Crosswalk

2011-2014_EDS Companion Guides_Crosswalk_draft_061314.xlsx

Collection of Encounter Data from Medicare Advantage Organizations (CMS-10340)

Crosswalk

OMB: 0938-1152

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Overview

837-P
837-I
837P-DME


Sheet 1: 837-P

September 2011 (old version) May 2014 (new version) Type of Change Reason for Change Burden Change
Preface Preface Rev Email address to submit questions changed from [email protected] to [email protected]. No
Introduction Introduction Rev Updated content through this section to more fully define the scope and overview of the 837-P EDS Companion Guide No

1.3 Major Updates New Added section to identify significant updates made to each new release of the monthly 837-P EDS Companion Guides No
1.4 References 1.4 References Rev Removed sentence (For example, the edits contained in a spreadsheet version of EB20113V01 are effective January 1, 2013 and implemented on January 7, 2013.) because dates do not coincide with quarterly updates. Detailed explanation documented in CG to instruct submitter how to access CEM Edits Spreadsheet. No
2.0 Contact Information 2.0 Contact Information Rev Updated this section to include additional resources and new information regarding availability of resources No
2.2 Applicable Websites/Email Resources 2.2 Applicable Websites/Email Resources Rev Updated Resource listing to identify new EDS inbox email address from [email protected] to [email protected] No

3.0 File Submission New Added section to desciribe requirements for EDS file size limitations and file structure Yes (system change)
3.2 File Structure 3.2 File Structure – NDM/Connect:Direct and Gentran/TIBCO Submitters Only New Added Note to NDM/Connect:Direct Users: If a submitter has not established a sufficient number of Generated Data Groups (GDGs) to accommodate the number of files returned from the EDFES, not all of the EDFES Acknowledgement reports will be stored in the submitter’s system. To prevent this situation, NDM/Connect:Direct submitters should establish a limit of 255 GDGs in their internal processing systems. Yes (system change)
4.0 Control Segments/Envelopes 4.0 Control Segments/Envelopes Rev Section 4.2, Table 2 – Provided additional guidance to ensure accurate formatting of encounter data files, including specific requirements for specific segments and transaction evenlopes.
Note: The tables within this section are updated as needed.
Yes (system change)

5.0 Transaction Specific Information New Separated information from section 4.0 to provide detailed guidance and specific data elements required for submission of 837-Professional encounters
Note: The tables within this section are updated as needed.
No
5.0 Acknowledgements and Reports 6.0 Acknowledgements and/or Reports Rev Updated guidance to more accurately reflect the purpose and logic for generation and distribution of EDFES reports Yes (system/staffing change)

6.4 MAO-001 Encounter Data Duplicates Report New Added section to describe requirements and guidance for EDPS MAO-001 Encounter Data Duplicates Report Yes (system/staffing change)

6.5 MAO-002 Encounter Data Processing Status Report New Added section to describe requirements and guidance for EDPS MAO-002 Encounter Data Processing Status Yes (system/staffing change)

6.6 Reports File Naming Conventions New Added section to identify EDFES and EDPS File Naming Conventions for Test and Production files
No

6.6 Reports File Naming Conventions Rev Updated FTP Mailbox Naming Convention in Table 5 - Testing EDFES Reports File Naming Conventions and Table 8 - Production EDFES Reports File Naming Conventions No

6.7 EDFES Notifications New Added guidance and an associated table listing notifications submitted to MAOs and other entities that identify errors with encounter file submission No

6.7 EDFES Notifications Rev Updated Table 10 - EDFES Notifications to identify new and updated notifications for testing and production No

7.0 Front-End Edits New Added section to identify deactivated EDFES CEM edits (temporary and permanent deactivation)
Note: The tables within this section are updated as needed
Yes (system change)

8.0 Duplicate Logic New Added section to provide purpose and editing logic for EDS duplicate logic validation No

9.0 Business Cases New Added ten (10) business case scenarios, including data strings for each, to provide comprehensvie submission guidance for commonly submitted encounter types No

10.0 Encounter Data Professional Processing and Pricing System Edits New Added section to identify edits used by the EDPS to validate and process encounters. Subsections for section 10.0 include a table outlining the error codes, error descriptions/messages, and editing categories; EDPPPS Enhancements Implementation Dates; and Edits Prevention and Resolution Strategies
Note: This section is updated as needed.
No

10.0 Encounter Data Professional Processing and Pricing System Edits Rev Updated EDPPPS Error Codes and Error Code Descriptions to remove deactivated edits and add new edits No

10.1 EDPPPS Edits Enhancements Implementation Dates Rev EDPS Edits Enhancements Implementation updates for new, revised, or deactivated edits. No

10.2 EDPS Edits Prevention and Resolution Strategies Rev Added overview information and a list of edits generated in the EDPS to provide EDPPPS Edits Prevention and Resolution and Prevention Strategies to assist MAOs and other entities with reconciliation of encounter submission. No

11.0 Submission of Default Data in a Limited Set of Circumstances New Added section to provided guidance for MAOs and other entities' submission of default data . Subsection 11.1 added to list the actual default data descriptions and default data reason codes.
Note: Default Data Reason Codes were previously identified as Proxy Data Reason Codes, but revised to better identify the purpose for the codes.
Yes(System Change)

11.1 Default Data Reason Codes (DDRC) Rev Updated description title from “Proxy” Data to “Default” Data; and description of PDRC to DDRC to more accurately reflect purpose of coding No

12.0 Tier II Testing New Added section to provide guidance for MAOs and other entities to submit test data to the EDS for verfication of encounter accuracy prior to submission of producation data No

13.0 EDS Acronyms New Added section to identify acronyms frequently used in the EDS.
Note: This section is updated as needed.
No

Revision History New Added section to identify revisions history for monthly 837-P EDS Companion Guides (identifies version number, date of release, and description of revisions occurring for each release No

Sheet 2: 837-I

September 2011 (old version) May 2014 (new version) Type of Change Reason for Change Burden Change
Preface Preface Rev Email address to submit questions changed from [email protected] to [email protected]. No
Introduction Introduction Rev Updated content through this section to more fully define the scope and overview of the 837-I EDS Companion Guide


1.3 Major Updates New Added section to identify significant updates made to each new release of the monthly 837-I EDS Companion Guides No
1.4 References 1.4 References Rev Removed sentence (For example, the edits contained in a spreadsheet version of EB20113V01 are effective January 1, 2013 and implemented on January 7, 2013.) because dates do not coincide with quarterly updates. Detailed explanation documented in CG to instruct submitter how to access CEM Edits Spreadsheet. No
2.0 Contact Information 2.0 Contact Information Rev Updated this section to include additional resources and new information regarding availability of resources No
2.2 Applicable Websites/Email Resources 2.2 Applicable Websites/Email Resources Rev Updated Resource listing to identify new EDS inbox email address from [email protected] to [email protected] No

3.0 File Submission New Added section to desciribe requirements for EDS file size limitations and file structure Yes (system change)
3.2 File Structure 3.2 File Structure – NDM/Connect:Direct and Gentran/TIBCO Submitters Only New Added Note to NDM/Connect:Direct Users: If a submitter has not established a sufficient number of Generated Data Groups (GDGs) to accommodate the number of files returned from the EDFES, not all of the EDFES Acknowledgement reports will be stored in the submitter’s system. To prevent this situation, NDM/Connect:Direct submitters should establish a limit of 255 GDGs in their internal processing systems. Yes (system change)
4.0 Control Segments/Envelopes 4.0 Control Segments/Envelopes Rev Section 4.2, Table 2 – Provided additional guidance to ensure accurate formatting of encounter data files, including specific requirements for specific segments and transaction evenlopes.
Note: The tables within this section are updated as needed.
Yes (system change)

5.0 Transaction Specific Information New Separated information from section 4.0 to provide detailed guidance and specific data elements required for submission of 837-Institutional encounters
Note: The tables within this section are updated as needed.
No
5.0 Acknowledgements and Reports 6.0 Acknowledgements and/or Reports Rev Updated guidance to more accurately reflect the purpose and logic for generation and distribution of EDFES reports Yes (system/staffing change)

6.4 MAO-001 Encounter Data Duplicates Report New Added section to describe requirements and guidance for EDPS MAO-001 Encounter Data Duplicates Report Yes (system/staffing change)

6.5 MAO-002 Encounter Data Processing Status Report New Added section to describe requirements and guidance for EDPS MAO-002 Encounter Data Processing Status Yes(system/staffing change)

6.6 Reports File Naming Conventions New Added section to identify EDFES and EDPS File Naming Conventions for Test and Production files
No

6.6 Reports File Naming Conventions Rev Updated FTP Mailbox Naming Convention in Table 5 - Testing EDFES Reports File Naming Conventions and Table 8 - Production EDFES Reports File Naming Conventions No

6.7 EDFES Notifications New Added guidance and an associated table listing notifications submitted to MAOs and other entities that identify errors with encounter file submission No

6.7 EDFES Notifications Rev Updated Table 10 - EDFES Notifications to identify new and updated notifications for testing and production No

7.0 Front-End Edits New Added section to identify deactivated EDFES CEM edits (temporary and permanent deactivation)
Note: The tables within this section are updated as needed
Yes(system/staffing change)

7.1 Deactivated Front-End Edits Rev Updated Deactivated Front-End Edits table to include an additional CEM edit No

8.0 Duplicate Logic New Added section to provide purpose and editing logic for EDS duplicate logic validation No

9.0 Business Cases New Added ten (10) business case scenarios, including data strings for each, to provide comprehensvie submission guidance for commonly submitted encounter types No

10.0 Encounter Data Institutional Processing and Pricing System Edits New Added section to identify edits used by the EDPS to validate and process encounters. Subsections for section 10.0 include a table outlining the error codes, error descriptions/messages, and editing categories; EDIPPS Enhancements Implementation Dates; and Edits Prevention and Resolution Strategies
Note: This section is updated as needed.
No

10.0 Encounter Data Institutional Processing and Pricing System Edits Rev Updated EDIPPS Error Codes and Error Code Descriptions to remove deactivated edits and add new edits No

10.1 EDIPPS Edits Enhancements Implementation Dates Rev EDPS Edits Enhancements Implementation updates for new, revised, or deactivated edits. No

10.2 EDPS Edits Prevention and Resolution Strategies Rev Updated EDIPPS Edits Prevention and Resolution and Prevention Strategies to remove deactivated edits and add new or revised edits strategies No

11.0 Submission of Default Data in a Limited Set of Circumstances New Added section to provided guidance for MAOs and other entities' submission of default data . Subsection 11.1 added to list the actual default data descriptions and default data reason codes.
Note: Default Data Reason Codes were previously identified as Proxy Data Reason Codes, but revised to better identify the purpose for the codes.
Yes (system)

11.1 Default Data Reason Codes (DDRC) Rev Updated description title from “Proxy” Data to “Default” Data; and description of PDRC to DDRC to more accurately reflect purpose of coding No

12.0 Tier II Testing New Added section to provide guidance for MAOs and other entities to submit test data to the EDS for verfication of encounter accuracy prior to submission of producation data No

13.0 EDS Acronyms New Added section to identify acronyms frequently used in the EDS.
Note: This section is updated as needed.
No

Revision History New Added section to identify revisions history for monthly 837-I EDS Companion Guides (identifies version number, date of release, and description of revisions occurring for each release No

Sheet 3: 837P-DME

June 2012 (old version) May 2014 (new version) Type of Change Reason for Change Burden Change
Preface Preface Rev Email address to submit questions changed from [email protected] to [email protected]. No
Introduction Introduction Rev Updated content through this section to more fully define the scope and overview of the 837-P DME EDS Companion Guide No

1.3 Major Updates New Added section to identify significant updates made to each new release of the monthly 837-P DME EDS Companion Guides No
1.4 References 1.4 References Rev Removed sentence (For example, the edits contained in a spreadsheet version of EB20113V01 are effective January 1, 2013 and implemented on January 7, 2013.) because dates do not coincide with quarterly updates. Detailed explanation documented in CG to instruct submitter how to access CEM Edits Spreadsheet. No
2.2 Applicable Websites/Email Resources 2.2 Applicable Websites/Email Resources Rev Updated Resource listing to identify new EDS inbox email address from [email protected] to [email protected] No
3.0 File Submission 3.0 File Submission Rev Updated guidance in this section to include reference to TIBCO connectivity and provide more detailed requirements for EDS file size limitations and file structure No
3.2 File Structure – NDM/Connect:Direct and Gentran/TIBCO Submitters Only 3.2 File Structure – NDM/Connect:Direct and Gentran/TIBCO Submitters Only New Added Note to NDM/Connect:Direct Users: If a submitter has not established a sufficient number of Generated Data Groups (GDGs) to accommodate the number of files returned from the EDFES, not all of the EDFES Acknowledgement reports will be stored in the submitter’s system. To prevent this situation, NDM/Connect:Direct submitters should establish a limit of 255 GDGs in their internal processing systems. Yes (system change)
4.0 Control Segments/Envelopes 4.0 Control Segments/Envelopes Rev Updated tables in section 4.1 and 4.2 to include additional required data elements.
Note: The tables within these sections are updated as needed.
Yes (system change)
5.0 837 Professional: Data Element Table 5.0 Transaction Specific Information New Updated information in this section to provide detailed guidance and specific data elements required for submission of 837-P DME encounters
Note: The tables within this section are updated as needed.
No

6.4 MAO-001 Encounter Data Duplicates Report New Added section to describe requirements and guidance for EDPS MAO-001 Encounter Data Duplicates Report No
6.6 Reports File Naming Conventions 6.6 Reports File Naming Conventions Rev Updated FTP Mailbox Naming Convention in Table 5 - Testing EDFES Reports File Naming Conventions. Added Tables 8 and 9 to identify Production EDFES Reports File Naming Conventions No

6.7 EDFES Notifications New Added new section to separately address guidance for EDFES Notifications No

6.7 EDFES Notifications Rev Updated Table 10 - EDFES Notifications to identify new and updated notifications for testing and production No
7.0 Front-End Edits 7.1 Deactivated Front-End Edits Rev Updated Deactivated Front-End Edits table to identify edits as "Deactivated edits" instead of "permanently" deactivated edits. No

7.2 Temporarily Deactivated Front-End edits New Added section to identify edits that are temporarily deactivated in the EDFES Yes (system change)
9.0 DME Business Cases 9.0 DME Business Cases Rev Updated data strings in DME Business Case scenarios No
10.0 Encounter Data DME Processing and Pricing System Edits 10.0 Encounter Data DME Processing and Pricing System Edits Rev Updated EDDPPS Error Codes and Error Code Descriptions to remove deactivated edits and add new edits No

10.1 EDDPPS Edits Enhancements Implementation Dates New Added this section to identify dates and reasons for new, revised, or deactivated edits. No

10.1 EDDPPS Edits Enhancements Implementation Dates Rev EDPS Edits Enhancements Implementation updates for new, revised, or deactivated edits. No

10.2 EDPS Edits Prevention and Resolution Strategies Rev Added overview information and a list of edits generated in the EDPS to provide EDPPPS Edits Prevention and Resolution and Prevention Strategies to assist MAOs and other entities with reconciliation of encounter submission. No

12.0 Submission of Default Data in a Limited Set of Circumstances New Added section to provided guidance for MAOs and other entities' submission of default data . Subsection 12.1 added to list the actual default data descriptions and default data reason codes.
Note: Default Data Reason Codes were previously identified as Proxy Data Reason Codes, but revised to better identify the purpose for the codes.
Yes (system change)

12.1 Default Data Reason Codes (DDRC) Rev Updated description title from “Proxy” Data to “Default” Data; and description of PDRC to DDRC to more accurately reflect purpose of coding No

13.0 Tier II Testing New Added section to provide guidance for MAOs and other entities to submit test data to the EDS for verfication of encounter accuracy prior to submission of producation data No

14.0 EDS Acronyms New Added section to identify acronyms frequently used in the EDS.
Note: This section is updated as needed.
No
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