834 EDI Segment Name 834 EDI Data Element 834 EDI Data Type Required (Y/N) ISA - Interchange Control Header Authorization Information Qualifier VARCHAR2(2) Y Authorization Information VARCHAR2(10) Y Security Information Qualifier VARCHAR2(2) Y Security Information VARCHAR2(10) Y Interchange ID Qualifier VARCHAR2(2) Y Interchange Sender ID VARCHAR2(15) Y Interchange ID Qualifier VARCHAR2(2) Y Interchange Receiver ID VARCHAR2(15) Y Interchange Date (YYMMDD) DATE Y Interchange Time (HHMM) TIME Y Repetition Separator VARCHAR2(1) Y Interchange Control Version Number VARCHAR2(5) Y Interchange Control Number VARCHAR2(9) Y Acknowledgment Requested NUMBER(1) Y Interchange Usage Indicator VARCHAR2(1) Y Component Element Separator VARCHAR2(1) Y Functional Identifier Code. VARCHAR2(2) Y Application Sender’s Code VARCHAR2(15) Y Application Receiver’s Code VARCHAR2(15) Y Date (CCYYMMDD) DATE Y Time (HHMM) TIME Y Group Control Number NUMBER(9) Y Responsible Agency Code VARCHAR2(2) Y Version/Release/Industry/Identifier Code VARCHAR2(12) Y Transaction Set Identifier Code NUMBER(3) Y Transaction Set Control Number VARCHAR2(9) Y Implementation Convention Reference VARCHAR2(35) Y Transaction Set Purpose Code VARCHAR2(2) Y Reference Identification VARCHAR2(50) Y Date date Y Time Time Y Action Code VARCHAR2(2) Y Reference Identification Qualifier NUMBER(3) Y GS-Functional Group Header Header 100 ST - Transaction Set Header 200 BGN - Beginning Segment 300 REF - Transaction Set Policy Number Reference Identification VARCHAR2(50) Y Date/Time Qualifier NUMBER(3) Date Time Period Format Qualifier VARCHAR2(3) Y Date Time Period VARCHAR2(35) Y Entity Identifier Code VARCHAR2(3) Y Name VARCHAR2(60) N Identification Code Qualifier VARCHAR2(2) Y Identification Code VARCHAR2(80) Y Entity Identifier Code VARCHAR2(3) Y Name VARCHAR2(60) N Identification Code Qualifier VARCHAR2(2) Y Identification Code VARCHAR2(80) Y Yes/No Condition or Response Code VARCHAR2(1) Y Individual Relationship Code VARCHAR2(2) Y Maintenance Type Code VARCHAR2(3) Y Maintenance Reason Code VARCHAR2(3) N Benefit Status Code VARCHAR2(1) Y 400 DTP - File Effective Date 1000A Sponsor 700 N1 - Sponsor Name 1000B Payer 700 N1 - Payer 2000 Member Level Detail 100 INS - Member Level Detail Date Time Period Format Qualifier VARCHAR2(3) N Date Time Period VARCHAR2(35) N Reference Identification Qualifier VARCHAR2(3) Y Reference Identification VARCHAR2(50) Y Reference Identification Qualifier VARCHAR2(3) Y Reference Identification VARCHAR2(50) Y Date/Time Qualifier NUMBER(3) Y Date Time Period Format Qualifier VARCHAR2(3) Y Date Time Period VARCHAR2(35) Y Entity Identifier Code VARCHAR2(3) Y Entity Type Qualifier NUMBER(1) Y Name Last or Organization Name VARCHAR2(60) Y Name First VARCHAR2(35) N Name Middle VARCHAR2(25) N Name Prefix VARCHAR2(10) N Name Suffix VARCHAR2(10) N Identification Code Qualifier VARCHAR2(2) N Identification Code VARCHAR2(80) N Contact Function Code VARCHAR2(2) Y Communication Number Qualifier VARCHAR2(2) Y Communication Number VARCHAR2(256) Y Communication Number Qualifier VARCHAR2(2) Y Communication Number VARCHAR2(256) Y Communication Number Qualifier VARCHAR2(2) Y Communication Number VARCHAR2(256) Y 200 REF - Subscriber Identifier 200 REF - Member Supplemental Identifier 250 DTP - Member Level Dates 2100A Member Name 300 NM1 - Member Name 400 PER - Member Communications Numbers 500 N3 - Member Residence Street Address Address Information VARCHAR2(55) Y Address Information VARCHAR2(55) N City Name VARCHAR2(30) Y State or Province Code VARCHAR2(2) N Postal Code VARCHAR2(15) N Country Code VARCHAR2(3) N Location Qualifier VARCHAR2(2) N Location Identifier VARCHAR2(30) N Date Time Period Format Qualifier VARCHAR2(3) Y Date Time Period VARCHAR2(35) Y Gender Code VARCHAR2(1) Y Marital Status Code VARCHAR2(1) Y Race or Ethnicity Code VARCHAR2(1) N Citizenship Status Code NUMBER(2) N Health-Related Code VARCHAR2(1) N 600 N4 - Member City, State, ZIP Code 800 DMG - Member Demographics 1300 HLH - Member Health Information 1500 LUI - Member Language Identification Code Qualifier VARCHAR2(2) N Identification Code VARCHAR2(80) N Description VARCHAR2(80) N Use of Language Indicator NUMBER(2) N Entity Identifier Code NUMBER(3) Y Entity Type Qualifier NUMBER(1) Y Name Last or Organization Name VARCHAR2(60) Y Name First VARCHAR2(35) N Name Middle VARCHAR2(25) N Name Prefix VARCHAR2(10) N Name Suffix VARCHAR2(10) N Identification Code Qualifier VARCHAR2(2) N Identification Code VARCHAR2(80) N Date Time Period Format Qualifier VARCHAR2(3) N Date Time Period VARCHAR2(35) N Gender Code VARCHAR2(1) N Marital Status Code VARCHAR2(1) N Race or Ethnicity Code VARCHAR2(1) N Citizenship Status Code NUMBER(2) N Entity Identifier Code NUMBER(3) Y Entity Type Qualifier NUMBER(1) Y Address Information VARCHAR2(55) Y Address Information VARCHAR2(55) N City Name VARCHAR2(30) Y State or Province Code VARCHAR2(2) N Postal Code VARCHAR2(15) N Country Code VARCHAR2(3) N 2100B Incorrect Member Name 300 NM1 - Incorrect Member Name 800 DMG - Incorrect Member Demographics 2100C - Member Mailing Address 300 NM1 - Member Mailing Address 500 N3 - Member Mail Street Address 600 N4 - Member Mail City, State, ZIP Code 2100D - Member Employer (Only applicable for SHOP) 300 NM1 - Member Employer Entity Identifier Code NUMBER(3) Y Entity Type Qualifier NUMBER(1) Y Name Last or Organization Name VARCHAR2(60) N Name First VARCHAR2(35) N Name Middle VARCHAR2(25) N Name Prefix VARCHAR2(10) N Name Suffix VARCHAR2(10) N Identification Code Qualifier NUMBER(2) N Identification Code VARCHAR2(80) N Contact Function Code VARCHAR2(2) Y Name VARCHAR2(60) N Communication Number Qualifier VARCHAR2(2) Y Communication Number VARCHAR2(256) Y Communication Number Qualifier VARCHAR2(2) N Communication Number VARCHAR2(256) N Address Information VARCHAR2(55) Y Address Information VARCHAR2(55) N City Name VARCHAR2(30) Y State or Province Code VARCHAR2(2) N Postal Code VARCHAR2(15) N Country Code VARCHAR2(3) N Entity Identifier Code VARCHAR2(3)) Y Entity Type Qualifier NUMBER(1) Y Name Last or Organization Name VARCHAR2(60) Y Name First VARCHAR2(35) N Name Middle VARCHAR2(25) N Name Prefix VARCHAR2(10) N Name Suffix VARCHAR2(10) N Identification Code Qualifier VARCHAR2(2) N Identification Code VARCHAR2(80) N VARCHAR2(2) Y 400 PER - Member Employer Communications Numbers 500 N3 - Member Employer Street Address 600 N4 - Member Employer City, State, ZIP Code 2100G - Responsible Person 300 NM1 - Responsible Person 400 PER - Responsible Person Communications Numbers Contact Function Code Communication Number Qualifier VARCHAR2(2) Y Communication Number VARCHAR2(256) Y Communication Number Qualifier VARCHAR2(2) N Communication Number VARCHAR2(256) N Address Information VARCHAR2(55) Y Address Information VARCHAR2(55) N City Name VARCHAR2(30) Y State or Province Code VARCHAR2(2) N Postal Code VARCHAR2(15) N Country Code VARCHAR2(3) N Maintenance Type Code VARCHAR2(3) Y Insurance Line Code VARCHAR2(3) Y Plan Coverage Description VARCHAR2(50) N Coverage Level Code VARCHAR2(3) N Yes/No Condition or Response Code VARCHAR2(1) N Date/Time Qualifier NUMBER(3) Y 500 N3 - Responsible Person Street Address 600 N4 - Responsible Person City, State, ZIP Code 2300 - Health Coverage 2300 HD - Health Coverage 2700 DTP - Health Coverage Dates Date/Time Qualifier NUMBER(3) Y Date Time Period Format Qualifier VARCHAR2(3) Y Date Time Period VARCHAR2(35) Y Amount Qualifier Code VARCHAR2(3) Y Monetary Amount R Y Loop Identifier Code VARCHAR2(4) Y Assigned Number NUMBER (6) Y Entity Identifier Code NUMBER(3) Y Name VARCHAR2(60) Y Reference Identification Qualifier VARCHAR2(3) Y Reference Identification VARCHAR2(50) Y 2800 AMT - Health Coverage Policy Additional Reporting Categories 6880 LS - Additional Reporting Categories 2700 - Member Reporting Categories 6881 LX - Member Reporting Categories 2750 - Reporting Category 6882 N1 - Reporting Category 6883 REF - Reporting Category Reference Reference Identification VARCHAR2(50) Y Date/Time Qualifier VARCHAR2(3) Y Date Time Period Format Qualifier VARCHAR2(3) Y Date Time Period VARCHAR2(35) Y Loop Identifier Code VARCHAR2(4) Y Number of Included Segments NUMBER(10) Y Transaction Set Control Number VARCHAR2(9) Y Number of transaction sets included NUMBER(6) Y Group control number NUMBER(9) Y Number of included functional groups NUMBER(5) Y Interchange control number NUMBER(9) Y 6884 DTP - Reporting Category Date 6885 LE - Additional Reporting Categories Loop Termination Transaction Set Trailer GE- Functional Group Trailer IEA-Interchange Control Trailer Mapping Logic This field will be populated with 00 – No Authorization information. This field will be populated with Spaces. This field will be populated with 00 – No Security information. This field will be populated with Spaces. 30= U.S. Federal Tax Identification Number Tax ID number of HBE 30= U.S. Federal Tax Identification Number Tax ID number of the Issuer This field will be populated with System Date Format - YYMMDD This field will be populated with System Time Format = HHMM Use ^ for repetition separator. This field will be populated with 00501 This field will be populated with the Interchange Control Number. Note ISA13 = IEA02 This field will be populated with 0 – no Acknowledgement This field will be populated with “P‟ in Production Mode and “T‟ in Test Mode. This field will be populated with Value = ":" This field will be populated with ‘BE’ – Benefit Enrollment Tax ID number of HBE Tax ID number of the Issuer This field will be populated with System Date Format - YYMMDD This field will be populated with System Time Format = HHMM This field will be populated with Group Control Number. Note GS06 = GE02 This field will be populated with ‘X’ for X12. This field will be populated with ‘005010X220A1’ version number for the 834 transaction. This Field will be populated with “834” Calculated sequential number This field will be same as GS08 i.e. ‘005010X220A1’ “00” – Original. Copy of the original will be available from archive. This field will be populated with the Sender’s Reference Number. This will be a unique number generated by the HBE. The date the file was created The time of day the file was created Values to be allowed: “2” = Change (Update). Used to identify a transaction of additions, terminations and changes to the current enrollment. “4” = Verify (Audit) This field will be populated with “38” This be the QHP Plan ID. 303 = Maintenance Effective D8 = Date expressed in format CCYYMMDD File Effective Date. Format is “CCYYMMDD”. This will be the primary applicant for an individual application and employer for a SHOP application. This field will be populated with “FI” and “24” This will be the issuer information. Will default to IN This will be the issuer name Will be FI Issuer FEIN The INS01 indicates the status of the insured. A “Y” value indicates the insured is a subscriber: an “N” value indicates the insured is a dependent. If the subscriber and the insured are always the same individual, you can default this to “Y”. 01 – Spouse 19 – Child 18 – Self G8 – Other Relationship Code Values used: • 001 – Change • 021 – Additions • 024 – Terminations • 025 – Reinstatement • 030 – Audit a. 01 = Divorce b. 02 = Birth c. 03 = Death d. 05 = Adoption e. 07 = Termination of Benefits f. 08 = Termination of Employment g. 22 = Plan Change h. 28 = Initial Enrollment i. 32 = Marriage j. 59 = Non Payment k. AI = No Reason Given Populated with “A” Active or left out for other reason codes. “D8” Send when required by X12 syntax. This element captures date of death. Client Date of Death in the CCYYMMDD format. This field is populated with “0F” Subscriber Number(Person ID). This will be the unique exchange Person ID (Subscriber ID) created by the HBE. This field is populated with “ZZ” Person ID for dependents. This will be the unique exchange Person ID created by the HBE. 050 = Enrollment application received 303 = Maintenance Effective 336 = Employment Begin 337 = Employment End 356 = Eligibility Begin 357 = Eligibility End This field is populated with “D8” This field is populated with Status Information Effective Date in CCYYMMDD format. This field is populated with “IL” (Insured or Subscriber) or “74” (Corrected Insured). This code identifies if this is a correction to a previous enrollment or if it is a new, or update, enrollment transaction. Will be 1 This field is populated with Client’s Last Name. This field is populated with Client’s First Name. This field is populated with Client’s Middle Initial. Send if supplied by subscriber Send if supplied by subscriber Client ID Qualifier This field is populated with “34” – Social Security Number. This field is populated with the Client’s Social Security Number (when available). Insured Party This field is populated with “IP” for Insured Party. System will send the primary and alternate phone numbers captured in the HBE and the email address (if available). TE = Phone number (As the 1st occurance) AP = Alternate phone number EM = email This field is populated with Client’s primary phone number. System will send the alternate phone number if available. AP = Alternate phone number This field is populated with Client’s alternate phone number. System will send the email address (if available). EM = email This field is populated with the email. Address Information Line 1. Note: This is the client’s residence address. Address Information Line 2 – Populated if second address line exists. Note: This is the client’s residence address. City Name Note: This is the client’s residence address. State or Province Code Note: This is the client’s residence address. Postal Code Medical Residential Zip Code. Note: This is the client’s residence address This field will be populated if the country code is other than “US” Populated with “60” Populated with the Rate Region Code N/A Recipient Birth Date Populated with Client’s Date of Birth in the CCYYMMDD format. “M” – Male “F” – Female “U” – Unknown “D” – Divorced “M” – Married “S” – Single “W” – Widowed 7 – Not Provided 8 – Not Applicable A – Asian or Pacific Islander B – Black C – Caucasian D – Subcontinent Asian American E – Other Race or Ethnicity F – Asian Pacific American G – Native American H – Hispanic I – American Indian or Alaskan Native J – Native Hawaiian N – Black (Non-Hispanic) O – White (Non-Hispanic) P – Pacific Islander Z – Mutually Defined Citizen Status “1” – US citizen “3” – Resident Alien “4” – Illegal Alien This will have values:N: None T: Tobacco Use Populated with “LE”. Populated with Language Code N/A N/A When the Incorrect Member loop 2100B is used and NM101 = 70, the entity identifier in loop 2100A must be NM101 = 74. “1” Person Prior incorrect insured last name. Note: This is called “Name Last or Organizational Name” in 834 PDF Prior incorrect insured first name Prior incorrect insured middle name Prior incorrect insured name prefix. Send if supplied by the subscriber Prior incorrect insured name suffix. Send if supplied by the subscriber Populated with “34” Prior incorrect insured Social Security Number (when available) Prior incorrect insured Social Security Number (when available). This field will be populated with “D8” This field will be populated with the Prior incorrect insured birth date. This field will be populated with the Prior incorrect insured gender code. “F” – Female “M” – Male “U” – Unknown N/A N/A N/A This is the member mailing address if different from the residence address in 2100A or when a dependent's address is different from the subscriber. This is “31” for Postal mailing address. This is “1” for Person. Address Information Line 1 Address Information Line 2 City Name State Postal code This field will be populated if the country code is other than “US”. This field will be populated with “36” This field will be populated with “1” This field will be the name of the individual assigned as the administrator for the organization N/A N/A N/A N/A This field will be populated with either “24” – Employer Identification Number or “34” - SSN N/A Head of Household This field is populated with “EP”. Member Employer communication contact “TE” - Phone Number This field is populated with the Employer contact’s Phone Number. “TE” - Phone Number (when available) This field is populated with the Employer Contact’s Other Phone Number (when available). Address Information Line 1. Address Information Line 2 – populated if second address line exists. City Name State or Province Code Postal Code Country Code “QD” for Responsible Party “E1” for Person or Other Entity Legally Responsible for a child “S1” Parent “X4” Spouse “9K” Tax Filer “1” Person Head of Household’s last name. Note: This is called “Name Last or Organizational Name” in 834 PDF Head of Household’s first name Head of Household’s middle name Head of Household’s name prefix. Send if supplied by the subscriber Head of Household’s name suffix. Send if supplied by the subscriber Populated with “34” Head of Household’s Social Security Number (when available) Head of Household’s Social Security Number (when available). Head of Household This field is populated with “RP”. “TE” - Phone Number This field is populated with the Head of Household’s Phone Number. “TE” – Phone Number (when available) This field is populated with the Head of Household’s Other Phone Number (when available). Address Information Line 1. Address Information Line 2 – populated if second address line exists. City Name State or Province Code Postal Code Country Code Populated with: “001” - Change “021” – Addition “024” – Cancellation or Termination “030” – Audit This field is populated with “MM” or “DEN” (Standalone Dental). The value in this field will be the plan name. This will be populated with: CHD = Children Only DEP = Dependents Only E1D = Employee and One Dependent E2D = Employee and Two Dependents E3D = Employee and Three Dependents E5D = Employee and One or More Dependents E6D = Employee and Two or More Dependents E7D = Employee and Three or More Dependents E8D = Employee and Four or More Dependents E9D = Employee and Five or More Dependents ECH = Employee and Children EMP = Employee Only ESP = Employee and Spouse FAM = Family IND = Individual SPC = Spouse and Children SPO = Spouse Only TWO = Two Party Late enrollment indicator “303” = Transaction Effective Date “348” = Health Plan coverage Begin Date “349” = Health Plan coverage End Date. "357" = Eligibility End Please refer section 4 “Reporting of Dates in the 834” for the dates reported for each maintenance type code. This field is populated with “D8” CCYYMMDD Date Plan Coverage Begins/Ends in Update file or first day of the Month (for which premium info is being sent) in the Audit file. “P3” – Premium Amount Absolute premium amount. Set to 2700 Squential number for member's additional reporting categories. This will be 75 The code values will be:APTC AMT CSR AMT TOT IND RES AMT TOT EMP RES AMT RATING AREA OTH PAY AMT 1 OTH PAY AMT 2 CSR ELIG CAT REL TO TAX FILER SOURCE EXCHG ID SEP REASON ADDL MAINT DENRIDER PRE AMT TOTAL This will be 9V - Payment Category for APTC AMT, TOT IND RES AMT, TOT EMP RES AMT This will be 9X - Account Category for PRE AMT TOTAL, Rating Area This will be ZZ for CSR Category and Dental Rider Indicator This will be: PRE AMT TOTAL TOT IND RES AMT TOT EMP RES AMT APTC Amount CSR Eligibility Category Dental Rider Indicator “007” – Effective Date This field is populated with “D8” CCYYMMDD Set to 2700 This field will be populated with the number of included segments. This field will be populated with the Transaction Set Control Number. Total number of transaction sets included in the functional group Assigned number originated and maintained by the sender. Needs to match GS06 Number of functional groups included in an interchange A control number assigned by the interchange sender
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