The Patient section for an institutional claim is different from a professional claim because of different requirements. This section is used to supply the patient information. This information is required when the patient is the subscriber or considered to be the subscriber and at least one of the element requirements is met.
The Patient fields are defined below:
Relationship to SubscriberRelationship to Subscriber
Code indicating the relationship of the patient to the person insured. Required when the patient is the subscriber or is considered to be the subscriber. Options are:
01 | Spouse |
18 | Self |
19 | Child |
20 | Employee |
21 | Unknown |
39 | Organ Donor |
40 | Cadaver Donor |
53 | Life Partner |
G8 | Other Relationship |
Last name of the person to whom the services were provided.
First name of the person to whom the services were provided.
Middle initial of the patient.
Additional descriptive information at the end of the patient's name (e.g. Jr.).
Street number and name of the mailing address of the patient (or post office box number or RFD), and additional address information.
Postal code of the address where the patient lives. When a user enters a zip code in a zip code field and clicks tab to move to the next field, the city and state fields are automatically generated based on data received from the USPS. Note: This replaces any data already entered in the city/state fields.
Name of the city where the patient lives.
Two-letter code for the state or province where the patient lives.
The country where the patient lives.
Subdivision CodeSubdivision Code
Code identifying the country subdivision.
The date of birth of the patient.
The gender of the patient as recorded at date of admission, outpatient service, or start of care. Options are:
F |
Female |
M | Male |
U | Unknown |
Patient Account NumberPatient Account Number
Patient’s unique alpha-numeric number assigned by the provider to facilitate retrieval of individual financial records and posting of the payment.
Medical Record NumberMedical Record Number
The number assigned to the patient’s medical/health record by the provider. Also called a chart number.
Statement From DateStatement From Date
The date of the start of the period covered on the claim.
Statement Thru DateStatement Thru Date
The date of the end of the period covered on the claim.
The date the patient was admitted to the provider for inpatient care, outpatient service, or start of care.
Four digits for the hour and minute of admission.
Code indicating the priority of the admission. Options are:
1 |
Emergency |
2 | Urgent |
3 | Elective |
4 | Newborn |
5 | Trauma Center Activation |
9 | Info Not Available |
Admission SourceAdmission Source
Code indicating the source of this admission, such as physician referral. Options are:
1 |
Non-Health Care Facility Point of Origin |
2 | Clinic |
4 | Transfer from Hospital (Different Facility) |
5 | Born Inside this Hospital (For Newborns Only) |
5 | Transfer from SNF or ICF |
6 | Born Outside this Hospital (For Newborns Only) |
6 | Transfer from Another Health Care Facility |
8 | Court/Law Enforcement |
9 | Information Not Available |
D | Transfer from One Unit to Another (Same Facility) |
E | Transfer from Ambulatory Surgery Center |
F | Transfer from Hospice and Under Hospice POC |
Four digits for the hour and minute of discharge.
A code indicating patient status as of the Statement Thru Date. Options are:
01 |
Discharged to Home or Self-Care (Routine) |
02 | Discharged/Transferred to Another Hospital |
03 | Discharged/Transferred to SNF |
04 | Discharged/Transferred to Intermediate Facility |
05 | Discharged/Transferred to Designated Cancer Center |
06 | Discharged/Transferred to Home Under Care of HH |
07 | Left Against Medical Advice/Discontinued Care |
09 | Admitted as an Inpatient to this Hospital |
20 | Expired (or Did Not Recover-Christian Science) |
21 | Discharge/Transfer to Court/Law Enforcement |
30 | Still Patient |
40 | Expired at Home |
41 | Expired at Medical Facility |
42 | Expired - Place Uknown |
43 | Discharged/Transferred to Federal Hospital |
50 | Hospice - Home |
51 | Hospice - Medical Facility |
61 | Discharged/Transferred to Medicare Swing Bed |
62 | Discharged/Transferred to Inpatient Rehab Facility |
63 | Discharged/Transferred to Long-Term Care Hosp |
64 | Discharged/Transferred to Nursing Facility |
65 | Discharged/Transferred to Psychiatric Hospital |
66 | Discharged/Transferred to Critical Access Hosp |
70 | Discharged/Transferred to Another Type Inst |
Release of Information CodeRelease of Information Code
Code indicating whether the provider has on file a signed statement permitting the release of medical data to other organizations.
I | Informed Consent to Release Info |
Y | Yes, Provider has Signed Statement |
Delay Reason CodeDelay Reason Code
Code indicating the reason why a request was delayed. Options are:
1 |
Proof of Eligibility Unknown or Unavailable |
2 | Litigation |
3 | Authorization Delays |
4 | Delay in Certifying Provider |
5 | Delay in Supplying Billing Forms |
6 | Delay in Delivery of Custom-Made Appliances |
7 | Third-Party Processing Delay |
8 | Delay in Eligibility Determination |
9 | Original Claim Rejected or Denied Due to a Reason Unrelated to the Billing Limitation Rules |
10 | Administration Delay in the Prior Approval Process |
11 | Other |
15 | Natural Disaster |
Property Claim NumberProperty Claim Number
Identification number for property casualty claim associated with the services identified on the bill.
Property Patient ID QualifierProperty Patient ID Qualifier
Code qualifying the reference identification for a property and casualty claim. Options are:
1W | Member ID Number |
SY | Social Security Number |
Property Patient IDProperty Patient ID
Identification number of the patient on a property and casualty claim.
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