CMS-P-0015A Statement Cost Series

Medicare Current Beneficiary Survey (MCBS) (CMS-P-0015A)

2019_Statement_Cost_Series_STQ

Medicare Current Beneficiary Survey (MCBS):(CMS Number CMS-P-0015A)

OMB: 0938-0568

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2019 MCBS Community Questionnaire

Variable Name

MR Screen Name

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description

Code List

Routing

STATEMENT COST SERIES QUESTIONNAIRE SPECIFICATIONS
CRITERIA
INTTYPE=C001, C002, C004, C005, C006, C007, C010
SPALIVE=ALL
SEASON=ALL
SPPROXY=SP or PROXY
Other: N/A
PLACEMENT
Administer after OMQ.

BOX STBEG

routing

IF ((SP WAS COVERED BY A MEDICARE MANAGED CARE PLAN WITHOUT RX COVERAGE ANYTIME
DURING THE CURRENT ROUND) OR (SP WAS COVERED BY A PRIVATE MANAGED CARE PLAN ANYTIME
DURING THE CURRENT ROUND)) AND (SP WAS NOT COVERED BY A MEDICARE PRESCRIPTION DRUG
PLAN ANYTIME DURING THE CURRENT ROUND), GO TO ST1 - MHMOSTMT.
ELSE GO TO ST2 - MCSAVAIL.

Now that we have finished talking about medical visits and prescribed medicines, let’s talk about [your/(SP’s)]
medical costs. We should start by looking at any paperwork or written explanations of what was paid by
Medicare, any insurance company, or TRICARE.

MHMOSTMT

ST1

code one

(01) ALWAYS
[Do you/Does (SP)] usually receive any statements or papers from Medicare, insurance, such as (MANAGED
(02) SOMETIMES
CARE PLAN NAME), or TRICARE that show the charges for medical visits or equipment?/Last time, we recorded
(03) NEVER
that [you/(SP)] (always/sometimes/never) received statements or papers from Medicare, insurance, or TRICARE
(-8) DON'T KNOW
that show the charges for medical visits or equipment.]
(-9) REFUSED

(01) ST2 - MCSAVAIL
(02) ST2 - MCSAVAIL
(03) BOX STEND
(-8) ST2 - MCSAVAIL
(-9) ST2 - MCSAVAIL

Please tell me if (currently) [you always receive statements, sometimes receive statements, or never receive
statements/(SP) always receives statements, sometimes receives statements, or never receives statements].

[Now that we have finished talking about medical visits and prescribed medicines, let’s talk about [your/(SP’s)]
medical costs. We should start by looking at any paperwork or written explanations of what costs were paid by
Medicare, any insurance company, or TRICARE.]

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

(01)
(02)
(-8)
(-9)

ST3 - STHIREP
BOX STEND
BOX STEND
BOX STEND

MCSAVAIL

ST2

yes/no

STHIREP

ST3

no entry

MATCHST

ST4

no entry

[MATCH UP MEDICARE, INSURANCE, TRICARE, AND MEDICARE PRESCRIPTION BENEFIT STATEMENTS
BY PROVIDER AND DATE OF SERVICE./PRESS ENTER TO CONTINUE TO THE NEXT
(STATEMENT/BUNDLE).]

ST5 - ST_CHARGEBUNDLE

ST_CHARGEBUNDLE

ST5

roster

ADD THE SOURCE(S) AND TYPE OF STATEMENT(S) FOR THE (FIRST/NEXT) BUNDLE OF EVENTS.
ADD ONE CHARGE BUNDLE AT THIS ROSTER.

STTYPE (HAD BEEN BOX ST5A)

STTYPE

ST5AA

code one

[PROBE IF NECESSARY: Do you have any statements or paper from Medicare, insurance, or TRICARE [that
[you/(SP)] received since the last interview]? (Please include any statements received about [your/(SP's)]
prescription drug benefit.)]

BASED ON THE INFORMATION RECORDED IN THE HEALTH INSURANCE SECTION FOR RECENT
ROUNDS, THE PLAN(S) LISTED BELOW ARE THE SOURCES OF STATEMENTS YOU MIGHT EXPECT TO
FIND FOR THIS SP.

SELECT SOURCE OF THE STATEMENT(S) FOR THIS CHARGE BUNDLE

ST4 - MATCHST

(01) MEDICARE SUMMARY NOTICE (MSN) ONLY
(02) INSURANCE STATEMENT ONLY
(03) BOTH MEDICARE SUMMARY NOTICE (MSN) AND
INSURNACE STATEMENT
(04) TRICARE STATEMENT ONLY
(05) BOTH MEDICARE SUMMARY NOTICE (MSN) AND
TRICARE STATEMENTS
(06) BOTH TRICARE AND INSURNACE STATEMENTS
(07) MEDICARE SUMMARY NOTICE (MSN) AND TRICARE
AND INSURANCE STATEMENTS
(08) MPDP STATEMENT OR MA/TRICARE PRESCIRPTION
DRUG BUNDLE

(01) ST5AA-MCARTYPE
(02) BOX ST5A
(03) ST5AA-MCARTYPE
(04) BOX ST5A
(05) ST5AA-MCARTYPE
(06) BOX ST5A
(07) ST5AA-MCARTYPE
(08) BOX ST5A

Page 1 of 18

2019 MCBS Community Questionnaire

Variable Name

MCARTYPE

PDPTYPE

MR Screen Name

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description

Code List

(01) MEDICARE SUMMARY NOTICE: PART B MEDICAL
INSURANCE - ASSIGNED OR UNASSIGNED (EXAMPLE 1)
(02) MEDICARE SUMMARY NOTICE: PART B MEDICAL
INSURNACE OUTPATIENT FACILITY CLAIMS (EXAMPLE 2)
(03) MEDICARE SUMMARY NOTICE: PART A HOSPITAL
BOX ST5A
INSURANCE INPATIENT CLAIMS (EXAMPLE 3)
(04) MEDICARE SUMMARY NOTICE: HOME HEALTH CARE
CLAIMS (EXAMPLE 4)
(05) MEDICARE SUMMARY NOTICE: PART A HOSPICE
FACILITY CLAIMS (EXAMPLE 5)

ST5AAA

code one

WHICH TYPE OF MEDICARE STATEMENT DO YOU HAVE TO ENTER? [SEE REFERENCE CARDS FOR
MEDICARE STATEMENT EXAMPLES]

BOX ST5A

routing

IF ST5 – STTYPE = 8/MPDPorMAorTricare THEN GO TO ST5A - PDPTYPE.
ELSE GO TO BOX ST5B.

ST5A

code one

SELECT THE TYPE OF PRESCRIPTION DRUG STATEMENT FOR THIS BUNDLE.

BOX ST5B

routing

SET STATEMENT TYPE.
GO TO BOX ST5.

routing

IF TYPE OF STATEMENT = 1/Medicare, 3/MedicareAndInsurance, 5/MedicareAndTricare, OR
7/MedicareAndTricareAndInsurance, GO TO ST7 - MSNCLNUM.
ELSE IF TYPE OF STATEMENT = 2/Insurance OR 6/TricareAndInsurance, GO TO ST10 - INSCLNUM.
ELSE IF TYPE OF STATEMENT = 4/Tricare AND ST5 - STTYPE = 4/Tricare, GO TO ST11 - TRICLNUM.
ELSE GO TO ST11B - PDPBEGMM.

BOX ST5

Routing

(01) MEDICARE PRESCRIPTION DRUG BENEFIT
STATEMENT
(02) MEDICARE ADVANTAGE STATEMENT
(03) TRICARE STATEMENT

BOX ST5B

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW

ST7 - MSNCLNM2

ENTER THE CLAIM CONTROL NUMBER FROM THE MEDICARE SUMMARY NOTICE (MSN) ASSOCIATED
WITH THE CLAIM TOTAL.
IF NO CLAIM CONTROL NUMBER(S) LISTED, USE F8 TO SELECT 'DON'T KNOW .
MSNCLNUM

ST7

text

DO NOT ENTER ANY CLAIM CONTROL NUMBERS IN COMMENTS.
[INSERT TEXT BOX 1 FOR CLAIM 1]
IF THERE ARE MULTIPLE CLAIM NUMBERS ASSOCIATED WITH THE CLAIM TOTAL, ENTER BELOW:
[INSERT REMAINING TEXT BOXES]

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW

MSNCLNM2

ST7

text

MSNCLNM3

ST7

text

MSNCLNM4

ST7

text

MSNCLNM5

ST7

text

BOX ST7

routing

IF ST7 - MSNCLNUM = DK, GO TO BOX ST9.
ELSE GO TO ST8 - MSCLVER1.

ST8

text

PLEASE ENTER THE FIRST CLAIM CONTROL NUMBER FROM THE MEDICARE SUMMARY NOTICE (MSN)
AGAIN.

BOX ST8

routing

IF ST8 - MSCLVER1 MATCHES ST7 - MSNCLNUM, GO TO BOX ST9.
ELSE GO TO ST9 - WHICHNUM.

MSCLVER1

WHICHNUM

ST9

code one

YOU HAVE ENTERED THE CLAIM CONTROL NUMBERS FROM THE MEDICARE SUMMARY NOTICE (MSN)
DIFFERENTLY.
FIRST TIME: (FIRST MSN CLAIM CONTROL NUMBER)
SECOND TIME: (SECOND MSN CLAIM CONTROL NUMBER)

(01) CONTINUOUS ANSWER

ST7 - MSNCLNM3
ST7 - MSNCLNM4
ST7 - MSNCLNM5
BOX ST7

BOX ST8

IF ST8 - MSCLVER1 MATCHES ST7 - MSNCLNUM, GO TO
BOX ST9.
ELSE GO TO ST9 - WHICHNUM.

(01) FIRST
(02) SECOND
(03) NEITHER

(01) BOX ST9
(02) BOX ST9
(03) ST9 - NEWCLNUM

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

BOX ST9

WHICH IS CORRECT?

NEWCLNUM

ST9

text

ENTER CORRECT MSN CLAIM CONTROL NUMBER:

Page 2 of 18

2019 MCBS Community Questionnaire

Variable Name

Question Type

Question Text/Description

BOX ST9

routing

IF TYPE OF STATEMENT = 3/MedicareAndInsurance OR 7/MedicareAndTricareAndInsurance, GO TO ST10 INSCLNUM.
ELSE IF TYPE OF STATEMENT = 5/MedicareAndTricare, GO TO ST11 - TRICLNUM.
ELSE GO TO ST12 - INCTYPE.

ST10

text

ENTER THE CLAIM CONTROL NUMBER FROM THE INSURANCE STATEMENT. IF NO CLAIM CONTROL
NUMBER LISTED, USE F8 TO SELECT 'DON'T KNOW .

BOX ST10

routing

IF TYPE OF STATEMENT = 6/TricareAndInsurance OR 7/MedicareAndTricareAndInsurance, GO TO ST11 TRICLNUM.
ELSE GO TO ST12 - INCTYPE.

TRICLNUM

ST11

text

PDPBEGMM

ST11B

date

PDPBEGDD

ST11B

date

PDPBEGYY

ST11B

date

PDPENDMM

ST11B

date

PDPENDDD

ST11B

date

PDPENDYY

ST11B

date

INCTYPE

ST12

code all

WHAT TYPE(S) OF EVENT(S) ARE INCLUDED IN THIS CHARGE BUNDLE ON THE (TYPE OF STATEMENT)?
CHECK ALL THAT APPLY.

BOX ST12

routing

IF THE RESPONSE TO ST12 - INCTYPE INCLUDES 1/ProvDates, GO TO ST13 - PROVIDER_STDATE.
ELSE GO TO BOX ST26.

INSCLNUM

PROVIDER_STDATE

MR Screen Name

STQ - STATEMENT COST SERIES

ST13

roster

Code List

Routing

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW

BOX ST10

ENTER THE CLAIM CONTROL NUMBER FROM THE TRICARE STATEMENT. IF NO CLAIM CONTROL
NUMBER LISTED, ENTER "DON'T KNOW".

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW

ST12 - INCTYPE

ENTER THE BEGINNING AND ENDING DATES OF SERVICE FROM THE PRESCRIPTION DRUG BENEFIT
STATEMENT.
BEGINNING DATE:

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

ST11B - PDPBEGDD

ENDING DATE:

WHICH MEDICAL PROVIDER IS IN THIS CHARGE BUNDLE?
SELECT OR ADD ONLY ONE PROVIDER.

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) PROVIDER SERVICE DATES
(02) HOME HEALTH VISITS
(03) OTHER MEDICAL EXPENSES
(04) PRESCRIBED MEDICINES

[DISPLAY PROVIDER ROSTER AS RESPONSE OPTIONS:
1. [PROVIDER 1]
2. [PROVIDER 2]
…
N. [PROVIDER N]
N+1. ADD ANOTHER
DISPLAY PROVIDER NAME, SPECIALITY, GROUP NAME
FOR ALL PROVIDERS WHERE PROVNUM>02.

ST11B - PDPBEGYY
ST11B - PDPENDMM
ST11B - PDPENDDD
ST11B - PDPENDYY
ST12 - INCTYPE

BOX ST12

"IF EXISTING PROVIDER SELECTED,
GO TO ST14 - STDATEUPD.
ELSE IF ""ADD ANOTHER""
SELECTED, GO TO PROV"

[PROVIDER LOOKUP CAN BE CALLED FROM THIS SCREEN]
ENTER THE NAME OF THE PROVIDER AND THE BILLING/GROUP OR PRACTICE NAME BELOW.

PROVNAME

ST13

verbatim

YOU MUST ENTER A PROVIDER NAME IN THE ‘NAME’ FIELD. IF THE PROVIDER IS AN INDIVIDUAL BUT
YOU DO NOT KNOW THE PROVIDER’S NAME, OR IF THE PROVIDER IS AN ORGANIZATION, ENTER THE
GROUP OR PRACTICE NAME IN THE ‘NAME’ FIELD AND LEAVE THE ‘GROUP’ FIELD BLANK.

ST13-GROUPNAM

YOU CAN CONSULT THE RESPONDENT’S STATEMENTS AND APPOINTMENT CARDS TO ENSURE THE
PROVIDER NAME IS ENTERED CORRECTLY.
NAME:

GROUPNAM

STDATEUPD

ST13

ST14

verbatim

GROUP:

code one

THE FOLLOWING EVENT DATES HAVE BEEN ENTERED FOR THIS PROVIDER.
DO YOU NEED TO ADD OR EDIT AN EVENT DATE FOR THIS CHARGE BUNDLE?

ST14 - STDATEUPD

(01) NO, DO NOT NEED TO ADD OR EDIT EVENT DATES
(02) YES, NEED TO ADD EVENT DATE
(03) YES, NEED TO EDIT EVENT DATE

(01) ST24 - EVENT_STDATE
(02) EVENT DATE ST16 EVENT_STDATEADD
(03) ST15 - EVENT_STDATEDIT

Page 3 of 18

2019 MCBS Community Questionnaire

Variable Name

MR Screen Name

STQ - STATEMENT COST SERIES

Question Type

VISITYPE

VISTYPE

select one

EVENT_STDATEDIT

ST15

roster

Question Text/Description

Code List

Routing

SELECT TYPE OF VISIT TO ADD:

(01) Separately Billing Lab (SL)
(02) Separately Billing Doctor (SD)
(03) Dental (DU)
(08) Vision (VU)
(09) Hearing (HU)
(04) Hospital Emergency Room (ER)
(05) Hospital Inpatient Saty (IP)
(06) Hospital Outpatient Visit (OP)
(07) Institutional Stay (IU)
(10) All other visits to Medical Provider (MP)

ST16 - EVENT

(01) CONTINUOUS ANSWER

ST16-EVENT

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

BOX ST16A

SELECT AND EDIT THE EVENT DATE THAT NEEDS CORRECTION.

[When did [you/(SP)] see (PROVIDER NAME)?/When [were you/was (SP)] admitted to and discharged from
(HOSPITAL NAME)?] Please tell me all the dates [since (REFERENCE DATE/UTILDATE)/between
(REFERENCE DATE) and (DATE OF DEATH/DATE OF INSTITUTIONALIZATION/ENDUTILD)].
ENTER ALL DATES.
EVENT

ST16

roster

ADD THE MISSING EVENT DATE(S) IN THIS CHARGE BUNDLE.
ADD ALL EVENT DATES FOR THIS PROVIDER.
[IF R HAD 5 OR MORE VISITS TO THIS PROVIDER DURING THIS REFERENCE PERIOD, SELECT "REPEAT
VISITS" AND LEAVE THE DAY FIELD BLANK. ENTER EACH MONTH SEPARATELY.]

STDATEINTRO

BOX ST16A

routing

IF AT LEAST ONE EVENT DATE ADDED AT ST16 IS NOT OUTSIDE THE SURVEY REFERENCE PERIOD, GO
TO BOX ST16B.
ELSE GO TO ST14 - STDATEUPD.

BOX ST16B

routing

IF AT LEAST ONE EVENT ADDED AT ST16 IS A 'DU', 'VU', 'HU' , 'IP', 'OP', OR 'MP' EVENT TYPE, GO TO ST17 STDATEINTRO.
ELSE GO TO BOX ST17.

ST17

no entry

Before we continue with this statement, I would like to ask you a few questions about the visit(s) I just added.

routing

IF AT LEAST ONE EVENT ADDED AT ST16 IS AN 'MP' EVENT TYPE AND THE PROVIDER SPECIALTY HAS
NOT BEEN COLLECTED, GO TO ST18 - PROVSPEC.
ELSE IF AT LEAST ONE EVENT ADDED AT ST16 IS A 'DU' EVENT TYPE AND THE PROVIDER SPECIALTY
HAS NOT BEEN COLLECTED, GO TO ST18A - PROVSPEC.
ELSE IF AT LEAST ONE EVENT ADDED AT ST16 IS A 'VU' EVENT TYPE AND THE PROVIDER SPECIALTY
HAS NOT BEEN COLLECTED, GO TO ST18B - PROVSPEC.
ELSE IF AT LEAST ONE EVENT ADDED AT ST16 IS A 'HU' EVENT TYPE AND THE PROVIDER SPECIALTY
HAS NOT BEEN COLLECTED, GO TO ST18C - PROVSPEC.
ELSE GO TO BOX ST18.

BOX ST17

BOX ST17

Page 4 of 18

2019 MCBS Community Questionnaire

Variable Name

MR Screen Name

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description

What kind of medical person is (PROVIDER NAME)?
PROVSPEC

ST18

code one

PROVSPOS

ST18

text

PROVSPEC

ST18A

code one

[SELECT THE CATEGORY FOR A GIVEN SPECIALTY ONLY IF THE RESPONDENT SPECIFICALLY NAMES
THE LISTED SPECIALTY OR MENTIONS THE WORDS OR INITIALS IN PARENTHESES FOLLOWING THAT
PROVIDER SPECIALTY. IF THE RESPONDENT NAMES A MEDICAL SPECIALTY NOT LISTED BELOW, BUT
LISTED ON SHOWCARD AC1, SUCH AS ‘CARDIOLOGY,’ SELECT 'MEDICAL DOCTOR.']

Code List
(01) DENTIST/DENTAL PROVIDER
(02) MEDICAL DOCTOR
(03) AUDIOLOGIST
(04) CHIROPRACTOR
(05) CLINICAL SOCIAL WORKER
(06) DIETITIAN-NUTRITIONIST
(07) HEARING THERAPIST
(08) HOME HEALTH/HEALTH AIDE
(09) HOMEMAKER
(10) HOSPICE WORKER
(11) I.V. THERAPIST
(12) NURSE (RN)
(13) NURSE PRACTITIONER
(14) NURSE'S AIDE
(15) OCCUPATIONAL THERAPIST (OT)
(16) OPTOMETRIST (OD)
(17) OSTEOPATH (DO)
(18) PARAMEDIC
(42) PHARMACIST
(19) PHYSICAL THERAPIST (PT)
(20) PHYSICIAN'S ASSISTANT
(21) PODIATRIST (FOOT DOCTOR)
(22) PSYCHOLOGIST
(23) RESPIRATORY THERAPIST
(24) SOCIAL/CASE WORKER
(25) SPEECH THERAPIST
(26) THERAPIST (MENTAL HEALTH)
(27) X-RAY TECHNICIAN
(28) LICENSED PRACTICAL NURSE (LPN)
(29) ACUPUNCTURIST
(30) HOMEOPATH
(31) MASSAGE THERAPIST
(32) NATUROPATH
(33) LICENSED PROFESSIONAL COUNSELOR [LPC]
(34) LAB TECHNICIAN
(91) OTHER MEDICAL PROVIDER SPECIALTY
(-8) DON'T KNOW
(-9) REFUSED

Routing

(01)-(34), (42), (-8), (-9) BOX ST18
(91) ST18 - PROVSPOS

OTHER MEDICAL PROVIDER (SPECIFY)

(01) CONTINUOUS ANSWER

BOX ST18

What kind of dental provider is [PROVNAME]?

(01) GENERAL DENTIST
(35) DENTAL HYGIENIST
(36) DENTAL TECHNICIAN
(37) DENTAL/ORAL SURGEON
(38) ORTHODONTIST
(39) ENDODONTIST
(40) PERIODONTIST
(41) PROSTHODONTIST
(91) OTHER
(-8) DON'T KNOW
(-9) REFUSED

(01) BOX ST18
(35) BOX ST18
(36) BOX ST18
(37) BOX ST18
(38) BOX ST18
(39) BOX ST18
(40) BOX ST18
(41) BOX ST18
(91) ST18A - PROVSPOS
(-8) BOX ST18
(-9) BOX ST18

Page 5 of 18

2019 MCBS Community Questionnaire

Variable Name

MR Screen Name

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description

Code List

Routing

(01)-(34), (-8), (-9) BOX ST18
(91) ST18A - PROVSPOS

PROVSPEC

ST18A1

code one

What kind of dental provider is [PROVNAME]?

(01) DENTIST/DENTAL PROVIDER (DO NOT DISPLAY)
(02) MEDICAL DOCTOR
(03) AUDIOLOGIST
(04) CHIROPRACTOR
(05) CLINICAL SOCIAL WORKER
(06) DIETITIAN-NUTRITIONIST
(07) HEARING THERAPIST
(08) HOME HEALTH/HEALTH AIDE
(09) HOMEMAKER
(10) HOSPICE WORKER
(11) I.V. THERAPIST
(12) NURSE (RN)
(13) NURSE PRACTITIONER
(14) NURSE'S AIDE
(15) OCCUPATIONAL THERAPIST (OT)
(16) OPTOMETRIST (OD)
(17) OSTEOPATH (DO)
(18) PARAMEDIC
(19) PHYSICAL THERAPIST (PT)
(20) PHYSICIAN'S ASSISTANT
(21) PODIATRIST (FOOT DOCTOR)
(22) PSYCHOLOGIST
(23) RESPIRATORY THERAPIST
(24) SOCIAL/CASE WORKER
(25) SPEECH THERAPIST
(26) THERAPIST (MENTAL HEALTH)
(27) X-RAY TECHNICIAN
(28) LICENSED PRACTICAL NURSE (LPN)
(29) ACUPUNCTURIST
(30) HOMEOPATH
(31) MASSAGE THERAPIST
(32) NATUROPATH
(33) LICENSED PROFESSIONAL COUNSELOR [LPC]
(34)LAB TECHNICIAN
(91) OTHER MEDICAL PROVIDER SPECIALTY
(-8) Don't Know
(-9) Refused

PROVPOS

ST18A

verbatim text

OTHER MEDICAL PROVIDER (SPECIFY)

(01) [Continuous answer.]

BOX ST18

What kind of eye care provider is [PROVNAME]?

(02) MEDICAL DOCTOR, INCLUDING OPHTHALMOLOGIST
(16) OPTOMETRIST (OD)
(43) OPTICIAN
(91) OTHER
(-8) DON'T KNOW
(-9) REFUSED

(02) BOX ST18
(16) BOX ST18
(43) BOX ST18
(91) ST18B- PROVSPECOTH
(-8) BOX ST18
(-9) BOX ST18

PROVSPEC

PROVSPEC

ST18B

ST18B1

code one

code one

What kind of eye care provider is [PROVNAME]?

(01) DENTIST/DENTAL PROVIDER
(02) MEDICAL DOCTOR (DO NOT DISPLAY)
(03) AUDIOLOGIST
(04) CHIROPRACTOR
(05) CLINICAL SOCIAL WORKER
(06) DIETITIAN-NUTRITIONIST
(07) HEARING THERAPIST
(08) HOME HEALTH/HEALTH AIDE
(09) HOMEMAKER
(10) HOSPICE WORKER
(11) I.V. THERAPIST
(12) NURSE (RN)
(13) NURSE PRACTITIONER
(14) NURSE'S AIDE
(15) OCCUPATIONAL THERAPIST (OT)
(16) OPTOMETRIST (OD) (DO NOT DISPLAY)
(17) OSTEOPATH (DO)
(18) PARAMEDIC
(19) PHYSICAL THERAPIST (PT)
(20) PHYSICIAN'S ASSISTANT
(21) PODIATRIST (FOOT DOCTOR)
(22) PSYCHOLOGIST
(23) RESPIRATORY THERAPIST
(24) SOCIAL/CASE WORKER
(25) SPEECH THERAPIST
(26) THERAPIST (MENTAL HEALTH)
(27) X-RAY TECHNICIAN
(28) LICENSED PRACTICAL NURSE (LPN)
(29) ACUPUNCTURIST
(30) HOMEOPATH

(01)-(34), (-8), (-9) BOX ST18
(91) ST18B - PROVSPOS

Page 6 of 18

2019 MCBS Community Questionnaire

STQ - STATEMENT COST SERIES

Variable Name

MR Screen Name

Question Type

Question Text/Description

Code List
(31) MASSAGE THERAPIST
(32) NATUROPATH
(33) LICENSED PROFESSIONAL COUNSELOR [LPC]
(34)LAB TECHNICIAN
(91) OTHER MEDICAL PROVIDER SPECIALTY
(-8) Don't Know
(-9) Refused

Routing

PROVPOS

ST18B

verbatim text

OTHER MEDICAL PROVIDER (SPECIFY)

(01) [Continuous answer.]

BOX ST18

What kind of hearing care provider is [PROVNAME]?

(02) MEDICAL DOCTOR, INCLUDING
OTOLARYNGOLOGIST (ENT), OTOLOGIST,
NEUROTOLOGIST
(03) AUDIOLOGIST
(44) AUDIOMETRIST
(45) HEARING INSTRUMENT SPECIALIST
(91) OTHER
(-8) Don't Know
(-9) Refused

(02) BOX ST18
(03) BOX ST18
(44) BOX ST18
(45) BOX ST18
(91) ST18C- PROVSPECOTH
(-8) BOX ST18
(-9) BOX ST18

(01)-(34), (-8), (-9) BOX ST18
(91) ST18C - PROVSPOS

PROVSPEC

ST18C

code one

PROVSPEC

ST18C1

code one

What kind of hearing care provider is [PROVNAME]?

(01) DENTIST/DENTAL PROVIDER
(02) MEDICAL DOCTOR (DO NOT DISPLAY)
(03) AUDIOLOGIST (DO NOT DISPLAY)
(04) CHIROPRACTOR
(05) CLINICAL SOCIAL WORKER
(06) DIETITIAN-NUTRITIONIST
(07) HEARING THERAPIST
(08) HOME HEALTH/HEALTH AIDE
(09) HOMEMAKER
(10) HOSPICE WORKER
(11) I.V. THERAPIST
(12) NURSE (RN)
(13) NURSE PRACTITIONER
(14) NURSE'S AIDE
(15) OCCUPATIONAL THERAPIST (OT)
(16) OPTOMETRIST (OD)
(17) OSTEOPATH (DO)
(18) PARAMEDIC
(19) PHYSICAL THERAPIST (PT)
(20) PHYSICIAN'S ASSISTANT
(21) PODIATRIST (FOOT DOCTOR)
(22) PSYCHOLOGIST
(23) RESPIRATORY THERAPIST
(24) SOCIAL/CASE WORKER
(25) SPEECH THERAPIST
(26) THERAPIST (MENTAL HEALTH)
(27) X-RAY TECHNICIAN
(28) LICENSED PRACTICAL NURSE (LPN)
(29) ACUPUNCTURIST
(30) HOMEOPATH
(31) MASSAGE THERAPIST
(32) NATUROPATH
(33) LICENSED PROFESSIONAL COUNSELOR [LPC]
(34)LAB TECHNICIAN
(91) OTHER MEDICAL PROVIDER SPECIALTY
(-8) Don't Know
(-9) Refused

PROVPOS

ST18C

verbatim text

OTHER MEDICAL PROVIDER (SPECIFY)

(01) [Continuous answer.]

BOX ST18

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

BOX ST19

BOX ST18

routing

IF (AT LEAST ONE EVENT ADDED AT ST16 IS A 'DU', 'VU', 'HU', 'ER', 'IP', 'OP', 'IU', OR 'MP' EVENT TYPE)
AND (SP REPORTED RECEIVING HEALTH CARE SERVICES THROUGH V.A. IN THE CURRENT ROUND OR
ANY PREVIOUS ROUND) AND (IF THIS PROVIDER IS ASSOCIATED WITH V.A. IS UNKNOWN), GO TO ST19 VAPLACE.
ELSE GO TO BOX ST19.

VAPLACE

ST19

yes/no

Is (PROVIDER NAME) associated with a Department of Veterans Affairs, or V.A. facility?

Page 7 of 18

2019 MCBS Community Questionnaire

Variable Name

MR Screen Name

BOX ST19

HMOASSOC

HMOREFER

ST20

ST21

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description

routing

IF (AT LEAST ONE EVENT ADDED AT ST16 IS A 'DU', 'VU', 'HU'', 'ER', 'IP', 'OP', OR 'MP' EVENT TYPE) AND
(SP COVERED BY A MANAGED CARE PLAN ANYTIME DURING THE CURRENT ROUND) AND (IF THIS
PROVIDER IS ASSOCIATED WITH A MANAGED CARE PLAN IS UNKNOWN), GO TO ST20 - HMOASSOC.
ELSE IF (AT LEAST ONE EVENT ADDED AT ST16 IS A 'DU', 'VU', 'HU', 'ER', 'IP', 'OP', OR 'MP' EVENT TYPE)
AND (SP COVERED BY A MANAGED CARE PLAN ANYTIME DURING THE CURRENT ROUND) AND (THIS
PROVIDER IS NOT ASSOCIATED WITH A MANAGED CARE PLAN), GO TO ST21 - HMOREFER.
ELSE GO TO BOX ST22A.

yes/no

yes/no

Is (PROVIDER NAME) associated with [your/(SP’s)] [READ MANAGED CARE PLAN NAME(S) BELOW] plan?

[Were you/Was (SP)] referred to (PROVIDER NAME) by [READ MANAGED CARE PLAN NAME(S) BELOW]?

BOX ST22A

routing

FOR THIS EVENT ADDED AT ST16,
IF TYPE OF EVENT = 'IP', GO TO IP7 - ANYOPERS.
ELSE IF TYPE OF EVENT = 'OP', GO TO OP5 - ANYOPERS.
ELSE IF TYPE OF EVENT = 'MP', GO TO BOX ST22B.
ELSE IF TYPE OF EVENT = 'DU', GO TO DU7 - DVPROCDR.
ELSE IF TYPE OF EVENT = 'VU', GO TO VU7 - VUPROCDR.
ELSE IF TYPE OF EVENT = 'HU', GO TO HU7 - HUPROCDR.
ELSE GO TO BOX ST23B.

BOX ST22B

routing

IF (PROVIDER SPECIALTY IS A MEDICAL DOCTOR) AND ((EVENT DATE OVERLAPS AN EXISTING IP
EVENT) OR (EVENT DATE MATCHES AN EXISTING ER OR OP EVENT) GO TO ST23 - MPSDVIS.
ELSE GO TO BOX ST23A.

ST23

yes/no

We have recorded that in (EVENT MONTH) [you were/(SP) was] also in [READ EVENT(S) LISTED BELOW].
Was this visit with (PROVIDER NAME) a visit while [you were/(SP) was] in [the [READ EVENT LISTED
BELOW]/any of these places]?

BOX ST23A

routing

BOX ST23B

routing

ST24

roster

BOX ST24

routing

ST24A

numeric

ENTER THE NUMBER OF (EVENT TYPE) VISITS IN (EVENT MONTH, YEAR) THAT ARE COVERED BY THIS
CHARGE.

BOX ST24A

routing

IF ANOTHER EVENT SELECTED AT ST24 IS A REPEAT VISIT, GO TO ST24A - RVLINKS.
ELSE GO TO ST25 - STDATEMTCH.

STDATEMTCH

ST25

code one

ARE ALL THE PROVIDER EVENTS FROM THE CHARGE BUNDLE ON (TYPE OF STATEMENT) SHOWN
BELOW?

EVENT_STDATEDEL

ST26

roster

BOX ST26

routing

PROVIDER_STHH

ST27

roster

COSTBEGM

ST28

numeric

COSTBEGD

ST28

numeric

COSTBEGY

ST28

numeric

COSTENDM

ST28

numeric

COSTENDD

ST28

numeric

MPSDVIS

EVENT_STDATE

RVLINKS

Code List

Routing

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

(01) BOX ST22A
(02) ST21 - HMOREFER
(-8) ST21 - HMOREFER
(-9) ST21 - HMOREFER

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

BOX ST22A

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

BOX ST23A

(01) CONTINUOUS ANSWER

BOX ST24

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

BOX ST24A

(01) YES
(02) NO, NEED TO ADD A PROVIDER EVENT
(03) NO, NEED TO REMOVE A PROVIDER EVENT
(01) CONTINUOUS ANSWER

(01) BOX ST26
(02) ST13 - PROVIDER_STDATE
(03) ST26 - EVENT_STDATEDEL
ST25 - STDATEMTCH

(01) CONTINUOUS ANSWER

ST28 - COSTBEGM

IF ST23 ASKED AND ST23 - MPSDVIS = 1/Yes, GO TO BOX ST23B.
ELSE GO TO BOX MP2C.
IF ANOTHER EVENT WAS ADDED WITH THIS PROVIDER AT ST16, GO TO BOX ST22A.
ELSE GO TO ST24-EVENT_STDATE.
SELECT THE EVENT DATE(S) THAT ARE INCLUDED IN THIS CHARGE BUNDLE.
IF AT LEAST ONE EVENT SELECTED AT ST24 IS A REPEAT VISIT, GO TO ST24A - RVLINKS.
ELSE GO TO ST25 - STDATEMTCH.

SELECT THE EVENT(S) THAT YOU WOULD LIKE TO REMOVE FROM THE CHARGE BUNDLE.
IF ST12 – INCTYPE INCLUDES 2/HHVisits, GO TO ST27 - PROVIDER_STHH.
ELSE GO TO BOX ST33.
WHICH HOME HEALTH PROVIDER IS IN THIS CHARGE BUNDLE?
SELECT OR ADD ONLY ONE PROVIDER.
ENTER THE START DATE AND STOP DATE COVERED BY THE CHARGE BUNDLE.
START DATE:

STOP DATE:

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

ST28 - COSTBEGD
ST28 - COSTBEGY
ST28 - COSTENDM
ST28 - COSTENDD
ST28 - COSTENDY

Page 8 of 18

2019 MCBS Community Questionnaire

STQ - STATEMENT COST SERIES

Variable Name

MR Screen Name

Question Type

COSTENDY

ST28

numeric

BOX ST28A

routing

IF (HOME HEALTH PROVIDER WAS ADDED AT ST27) OR (AN EXISTING PROVIDER WAS SELECTED AT
ST27 THAT WAS NOT ASSOCIATED WITH A HOME HEALTH EVENT), GO TO ST30 - HHEVNTTYPE.
ELSE GO TO BOX ST31B.

HHEVNTTYPE

ST30

code one

IS THE PROVIDER A HOME HEALTH PROFESSIONAL OR SOME OTHER TYPE OF HOME HEALTH
PROVIDER (HOME HEALTH AIDE, HOMEMAKER, ETC.)?

(01) HOME HEALTH PROFESSIONAL
(02) OTHER HOME HEALTH PROVIDER

STHHINTRO

ST31

no entry

Before we continue with this statement, I would like to ask you a few questions about the home health provider I
just added.

BOX ST31A

BOX ST31A

routing

IF ST30 - HHEVNTTYPE = 1/HP, GO TO HH3 - PROVSPEC.
ELSE GO TO HH20 - HHFTYPE.

BOX ST31B

routing

LINK HOME HEALTH PROVIDER TO CHARGE BUNDLE
GO TO ST32 - STHHMTCH.

ST32

code one

BOX ST33

routing

STOMUPD

ST34

code one

EVENT_STOMEDIT

ST35

roster

STHHMTCH

STOMADD

DO YOU NEED TO ADD OR EDIT AN OME EVENT FOR THIS CHARGE BUNDLE?

routing

ST37

roster

GO TO ST34 - STOMUPD.
SELECT OTHER MEDICAL EXPENSES THAT ARE IN THIS CHARGE BUNDLE ON THE (TYPE OF
STATEMENT).

BOX ST37

routing

ST38

BOX ST28A

ST31 - STHHINTRO

BOX ST33

(01) NO, DO NOT NEED TO ADD OR EDIT OM EVENT
(02) YES, NEED TO ADD AN OME EVENT
(03) YES, NEED TO EDIT AN OME EVENT

(01) ST37 - EVENT_STOM
(02) ST36 - STOMADD
(03) ST35 - EVENT_STOMEDIT

(01) GLASSES/CONTACTS
(11) HEARING AID
(02) HEARING/SPEECH DEVICE
(03) ORTHOPEDIC ITEM
(04) DIABETIC SUPPLIES
(05) AMBULANCE/RESCUE
(06 PROSTHESIS
(07) ALTERATIONS (HOME/CAR)
(08) OXYGEN
(09) KIDNEY DIALYSIS
(10) ALL OTHER MEDICAL SUPPLIES

(01) OM1B-VUTYPE
(11) OM3B-INLEFT
(02) OM33-EVENT_OMHRSP
(03) OM6 - ORTHTYPE
(04) OM10 - EVENT_OMDIAB
(05) OM12 - EVENT_OMAMBL
(06) OM14 - EVENT_OMPROS
(07) OM29 - ALTRTYPE
(08) OM19A - OXGNTYPE
(09) OM21A - KDNYTYPE
(10) OM24 - OTHRTYPE

SELECT AND EDIT THE OTHER MEDICAL EXPENSE EVENT THAT NEEDS CORRECTION.

BOX ST36

MONCOV96

STOMMTCH

THE FOLLOWING OME EVENTS HAVE BEEN ENTERED.

WHAT TYPE OF OTHER MEDICAL EXPENSE NEEDS TO BE ADDED?

numeric

Routing

IF ST12 – INCTYPE INCLUDES 3/OMExpenses, GO TO ST34 - STOMUPD.
ELSE GO TO BOX ST40.

code one

ST38

Code List
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

THE FOLLOWING HOME HEALTH PROVIDER EVENT HAS BEEN ADDED TO THIS CHARGE BUNDLE.

ST36

MONTHCOV

NUMLINKS

Question Text/Description

BOX ST37

IF AT LEAST ONE OTHER MEDICAL EXPENSE SELECTED AT ST37 IS RENTED, GO TO ST38 - MONTHCOV.
ELSE GO TO BOX ST38B.
HOW MANY MONTHS ARE COVERED BY THIS CHARGE BUNDLE?

(01) CONTINUOUS ANSWER
(-7) EMPTY
(-8) DON'T KNOW
(-9) REFUSED
(01) LESS THAN 1 MONTH
(-7) EMPTY

BOX ST38A

routing

IF ANOTHER OTHER MEDICAL EXPENSE SELECTED AT ST37 IS RENTED, GO TO ST38 - MONTHCOV.
ELSE GO TO BOX ST38B.

BOX ST38B

routing

IF AT LEAST ONE OTHER MEDICAL EXPENSE SELECTED AT ST37 IS OSTOMY SUPPLIES, INCONTINENCE
SUPPLIES OR BANDAGES, GO TO ST38A - NUMLINKS.
ELSE GO TO ST39 - STOMMTCH.

ST38A

numeric

HOW MANY PURCHASES OF (NAME OF OME ITEM) ARE COVERED BY THIS CHARGE BUNDLE?

BOX ST38AA

routing

IF ANOTHER OTHER MEDICAL EXPENSE SELECTED AT ST37 IS OSTOMY SUPPLIES, INCONTINENCE
SUPPLIES OR BANDAGES, GO TO ST38A - NUMLINKS.
ELSE GO TO ST39 - STOMMTCH.

ST39

code one

(01) YES
ARE ALL THE OTHER MEDICAL EXPENSES FROM THE CHARGE BUNDLE ON THE (TYPE OF STATEMENT)
(02) NO, NEED TO ADD AN OME EVENT
SHOWN BELOW?
(03) NO, NEED TO REMOVE AN OME EVENT

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

ST38 - MONCOV96
BOX ST38A

BOX ST38AA

(01) BOX ST40
(02) ST34 - STOMUPD
(03) ST40 - EVENT_STOMDEL

Page 9 of 18

2019 MCBS Community Questionnaire

STQ - STATEMENT COST SERIES

Variable Name

MR Screen Name

Question Type

Question Text/Description

Code List

EVENT_STOMDEL

ST40

roster

SELECT THE EVENT(S) THAT YOU WOULD LIKE TO REMOVE FROM THE CHARGE BUNDLE.

(01) CONTINUOUS ANSWER

BOX ST40

routing

IF ST12 – INCTYPE INCLUDES 4/PMS, GO TO ST41 - EVENT_STPM.
ELSE GO TO BOX ST45.

ST41

roster

SELECT OR ADD ALL PRESCRIPTION MEDICINES THAT ARE IN THIS CHARGE BUNDLE ON THE (TYPE OF
(01) CONTINUOUS ANSWER
STATEMENT).

BOX PM2

routing

EVENT_STPM

MEDICINE_PM1

Routing

BOX PM2

IF THERE IS AT LEAST ONE MEDICINE FROM A PRIOR ROUND ON THE EVENT TABLE FOR THIS CASE,
GO TO MEDICINE_PM1-MEDICINE_PM1.
ELSE GO TO PM2B-PMBOTTLE.

MEDICINE_PM1

code one

What is the name of the medicine?

BOX PM3

routing

IF THIS MEDICINE HAS AN EXACT MATCH TO THE FDB LIST ( PMEDID^=.), THEN GO TO PM2ASAMEFSAM.
ELSE GO TO PMBOTTLE-PMBOTTLE.

[DISPLAY MEDICINE ROSTER AS RESPONSE OPTIONS:
1. [MEDICINE 1]
2. [MEDICINE 2]
…
N. [MEDICINE N]
N+1. ADD ANOTHER
[DISPLAY MEDICINE NAME, STRENGTH, FORM, AND
QUANTITY FOR EACH.

BOX PM3

CODE "YES" WITHOUT ASKING IF STATEMENT, RECEIPT, BOTTLE OR BAG IS PRESENT AND FORM,
STRENGTH AND AMOUNT ARE EXACTLY THE SAME AS IN THE PREVIOUS INTERVIEW.
At the time of the last interview, [you/(SP)] purchased (MEDICINE NAME) in the form of (MEDICINE FORM).
SAMEFSAM

SAMEFSAM

yes/no

The strength was [MEDICINE STRENGTH].
The amount in the container when it was obtained was (PREVIOUS ROUND MEDICINE AMOUNT).

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

BOX PM4

Is this medicine in the same strength, form and amount?
CODE "NO" UNLESS FORM, STRENGTH, AND AMOUNT EXACTLY MATCH PREVIOUS ROUND.

BOX PM4

PMBOTTLE

PMBOTTLE

routing

IF SAMEFSAM=1/YES, THEN DO NOT CREATE A NEW EVENT FOR THIS MEDICINE AND GO TO PM6AGETNUM.
ELSE, CREATE A NEW EVENT FOR THIS MEDICINE AND GO TO PM2B-PMBOTTLE.

code one

(01) YES
CODE “YES” WITHOUT ASKING IF BOTTLE, CONTAINER, BAG, STATEMENT, OR RECEIPT IS PRESENT.
(02) NO
Do you have the medicine bottle, container or bag, or Prescription Drug Plan Statement available?
(03) NO BUT R CAN ANSWER QUESTIONS
IF R DOES NOT HAVE DOCUMENTATION, PROBE TO DETERMINE IF R CAN ANSWER QUESTIONS ABOUT
(-8) DON'T KNOW
THE FORM, STRENGTH, AND QUANTITY OF THE MEDICINE.
(-9) REFUSED

TO USE THE MEDICINE LOOKUP, START TYPING THE MEDICINE NAME IN THE PRESCRIBED MEDICINE
LOOKUP BOX. CHECK STATEMENT OR MEDICINE BOTTLE FOR SPELLING.

PMEDNAME

MED

lookup

(01) MED-PMEDNAME
(02) PMKNWNM-PMKNWNM
(03) MED-PMEDNAME
(-8) PMKNWNM-PMKNWNM
(-9) PMKNWNM-PMKNWNM

ONCE YOU HAVE ENTERED ALL DETAILS FOR A MEDICINE, IF YOU NEED TO GO BACK AND CORRECT,
USE THE GREEN “RETURN TO PRESCRIBED MEDICINE LOOKUP” BUTTON.

[PRESCRIBED MEDICINE LOOKUP TOOL]
PMBRNAME
PMGNNAME
PMFORMFD

MED
MED
MED

lookup
lookup
lookup

[PM BRAND NAME]
[PM GENERIC NAME]
Medicine Form [FDB LIST FORM NAME]

Page 10 of 18

2019 MCBS Community Questionnaire

Variable Name

MR Screen Name

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description

Code List

Routing

Medicine Form [MCBS FORM]

(01) PILLS (TABLETS, CAPSULES)
(02) LIQUID (TO BE TAKEN ORALLY)
(03) DROPS (EYE/EAR/NOSE)
(04) OINTMENT, CREAM, LOTION (TOPICAL OR
INTERNAL)
(05) SUPPOSITORIES
(06) AEROSOL/SPRAY, INHALANT, SOLUTIONS, DISKUS
(07) SHAMPOO, SOAP
(08) INJECTION
(09) IV INJECTION
(10 PATCHES
(11) GEL OR JELLY (TOPICAL OR INTERNAL)
(12) POWDER, GRANULES
(91) OTHER
(-8) Don't Know
(-9) Refused

(01)-(12) MED-PMSTRNFD
(91) MED-PMFORMOS
(-8) MED-PMSTRNFD
(-9) MED-PMSTRNFD

PMFORMMC

MED

code one

PMFORMOS

MED

verbatim

PMFORMFN

MED

verbatim

[MEDICINE FORM OTHER SPECIFY]
[FINAL CONCATENATED MEDICINE FORM]

PMSTRNFD

MED

verbatim

Medicine Strength

(01) [MEDICINE FORM SELECTED FROM LOOKUP]
(-7) NOT FOUND
(-8) DON'T KNOW

STRNNUMBB

MED

numeric

Medicine strength number

(01) CONTINUOUS ANSWER

STRNUNIT

MED

code one

PMSTRNOS

MED

verbatim

PMSTRUNI

MED

ookup

PMEDID

MED

numeric

FAMILYID

MED

numeric

PMKNWNM

PMKNWNM

code one

PMCOND

PMCOND

code one

PMCONDOS

PMCOND

verbatim

Medicine strength unit

(01) CONTINUOUS ANSWER

(01) MICROGRAMS (mcg, mc)
(02) MILLIGRAMS (mg)
(03) GRAINS (gr)
(04) MILLIEQUIVALENTS (meq)
(05) GRAMS (g, gm)
(06) PERCENT (%)
(07) INTERNATIONAL UNITS (IU)
(08) UNITS (U)
(91) OTHER
(-8) Don't Know
(-9) Refused

(01)-(08) MED-MEDID
(91) MED-PMSTRNOS
(-8) MED-MEDID
(-9) MED-MEDID

(01) YES
(02) NO
(-9) REFUSED

(01) MED-PMEDNAME
(02) PMCOND-PMCOND
(-9) PMCOND-PMCOND

(01) ALLERGY MEDICINE
(02) ALZHEIMERS
(03) ANTIBIOTICS
(04) ANTIPSYCHOTIC
(05) ASTHMA OR COPD
(06) BLOOD PRESSURE
(07) CHOLESTEROL
(08) COUGH AND COLD MEDICINE
(09) DEPRESSION
(10) DIABETES
(11) DIURETICS (WATER PILLS)
(12) EAR DROPS
(13) ESTROGEN
(14) EYE DROPS OR PREPARATION
(15) NASAL SPRAY/DROPS
(16) OSTEOPOROSIS (BONE LOSS)
(17) PAIN MEDICINE
(18) STEROID (GLUCOCORTICOID)
(19) STOMACH ACID OR ULCER
(20) OTHER
(-8) DON'T KNOW
(-9) REFUSED

(01)-(19) BOX PM5
(20) PMCOND-PMCONDOS
(-8) BOX PM5
(-9) BOX PM5

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

BOX PM5

[MEDICINE STRENGTH UNIT OTHER SPECIFY]
[FINAL CONCATENATED MEDICINE STRENGTH]
[THIS VARIABLE STORES THE UNIQUE IDENTIFIER FOR PRESCRIBED MEDICINES ADDED THROUGH THE
LOOKUP. IT IS HIDDEN ON SCREEN.]
[THIS VARIABLE STORES THE UNIQUE IDENTIFIER FOR PRESCRIBED MEDICINES BY NAME ONLY,
EXCLUDING STRENGTH AND FORM, THROUGH THE LOOKUP. IT IS HIDDEN ON SCREEN.]
DOES THE RESPONDENT KNOW THE NAME OF THE MEDICINE?

What condition is this medicine prescribed for or what is its primary use?
IF THIS MEDICINE IS TAKEN FOR MORE THAN ONE CONDITION, SELECT ONLY ONE.

OTHER (SPECIFY)

Page 11 of 18

2019 MCBS Community Questionnaire

Variable Name

TABNUM

MR Screen Name

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description

BOX PM5

routing

IF GETNUM=996/EVENT ENTERED IN ERROR OR PMKNWNM=02/NO OR SAMEFSAM=1/YES, GO TO
PMMORE-PMMORE;
ELSE IF MEDICINE FORM IS PILLS, TABLETS OR CAPSULES [PMFORMMC=1 OR PMFORMFD CONTAINS
("PILL", "TAB", "CAP") GO TO TABNUM-TABNUM;
ELSE GO TO PM16-AMTUNIT.

TABNUM

numeric

AMTUNIT

PM16

quantity unit

AMTUNOS
AMTNUM

PM16
PM16

text
numeric

BOX PM6

routing

Code List

Routing

HOW MANY PILLS, TABLETS, OR CAPSULES WERE IN THE CONTAINER WHEN IT WAS OBTAINED?

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW

BOX PM6

HOW MUCH MEDICINE WAS IN THE CONTAINER WHEN IT WAS OBTAINED?
[PLEASE ENTER THE AMOUNT IN THE CONTAINER, NOT THE STRENGTH OF THE MEDICINE.]

(01) OUNCES (oz)
(02) GRAMS (g, gm)
(03) MILLILITERS (ml, cc)
(04) MILLIEQUIVALENTS (meq)
(05) MILLIGRAMS (mg)
(06) MICROGRAMS (mcg)
(07) PUFFS, DOSES, BLISTERS
(91) OTHER
(-8) DON'T KNOW

(01) PM16 - AMTNUM
(02) PM16 - AMTNUM
(03) PM16 - AMTNUM
(04) PM16 - AMTNUM
(05) PM16 - AMTNUM
(06) PM16 - AMTNUM
(07) PM16 - AMTNUM
(91) PM16 - AMTUNOS
(-8) BOX PM6

(01) CONTINUOUS ANSWER
(01) CONTINUOUS ANSWER

PM16 - AMTNUM
BOX PM6

OTHER (SPECIFY)
IF PRESCRIPTION MEDICINE FORM IS PILLS, TABLETS OR CAPSULES, GO TO PM12 - TABSADAY.
ELSE GO TO BOX PM7.
HOW MANY PILLS, TABLETS, OR CAPSULES ARE PRESCRIBED TO BE TAKEN IN A DAY?

TABSADAY

PM12

numeric

TABSADAY95

PM12

code one

IF LESS THAN ONE UNIT IS TO BE TAKEN PER DAY, ENTER THE APPROPRIATE DECIMAL VALUE (EX:
HALF A PILL SHOULD BE ENTERED AS "0.5")
FOR MEDICINES TO BE TAKEN “AS NEEDED,” ENTER THE MAXIMUM AMOUNT THAT IS TO BE TAKEN IN A (01) CONTINUOUS ANSWER
DAY AND SELECT "TAKE AS NEEDED".
FOR MEDICINES TO BE TAKEN ON AN IRREGULAR SCHEDULE OR THAT VARY BY DAY, SELECT "OTHER
DOSING INSTRUCTIONS".
IF THE AMOUNT TO BE TAKEN PER DAY IS NOT CLEAR OR NOT INDICATED, SELECT "DON'T KNOW".

How many pills, tablets, or capsules (do/did/does) [you/(SP)] usually take in a day?

(02) TAKE AS NEEDED
(03) OTHER DOSING INSTRUCTIONS
(-7) Empty

PM12 - TABSADAY95

PM13-TABTAKE

[READ IF NECESSARY: This question is asking about how often you actually take the medicine, not how often
the medicine is prescribed to be taken.]

TABTAKE

TABTAKE96

PMSATVA

PMSATHMO

PM13

numeric

IF LESS THAN ONE UNIT IS TAKEN PER DAY, ENTER THE APPROPRIATE DECIMAL VALUE (EX: HALF A
PILL SHOULD BE ENTERED AS "0.5")
FOR MEDICINES TAKEN “AS NEEDED,” SELECT "TAKE AS NEEDED".
FOR MEDICINES TAKEN ON AN IRREGULAR SCHEDULE OR THAT VARY BY DAY, SELECT "OTHER
DOSING INSTRUCTIONS".

(01) DON'T TAKE EVERY DAY
(02) TAKE AS NEEDED
(03) OTHER DOSING INSTRUCTIONS
(-7) EMPTY

PM13

code one

BOX PM7

routing

IF (SP REPORTED RECEIVING HEALTH CARE SERVICES THROUGH V.A. IN THE CURRENT ROUND OR
ANY PREVIOUS ROUND), GO TO PMSATVA - PMSATVA.
ELSE GO TO BOX PM8.

PMSATVA

yes/no

Did [you/(SP)] obtain (this purchase/any of these purchases) of (MEDICINE NAME) through the Department of
Veterans Affairs or V.A.?

BOX PM8

routing

IF SP COVERED BY A MEDICARE MANAGED CARE PLAN OR A PRIVATE MANAGED CARE PLAN ANYTIME
DURING THE CURRENT ROUND, GO TO PMSATHMO - PMSATHMO.
ELSE GO TO PMMORE-PMMORE.

PMSATHMO

yes/no

(01) CONTINUOUS ANSWER
(-7) EMPTY
(-8) DON'T KNOW

Did [you/(SP)] obtain (this purchase/any of these purchases) of (MEDICINE NAME) at [READ MANAGED CARE
PLAN NAME(S) BELOW] or through a service or discount offered through [READ MANAGED CARE PLAN
NAME(S) BELOW]?

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

(01) YES
(02) NO
(-8) DON'T KNOW
[PROBE: This could include obtaining the purchases at a plan pharmacy; at a pharmacy that honors [your/(SP’s)] (-9) REFUSED
plan card; or through a mail order service that the managed care plan referred [you/(SP)] to.]

PM13 - TABTAKE96

BOX PM7

BOX PM8

PMMORE-PMMORE

Page 12 of 18

2019 MCBS Community Questionnaire

Variable Name

MR Screen Name

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description
([NO MEDICINES HAVE BEEN REPORTED FOR (SP) FOR THE CURRENT REFERENCE PERIOD/THE
NAMES OF ALL MEDICINES REPORTED FOR THE CURRENT REFERENCE PERIOD ARE DISPLAYED
BELOW.])

Code List

Routing

(01) ADD ANOTHER
(02) ALL DONE

(01) BOX PM2
(02) ST42 - NUMLINKS

PMMORE

PMMORE

yes/no

NUMLINKS

ST42

grid

HOW MANY PURCHASES OF EACH MEDICINE SHOWN BELOW ARE COVERED BY THIS CHARGE
BUNDLE?

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

ST44-STPMMTCH

STPMMTCH

ST44

code one

ARE ALL THE PRESCRIBED MEDICINES FROM THE CHARGE BUNDLE ON THE (TYPE OF STATEMENT)
SHOWN BELOW?

(01) YES
(02) NO, NEED TO ADD A MEDICINE NAME
(03) NO, NEED TO REMOVE A MEDICINE NAME

(01) BOX ST45
(02) ST41 - EVENT_STPM
(03) ST45 - EVENT_STPMDEL

EVENT_STPMDEL

ST45

roster

(01) CONTINUOUS ANSWER

ST44 - STPMMTCH

BOX ST45

routing

ST46

no entry

SINCE ALL EVENTS IN THIS BUNDLE ARE OUTSIDE THE SURVEY REFERENCE PERIOD, WE DO NOT
NEED ANY CHARGE INFORMATION ABOUT THE BUNDLE.

BOX ST46

routing

IF (TYPE OF STATEMENT = 2/Insurance OR 6/TricareAndInsurance) OR (TYPE OF STATEMENT = 4/Tricare
AND ST5 – STTTYPE = 4/Tricare) OR (ST5 - MCARTYPE = 4/MSNPartB), GO TO ST47 - ASGNTAKE.
ELSE GO TO BOX ST47.

ST47

code one

WAS ASSIGNMENT TAKEN FOR THIS CHARGE BUNDLE?

BOX ST47

routing

IF ((TYPE OF STATEMENT = 8/MPDPBenefit) or (TYPE OF STATEMENT = 4/Tricare and ST5 - STTYPE =
8/MPDPorMAorTricare)), GO TO ST47A - TOTALCHG.
ELSE IF (TYPE OF STATEMENT = 2/Insurance) OR (TYPE OF STATEMENT = 4/Tricare AND ST5 - STTYPE =
4/Tricare) OR (TYPE OF STATEMENT = 6/TricareAndInsurance), GO TO ST48 - TOTALCHG.
ELSE IF ST5 - MCARTYPE = 4/MSNPartB, GO TO ST52 - TOTALCHG.
ELSE IF ST5 - MCARTYPE = 6/MSNPartAInpatient, GO TO ST56 - DAYSUSED.
ELSE GO TO ST60 - TOTALCHG.

TOTALCHG

ST47A

dollar

TOTALCHG

ST48

numeric

MCAPPAMT

ST48

numeric

MCPAYAMT

ST48

numeric

BOX ST48

routing

ORPMESSAGE

ASGNTAKE

STTCHGPAID1

ST49

code one

[REVIEW THE INFORMATION BELOW WITH THE RESPONDENT. ASK, OR CODE AS APPROPRIATE IF R
ALREADY INDICATED: Are there any (more) medicines since (REFERENCE DATE/UTILDATE) that we haven't
talked about?]

SELECT THE PRESCRIBED MEDICINE(S) THAT YOU WOULD LIKE TO REMOVE FROM THE CHARGE
BUNDLE.
IF ALL EVENT DATES SELECTED FOR THIS CHARGE BUNDLE ARE OUTSIDE THE SURVEY REFERENCE
PERIOD, GO TO ST46 - ORPMESSAGE.
ELSE GO TO BOX ST46.

BOX ST80

(01) YES
(02) NO
(03) CAN'T TELL

ENTER THE TOTAL COST OF PRESCRIPTION(S) FROM THE PRESCRIPTION DRUG BENEFIT STATEMENT. (01) CONTINUOUS ANSWER
IF A TOTAL COST IS NOT LISTED, IT MAY BE NECESSARY TO CALCULATE A TOTAL BY ADDING THE
(-8) DON'T KNOW
COSTS OF INDIVIDUAL ITEMS LISTED ON THE STATEMENT.
(-9) REFUSED
(01) CONTINUOUS ANSWER
ENTER THE FOLLOWING AMOUNTS FROM THE (TYPE OF STATEMENT). IF AMOUNT NOT AVAILABLE,
(-8) DON'T KNOW
ENTER "DON'T KNOW".
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
IF AMOUNT REMAINING = DK OR EMPTY, GO TO BOX ST51.
ELSE IF (AMOUNT REMAINING < $1.00) OR ((ST48 - MCAPPAMT ^= DK OR RF) AND (AMOUNT REMAINING
< .02 * ST48 - MCAPPAMT)), GO TO BOX ST80.
ELSE GO TO ST49 - STTCHGPAID1.
REVIEW CHARGE BUNDLE ON (TYPE OF STATEMENT) WITH RESPONDENT IF YOU HAVEN'T ALREADY
DONE SO. POINT OUT PROVIDER NAME, DATE(S), AND TYPE OF SERVICE. THEN ASK:
So, I have an amount remaining of $(AMOUNT REMAINING) that Medicare didn't pay. [Have you/Has (SP)] or
any other source, [such as (TRICARE/an insurance plan/TRICARE or an insurance plan)], paid any of this
amount?

(01) SP OR ANY SOURCE PAID
(02) NOTHING HAS BEEN PAID
(03) AMOUNT REMAINING SEEMS WRONG
(-8) DON'T KNOW
(-9) REFUSED

BOX ST47

ST64 - STTCHGPAID2
ST48 - MCAPPAMT
ST48 - MCPAYAMT
BOX ST48

(01) BOX ST64A
(02) BOX ST64A
(03) ST50 - CHANGAMT
(-8) BOX ST64A
(-9) BOX ST64A

THESE AMOUNTS WERE ENTERED FROM THE (TYPE OF STATEMENT) STATEMENT:
TOTAL CHARGE/BILLED AMOUNT: (TOTAL CHARGE AMOUNT)
CHANGAMT

ST50

yes/no

TOTAL MEDICARE APPROVED AMOUNT: (MEDICARE APPROVED AMOUNT)
TOTAL MEDICARE PAYMENT: (MEDICARE PAYMENT)

(01) YES
(02) NO

(01) ST51 - TOTALCHG
(02) BOX ST51

AMOUNT REMAINING AFTER MEDICARE PAYMENT: (AMOUNT REMAINING)
DO YOU WANT TO MAKE ANY CHANGES?

TOTALCHG

ST51

numeric

MCAPPAMT

ST51

numeric

MCPAYAMT

ST51

numeric

(01) CONTINUOUS ANSWER
MAKE ALL THE NECESSARY CORRECTIONS TO THE AMOUNTS THAT WERE ENTERED FROM THE (TYPE
(-8) DON'T KNOW
OF STATEMENT).
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

ST51 - MCAPPAMT
ST51 - MCPAYAMT
BOX ST51

Page 13 of 18

2019 MCBS Community Questionnaire

Variable Name

STQ - STATEMENT COST SERIES

MR Screen Name

Question Type

BOX ST51

routing

TOTALCHG

ST52

numeric

MCAPPAMT

ST52

numeric

MCPAYAMT

ST52

numeric

MAYBBILL

ST52

numeric

BOX ST52

routing

STTCHGPAID1

ST53

code one

Question Text/Description
Code List
IF (AMOUNT REMAINING ^= DK AND AMOUNT REMAINING ^= EMPTY) AND ((AMOUNT REMAINING < $1.00)
OR ((ST51 - MCAPPAMT ^= DK AND ST51 - MCAPPAMT ^= RF) AND (AMOUNT REMAINING < .02 * ST51 MCAPPAMT))), GO TO BOX ST80.
ELSE GO TO ST64 - STTCHGPAID2.
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
ENTER THE FOLLOWING AMOUNTS FROM THE MSN:
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
IF AMOUNT REMAINING = DK OR EMPTY, GO TO BOX ST55.
ELSE IF (AMOUNT REMAINING < $1.00), GO TO BOX ST80.
ELSE GO TO ST53 - STTCHGPAID1.

Routing

REVIEW CHARGE BUNDLE ON THE (TYPE OF STATEMENT) WITH RESPONDENT IF YOU HAVEN'T
ALREADY DONE SO. POINT OUT PROVIDER NAME, DATE(S), AND TYPE OF SERVICE. THEN ASK:
So, I have an amount remaining of $(AMOUNT REMAINING) that Medicare didn't pay. [Have you/Has (SP)] or
any other source, [such as (TRICARE/an insurance plan/TRICARE or an insurance plan)], paid any of this
amount?

(01) BOX ST64A
(02) BOX ST64A
(03) ST54 - CHANGAMT
(-8) BOX ST64A
(-9) BOX ST64A

(01) SP OR ANY SOURCE PAID
(02) NOTHING HAS BEEN PAID
(03) AMOUNT REMAINING SEEMS WRONG
(-8) DON'T KNOW
(-9) REFUSED

ST52 - MCAPPAMT
ST52 - MCPAYAMT
ST52 - MAYBBILL
BOX ST52

THESE AMOUNTS WERE ENTERED FROM THE (TYPE OF STATEMENT) :
AMOUNT CHARGED: (TOTAL CHARGE AMOUNT)
CHANGAMT

ST54

yes/no

MEDICARE APPROVED: (MEDICARE APPROVED AMOUNT)
MEDICARE PAID: (MEDICARE PAYMENT)

(01) YES
(02) NO

(01) ST55 - TOTALCHG
(02) BOX ST55

YOU MAY BE BILLED: (MAY BE BILLED)
DO YOU WANT TO MAKE ANY CHANGES?

TOTALCHG

ST55

numeric

MCAPPAMT

ST55

numeric

MCPAYAMT

ST55

numeric

MAYBBILL

ST55

numeric

BOX ST55

routing

DAYSUSED

ST56

numeric

NONCOVRD

ST56

numeric

MCPAYAMT

ST56

numeric

MAYBBILL

ST56

numeric

BOX ST56

routing

STTCHGPAID1

ST57

code one

(01) CONTINUOUS ANSWER
MAKE ALL THE NECESSARY CORRECTIONS TO THE AMOUNTS THAT WERE ENTERED FROM THE (TYPE
(-8) DON'T KNOW
OF STATEMENT).
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
IF (AMOUNT REMAINING ^= DK AND AMOUNT REMAINING ^= EMPTY) AND (AMOUNT REMAINING < $1.00),
GO TO BOX ST80.
ELSE GO TO ST64 - STTCHGPAID2.
ENTER THE FOLLOWING AMOUNTS FROM THE MSN.
(01) CONTINUOUS ANSWER
DISREGARD "AMOUNT CHARGED" IF IT APPEARS ON THE STATEMENT.
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
IF AMOUNT REMAINING = DK OR EMPTY, GO TO BOX ST59.
ELSE IF AMOUNT REMAINING < $1.00, GO TO BOX ST80.
ELSE GO TO ST57 - STTCHGPAID1.
(01) SP OR ANY SOURCE PAID
REVIEW CHARGE BUNDLE ON (TYPE OF STATEMENT) WITH RESPONDENT IF YOU HAVEN'T ALREADY
(02) NOTHING HAS BEEN PAID
DONE SO. POINT OUT PROVIDER NAME, DATE(S), AND TYPE OF SERVICE. THEN ASK:
(03) AMOUNT REMAINING SEEMS WRONG
So, I have an amount remaining $(AMOUNT REMAINING) that Medicare didn't pay. [Have you/Has (SP)] or any
(-8) DON'T KNOW
other source, [such as (TRICARE/an insurance plan/TRICARE or an insurance plan)], paid any of this amount?
(-9) REFUSED

ST55 - MCAPPAMT
ST55 - MCPAYAMT
ST55 - MAYBBILL
BOX ST55

ST56 - NONCOVRD
ST56 - MCPAYAMT
ST56 - MAYBBILL
BOX ST56

(01) BOX ST64A
(02) BOX ST64A
(03) ST58 - CHANGAMT
(-8) BOX ST64A
(-9) BOX ST64A

THESE AMOUNTS WERE ENTERED FROM THE MSN:
BENEFITS DAYS USED: (DAYS USED)
CHANGAMT

ST58

yes/no

NON-COVERED CHARGES: (NON COVERED CHARGES)
AMOUNT MEDICARE PAID: (MEDICARE PAYMENT)

(01) YES
(02) NO

(01) ST59 - DAYSUSED
(02) BOX ST59

MAXIMUM YOU MAY BE BILLED: (MAY BE BILLED)
DO YOU WANT TO MAKE ANY CHANGES?
DAYSUSED

ST59

numeric

NONCOVRD

ST59

numeric

MCPAYAMT

ST59

numeric

MAKE ALL THE NECESSARY CORRECTIONS TO THE AMOUNTS THAT WERE ENTERED FROM THE (TYPE
(01) CONTINUOUS ANSWER
OF STATEMENT).
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

ST59 - MCPAYAMT
ST59 - MAYBBILL

Page 14 of 18

2019 MCBS Community Questionnaire

STQ - STATEMENT COST SERIES

Variable Name

MR Screen Name

Question Type

MAYBBILL

ST59

numeric

BOX ST59

routing

TOTALCHG

ST60

numeric

MCAPPAMT

ST60

numeric

MCPAYAMT

ST60

numeric

MAYBBILL

ST60

numeric

STTCHGPAID1

Question Text/Description

Code List
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
IF (AMOUNT REMAINING ^= DK AND AMOUNT REMAINING ^= EMPTY) AND (AMOUNT REMAINING < $1.00), (01) CONTINUOUS ANSWER
GO TO BOX ST80.
(-8) DON'T KNOW
ELSE GO TO ST64 - STTCHGPAID2.
(-9) REFUSED
(01) CONTINUOUS ANSWER
ENTER THE FOLLOWING AMOUNTS FROM THE MSN.
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

BOX ST60

IF AMOUNT REMAINING = DK OR EMPTY, GO TO BOX ST63.
ELSE IF AMOUNT REMAINING < $1.00, GO TO BOX ST80.
ELSE GO TO ST61 - STTCHGPAID1.

ST61

REVIEW CHARGE BUNDLE ON (TYPE OF STATEMENT) WITH RESPONDENT IF YOU HAVEN'T ALREADY
DONE SO. POINT OUT PROVIDER NAME, DATE(S), AND TYPE OF SERVICE. THEN ASK:
So, I have an amount remaining (AMOUNT REMAINING) that Medicare didn't pay. [Have you/Has (SP)] or any
other source, [such as (TRICARE/an insurance plan/TRICARE or an insurance plan)], paid any of this amount?

code one

Routing
BOX ST59
ST60 - NONCOVRD
ST60 -MCAPPAMT
ST60 - MCPAYAMT
ST60 - MAYBBILL

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

BOX ST60

(01) SP OR ANY SOURCE PAID
(02) NOTHING HAS BEEN PAID
(03) AMOUNT REMAINING SEEMS WRONG
(-8) DON'T KNOW
(-9) REFUSED

(01) BOX ST64A
(02) BOX ST64A
(03) ST62 - CHANGAMT
(-8) BOX ST64A
(-9) BOX ST64A

(01) YES
(02) NO

(01) ST63 - TOTALCHG
(02) BOX ST63

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

ST63- MCAPPAMT

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

ST63 - MCPAYAMT

THESE AMOUNTS WERE ENTERED FROM THE MSN:
AMOUNT CHARGED: (TOTAL CHARGE AMOUNT)
CHANGAMT

ST62

yes/no

MEDICARE APPROVED AMOUNT: (MEDICARE APPROVED AMOUNT)
AMOUNT MEDICARE PAID: (MEDICARE PAYMENT)
MAXIMUM YOU MAY BE BILLED: (MAY BE BILLED)
DO YOU WANT TO MAKE ANY CHANGES?

TOTALCHG

ST63

numeric

MCAPPAMT

ST63

numeric

MCPAYAMT

ST63

numeric

MAYBBILL

ST63

numeric

BOX ST63

STTCHGPAID2

ST64

BOX ST64A

BOX ST64B

STADDSOP1

ST65

ENTER THE FOLLOWING AMOUNTS FROM THE MSN.

routing

IF (AMOUNT REMAINING ^= DK AND AMOUNT REMAINING ^= EMPTY) AND (AMOUNT REMAINING < $1.00),
GO TO BOX ST80.
ELSE GO TO ST64 - STTCHGPAID2.

code one

REVIEW CHARGE BUNDLE ON [TYPE OF STATEMENT] WITH RESPONDENT IF YOU HAVEN'T ALREADY
DONE SO. POINT OUT (PROVIDER NAME), DATE(S), AND TYPE OF SERVICE(S). (THEN ASK:/SELECT "SP
OR ANY SOURCE PAID" IF ALREADY KNOWN. OTHERWISE ASK:)
[The total cost of prescriptions reported on this statement is (TOTAL CHARGE TEXT).] [[Have you/Has
(SP)]/Besides Medicare, [have you/has (SP)]] or any other source [, such as (an insurance
plan/TRICARE/TRICARE or an insurance plan),] paid anything for this?

routing

IF SP OR ANY SOURCE HAS PAID, GO TO BOX ST64B.
ELSE IF (NOTHING HAS BEEN PAID) OR (RESPONDENT DOES NOT KNOW IF ANYTHING HAS BEEN PAID),
GO TO BOX ST78B.
ELSE GO TO BOX ST80.

routing

CREATE SOURCE OF PAYMENT ROSTER
IF ADMINISTERING ST AND (ONE OR MORE CHARGE BUNDLES ENTERED IN ST SECTION) AND (ST65 –
STADDSOP1 HAS BEEN ASKED IN THE CURRENT ROUND) AND (PAYMENTS HAVE BEEN COLLECTED AT
ST67), GO TO ST67 - TSOPAMT.

yes/no

ARE ALL OF THE SOURCES OF PAYMENT NECESSARY FOR COMPLETING THE STATEMENT SECTION
LISTED BELOW?
SELECT "NO" TO ADD A SOURCE OF PAYMENT.

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED
(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

(01) SP OR ANY SOURCE PAID
(02) NOTHING HAS BEEN PAID
(-8) DON'T KNOW
(-9) REFUSED

(01) YES
(02) NO

ST63 - MAYBBILL
BOX ST63

BOX ST64A

(01) ST67 - TSOPAMT
(02) ST66 - SOP_ST1

Page 15 of 18

2019 MCBS Community Questionnaire

STQ - STATEMENT COST SERIES

Variable Name

MR Screen Name

Question Type

Question Text/Description

SOP_ST1

ST66

roster

ADD ALL ADDITIONAL SOURCES OF PAYMENT.

TSOPAMT

PAYMHE

PLANINTRO

ST67

grid

BOX ST67HE

routing

ST67HE

no entry

STSOPCURR1

STMPDPCHNG

IF AT LEAST ONE TSOPAMT = DK OR RF OR THE SUM OF ALL TSOPAMT
VALUES FOR THIS COST > 0.00, GO TO BOX ST67A.
ELSE GO TO ST67HE - PAYMHE.
THE SUM OF ALL PAYMENT AMOUNTS MUST BE GREATER THAN $0.00 OR AT LEAST ONE PAYMENT
AMOUNT MUST BE 'DON'T KNOW' OR 'REFUSED'.

(01) CONTINUOUS ANSWER
(-7) EMPTY
(-8) DON'T KNOW
(-9) REFUSED

BOX ST67HE

(01) CONTINUOUS ANSWER

ST67HE-PAYMHE

(01) CONTINUOUS ANSWER

BOX ST67C

USE "PREVIOUS PAGE" TO RETURN TO THE SOP GRID AND MAKE CORRECTIONS.
IF AT LEAST ONE SOURCE OF PAYMENT WAS ADDED AT ST66, GO TO BOX ST67B.
ELSE GO TO BOX ST69F.
IF AT LEAST ONE SOURCE OF PAYMENT ADDED AT ST66 IS A HEALTH INSURANCE PLAN, GO TO
ST67BINT - PLANINTRO. ELSE GO TO BOX ST69E.

routing

BOX ST67B

routing

ST67BINT

no entry

Before we continue, I would like to ask you a few questions about the health insurance plan(s) you just added.

routing

CREATE A NEW HEALTH INSURANCE PLAN FOR FIRST/NEXT SOURCE OF PAYMENT ADDED AT ST66
IF SOURCE OF PAYMENT IS A MEDICARE MANAGED CARE PLAN AND SP HAS A MEDICARE MANAGED
CARE PLAN THAT IS CURRENT, GO TO ST68 - STMHMOCHNG1.
ELSE IF SOURCE OF PAYMENT IS A MEDICARE MANAGED CARE PLAN AND SP DOES NOT HAVE A
MEDICARE MANAGED CARE PLAN THAT IS CURRENT, GO TO ST69 - STSOPCURR1.
ELSE IF SOURCE OF PAYMENT IS A MEDICARE PRESCRIPTION DRUG PLAN AND SP HAS A MEDICARE
PRESCRIPTION DRUG PLAN THAT IS CURRENT, GO TO ST69A - STMPDPCHNG.
ELSE IF SOURCE OF PAYMENT IS MEDICARE PRESCRIPTION DRUG PLAN AND SP DOES NOT HAVE A
MEDICARE PRESCRIPTION DRUG PLAN THAT IS CURRENT, GO TO ST69B - STSOPCURR2.
ELSE IF SOURCE OF PAYMENT IS MEDICAID, GO TO HI6 - COVTIME.
ELSE IF SOURCE OF PAYMENT IS A PUBLIC PLAN, GO TO HI13 - COVTIME.
ELSE IF SOURCE OF PAYMENT IS A PRIVATE PLAN, GO TO HI21 - COVTIME.
ELSE GO TO HIT2 - COVTIME.

yes/no

I recorded previously that (CURRENT MEDICARE MANAGED CARE PLAN NAME) was [your/(SP's)] current
Medicare Managed Care Plan. Has this information changed?

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

(01) ST69 - STSOPCURR1
(02) BOX ST69A
(-8) BOX ST69A
(-9) BOX ST69A

yes/no

[Are you/Is (SP)/Was (SP)] [currently] covered or enrolled in (ST66 SOP MEDICARE MANAGED CARE PLAN
NAME) [on (DATE OF DEATH/DATE OF INSTITUTIONALIZATION)]?

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

(01) HIMC6A - MHMORXTM
(02) BOX ST69A
(-8) BOX ST69A
(-9) BOX ST69A

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

(01) ST69B - STSOPCURR2
(02) BOX ST69A
(-8) BOX ST69A
(-9) BOX ST69A

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

BOX ST69A

ST68

ST69

ST69A

yes/no

I recorded previously that (CURRENT MEDICARE PRESCRIPTION DRUG PLAN) was [your/(SP's)] current
Medicare Prescription Drug Care Plan.
Has this information changed?

STSOPCURR2

Routing

BOXST67A

BOX ST67C

STMHMOCHNG1

(REFER TO INSURANCE STATEMENT/REFER TO TRICARE STATEMENT/REFER TO INSURANCE AND
TRICARE STATEMENTS/REFER TO MEDICARE PRESCRIPTION DRUG BENEFIT STATEMENT).
Who (else) paid besides Medicare? How much did (SOURCE) pay?
ENTER ALL PAYMENT AMOUNTS. CORRECT PAYMENT AMOUNTS AS NECESSARY.

Code List
(01) CONTINUOUS ANSWER

ST69B

yes/no

[Are you/Is (SP)/Was (SP)] [currently] covered or enrolled in (ST66 SOP MEDICARE PRESCRIPTION DRUG
PLAN) [on (DATE OF DEATH/DATE OF INSTITUTIONALIZATION)]?

BOX ST69A

routing

IF ANOTHER SOP WAS ADDED AT ST66, GO TO BOX ST67C.
ELSE GO TO BOX ST69E.

BOX ST69E

routing

IF AN "OTHER SOURCE OF PAYMENT" ADDED AT ST66, CREATE AN OSOP FOR EACH SOURCE OF
PAYMENT ADDED AT ST66 THAT IS AN "OTHER SOURCE OF PAYMENT"
GO TO BOX ST69F.

Page 16 of 18

2019 MCBS Community Questionnaire

Variable Name

MR Screen Name

BOX ST69F

AMTSCORR

AMTSCORR

ST70

ST71

STQ - STATEMENT COST SERIES

Question Type

Question Text/Description

routing

IF ((TYPE OF STATEMENT = 8/MPDPBenefit) or (TYPE OF STATEMENT = 4/Tricare and ST5 - STTYPE =
8/MPDPorMAorTricare)) and ((TOTAL CHARGE ^= DK and TOTAL CHARGE ^= RF) and (ALL PAYMENTS
ENTERED AT ST67 ^= DK AND ^= RF)) AND ((TOTAL CHARGE IS > TOTAL PAYMENTS ENTERED AT ST67)
AND (THE DIFFERENCE BETWEEN TOTAL CHARGE AND TOTAL PAYMENTS ENTERED AT ST67 IS >
$1.00)), GO TO ST73 - AMTSCORR.
IF (AMOUNT REMAINING ^= DK AND AMOUNT REMAINING ^= EMPTY) AND (AT LEAST ONE PAYMENT
ENTERED AT ST67 = DK OR RF) AND (AT LEAST ONE PAYMENT ENTERED AT ST67 ^= DK AND ^= RF) AND
(TOTAL OF ALL NON-MISSING PAYMENTS ENTERED AT ST67 IS >= AMOUNT REMAINING), GO TO ST71 AMTSCORR.
ELSE IF (AMOUNT REMAINING ^= DK AND AMOUNT REMAINING ^= EMPTY) AND (ALL PAYMENTS
ENTERED AT ST67 ^= DK AND ^= RF) AND (THE ABSOLUTE VALUE OF THE DIFFERENCE BETWEEN THE
TOTAL PAYMENTS ENTERED AT ST67 AND AMOUNT REMAINING IS > $1.00), GO TO ST70 - AMTSCORR.
ELSE GO TO BOX ST77C.

code one

There seems to be (some amount still unpaid/more payments than the amount left after Medicare paid). The
total of non-Medicare payments is $(TOTAL PAYMENTS). The amount (unpaid/overpaid) is $(DIFFERENCE
BETWEEN PAYMENTS AND AMOUNT REMAINING). Is that correct?
IF SOURCE OF PAYMENT NEEDS ADDITION OR CORRECTION, USE "PREVIOUS PAGE" TO RETURN TO
THE SOP GRID.

code one

THE AMOUNTS ENTERED FOR THE SOURCES OF PAYMENT EQUAL OR EXCEED THE (TOTAL
CHARGE/AMOUNT REMAINING), WITH AT LEAST ONE SOP BEING A MISSING AMOUNT. VERIFY ALL
AMOUNTS AS ENTERED.
IF SOURCE OF PAYMENT NEEDS ADDITION OR CORRECTION, USE "PREVIOUS PAGE" TO RETURN TO
THE SOP GRID.

ENTERCOM

ST72

no entry

[THE TOTAL OF NON-MEDICARE PAYMENTS IS $(TOTAL PAYMENTS). THE AMOUNT (UNPAID/OVERPAID)
IS $(DIFFERENCE BETWEEN PAYMENTS AND AMOUNT REMAINING).]
USE COMMENTS TO EXPLAIN WHY THE AMOUNT REMAINING SEEMS INCORRECT.

Code List

Routing

(01) ENTRIES ABOVE ARE CORRECT
(02) DO NOT DISPLAY
(03) AMOUNT REMAINING SEEMS INCORRECT
(-8)
(-9) REFUSED

(01) BOX ST77C
(02) DO NOT DISPLAY.
(03) ST72 - ENTERCOM
(-8) BOX ST77C
(-9) BOX ST77C

(01) ENTRIES ABOVE ARE CORRECT
(02) NO, SOP NEEDS ADDITION OR CORRECTION DO NOT
DISPLAY.
(03) AMOUNT REMAINING SEEMS INCORRECT
(-8)
(-9) REFUSED

(01) BOX ST77C
(02) DO NOT DISPLAY.
(03) ST72 - ENTERCOM
(-8) BOX ST77C
(-9) BOX ST77C

(01) CONTINUOUS ANSWER

BOX ST77C

(01) ENTRIES ABOVE ARE CORRECT
(02) NO, SOP NEEDS ADDITION OR CORRECTION DO NOT
DISPLAY.
(03) AMOUNT REMAINING SEEMS INCORRECT DO NOT
DISPLAY.
(-8)
(-9) REFUSED

(01) ST74 - INFOEXPLAIN
(02) DO NOT DISPLAY.
(03) DO NOT DISPLAY.
(-8) BOX ST77C
(-9) BOX ST77C
(01) ST75 - ENTERCOM2
(02) BOX ST77C

AMTSCORR

ST73

yes/no

There seems to be some amount still unpaid. The total of non-Medicare payments is $(TOTAL PAYMENTS).
The amount unpaid is $(DIFFERENCE BETWEEN TOTAL CHARGE AND PAYMENTS). Is that correct?
IF SOURCE OF PAYMENT NEEDS ADDITION OR CORRECTION, USE "PREVIOUS PAGE" TO RETURN TO
THE SOP GRID.

INFOEXPLAIN

ST74

yes/no

IS THERE ADDITIONAL INFORMATION ON THE DRUG BENEFIT STATEMENT THAT EXPLAINS THE
AMOUNT STILL UNPAID?

(01) YES
(02) NO

ENTERCOM2

ST75

verbatim text

USE THE BOX BELOW TO ENTER ANY INFORMATION THAT EXPLAINS THE AMOUNT STILL UNPAID.

(01) CONTINUOUS ANSWER

BOX ST77C

routing

CREATE PAYMENTS FOR AMOUNTS ENTERED AT ST67
GO TO BOX ST77D.

BOX ST77D

routing

IF THE SP OR FAMILY MADE A PAYMENT AND PAYMENT IS GREATER THAN $5.00, GO TO ST78 EXPPAYBK.
ELSE GO TO BOX ST80.

ST78

yes/no

I have recorded that [you have/(SP) has] paid $(SP/FAMILY PAYMENT). Do you expect any source to pay
[you/(SP)] back any or all of that amount?

BOX ST78A

routing

IF ST78 - EXPPAYBK = 1/Yes AND ((CURRENTLY ADMINISTERING CPS AND CHARGES WERE FIRST
COLLECTED 2 ROUNDS PREVIOUS TO CURRENT ROUND) , GO TO ST80 - EXPAYUNT.
ELSE GO TO BOX ST80.

BOX ST78B

routing

IF (CURRENTLY ADMINISTERING CPS AND CHARGES WERE FIRST COLLECTED 2 ROUNDS PREVIOUS
TO CURRENT ROUND), GO TO ST79 - EXPAYOUT.
ELSE GO TO BOX ST80.

EXPPAYBK

EXPAYOUT

ST79

yes/no

Do you expect anyone to pay any of this amount?

EXPAYUNT

ST80

quantity unit

How much do you expect will be paid?

EXPAYPCT

ST80

numeric

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED

BOX ST78A

(01) YES
(02) NO
(-8) DON'T KNOW
(-9) REFUSED
(01) PERCENTAGE
(02) DOLLARS
(-8) DON'T KNOW
(-9) REFUSED

(01) ST80 - EXPAYUNT
(02) BOX ST80
(-8) BOX ST80
(-9) BOX ST80
(01) ST80 - EXPAYPCT
(02) ST80 - EXPAYAMT
(-8) BOX ST80
(-9) BOX ST80

(01) CONTINUOUS ANSWER

BOX ST80

Page 17 of 18

2019 MCBS Community Questionnaire

STQ - STATEMENT COST SERIES

Variable Name

MR Screen Name

Question Type

EXPAYAMT

ST80

numeric

BOX ST80

routing

IF CURRENTLY ADMINISTERING NS, GO TO BOX NSBEG.
ELSE IF CURRENTLY ADMINISTERING CPS, GO TO BOX CPSBEG.
ELSE GO TO ASTATEMENT.

ST82

yes/no

IS THERE ANOTHER CHARGE BUNDLE FROM THIS (TYPE OF STATEMENT) OR ANOTHER MSN,
INSURANCE, TRICARE, OR MEDICARE PRESCRIPTION DRUG BENEFIT STATEMENT TO ENTER?

BOX STEND

routing

GO TO PSQ.

ASTATEMENT

Question Text/Description

Code List

Routing

(01) CONTINUOUS ANSWER

BOX ST80

(01) YES
(02) NO

(01) ST4 - MATCHST
(02) BOX STEND

Page 18 of 18


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