Patient Detail – Plan Sets tab – Plan Type. P for Primary, S for Secondary, and T for Tertiary. If Patient Detail – Plan Sets tab – Relation is Self, then 18 is entered here; otherwise, this element is left blank. If EB type is MCVA and SBR01 = P and, on the Source of Payment field on the Plan Detail is Medicare, then this element will be left blank. If EB Type is PRWA and Plan Detail – ID/Anesthesia tab Payer ID is 00882, then this element will be left blank. Otherwise, Patient Detail – Plan Sets tab – Group No (unless the EB type is ALPR. If it is, and Plan Detail – ID/Anesthesia tab, Payer Type = BNC and there is no Group Number, 999999 will be entered here). If EB type is MCVA and SBR01 = P and Plan Detail – Source of Payment is Medicare, then this element will be left blank. If EB Type is PRWA and Plan Detail – ID/Anesthesia tab Payer ID is 00882, then this element will be left blank. Otherwise, if SBR03 is not empty, the Plan Name will be pulled from Plan Detail – Plan tab. If Plan Detail – Source of Payment is Medicare, and SBR01 = S or T, then the value is pulled from Claim Modification – Ins Type field. Plan Detail – Plan tab – Source of Payment (Element created only if a self-insured claim, and if patient is deceased or patient is marked with the pregnancy indicator). If a patient deceased date exists on Patient Detail – Detail tab, it is entered here. (6.0 and above) If DME CMN, Patient Weight from Claim Transactions Window Segment is created when Pregnancy indicator is checked and there is no check mark in Auto Accident or Other Accident. Date must also be included in Injury/LMP field to create segment. System includes a Y in this segment when created. SBR02 SBR03 SBR04 SBR05 SBR09 PAT06 PAT08 PAT09 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 5 Loop 2010BA Element Location in MicroMD (window and field) NM1(IL)02 If there is a checkmark in the NP Entity checkbox on the patient’s plan sets tab (in the Policyholder section if the relation is other than self), the system populates this segment with a “2”. The non-person entity whole name must also appear in the Last Name field. (Enter a dummy first name, as this is a required field.) If there is no check mark, the system enters a “1” in this segment. If patient is self insured, the last name is pulled from Patient Detail, Detail tab – Last Name. If patient is not self insured, and the insured is a guarantor in the system, the last name is pulled from Patient Detail – Detail tab of the insured account. If the insured is not a patient in the system, then the last name is pulled from the Insured Box on Patient Detail – Plan Sets tab. Pulls the first name from the same place as the last name is pulled for NM1(IL)03 Pulls the middle initial from the same place as the last name is pulled for NM1(IL)03 Pulls the generation from the same place as the last name is pulled for NM1(IL)03 Patient Detail, Plan Sets tab – Policy Qualifier If EB Type is SCMI, then MicroMD first looks at Claim Transactions – Block 10D; otherwise, it uses the policy number. If EB Type is anything else, it uses Patient Detail, Plan Sets tab – Policy. (Segment is created if the person is self-insured, or if Plan Detail – ID/Anesthesia tab – Insured Address is checked.) Address 1 is pulled from the same place as last name is pulled for NM1(IL)03. Address 2 is pulled from the same place as last name is pulled for NM1(IL)03. (Segment is created if the person is self insured, or if Plan Detail – ID/Anesthesia tab, Insured Address is checked.) City is pulled from the same place as last name is pulled for NM1(IL)03. State is pulled from the same place as last name is pulled for NM1(IL)03. Zip code is pulled from the same place as last name is pulled for NM1(IL)03. (Segment is created if the person is self insured, or if Plan Detail – ID/Anesthesia tab, Insured Address is checked.) DOB is pulled from the same place as last name is pulled for NM1(IL)03. Insured sex is pulled from the same place as last name is pulled for NM1(IL)03. This segment is only populated if the EB type is MACSIS.. This is the patient social security number, pulled from Patient Detail – Detail tab. NM1(IL)03 NM1(IL)04 NM1(IL)05 NM1(IL)07 NM1(IL)08 NM1(IL)09 N301 N302 N401 N402 N403 DMG02 DMG03 REF(SY)01 REF(SY)02 Loop 2010BB Element Location in MicroMD (window and field) NM1(PR)03 NM1(PR)08 NM1(PR)09 Plan Detail, Plan tab – Plan Name Plan Detail, ID/Anesthesia tab – Payer ID Qualifier Plan Detail, ID/Anesthesia tab – Payer ID If EB type is MDWV, then the value WV_MMIS_4UNISYS is entered here. Otherwise if EB type is THIN, a letter based on the Source of Payment for the plan is placed in front of the payer ID (C for Medicare, D for Medicaid, F for Commercial, G for Blue Shield). Plan Detail, Plan tab – Address line 1 Plan Detail, Plan tab – Address line 2 Plan Detail, Plan tab – City Plan Detail, Plan tab – State Plan Detail, Plan tab – Zip code N301 N302 N401 N402 N403 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 6 Element Location in MicroMD (window and field) REF01 (Segment is only created if a value exists on Plan Detail – ID/Anesthesia tab, Claim Office ID) An FY is entered here. Plan Detail, ID/Anesthesia tab – Claim Office ID REF02 Loop 2000C (Only created if patient is not the insured) Element Location in MicroMD (window and field) PAT01 PAT06 PAT09 Patient Detail, Plan Sets tab – Relation If a patient deceased date exists on Patient Detail – Detail tab, it is entered here If claim is not accident related, Claim Transactions Window – Pregnancy indicator Loop 2010CA (Only created if patient is not the insured) Element Location (Screen – Field) in MicroMD NM1(QC)03 NM1(QC)04 NM1(QC)05 NM1(QC)08 Patient Detail, Detail tab – Last Name Patient Detail, Detail tab – First Name Patient Detail, Detail tab – MI If Plan Detail – ID/Anesthesia tab, Insured Policy is checked, this value is pulled from Patient Detail, Plan Sets tab – Policy Qualifier If Plan Detail – ID/Anesthesia tab, Insured Policy is checked, this value is pulled from Patient Detail, Plan Sets tab – Policy If the EB Type is IHNY or PRWA and the group number is 11 digits, the system places the group number in this segment. Patient Detail, Detail tab – Address line 1 Patient Detail, Detail tab – Address line 2 Patient Detail, Detail tab – City Patient Detail, Detail tab – State Patient Detail, Detail tab – Zip code Patient Detail, Detail tab – DOB Patient Detail, Detail tab – Sex “QC” (Created for Texas Workers Comp) “1” (Created for Texas Workers Comp) Last Name (Created for Texas Workers Comp) First Name (Created for Texas Workers Comp) Patient Plan Policy Qualifier (should be “MI”) (Created for Texas Workers Comp) Patient Plan Policy (Created for Texas Workers Comp) “Y4” (Created for Texas Workers Comp) Claim Number (on the Extra button on the Texas Workers Comp form) NM1(QC)09 N301 N302 N401 N402 N403 DMG02 DMG03 NM101 NM102 NM103 NM104 NM108 NM109 Ref01 Ref02 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 7 Loop 2300 Element Location (Screen – Field) in MicroMD CLM01 Patient Detail, Detail tab – Patient ID in the form of practice ID-guarantor id.patient nosequence no. e.g. 1-1001.0-1 Or, if EB Setup – ANSI tab – Format Ctrl Number is not checked then the control number is entered in the form of: PracticeID(space)guarantorID(space)patientNo(space)sequenceNo e.g., 1 1001 0 1 Claim Transactions – Fee (Summed for all line items) Claim Transactions – POS Claim Adjustment Information – Claim Frequency Type Code (Claim Level) Claim Transactions – Assignment Patient Detail, Plan Sets Tab– Assign Benefits Patient Detail, Plan Sets tab – Release Code If CLM09 does not equal N, then Patient Detail, Plan Sets tab – Signature Code Claim Transactions – Accident Related Claim Transactions – State If EPSDT is checked in Claim Transactions, a 01 is entered here If a Delay Reason Code is selected from Claim Transactions, More screen, that code is entered here (Segment only created if EB Setup – Claim Indicator is set to Chiropractic or if Claim Transactions – Pregnancy is not checked, and claim is not accident-related.) If Claim Indicator is Chiropractic, then the date is pulled from Chiropractic Information Screen – Treatment. If not pregnancy-related, the date is pulled from Claim Transactions – Injury/LMP (if a date exists). (Segment only created if Claim Transactions, Lst Seen is populated) Claim Transactions – Lst Seen (if a date exists) (Segment only created if Claim Transactions – Conslt/Illness is populated) Claim Transactions – Conslt/Illness (if a date exists) (Segment only created if EB Setup – Claim Indicator is set to Chiropractic and Chiropractic Information Screen – Nature of Condition is set to A or M) Chiropractic Information Screen – Manifestation Date (if a date exists) (Segment only created if accident-related) Claim Transactions – Injury/LMP (if a date exists) (Segment only created if Claim Transactions – Pregnancy is checked, and the sequence is not accident-related) Claim Transactions – Injury/LMP (if a date exists) (Segment only created if EB Setup – Claim Indicator is set to Chiropractic) Chiropractic Information Screen – X-Ray Date (if a date exists) Claim Transactions – Admission (if a date exists) Claim Transactions – Discharge (if a date exists) (Segment only created if Practice Preferences – Billing Preferences, Show Patient Payment is checked) Patient Paid amount from Sequence Claim Adjustment Information – Service Authorization Exception Code (Segment only created if Plan Detail – Plan tab, Source of Payment is set to Medicare) Service Facility Detail, Service Facility tab – Mammo. Cert (If a value exists) Claim Transactions – Prior Authorization # (If a value exists) CLM02 CLM05-1 CLM05-3 CLM07 CLM08 CLM09 CLM10 CLM11-1 CLM11-4 CLM12 CLM20 DTP(454)03 DTP(304)03 DTP(431)03 DTP(453)03 DTP(439)03 DTP(484)03 DTP(455)03 DTP(435)03 DTP(096)03 AMT(F5)02 REF(4N)02 REF(EW)02 REF(G1)02 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 8 Element Location (Screen – Field) in MicroMD REF(9F)02 (Segment only created if EB type is MDGA, MDFL, or MDIN) If type is MDIN (including clearinghouses), the value is pulled from Claim Transactions – Block 19. If type is MDGA, the value is pulled from Claim Transactions – Block 10d. If type is MDFL and a referring doctor is assigned to the sequence, the referring doctor insurance ID is used (First looks at Referring Doctor – Insurance ID tab, Referring Insurance No. If that doesn’t exist, it looks at Referring Doctor – Detail tab, UPIN). Claim Modification – Original-Ref No/CRN. If, however, there is data in the Override ICN field (click Adj. Codes button), the system uses this data instead for this segment. (Segment only created if Plan Detail – Plan tab, Source of Payment is set to Medicare or Medicaid and Procedure Detail – Detail tab, CLIA Flag is checked) *Order of CLIA priority: Provider Detail – CLIA No Practice Detail, Location Tab Practice Detail, Practice Tab Claim Transactions – Claim level notes qualifier taken from drop-down of Clm Doc button Claim Transactions – Clm Doc button (Segment only created if Ambulance Related Claim) Ambulance Addtl Info, Weight (lbs) Ambulance Addtl Info, Transport Code Ambulance Addtl Info, Transport Reason Code Ambulance Addtl Info, Miles If CR103 = X, then Ambulance Addtl Info, Round Trip Description Ambulance Addtl Info, Stretcher Description (Segment only created if EB Setup – Claim Indicator is set to Chiropractic) Chiropractic Information – Number in Series (4010 only) Chiropractic Information – Total in Series (4010 only) Chiropractic Information – Begin Level of Subluxation (4010 only) Chiropractic Information – End Level of Subluxation (4010 only) Chiropractic Information – Treatment Period Qualifier (4010 only) Chiropractic Information – Treatment Period (4010 only) Chiropractic Information – Number in Treatment (4010 only) Chiropractic Information – Nature of Condition Chiropractic Information – Complication Indicator (4010 only) Chiropractic Information – Symptoms Description Chiropractic Information – Symptoms Description Chiropractic Information – X-Ray Availability (Segment only created if the CR1 segment exists and Condition Codes exist) Ambulance Addtl Info, Condition Codes Apply Ambulance Addtl Info, Condition Code 1 Ambulance Addtl Info, Condition Code 2 Ambulance Addtl Info, Condition Code 3 Ambulance Addtl Info, Condition Code 4 Ambulance Addtl Info, Condition Code 5 (Segment only created if Claim Transactions – EPSDT is checked) If Claim Transactions – More Screen, Visit Code 2 (first row only) is empty, or has a value of NU, then an N is entered here; otherwise, a Y is entered If Claim Transactions – More Screen, Visit Code 2 (first row only) is empty, an NU is entered here, otherwise, the code in the field is entered. REF(F8)02 REF(X4)02 NTE01 NTE02 CR102 CR103 CR104 CR106 CR109 CR110 CR201 CR202 CR203 CR204 CR205 CR206 CR207 CR208 CR209 CR210 CR211 CR212 CRC(07)02 CRC(07)03 CRC(07)04 CRC(07)05 CRC(07)06 CRC(07)07 CRC(ZZ)02 CRC(ZZ)03 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 9 Element Location (Screen – Field) in MicroMD HI01-2 HI02-2 HI03-2 HI04-2 AMT(NE) Claim Transactions – Diagnosis 1 Claim Transactions – Diagnosis 2 Claim Transactions – Diagnosis 3 Claim Transactions – Diagnosis 4 (Segment only created if Outside Lab checked on Claim Modification window) Total purchased service amount. System adds the line level charge amounts to reach the claim level amount. Attachment Code (Created for Texas Workers Comp). Located on the CLAIM ATTACHMENT INFORMATION window in MicroMD. Transmission Method Code (Created for Texas Workers Comp). Located on the CLAIM ATTACHMENT INFORMATION window in MicroMD. “AC” (Created for Texas Workers Comp). Located on the CLAIM ATTACHMENT INFORMATION window in MicroMD. Attachment Control Number (Created for Texas Workers Comp). Located on the CLAIM ATTACHMENT INFORMATION window in MicroMD. Resubmission Condition Indicator (when sending a bill that is a duplicate or an appeal) (Created for Texas Workers Comp) PWK01 PWK02 PWK05 PWK06 K301 Loop 2310A (Only created if a referring doctor is on the sequence) Element Location (Screen – Field) in MicroMD NM1(DN)02 NM1(DN)03 NM1(DN)04 NM1(DN)05 NM1(DN)08 Referring Doctor Detail, Detail tab – Non-Person Entity Referring Doctor Detail, Detail tab – Last Name Referring Doctor Detail, Detail tab – First Name Referring Doctor Detail, Detail tab – MI Referring Doctor Detail, Detail tab – SSN/FID Qualifier (Only required if no UPIN or insurance ID is in the system) Referring Doctor Detail, Detail tab – SSN/FID (Only required if no UPIN or insurance ID is in the system) (Segment will not be created if EB type is MDFL, Referring Doctor ID will be added in the 2300 loop, in the REF(9F) segment) Referring Doctor Detail, Insurance ID tab – Qualifier (If it doesn’t exist, the UPIN qualifier will be sent) Referring Doctor Detail, Insurance ID tab – Referring Insurance No (If it doesn’t exist, UPIN from Detail tab will be sent) If “Remove Tax ID” is chosen from the 2310A drop-down in EB Setup, the system does not create this REF segment. (Segment created for MDFL and MDLA EB Types) Provider Taxonomy Code. NM1(DN)09 REF01 REF02 PRV03 Loop 2310B (Only created if Organization is checked on EB Setup) This loop is completely removed even if Organization is checked on EB Setup for MACSIS of Ohio. MicroMD can remove this loop if there is a check mark in the Suppress 2310B checkbox on the EB Setup window on the ANSI tab. 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 10 Element Location (Screen – Field) in MicroMD NM102 If there is a checkmark in the Non-Person Entity checkbox on the provider’s detail window, the system populates this segment with a “2”. The non-person entity whole name must also appear in the Last Name field. (Enter a dummy first name, as this is a required field.) If there is no check mark, the system enters a “1” in this segment. Provider Detail – Last Name Provider Detail – First Name Provider Detail – MI If a value exists on EB Setup – Provider Qualifier, it will be entered here. If it does not exist, Practice Detail – Practice tab, Tax Type will determine the value. If Tax Type is E, a 24 will be entered here. If Tax Type is S, a 34 will be entered here. In all other cases, an XX will be entered here. If NM1(82)08 = 24, The Federal Tax ID will be entered. First from Practice Detail – Provider tab, then from Practice Detail – Practice tab. If NM1(82)08 = 34, the SSN from Provider Detail will be entered. If NM1(82)08 = XX, then the NPI from Practice Detail, Provider Insurance ID Tab, then from Provider Detail, then from Practice Detail, Practice Insurance ID Tab, NPI column, then from Practice Detail, Providers Tab, NPI field, then from Practice Detail, Practice Tab, Practice NPI. Provider Detail – Taxonomy Code Practice Detail, Provider Insurance ID tab – Rend Qual Practice Detail, Practice Insurance ID tab – Rend Qual If a value is chosen in EB Setup – 2310B, then the value from that location will be used for the ID. The values for 2310B are Practice Insurance ID, Plan Practice ID, and Provider Insurance ID. If none of those are chosen, then MicroMD uses IDs in the following order. If none exists in the field, then the system moves to the next field in this list: Practice Detail, Provider Insurance ID tab – Provider Insurance No Plan Detail, ID/Anesthesia tab – Plan Practice ID Practice Detail, Practice Insurance ID tab – Practice Insurance ID If “Remove Tax ID” is chosen from the 2310B drop-down, the system does not create this REF segment. A second REF segment will be created if there is an ID under Maint, Practice, Provider Network ID tab – Network ID for the plan attached to the patient. Practice Detail, Provider Network ID tab – Network ID. NM1(82)03 NM1(82)04 NM1(82)05 NM1(82)08 NM1(82)09 PRV03 REF01 REF02 REF(N5)01 REF(N5)02 Loop 2310C (Only created if there is a check mark in the Outside Lab checkbox on Claim Modification window and the purchased service provider and charge amount are entered on the line level adjudication box. System also creates 2400 loop with PS1 segment, 2420B Loop with NM1 segment and 2300 loop with AMT segment.) Element Location (Screen – Field) in MicroMD NM1(QB) Claim level provider info pulls first purchased service provider from first line 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 11 Loop 2310D (Only created if an ambulance claim and service facility address 1 is filled in on Ambulance Addt’l Info screen) Element Location (Screen – Field) in MicroMD NM1(77)03 N301 N302 N401 N402 N403 POINT OF PICK UP Ambulance Add’l Info screen – Service Facility Address 1 Ambulance Add’l Info screen – Service Facility Address 2 Ambulance Add’l Info screen – Service Facility City Ambulance Add’l Info screen – Service Facility State Ambulance Add’l Info screen – Service Facility Zip code Loop 2310D (Only created if a service facility is on the sequence) MicroMD will only create this loop if there has been no 2310D created yet. Element Location (Screen – Field) in MicroMD NM1(FA)03 N301 N302 N401 N402 N403 REF01 Service Facility Detail, Service Facility tab – Description Service Facility Detail, Service Facility tab – Address 1 Service Facility Detail, Service Facility tab – Address 2 Service Facility Detail, Service Facility tab – City Service Facility Detail, Service Facility tab – State Service Facility Detail, Service Facility tab – Zip code (Segment only created if an ID exists for the service facility) Service Facility Detail, ID tab – Qualifier Service Facility Detail, ID tab – Facility Insurance ID REF02 Loop 2310D (Only if EB Type is ALPR, and Plan Detail – ID/Anesthesia Tab, Emdeon 2310D is not checked – Replaces regular 2310D) MicroMD will only create this loop if there has been no 2310D created yet. Element Location (Screen – Field) in MicroMD NM1(77)03 N301 N302 N401 N402 N403 Hard coded to be “Rendering Provider” If Pay-To address 1 is filled in, it will use that; otherwise, it will use Practice Address 1 If Pay-To address 2 is filled in, it will use that; otherwise, it will use Practice Address 2 If Pay-To city is filled in, it will use that; otherwise, it will use Practice city If Pay-To state is filled in, it will use that; otherwise, it will use Practice state If Pay-To zip code is filled in, it will use that; otherwise, it will use Practice zip code 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 12 Loop 2310E (Only created if a supervising physician exists on the sequence) (Supervising Provider pulls from Referring Doctor list) Element Location (Screen – Field) in MicroMD NM1(DQ)02 NM1(DQ)03 NM1(DQ)04 NM1(DQ)05 NM1(DQ)08 NM1(DQ)09 REF01 Referring Doctor Detail, Detail tab – Non-Person Entity Referring Doctor Detail, Detail tab – Last Name Referring Doctor Detail, Detail tab – First Name Referring Doctor Detail, Detail tab – MI Referring Doctor Detail, Detail tab – SSN/FID Qualifier Referring Doctor Detail, Detail tab – SSN/FID Referring Doctor Detail, Insurance ID tab – Qualifier (If it doesn’t exist, the UPIN qualifier will be sent) Referring Doctor Detail, Insurance ID tab – Referring Insurance No (If it doesn’t exist, UPIN from Detail tab will be sent) REF02 Loop 2320 (Only created if either EB Setup – ANSI tab – Include Other Ins is checked, or if sending a non-primary claim to report previous payers) Element Location (Screen – Field) in MicroMD SBR01 Patient Detail – Plan Sets tab – Plan Type. P for Primary, S for Secondary, and T for Tertiary. Patient Detail – Plan Sets tab – Relation Patient Detail – Plan Sets tab – Group No Plan Detail – Plan tab – Plan Name Patient Detail – Plan Sets tab – Ins Type Code Plan Detail – Plan tab – Source of Payment (Segment created only if the payer has already paid on the claim) Claim Adjustment Information – Adjudication section – Group Code Claim Adjustment Information – Adjudication section – Reason Code Claim Adjustment Information – Adjudication section – Amount. If the payers are Tricare (through ENS or PI) or New York Medicaid direct, and the amount is less than $1.00, MicroMD automatically removes the leading zero. Claim Adjustment Information – Adjudication section – Quantity (Segment created only if the payer has already paid on the claim) Payer amount paid on the claim (Segment created only if the payer has already paid on the claim, even if the amount is 0) Payer amount allowed on the claim (Segment created only if the payer has already paid on the claim) Coinsurance amount on the claim. (Segment created only if the payer has already paid on the claim, and if Practice Preferences – Billing Preferences, Show Patient Payment is checked) Amount patient paid on the claim DOB is pulled from the Patient Detail – Detail tab – DOB. SBR02 SBR03 SBR04 SBR05 SBR09 CAS01 CAS02 CAS03 CAS04 AMT(D)02 AMT(B6)02 AMT(F2)02 AMT(F5)02 DMG02 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 13 Element Location (Screen – Field) in MicroMD DMG03 OI03 OI04 OI06 Insured sex is pulled from the Patient Detail – Detail tab – Sex. Patient Detail – Plan Sets tab – Assignment If OI06 does not equal N, then Patient Detail – Plan Sets tab – Signature Source Patient Detail – Plan Sets tab – Release of Information Loop 2330A (Only created if either EB Setup – ANSI tab – Include Other Ins is checked, or if sending a non-primary claim to report previous payers) Element Location (Screen – Field) in MicroMD NM1(IL)03 If patient is self-insured, the last name is pulled from Patient Detail, Detail tab – Last Name. If patient is not self-insured, and the insured is a guarantor in the system, the last name is pulled from Patient Detail – Detail tab of the insured account. If the insured is not a patient in the system, then the last name is pulled from the Insured Box on Patient Detail – Plan Sets tab. Pulls the first name from the same place as the last name is pulled for NM1(IL)03 Pulls the middle initial from the same place as the last name is pulled for NM1(IL)03 Pulls the generation from the same place as the last name is pulled for NM1(IL)03 Patient Detail, Plan Sets tab – Policy Qualifier If EB Type is SCMI, then MicroMD first looks at Claim Transactions – Block 10D; otherwise, it uses the policy number. If EB Type is anything else, it uses Patient Detail, Plan Sets tab – Policy If EB Type is MSOH, then Claim Modification – Visit1 is entered here; otherwise, this segment does not get created. NM1(IL)04 NM1(IL)05 NM1(IL)07 NM1(IL)08 NM1(IL)09 REF(IG)02 Loop 2330B (Only created if either EB Setup – ANSI tab – Include Other Ins is checked, or if sending a non-primary claim to report previous payers) Element Location (Screen – Field) in MicroMD NM1(PR)03 NM1(PR)08 NM1(PR)09 Plan Detail, Plan tab – Plan Name Plan Detail, ID/Anesthesia tab – Payer ID Qualifier If EB Type is BSFL, then this element will first look at the NAIC code on Plan Detail – ID/Anesthesia tab. If that is blank, it will use the Payer ID. If the current payer Ins Type on Patient Detail – Plan Sets tab is set to MI, then this element will try to use the Medigap ID on Plan Detail – ID/Anesthesia tab, or if that is blank, it will use the Payer ID. Or if the source of payment on the primary plan is Medicare and the Ins Type is blank, it will also try to use the Medigap ID. Otherwise, it uses the Payer ID. In all other cases, MicroMD uses the value from Plan Detail, ID/Anesthesia tab – Payer ID The payment date recorded in MicroMD. The date will first be looked at on the Claim Adjustment Information – Adjudication section – Payment Date; otherwise, it uses the Date Paid on the claim. For BCBSFL, Claim Adjustment Information window - Override ICN. ***Note the payer id needs to be correct in the plan in order for the REF F8 segment to be created. They are different if the practice uses ENS vs. Practice Insight. *** DTP(573)02 REFF8 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 14 Loop 2400 (Each line item on a sequence will create a separate 2400 loop) Element Location (Screen – Field) in MicroMD SV101-1 SV101-2 SV101-3 SV101-4 SV101-5 SV102 SV103 SV104 SV105 Procedure Detail – Procedure tab, Qualifier Claim Transactions – Code Claim Transactions – M1 Claim Transactions – M2 Claim Transactions – M3 Claim Transactions – Fee (For Availity claims, the system removes the leading zero) Plan Detail – ID/Anesthesia tab, Print Units or Minutes Claim Transactions – Unit (Segment only created if POS is different from CLM05, or if EB Setup – Line level Pos is checked) Claim Transactions – POS Claim Transactions – Diag (Pointers) Claim Transactions – Emergency Indication If Claim Transactions – EPSDT is checked, a Y is entered here If Claim Transactions – Family Planning is checked, a Y is entered here (Segment only created in PM 6.0 and above, and DME CMN) Same as SV101-1 Same as SV101-2 DME Form, Length of Need multiplied by 30.42 because days is required here DME Form, Rental Price DME Form, Purchase Price DME Form, Rental Unit (Segment only created in PM 6.0 and above, and DME CMN) DME Form, Attachment Code (Segment only created in PM 6.0 and above, and DME CMN) DME Form, Certification Code DME Form, Length of Need (Segment will only be created if sequence is marked as a Hospice Employed Provider) If Claim Transactions – Hospice Employed Provider is checked, a Y will be entered here (Segment only created in PM 6.0 and above, and DME CMN) DME Form, Condition Applies DME Form, Condition Indicator 1 DME Form, Condition Indicator 2 DME Form, Condition Indicator 3 DME Form, Condition Indicator 4 DME Form, Condition Indicator 5 If the EPSDT checkbox is marked on the Claims Transaction window and a value appears in the Vist2 field of the More window, then in addition to the 2300 loop information, the 2400 loop Segment CRC Element 02 has a Y and Element 03 has the Vist2 value. If the EPSDT checkbox is marked on the Claims Transaction window and a value appears in the Vist2 field of the More window, then in addition to the 2300 loop information, the 2400 loop Segment CRC Element 02 has a Y and Element 03 has the Vist2 value. Claim Transactions – From, To SV107 SV109 SV111 SV112 SV501-1 SV501-2 SV503 SV504 SV505 SV506 PWK02 CR301 CR303 CRC(70)02 CRC(09)02 CRC(09)03 CRC(09)04 CRC(09)05 CRC(09)06 CRC(09)07 CRC(ZZ)02 CRC(ZZ)03 DTP03(472) 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 15 Element Location (Screen – Field) in MicroMD DTP03(463) (Segment only created in PM 6.0 and above, and DME CMN) DME Form, Begin Therapy Date (Segment only created in PM 6.0 and above, and DME CMN) DME Form, Recertification (Segment only created for DME CMS form and when CR301 = R or S) DME Form, Revised Date (Segment only created in PM 5.2 and above) If line level documentation includes the value: HCT# where # is the result of the Hematocrit test. No spaces or other characters can exist between HCT and #. # is expected to be a number of any length. As soon as a nonnumeric character (spaces, letters, etc) is read, the value is entered in this element. (Segment only created in PM 6.0 and above, and DME CMN) DME Form, Patient Height Where 01=EW segment. (Segment only created if Plan Detail – Plan tab, Source of Payment is set to Medicare) Service Facility Detail, Service Facility tab – Mammo. Cert (If a value exists) MicroMD practice, guarantor, patient, sequence, line number (Segment only created if Plan Detail – Plan tab, Source of Payment is set to Medicare or Medicaid and Procedure Detail – Detail tab, CLIA Flag is checked and Suppress Clia in 2400 in EB Setup is not checked) *Order of CLIA priority: Provider Detail – CLIA No Practice Detail, Location Tab Practice Detail, Practice Tab If the service line exists with a 90 modifier and it is a CLIA procedure, the system creates REF*F4 instead of this X4 segment. (Segment only created if the pending payer is secondary) Claim Modification Window, Allowed amount based on the line item Documentation Window - Qualifier Documentation Window (Segment only created if Outside Lab checked. See loop 2310C.) Provider NPI and charge amount Segment only created in PM 6.5 and above when sending claims to SCCMH. Service times must be entered in the line level notes in the following format. An asterisk, followed by the keyword SVCTIME, then two (2) spaces, a four (4) digit start time in 24 hour format, a hyphen, a four (4) digit end time in 24 hour format, and ended with an asterisk. So, if your appointment time was from 1:15PM to 2:15 PM, you would enter: *SVCTIME 1315-1415* DTP03(461) DTP03(607) MEA03 MEA03 REF02 REF02(6R) REF02(X4) AMT(AAE)02 NTE01 NTE02 PS1 K301 Loop 2410 (Created if NDC information exists on the sequence and the Claim File Type on the EB Setup window is set to ANSI 4010X098A1) Element Location (Screen – Field) in MicroMD LIN03 CTP03 CTP04 CTP05-1 REF(XZ)02 Claim Adjustment Information, NDC Code (Line Level) Claim Adjustment Information, Unit Price (Line Level) Claim Adjustment Information, Units (Line Level) Claim Adjustment Information, Measurement (Line Level) Claim Adjustment Information, Rx Number (Line Level) 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 16 Loop 2420B (Only created if there are multiple purchased service providers per claim) Element Location (Screen – Field) in MicroMD NM1(QB) Loop 2420C (Created if EB Type is ALPR and POS is not 11 or 12, and Plan Detail – ID/Anesthesia Tab, Emdeon 2310D is not checked) Element Location (Screen – Field) in MicroMD NM1(FA)03 N301 N302 N401 N402 N403 Service Facility Detail, Service Facility tab – Description Service Facility Detail, Service Facility tab – Address 1 Service Facility Detail, Service Facility tab – Address 2 Service Facility Detail, Service Facility tab – City Service Facility Detail, Service Facility tab – State Service Facility Detail, Service Facility tab – Zip code Loop 2420E (Created if EB Type is DMRA, DMRB, DMRC, DMRD or if EB Type is THIN (Payer IDs 00885, 05655, 19003) or if EB Type is ENS (Payer IDs DMERA, DMERB, DMERC, DMERD) or if EB Type is Practice Insight (Payer IDs 811, 635, DMED)) Element Location (Screen – Field) in MicroMD NM1(DK)02 NM1(DK)03 NM1(DK)04 NM1(DK)05 NM1(DK)08 Referring Doctor Detail, Detail tab – Non-Person Entity Referring Doctor Detail, Detail tab – Last Name Referring Doctor Detail, Detail tab – First Name Referring Doctor Detail, Detail tab – MI Referring Doctor Detail, Detail tab – SSN/FID Qualifier (Only required if no UPIN or insurance ID is in the system) Referring Doctor Detail, Detail tab – SSN/FID (Only required if no UPIN or insurance ID is in the system) Referring Doctor Detail – Detail tab, Address 1 Referring Doctor Detail – Detail tab, Address 2 Referring Doctor Detail – Detail tab, City Referring Doctor Detail – Detail tab, State Referring Doctor Detail – Detail tab, Zipcode Referring Doctor Detail, Insurance ID tab – Qualifier (If it doesn’t exist, the UPIN qualifier will be sent. If the EB Setup indicates to send NPI w/o Ins Id, the system does not create this ref segment.) Referring Doctor Detail, Insurance ID tab – Referring Insurance No (If it doesn’t exist, UPIN from Detail tab will be sent. If the EB Setup indicates to send NPI w/o Ins Id, the system does not create this ref segment.) NM1(DK)09 N301 N302 N401 N402 N403 REF01 REF02 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 17 Loop 2430 (Created if a previous payer has already adjudicated the claim, and there are line level adjustments posted against the claim) Element Location (Screen – Field) in MicroMD SVD01 If EB Type is BSFL, then this element will first look at the NAIC code on Plan Detail – ID/Anesthesia tab. If that is blank, it will use the Payer ID. If the current payer Ins Type on Patient Detail – Plan Sets tab is set to MI, then this element will try to use the Medigap ID on Plan Detail – ID/Anesthesia tab, or if that is blank, it will use the Payer ID. Or if the source of payment on the primary plan is Medicare and the Ins Type is blank, it will also try to use the Medigap ID, otherwise the Payer ID. In all other cases, MicroMD uses the value from Plan Detail, ID/Anesthesia tab – Payer ID Payment made on the claim Is set to the same value as SV101 Is set to the same value as SV104 (Segment created only if the payer has already paid on the claim) Claim Adjustment Information – Adjudication section – Group Code Claim Adjustment Information – Adjudication section – Reason Code Claim Adjustment Information – Adjudication section – Amount Claim Adjustment Information – Adjudication section – Quantity The payment date recorded in MicroMD. The date will first be looked at on the Claim Adjustment Information – Adjudication section – Payment Date; otherwise, it uses the Date Paid on the claim. SVD02 SVD03 SVD05 CAS01 CAS02 CAS03 CAS04 DTP(573)02 Loop 2440 (Created in PM 6.0 and above, and DME CMN. The information contained in this loop will change based on which CMN is being sent. In the example below, the DME 06.03B TENS form is being sent) Element Location (Screen – Field) in MicroMD LQ02 FRM01 FRM02 FRM03 FRM04 DME Form number (example 06.03B) DME Form Question number (examples 1, 2, 3, 4, 5, 6) DME Form, answers to Yes or No Questions (examples, 1, 4, 5) DME Form, answers to Text Questions (examples 2, 3) DME Form, answers to Date Questions (example 6) 760 Boardman-Canfield Rd. Boardman OH 44512 P: 330-758-8832 F: 330-758-0182 micromd.com 18
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