Attachment 55 Attachment 55 HC Old Employment Health Insurance (OE) Se

SpecWriter Data

Form Version:

10/6/2017 1:05:38 PM

Report Type:

Full Detail

Project Database:
Language:

English

WESSQL6.MEPS_V2

Spec Label:

This is the cover page. Additional contents currently project specific.

OE - Page 1 of 53

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BOX_00

Route Details:

(OE1000)

Item Type: Route

Type Class: If Then

01 Box: BOX_00, BOX_10, BOX_20, BOX_25, BOX_30, BOX_40, BOX_50, BOX_60, BOX_70,
BOX_80, BOX_90, BOX_100, BOX_110, BOX_120, BOX_130, BOX_140, BOX_150, BOX_160,
BOX_170, BOX_180, BOX_190, BOX_200, BOX_210.
02 Loop: LOOP_10.
03 End Loop: END_LP10.
04 Single Select: OE20_01, OE20_05, OE40, OE60_05, OE80, OE90, OE100, OE110, OE150,
OE160, OE170, OE190, OE200, OE220.
05 Single Select with Display Roster: OE50_01, OE70.
06 Single Select with Fill in Answer Text: OE10, OE30_01, OE60_01, OE210.
08 Multiple Select: OE130.
14 Regular Date Entry: OE30_02, OE30_03, OE30_04.
15 Regular Date Entry with Skips: OE60_02, OE60_03, OE60_04.
17 Dollar Items Allowing Cents: OE180.
20 OS Text Field: OE130OS, OE190OS.
23 Text Field: OE120, OE140.

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BOX_10

Route Details:

(OE1001)

Item Type: Route

Type Class: If Then

Context Header Instructions:
Display Person.FullName, Insurance.Plcyhldr, Insurance.HISrcName.
Throughout the specifications for this CAPI section, for displays of
‘{you/{POLICYHOLDER}}’, display ‘you’ only if the current round respondent is the same
PersID as the policyholder for the insurance being looped on.
Otherwise, display ‘{POLICYHOLDER}’ substituting the name of the policyholder. If the
policyholder is ‘POLICYHOLDER NOT LISTED IN DU’ (Insurance.Plcyhldr=902), display
‘PLCYHLDR NOT IN DU-’ followed by the 15 character entry at HP100. If the policyholder is
‘POLICYHOLDER DECEASED’ (Insurance.Plcyhldr=901), display ‘PLCYHLDR DECEASED-’
followed by the first 15 characters of the entry at HP110 (see HP specifications).
General Display Instructions for Question Text:
For ‘{START DATE}’, display the RU level reference period start date (typically-but not
always Jan 1 if Round 1 or the previous round interview date if Rds 2-5). Display as full
month, xx, YYYY - e.g., "January 1, 2016". Use variable BegRefDt.
For ‘{END DATE}’, display the RU level reference period end date (typically but not always
current round interview date if Rds 2-4 or Dec 31 if Round 5). Display as full month, xx,
YYYY - e.g., "January 1, 2016". Use variable EndRefDt.
For ‘{PERSON’S START DATE}’, display the person level reference period start date.
Display as full month, xx, YYYY - e.g., "January 1, 2016". Use variables Person.BegRefM,
Person.BegRefD, Person.BegRefY.
For ‘{PERSON’S END DATE}’, display the person level reference period end date. Display
as full month, xx, YYYY - e.g., "January 1, 2016". Use variables Person.EndRefM,
Person.EndRefD, Person.EndRefY.
Unless there is a more specific fill instruction provided at the item level, for any fill using
the variable ‘Insurance.Insurer’, display the text entry stored or display “Refused Insurer”
if Insurance.Insurer=RF or display “Don’t Know Insurer” if Insurance.Insurer=DK. Items
using Insurance.Insurer include OE110, OE120, OE160.

BOX_20

Route Details:

(OE1010)

Item Type: Route

Type Class: If Then

If one or more current RU members were listed as a policyholder or covered person on a
private health insurance source (employer, union, direct purchase) as of the previous round
interview date [Insurance.HIPubPriv=Private and there is at least one RU member on the
covered person array where Person.MostRecentRU=RUUnit and
Preload.CovdPers.LRndCovd ={previous round} and Insurance.OrigRnd<>current round],
continue with LOOP_10.
Otherwise, go to BOX_210.

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Programmer
Instructions:

Old Empl\Priv Related Ins (OE) Section
(Rout

NOTE: Definition for being listed as a policyholder or covered person on a private health
insurance source (employer, union, direct purchase) as of the previous round interview date:
- Insurance is flagged as a current or former employer, union or direct purchase source that
provides health insurance
- At least one current RU member is flagged as a policyholder or a covered person for this
insurance
- At least one RU member was a covered person on the previous round’s interview date for
the health insurance provided by insurance source

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LOOP_10

Route Details:

(OE1015)

Item Type: Route

Type Class: Begin Loop

For each private insurance, ask BOX_ 25 - END_LP10.
Loop definition: Loop_10 collection information about private insurance that was created
in a previous round and at least one current RU member is covered as a policyholder or a
dependent on the previous round’s interview date. This loop cycles by policyholder, then
by insurance. If the respondent is a policyholder on any insurance, cycle on that insurance
first. [Insurance.HIPubPriv=Private and there is at least one RU member on the covered
person array where Person.MostRecentRU=RUUnit and Preload.CovdPers.LRndCovd
={previous round} and Insurance.OrigRnd<>current round]
NOTE: LOOP_10 collects information about the following situations:
1. The continuation of insurance coverage associated with an employer from the
Employment (EM) section that provides health insurance and is through a 'CURRENT
MAIN' or 'CURRENT MISCELLANEOUS' job that was collected in a previous round (that
employer may now be either current or non-current depending on responses in RJ).
2. The continuation of insurance coverage associated with an employer or union from the
Employment (EM) section that provides health insurance collected in a previous round
but was not through a current main or miscellaneous job reviewed during the RJ section.
3. The continuation of insurance coverage through a direct purchase source that was
collected in a previous round. This includes insurance where the policyholder was
originally marked as “POLICYHOLDER NOT LISTED IN DU” and “POLICYHOLDER
DECEASED”.
4. The continuation of insurance coverage through insurance where the eligible
dependent(s) are separated from the policyholder (the policyholder or the dependents
have left the original RU). When a jobholder/policyholder leaves an RU, we will never ask
RJ. This last set of conditions handles the situation where the policyholder has left the RU
and left dependents behind, or the situation where the dependents have left the RU
(without the policyholder). This situation will be treated as ‘Dependent(s) Separated from
Policyholder’. This situation can be associated with any insurance in a particular RU where
they are covered persons, but the policyholder is in another RU. This situation will
carryforward with the insurance every round.
This situation should never exist on insurance in an RU where the policyholder is in the
same RU as all of the dependents or where the policyholder was originally created as
‘POLICYHOLDER NOT LISTED IN DU’ or ‘POLICYHOLDER DECEASED’. See HX BOX_10 for
more information on this situation.
For all situations above, there must be at least one RU member (or the policyholder) who
was a covered person on the previous round’s interview date for this insurance to be
reviewed in the current round.

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BOX_25

(OE1025)

Route Details:

Item Type: Route

Type Class: If Then

If the policyholder is ‘POLICYHOLDER NOT LISTED IN DU’ (Insurance.Plcyhldr=902 ,
HP90=98),
continue with OE10.
Otherwise, go to OE20_01.

OE10
Item Type:

(OE1030)
Question

Type Class:
Answer Type:

Enumerated

Help Available (
Context Header:

BLAISE NAME: OEPlcyhldrRoster
Field kind: Datafield
ArrayMin:

Field Size:
TFMLNAME_NOTO Answers allowed: 1

)

Show Card (

ArrayMax:

Min value:
Max value:

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
INTERVIEWER: IF {POLICYHOLDER}’S NAME IS LISTED ON THE ROSTER BELOW, SELECT IT. IF NOT,
SELECT ‘NAME NOT ON ROSTER’ AND CONTINUE.

Responses:

)

{FIRST NAME, [MIDDLE NAME], LAST
NAME}1
{FIRST NAME, [MIDDLE NAME], LAST
NAME}2
{FIRST NAME, [MIDDLE NAME], LAST
NAME}3
{FIRST NAME, [MIDDLE NAME], LAST
NAME}4
{FIRST NAME, [MIDDLE NAME], LAST
NAME}N
NAME NOT ON ROSTER

1

OE20_01

(OE1035)

2

OE20_01

(OE1035)

3

OE20_01

(OE1035)

4

OE20_01

(OE1035)

5

OE20_01

(OE1035)

99

OE20_01

(OE1035)

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Programmer
Instructions:

Roster 2 – no add/edit/delete Roster behavior:
1. Single select allowed.
If a DU member’s name is selected from the roster, replace this name as the current
policyholder of this insurance. [Set Insurance.Plcyhldr=PersID if DU member selected]
If ‘NAME NOT ON ROSTER’ selected leave the policyholder name as is.

Display
Instructions:

Roster Definition:
This item displays persons in the DU-members-roster for selection.
Roster filter:
No filter; display all. This can include DU members where PriorRndInelig=YES or EMPTY, but
should exclude RU members where RemovedAtRE330=YES. This setting will exclude RU
members who were deceased in a prior round as well as any RU members marked as nonkey living away, unrelated 1 person RU and incorrectly listed but continues to show persons
who could eventually rejoin the RU such as those who are in jail or outside the country.

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE20_01
Item Type:

(OE1035)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (
Context Header:

)

BLAISE NAME: ConfCovd
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

)

Max value:

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
During our last interview, we recorded that {you/{POLICYHOLDER}} had health insurance through
{INSURANCE SOURCE NAME} {which covered {PERSON 1, PERSON 2, PERSON 3, PERSON 4, PERSON
N…}}.
{{Are/Is}/{Were/Was}}{you/{PERSON 1}} still covered through {INSURANCE SOURCE NAME} as of {today,} {END
DATE}?

Responses:

)

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK
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Programmer
Instructions:

Preloaded grid type 1- forced navigation including OE20_01, OE20_02, OE20_03, OE20_
04, OE20_N.
At grid completion, if OE20 is coded ‘2’ (NO), for at least one person, continue with OE30_
01.
Otherwise, (if OE20 is coded ‘1’ (YES), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW) for all persons
listed at OE20), go to BOX_30.
If insurance is through a current employer (Insurance.HISrc=Employer and
Jobs.JobTp=Current Main or Current Misc), set Jobs.ConfCovd= OE20_01 entry for the
policyholder. (Check OE20_N for the policyholder. If OE20_N= ‘1’ (YES), set
Jobs.ConfCovd=Yes. If OE20_N= ‘2’ (NO), set Jobs.ConfCovd=No. If OE20_N= ‘RF’
(REFUSED), set Jobs.ConfCovd=RF. If OE20_N= ‘DK’ (DON’T KNOW), set
Jobs.ConfCovd=DK.)
Note: Persons coded '1' (YES), 'DK' (DON'T KNOW), or 'RF' (REFUSED) are considered
covered RU members for the current round.

Display
Instructions:

Roster 1 – Report
Col #1 Header: PlcyHldr
Instructions: Display an “X” for the row of the person who is the policyholder. If no current
RU member covered person is the policyholder, this column is empty. This is a protected,
uneditable field.
Col #2 Header: RU member
Instructions: Display the covered person’s name (Person.FullName) from the covered person
array. This is a protected, uneditable field.
Roster Filter:
Policyholder or person was covered on the previous round’s interview date by the insurance
(the policyholder or person is an RU member on the covered person array where
Person.MostRecentRU=RUUnit and Preload.CovdPers.LRndCovd ={previous round})
Col #3 Header: Still Covered?
Instructions: Entry field for OE20_01 – OE20_N
For the display of person names in the first paragraph: {PERSON 1, PERSON 2, PERSON 3,
PERSON 4, PERSON N…}, display the list of RU members according to the above roster filter
specifications. Display first names only. Substitute “you” for the person’s first name if the
respondent is included in this list. If exactly two names displayed, separate names with the
word “and” and no comma. If more than two names listed, separate names using commas,
except for between the last two names displayed. Between the last two names displayed,
separate names using the word “and”.
NOTE: Ideally, if the policyholder is a current RU member covered person, that person will
be listed first in the form pane grid, followed by RU members in descending PID order.
However, that might not be possible without first creating a separate person array for this
item. If not possible (grid order is predetermined by single person array), policyholder may
not be listed first in the form pane grid.
Variable question text display. Replace “{{Are/Is}/{Were/Was}}{you/{PERSON 1}} still
covered through…” with:
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OE20_02: What about {you/{PERSON 2}}? {{Are/Is}/{Were/Was}} {you/he/she} still covered
through {INSURANCE SOURCE NAME} as of {today,} {END DATE}?
OE20_03: What about {PERSON 3}?
OE20_04: What about {PERSON 4}?
OE20_N: Repeat question text for OE20_02-OE20_N for as many RU members that fit the
roster filter criteria.
Display ‘During our last interview…which covered {PERSON 1}…’ in bold black text every
fourth question displayed, otherwise, display the question text in brackets and lighter
grayed out text.
Display ‘{Are/Is}’ if not round 5. Display ‘{Were/Was}’ if round 5.
Display ‘today,’ if the current round RU reference period end date is equal to the computer
date. Otherwise, use a null display.

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE20.OE20Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE20.OE20Grid[1..25]

OE30_01
Item Type:

(OE1046)
Question

Type Class:

Enumerated

Answer Type:

TDateVolunteer

Help Available (
Context Header:

)

BLAISE NAME: EnterHIEndDate
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

Max value:

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME
OF INSURANCE SOURCE}

Question Text:
On what date after {START DATE} did {your/{PERSON}’s} health insurance through
{INSURANCE SOURCE NAME} end?
{IF INSURANCE ENDED AFTER 12/31/{YEAR}, BACK-UP AND CHANGE OE20 TO ‘YES’.}

Responses:

)

ENTER DATE
VOLUNTEERED, ENDED BEFORE
{START DATE}

1
2

OE - Page 9 of 53

OE30_02

(OE1047)

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Programmer
Instructions:

Preloaded grid type 2 – forced navigation, including items OE30_01, OE30_02, OE_30_03,
OE30_04, OE30_05.
Only display OE30_01 and applicable follow-up items for row entries where OE20_01 is
coded ‘2’ (NO) for this person.
If coded ‘2’ (VOLUNTEERED, ENDED BEFORE {START DATE}), go to the next person
in the grid. If no next person in grid, go to BOX_30.
Note: Persons coded '1' (ENTER DATE) are considered covered RU members for the
current round.

Display
Instructions:

Roster Report 1
Col #1 Header: PlcyHldr
Instructions: Display an “X” for the row of the person who is the policyholder. If no current
RU member covered person is the policyholder, this column is empty. This is a protected,
uneditable field.
Col #2 Header: RU member
Instructions: Display the covered person’s name (Person.FullName) from the covered person
array. This is a protected, uneditable field.
Roster Filter:
Use OE20_01 filter.
NOTE: Ideally, if the policyholder is a current RU member covered person, that person will
be listed first in the form pane grid, followed by RU members in descending PID order.
However, that might not be possible without first creating a separate person array for this
item. If not possible (grid order is predetermined by single person array), policyholder may
not be listed first in the form pane grid.
Col #3 Header: Still Covered?
Instructions: Display the entered responses from OE20_01 for each person in a protected,
uneditable field.
Col#4 Header: When Ended
Instructions: Item OE30_01. Only display as an active cell if OE20_01 is coded ‘2’ (NO) for
this person.
Col #5 Header: Month
Instructions: Item OE30_02. Only display as an active cell if OE30_01 is answered ‘1’.
Col #6 Header: Day
Instructions: Item OE30_03. Only display as an active cell if OE30_01 is answered ‘1’ and
OE30_02 <> ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW).
Col#7 Header: Year
Instructions: Item OE30_04. Only display as an active cell if OE30_01 is answered ‘1’.
Col #8 Header: Whole Month?
Instructions: Item OE30_05. Only display as an active cell if OE30_02 < > RF, DK and OE30_
03=RF, DK.
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Display ‘IF INSURANCE ENDED .. YES’.’ if Round 5, where 'YEAR' is the second calendar year
of the panel (SecondPanYear). Otherwise, use a null display.

Testing/Editing
Notes:

OE30_02
Item Type:
Type Class:
Answer Type:

Help Available (
Context Header:

Variable collected at MEPSSpring2018.HX_Main.OE30.OE30Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE30.OE30Grid[1..25]

(OE1047)
Question

BLAISE NAME: HIEndMM
Field kind: Datafield
ArrayMin:

Field Size: 2
{Continuous Answer.} Answers allowed: 1

Min value: 1

Integer

)

Show Card (

ArrayMax:

Max value: 12

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
[On what date after {START DATE} did {your/{PERSON}’s} health insurance through
{INSURANCE SOURCE NAME} end?]
ENTER MONTH

Responses:
REFUSED
DON'T KNOW
Display
Instructions:

Testing/Editing
Notes:

)

RF
DK

OE30_03

(OE1048)

OE30_04
OE30_04

(OE1049)
(OE1049)

Display question text in brackets and in lighter grayed out text.

Variable collected at MEPSSpring2018.HX_Main.OE30.OE30Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE30.OE30Grid[1..25]

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OE30_03
Item Type:

(OE1048)
Question

Type Class:

Integer

Answer Type:

Help Available (
Context Header:

BLAISE NAME: HIEndDD
Field kind: Datafield
ArrayMin:

Field Size: 2
{Continuous Answer.} Answers allowed: 1

)

Show Card (

ArrayMax:

Min value: 1
Max value: 31

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME
OF INSURANCE SOURCE}

Question Text:
[On what date after {START DATE} did {your/{PERSON}’s} health insurance through
{INSURANCE SOURCE NAME} end?]
ENTER DAY

Responses:
REFUSED
DON'T KNOW
Display
Instructions:

Testing/Editing
Notes:

)

RF
DK

OE30_04

(OE1049)

OE30_04
OE30_04

(OE1049)
(OE1049)

Display question text in brackets and in lighter grayed out text.

Variable collected at MEPSSpring2018.HX_Main.OE30.OE30Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE30.OE30Grid[1..25]

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OE30_04
Item Type:

(OE1049)
Question

Type Class:

Integer

Answer Type:

Help Available (
Context Header:

BLAISE NAME: HIEndYYYY
Field kind: Datafield
ArrayMin:

Field Size: 4
{Continuous Answer.} Answers allowed: 1

)

Show Card (

ArrayMax:

Min value: 1900
Max value: 2100

)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME
OF INSURANCE SOURCE}

Question Text:
[On what date after {START DATE} did {your/{PERSON}’s} health insurance through
{INSURANCE SOURCE NAME} end?]
ENTER YEAR

Responses:
REFUSED
DON'T KNOW

RF
DK

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Programmer
Instructions:

If OE30_03 (day) is coded ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW) and OE30_02
(month) is NOT coded ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW), continue with OE30_5.
Otherwise, return to OE30_01 for next person on grid.
Hard check:
1. Complete date entered at OE30_02 - OE30_04 must not be prior to the current round’s
RU level reference period start date. If full date is prior to start date, display the following
message: “IF COVERAGE ENDED PRIOR TO {REF PERIOD START DATE}, BACK-UP TO OE30_01
(EnterHIEndDate) AND CORRECT RESPONSE.”
2. Complete date entered at OE30_02 - OE30_04 must be on or before (i.e., < or =) the
person’s reference period end date for this round (EndRefM, EndRefD). In round 5, that is
typically Dec. 31 for panel year 2. If not, display the following message: “COVERAGE END
DATE MUST BE ON OR BEFORE {PERSON’S REFERENCE PERIOD END DATE} (DATE PERSON
NO LONGER IS PART OF RU). VERIFY AND CORRECT ENTRIES. IF COVERAGE ENDED AFTER
PERSON LEFT RU, ENTER {PERSON’S REFERENCE PERIOD END DATE}.”

Display
Instructions:

Testing/Editing
Notes:

Display question text in brackets and in lighter grayed out text.

Variable collected at MEPSSpring2018.HX_Main.OE30.OE30Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE30.OE30Grid[1..25]

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OE30_05
Item Type:

(OE1050)
Question

Type Class:

Enumerated

Answer Type:

TENDMONTH

Help Available (
Context Header:

BLAISE NAME: HIEndWholeMth
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

)

Show Card (

ArrayMax:

Max value:

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
[On what date after {START DATE} did {your/{PERSON}’s} health insurance through
{INSURANCE SOURCE NAME} end?]
{Were/Was} {you/he/she} covered under that insurance the whole month or part of the month?

Responses:

WHOLE MONTH
PART OF THE MONTH
REFUSED
DON'T KNOW

Programmer
Instructions:

Return to OE30_01 for next person on grid.

Display
Instructions:

Testing/Editing
Notes:

BOX_30

Route Details:

)

1
2
RF
DK

Display first paragraph of question text in brackets and in lighter grayed out text.

Variable collected at MEPSSpring2018.HX_Main.OE30.OE30Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE30.OE30Grid[1..25]

(OE1051)

Item Type: Route

Type Class: If Then

Continue with BOX_40.

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Programmer
Instructions:

BOX_40

Route Details:

BOX_50

Route Details:

Placeholder for MHOP specifications. This will be deleted once those specifications are
available. (Data delivery needs to review to make sure these are the correct settings.)
Determine ‘CONTINUOUS COVERAGE’ (decide what is needed for CAPI vs. MHOP).
⦁ For any covered persons where OE30_01 is coded ‘2’ (VOLUNTEERED, ENDED
BEFORE {REF PERIOD START DATE}), flag person as not a covered person for even
1 day under this insurance (important for insurance verifications series).
⦁ For all covered persons where OE20_01 is coded ‘1’ (YES, STILL COVERED), ‘RF’
(REFUSED) or ‘DK’ (DON’T KNOW), flag person as ‘CONTINUOUS COVERAGE’
from that person’s start date to that person’s end date.
⦁ For all covered persons where OE30_01 is coded ‘1’ (ENTER DATE), flag person as
‘CONTINUOUS COVERAGE’ from that person’s start date to the date entered at OE30
_02-OE30_05 or person’s end date (whichever is earlier).

(OE1065)

Item Type: Route

Type Class: If Then

If Round 3, continue with BOX_50.
Otherwise, go to BOX_60.

(OE1070)

Item Type: Route

Type Class: If Then

Continue with OE40 if insurance meets the following conditions:
⦁ If HP50 was coded '2' (NO, PLAN IS NOT EXCHANGE), 'RF' (REFUSED) or 'DK'(DON'T
KNOW) the round the insurance was created (Preload.Insurance.HP50AnsRndCreated)
And
⦁ If insurance direct purchase or SE, FS=1 and is with an 'INSURANCE CO', 'INSURANCE
CO.-FROM AGENT' or 'HMO' ((Insurance.DirectPurchTp=Agent, Insurance Co, HMO) or
[(Insurance.HISrc=Employer and Jobs.SELFEMP=SelfEmpl and Jobs.EmpEstm= 1) and
(HP40 is coded ‘4’ (DIRECTLY FROM AN INSURANCE AGENT), ‘5’ (DIRECTLY FROM AN
INSURANCE COMPANY), or ‘6’ (DIRECTLY FROM AN HMO) the round in which the
insurance was first created (Preload.Insurance.HP40AnsRndCreated)])
And
⦁ Policyholder is 64 years of age or younger or in age categories 1-8 or Policyholder is
“Policyholder deceased or “Policyholder outside the DU” (Insurance.Plcyhldr=901 or 902).
Otherwise, go to BOX_60.

OE - Page 16 of 53

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Old Empl\Priv Related Ins (OE) Section
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Full Detail Spec

OE40
Item Type:

(OE1075)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (
Context Header:

BLAISE NAME: OEStExCovg
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

)

Show Card (

ArrayMax:

Max value:

)

Look Up File (

)

{POLICYHOLDER'S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Is this coverage through {STATE EXCHANGE NAME-A} {, [which may be known as {ALIAS B} {or {ALIAS C}}]}?

Responses:

Display
Instructions:

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

BOX_60
BOX_60
BOX_60
BOX_60

(OE1110)
(OE1110)
(OE1110)
(OE1110)

Display ', [which may also be known as {ALIAS B} {or {ALIAS C}}]' if there is more than
one exchange name associated with the state in which interview is being conducted.
Display 'or {ALIAS C}' if there are three exchange names associated with the state in which
interview is being conducted.
For 'STATE EXCHANGE NAME-A', 'ALIAS B', and 'ALIAS C', display the exchange
name(s) associated with the state in which interview is being conducted.

Testing/Editing
Notes:

BOX_60

Route Details:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

(OE1110)

Item Type: Route

Type Class: If Then

If at least one current RU member not displayed at OE20_01, continue with OE50_01.
NOTE: This means at least one current RU member not covered by the insurance being
looped on, (this includes all new RU members and previous RU members not covered by
this insurance on the previous round's interview date, but excludes RU members just
marked as no longer covered in OE20) (at least one person where Person.PersID not on
covered person array where Person.MostRecentRU=RUID and
Preload.CovdPers.LRndCovd <> {previous round}].
Otherwise, go to BOX_80.

OE - Page 17 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Rout

Full Detail Spec

OE50_01
Item Type:

(OE1115)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (
Context Header:

)

BLAISE NAME: CovdHISrc
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

)

Max value:

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Now think about {PERSON 1, PERSON 2, PERSON 3, PERSON 4, PERSON N…} and whether they have been
covered by {your/{POLICYHOLDER}’s} health insurance through {INSURANCE SOURCE NAME}.
{Since {START DATE}/Between {START DATE} and {END DATE}}, {{have/has}/{were/was}}{ you/
{PERSON 1}} {been} covered by {your/{POLICYHOLDER}’s} health insurance through
{INSURANCE SOURCE NAME}?

Responses:

)

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

OE - Page 18 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

Programmer
Instructions:

Preloaded grid type 2 – forced navigation including OE50_01, OE50_02, OE50_03, OE50_
04, OE50_N.
At grid completion, if OE50 is coded ‘1’ (YES), for at least one person, continue with OE60_
01.
Otherwise (OE50 is coded ‘2’ (NO), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW) for all persons
listed at OE50), go to BOX_90.
Note: Persons coded '1' (YES) are considered covered RU members for the current round.

Display
Instructions:

Roster Report 1
Col #1 Header: RU member
Instructions: Display RU members’ first, middle, and last names (Person.FullName)
Roster Filter:
Display all current RU members that were not displayed at OE20_01. That is, display persons
who were not covered by the insurance being looped on, (this includes all new RU members
and previous RU members not covered by this insurance on the previous round's interview
date, but excludes RU members just marked as no longer covered in OE20) (at least one
person where Person.PersID not on covered person array where
Person.MostRecentRU=RUID and Preload.CovdPers.LRndCovd <>{previous round}].
For the display of person names in the first paragraph: {PERSON 1, PERSON 2, PERSON 3,
PERSON 4, PERSON N…}, display the list of RU members according to the above roster filter
specifications. Display first names only. Substitute “you” for the person’s first name if the
respondent is included in this list. If exactly two names displayed, separate names with the
word “and” and no comma. If more than two names listed, separate names using commas,
except for between the last two names displayed. Between the last two names displayed,
separate names using the word “and”.
Col #2 Header: Covered?
Instructions: Entry field for OE50_01 – OE50_N
Variable text display. Replace “{Since {START DATE}/Between {START DATE} and {END
DATE}}, {{have/has}/{were/was}}{ you/{PERSON 1}} {been} covered by
{your/{POLICYHOLDER}’s} health insurance through {INSURANCE SOURCE NAME}?” with:
OE50_02: What about {you/{PERSON 2}}? {{Has/Have}/{Were/Was}} {you/he/she} {been}
covered by {your/{POLICYHOLDER}’s} health insurance through {INSURANCE SOURCE NAME}
{since
{START DATE}/between {START DATE} and {END DATE}}?
OE50_03: What about {PERSON 3}?
OE50_04: What about {PERSON 4}?
OE50_N: Repeat question text for OE50_02-OE50_N for as many RU members that fit the
roster filter criteria.
Display ‘since {START DATE}’ if not round 5. Display ‘between {START DATE} and
{END DATE}’ if round 5.
Display ‘{have/has}’ if not Round 5. Display ‘{were/was}’ if Round 5. Display ‘been’ if not
OE - Page 19 of 53

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Full Detail Spec

Round 5. Otherwise, use a null display.

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE50.OE50Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE50.OE50Grid[1..25]

OE60_01
Item Type:

(OE1120)
Question

Type Class:

Enumerated

Answer Type:

TDateVolunteer2

Help Available (
Context Header:

)

BLAISE NAME: CovgStartDate
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

Max value:

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
On what date since {START DATE} did the health insurance through {INSURANCE SOURCE NAME} begin
for {you/{PERSON}}?

Responses:

)

ENTER DATE
VOLUNTEERED, BEGAN BEFORE
{START DATE}

1
2

OE - Page 20 of 53

OE60_02

(OE1125)

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

Programmer
Instructions:

Preloaded grid type 2 – forced navigation including items OE60_01, OE60_02, OE60_03,
OE60_04, OE60_05.
Only display OE60_01 and applicable follow-up items for row entries where OE50_01 is
coded ‘1’ (YES) for this person.
If coded ‘2’ (VOLUNTEERED, BEGAN BEFORE {START DATE}), go to the next person in the
grid. If no next person in grid, go to BOX_70.

Display
Instructions:

Roster Report 1
Col #1 Header: RU Member
Instructions: Display RU members’ full name. (Person.FullName)
Roster Filter:
Use OE50_01 filter.
Col #2 Header: Covered?
Instructions: Display the entered responses from OE50_01 for each person in a protected,
uneditable field.
Col #3 Header: When Begin
Instructions: Item OE60_01. Only display as an active cell if OE50_01 is coded ‘1’ (YES) for
this person.
Col #4 Header: Month
Instructions: Item OE60_02. Only display as an active cell if OE60_01 is answered ‘1’.
Col #5 Header: Day
Instructions: Item OE60_03. Only display as an active cell if OE60_01 is answered ‘1’ and
OE60_02 <> ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW).
Col#6 Header: Year
Instructions: Item OE60_04. Only display as an active cell if OE60_01 is answered ‘1’.
Col#7 Header: Whole Month?
Instructions: Item OE60_05. Only display as an active cell if OE60_02 < > RF, DK and OE60_
03

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE60.OE60Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE60.OE60Grid[1..25]

OE - Page 21 of 53

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Full Detail Spec

OE60_02
Item Type:

(OE1125)
Question

Type Class:

Date

Answer Type:

Help Available (
Context Header:

BLAISE NAME: CovgStartMM
Field kind: Datafield
ArrayMin:

Field Size:
{Continuous Answer.} Answers allowed: 1

)

Show Card (

ArrayMax:

Min value:
Max value:

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
[On what date since {START DATE} did the health insurance through {INSURANCE SOURCE NAME} begin
for {you/{PERSON}}?]
ENTER MONTH

Responses:
REFUSED
DON'T KNOW

Display
Instructions:

Testing/Editing
Notes:

)

RF
DK

OE60_03

(OE1130)

OE60_04
OE60_04

(OE1135)
(OE1135)

Display question text in brackets and in lighter grayed out text.

Variable collected at MEPSSpring2018.HX_Main.OE60.OE60Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE60.OE60Grid[1..25]

OE - Page 22 of 53

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Full Detail Spec

OE60_03
Item Type:

(OE1130)
Question

Type Class:

Date

Answer Type:

Help Available (
Context Header:

BLAISE NAME: CovgStartDD
Field kind: Datafield
ArrayMin:

Field Size:
{Continuous Answer.} Answers allowed: 1

)

Show Card (

ArrayMax:

Min value:
Max value:

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME
OF INSURANCE SOURCE}

Question Text:
[On what date since {START DATE} did the health insurance through {INSURANCE SOURCE NAME} begin
for {you/{PERSON}}?]
ENTER DAY

Responses:
REFUSED
DON'T KNOW
Display
Instructions:

Testing/Editing
Notes:

)

RF
DK

OE60_04

(OE1135)

OE60_04
OE60_04

(OE1135)
(OE1135)

Display question text in brackets and in lighter grayed out text.

Variable collected at MEPSSpring2018.HX_Main.OE60.OE60Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE60.OE60Grid[1..25]

OE - Page 23 of 53

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Full Detail Spec

OE60_04
Item Type:

(OE1135)
Question

Type Class:

Date

Answer Type:

Help Available (
Context Header:

BLAISE NAME: CovgStartYYYY
Field kind: Datafield
ArrayMin:

Field Size:
{Continuous Answer.} Answers allowed: 1

)

Show Card (

ArrayMax:

)

Min value:
Max value:

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
[On what date since {START DATE} did the health insurance through {INSURANCE SOURCE NAME} begin
for {you/{PERSON}}?]
ENTER YEAR

Responses:
REFUSED
DON'T KNOW

RF
DK

OE - Page 24 of 53

MEPS_V2
Full Detail Spec

Programmer
Instructions:

Old Empl\Priv Related Ins (OE) Section
(Que

If OE60_03 (day) is coded ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW) and OE60_02
(month) is NOT coded ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW), continue with OE60_
05.
Otherwise, return to OE60_01 for next person on grid.
Hard checks:
1. Complete date entered at OE60_02-OE60_04 must not be prior to the current round’s RU
level reference period start date. If full date is prior to start date, display the following
message: “IF COVERAGE BEGAN PRIOR TO {REF PERIOD START DATE}, BACK- UP TO OE60_01
(CovgStartDate) AND CORRECT RESPONSE.”
2. Complete date entered at OE60_02-OE60_04 must be on or before the person’s reference
period end date. If not, display the following message: “COVERAGE FOR
{PERSON} CANNOT BEGIN AFTER {PERSON’S END DATE} (DATE PERSON NO LONGER IS PART
OF RU). VERIFY AND CORRECT DATE ENTRIES OR BACK-UP TO OE50 (insert blaise name) AND
CODE PERSON AS NOT COVERED.”
Soft Check:
Complete date entered at OE60_02-OE60_04 should be on or before the complete date
entered at OE30_02-OE30_04 for the policyholder (if applicable). If not, display the
following message: “UNLIKELY RESPONSE. POLICYHOLDER’S COVERAGE ENDED ON {OE30_
02-OE30_04 DATE}. COVERAGE FOR {PERSON} BEGAN AFTER THAT DATE. VERIFY AND
CORRECT DATE ENTRIES IF NECESSARY.”

Display
Instructions:

Testing/Editing
Notes:

Display question text in brackets and in lighter grayed out text.

Variable collected at MEPSSpring2018.HX_Main.OE60.OE60Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE60.OE60Grid[1..25]

OE - Page 25 of 53

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Full Detail Spec

OE60_05
Item Type:

(OE1140)
Question

Type Class:

Enumerated

Answer Type:

TENDMONTH

Help Available (
Context Header:

BLAISE NAME: OECovdWholeTime
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

)

Show Card (

ArrayMax:

Max value:

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
[On what date since {START DATE} did the health insurance through {INSURANCE SOURCE NAME} begin
for {you/{PERSON}}?]
{Were/Was} {you/he/she} covered under that insurance the whole month or part of the month?

Responses:

WHOLE MONTH
PART OF THE MONTH
REFUSED
DON'T KNOW

Programmer
Instructions:

Return to OE60_01 for next person on grid.

Display
Instructions:

Testing/Editing
Notes:

BOX_70

Route Details:

)

1
2
RF
DK

Display first paragraph of question text in brackets and in lighter grayed out text.

Variable collected at MEPSSpring2018.HX_Main.OE60.OE60Grid[1..25]
Variable stored at MEPSSpring2018_PrivHI.OE60.OE60Grid[1..25]

(OE1145)

Item Type: Route

Type Class: If Then

Continue with BOX_80.

OE - Page 26 of 53

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Full Detail Spec

Programmer
Instructions:

BOX_80

Route Details:

Placeholder for MHOP specifications. This will be deleted once those specifications are
available. (Data delivery needs to review to make sure these are the correct settings.)
Determine ‘CONTINUOUS COVERAGE’ (decide what is needed for CAPI vs. MHOP).
⦁ If OE20 is coded ‘1’ (YES), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW) for the
policyholder, flag all persons where OE50 is coded ‘1’ (YES) as ‘CONTINUOUS
COVERAGE’ from the date entered at OE60_02-OE60_04 until the RU level reference
period end date (interview date).
⦁ If OE20 is coded ‘2’ (NO) for the policyholder, flag all persons where OE50 is coded
‘1’ (YES), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW) as ‘CONTINUOUS
COVERAGE’ from the date entered at OE60_02-OE60_04 until the date entered at
OE30_02-OE30_04 for the policyholder.
⦁ If OE20 was not asked for the policyholder, use the OE20 value for the oldest PID with
coverage to determine continuous coverage settings.

(OE1146)

Item Type: Route

Type Class: If Then

If:
⦁ At least one current RU member is coded as still covered today or
newly covered [(OE20_01 is coded ‘1’ (YES), ‘RF’ (REFUSED) or ‘DK’
(DON’T KNOW) for at least one RU member) or (OE50_01 is coded ‘1’
(YES) for at least one RU member)]
and
⦁ the insurance being looped on changed this round from a current main
or current misc job to a former main or former misc job
[(Insurance.HISrc=Employer) and (RJ10 or RJ60 is coded ‘2’ (NO), ‘RF’
(REFUSED), or ‘DK’ (DON’T KNOW) in the current round)],
go to OE70.
If:
⦁ No current RU member is coded as still covered today and no one is
newly covered [(OE20_01 is coded ‘2’ (NO) for all RU members listed)
and (OE50_01 is coded ‘2’ (NO), ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW)
for all RU members listed)]
and
⦁ the insurance being looped on changed this round from a current main
or current misc job to a former main or former misc job
[(Insurance.HISrc=Employer) and (RJ10 or RJ60 is coded ‘2’ (NO), ‘RF’
(REFUSED), or ‘DK’ (DON’T KNOW) in the current round)], go to OE80.
Otherwise, go to BOX_90.

OE - Page 27 of 53

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Full Detail Spec

OE70
Item Type:

(OE1147)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (COBRAHelp)
Context Header:

BLAISE NAME: OECOBRAPlan
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

ArrayMax:

Show Card (

Max value:

)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Is {your/{POLICYHOLDER}'s} health insurance through {INSURANCE SOURCE NAME} that covers
{PERSON 1, PERSON 2, PERSON 3, PERSON 4, PERSON N…} extended through COBRA?
HELP: F1

Responses:

Display
Instructions:

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

BOX_90
BOX_90
BOX_90
BOX_90

(OE1150)
(OE1150)
(OE1150)
(OE1150)

Roster 1-Report no add/edit/delete allowed.
Roster Definition: Display the covered person’s name (Person.FullName).
Roster Filter:
Person or policyholder is on the covered person array and is currently covered by the
insurance being looped on. [(OE20_01 is coded ‘1’ (YES), ‘RF’ (REFUSED) or ‘DK’ (DON’T
KNOW) for this RU member) or (OE50_01 is coded ‘1’ (YES) for this RU member)]
For the display of person names in the first paragraph: {PERSON 1, PERSON 2, PERSON 3,
PERSON 4, PERSON N…}, display the list of RU members according to the above roster filter
specifications. Display full name. Substitute “you” for the person’s first name if the
respondent is included in this list. If exactly two names displayed, separate names with the
word “and” and no comma. If more than two names listed, separate names using commas,
except for between the last two names displayed. Between the last two names displayed,
separate names using the word “and”.

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 28 of 53

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Full Detail Spec

OE80
Item Type:

(OE1148)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (
Context Header:

)

BLAISE NAME: CovgContinAftEmp
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

)

Max value:

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Did the health insurance {you/{POLICYHOLDER}} had through {INSURANCE SOURCE NAME} continue for
any period of time after {you/he/she} stopped working at {INSURANCE SOURCE NAME}?

Responses:

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

OE90
OE90
OE90
OE90

(OE1149)
(OE1149)
(OE1149)
(OE1149)

Display
Instructions:

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 29 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

OE90
Item Type:

(OE1149)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

BLAISE NAME: CovgContinCOBRA
Field kind: Datafield
ArrayMin:
Field Size:
Answers allowed: 1

Help Available (COBRAHelp)
Context Header:

Min value:

ArrayMax:

Show Card (

Max value:

)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Did that health insurance continue through COBRA?
HELP: F1

Responses:

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

BOX_90
BOX_90
BOX_90
BOX_90

(OE1150)
(OE1150)
(OE1150)
(OE1150)

Display
Instructions:

Testing/Editing
Notes:

BOX_90

Route Details:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

(OE1150)

Item Type: Route

Type Class: If Then

If [policyholder is part of RU and at least one other current RU member is listed as a
covered person with coverage during the reference period (Insurance.Plcyhldr=PersID
where Person.MostRecentRU=RUUnit and at least one other RU member is on the covered
person array where OE20_01 is coded ‘1’ (YES), ‘RF’ (REFUSED) or ‘DK’ (DON’T
KNOW) or OE50_01 is coded ‘1’ (YES))] or [(if policyholder not part of the RU) and (at
least one current RU member is listed as a covered person with coverage during the
reference period) (Insurance.Plcyhldr=901 or 902 or PersID where
Person.MostRecentRu<>RUID and at least one other RU member is on the covered person
array where OE20_01 is coded ‘1’ (YES), ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW) or
OE50_01 is coded ‘1’ (YES))], go to BOX_100.
Otherwise, continue with OE100.

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Full Detail Spec

OE100
Item Type:

(OE1155)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (CovdDependHelp)
Context Header:

BLAISE NAME: OECovPersOutRU
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

ArrayMax:

Show Card (

Max value:

)

Look Up File (

)

{POLICYHOLDER'S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
{Does/Between {START DATE} and {END DATE}, did} {your/{POLICYHOLDER}’s} health coverage
through {INSURANCE SOURCE NAME} cover as dependents any persons who do not live here?
HELP: F1

Responses:

YES
NO
REFUSED
DON'T KNOW

Programmer
Instructions:

If coded ‘1’ (YES), set Insurance.CovPersOutRU=Yes.

Display
Instructions:

Testing/Editing
Notes:

1
2
RF
DK

BOX_100
BOX_100
BOX_100
BOX_100

(OE1160)
(OE1160)
(OE1160)
(OE1160)

Display ‘does’ if not round 5. Display ‘between {START DATE} and {END DATE}, did’ if
round 5.

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 31 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Rout

Full Detail Spec

BOX_100

(OE1160)

Route Details:

Item Type: Route

Type Class: If Then

If [one or more current RU members are still covered by this insurance on the current
round’s interview date, that is, at least one person at OE20_01 is coded ‘1’ (YES), ‘RF’
(REFUSED) or ‘DK’ (DON’T KNOW) or at least one person at OE50_01 is coded ‘1’
(YES) (At least one RU member is on the covered person array where OE20_01 is coded
‘1’ (YES), ‘RF’ (REFUSED) or ‘DK’ (DON’T KNOW) or OE50_01 is coded ‘1’ (YES))]
and [insurance is not treated as ‘Dependent(s) Separated from Policyholder’(i.e., original
RU member policyholder is still part of this RU)], continue with OE110.
Otherwise, go to END_LP10.

OE110
Item Type:

(OE1165)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (
Context Header:

)

BLAISE NAME: PlanNameChange
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

)

Max value:

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
{Last time we recorded that {you/{POLICYHOLDER}} {were/was} covered by
{ PRELOAD.INSURANCE.INSURER} .}
{Since {START DATE}, has there been/Between {START DATE} and {END DATE}, was there} any change in the plan
name of the health insurance {you/{POLICYHOLDER}} {{have/has}/had} through
{PRELOAD.INSURANCE.HISRCNAME}?

Responses:

)

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

OE - Page 32 of 53

MEPS_V2
Full Detail Spec

Programmer
Instructions:

Old Empl\Priv Related Ins (OE) Section
(Que

If coded ‘1’ (YES) and insurance is an ‘INSURANCE CO.’, ‘INSURANCE CO. – FROM
AGENT’, OR ‘HMO’ (Insurance.DirectPurchTp=Agent, Insurance Co, HMO), continue with
OE120. Else, if coded ‘1’ (YES), go to OE130.
If coded ‘2’ (NO), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW) and Round 3 and OE40 is coded ‘1’
(YES), go to BOX_150. Else, if coded ‘2’ (NO), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW), go to
BOX_160.
Note: If coded ‘2’ (NO), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW), the Insurance Source Name
and the Insurer Name stay the same as the preloaded values.

Display
Instructions:

Display first paragraph if there is a value for PRELOAD.INSURANCE.INSURER
(Preload.Insurance.Insurer <> EMPTY, RF or DK]. Otherwise, use a null display.
For ‘PRELOAD.INSURANCE.INSURER’, display the name of this insurance’s previous round’s
insurer. That is, display the name of the plan (providing Medicare Supplement/Medigap
benefits or hospital/physician benefits) entered at HX630, HX640, or OE140 in the previous
round (Preload.Insurance.Insurer).
For ‘PRELOAD.INSURANCE.HISRCNAME’, display the name of this insurance’s previous
round’s insurance source name (Preload.Insurance.HISrcName).
Display ‘Since {START DATE}, has there been’ and ‘{have/has}’ if not round 5. Display
‘Between {START DATE} and {END DATE}, was there’ and ‘had’ if round 5.

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 33 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

OE120
Item Type:

(OE1170)
Question

Type Class:

String

Answer Type:

Help Available (
Context Header:

BLAISE NAME: PlanName
Field kind: Datafield
ArrayMin:

Field Size: 30
{Continuous Answer.} Answers allowed: 1

)

Show Card (

ArrayMax:

Min value:
Max value:

)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
What is the new plan name of {your/{POLICYHOLDER}'s} health insurance through
{PRELOAD.INSURANCE.HISRCNAME}?

Responses:
REFUSED
DON'T KNOW
Programmer
Instructions:

RF
DK

OE130

(OE1175)

OE130
OE130

(OE1175)
(OE1175)

Write correction to the insurance source name. [Set Insurance.HISrcName to OE120 entry]
Note: If a source of insurance was directly purchased from HMO, insurance company, or
from an insurance agent, the insurance source name is the same as the insurer name.
Therefore, any change in plan name automatically dictates a change in the insurance source
name and insurer name (which is automatically recorded at OE140 via BOX_110).

Display
Instructions:

Testing/Editing
Notes:

For ‘PRELOAD.INSURANCE.HISRCNAME’, display the name of this insurance’s previous
round’s insurance source name (Preload.Insurance.HISrcName).

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 34 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

OE130
Item Type:

(OE1175)
Question

Type Class:

Enumerated

Answer Type:

TOE102437

BLAISE NAME: CodeAllOEHICovg
Field kind: Datafield
ArrayMin:
Field Size:
Answers allowed: 12 ArrayMax:

Help Available (CodeAllHICovgHelp)
Context Header:

Min value:
Max value:

Show Card (HX-7)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME
OF INSURANCE SOURCE}

Question Text:
HX-7
Looking at card HX-7, what type of health insurance coverage {{do/does}/did} {you/{POLICYHOLDER}}
{now} have through {INSURANCE SOURCE NAME}’s new plan {as of {END DATE}}?
PROBE: Any other health coverage through this plan?
ENTER ALL THAT APPLY.
HELP: F1

Responses:

HOSPITAL AND PHYSICIAN BENEFITS,
INCLUDING COVERAGE THROUGH AN
HMO
DENTAL
PRESCRIPTION DRUGS
VISION
MEDICARE SUPPLEMENT/MEDIGAP
LONG TERM CARE IN A NURSING HOME
EXTRA CASH FOR HOSPITAL STAYS
SERIOUS DISEASE OR DREAD DISEASE
DISABILITY
WORKER'S COMPENSATION
ACCIDENT
OTHER
REFUSED
DON'T KNOW

1

2
3
4
5
6
7
8
9
10
11
91
RF
DK

OE - Page 35 of 53

OE130OS
BOX_110
BOX_110

(OE1180)
(OE1190)
(OE1190)

MEPS_V2
Full Detail Spec

Programmer
Instructions:

Old Empl\Priv Related Ins (OE) Section
(Que

If coded '91' (OTHER), alone or in combination with any other codes, continue with
OE130OS.
Otherwise, go to BOX_110.
For specifications purposes only: CAPI does not allow 'RF' (REFUSED) or 'DK' (DON'T
KNOW) in combination with any other code.
If '1' (HOSPITAL AND PHYSICIAN BENEFITS, INCLUDING COVERAGE THROUGH
AN HMO) is one of the selections and '5' (MEDIGAP) is not one of the selections, set
Insurance.HospHI=Yes and set Insurance.MedigapHI=EMPTY.
If ‘5’ (MEDIGAP) is one of the selections, set Insurance.MedigapHI=Yes and set
Insurance.HospHI=EMPTY.
If 'DK' (DON'T KNOW) or 'RF' (REFUSED), set both Insurance.HospHI and
Insurance.MedigapHI to EMPTY.

Display
Instructions:

Display ‘{do/does}’if not round 5. Display ‘did’ if round 5.
Display ‘now’ if not round 5 and if insurance is still current for at least one RU member
(OE20 is coded ‘1’ (YES), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW) or OE50_01 is
coded ‘1’ (YES) for at least one RU member). Otherwise, use a null display.
Display 'as of {END DATE}' if round 5. Otherwise, use a null display.
Display OE130 and OE130OS on the same form pane.

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 36 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

OE130OS
Item Type:

(OE1180)
Question

Type Class:

String

Field Size: 25
{Continuous Answer.} Answers allowed: 1

Answer Type:

Help Available (
Context Header:

BLAISE NAME: OEHICovgOS
Field kind: Datafield
ArrayMin:

)

Show Card (

ArrayMax:

Min value:
Max value:

)

Look Up File (

)

{POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME
OF INSURANCE SOURCE}

Question Text:
SPECIFY:

Responses:
REFUSED
DON'T KNOW
Display
Instructions:

Testing/Editing
Notes:

BOX_110

Route Details:

RF
DK

BOX_110

(OE1190)

BOX_110
BOX_110

(OE1190)
(OE1190)

Display OE130 and OE130OS on the same form pane.

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

(OE1190)

Item Type: Route

Type Class: If Then

If insurance is an ‘INSURANCE CO.’, ‘INSURANCE CO. – FROM AGENT’, OR ‘HMO’
(Insurance.DirectPurchTp=Agent, Insurance Co, HMO), automatically code OE140 with
response entered at OE120 [Set Insurance.HISrcName=Insurance.Insurer], and go to BOX_
140.
Otherwise, continue with BOX_120.

OE - Page 37 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Rout

Full Detail Spec

BOX_120

(OE1195)

Route Details:

Item Type: Route

Type Class: If Then

If OE130 is coded ‘1’ (HOSPITAL AND PHYSICIAN BENEFITS) or ‘5’ (MEDICARE
SUPPLEMENT/MEDIGAP), alone or with any other combination of codes
(Insurance.MedigapHI=Yes or Insurance.HospHI=Yes), continue with OE140.
Otherwise, go to BOX_140.

Programmer
Instructions:

If insurance is not an ‘INSURANCE CO.’, ‘INSURANCE CO. – FROM AGENT’, OR
‘HMO’ (Insurance.DirectPurchTp<>Agent, Insurance Co, HMO) and if OE130 is not coded
‘1’ (HOSPITAL AND PHYSICIAN BENEFITS) or ‘5’ (MEDICARE
SUPPLEMENT/MEDIGAP) (Insurance.MedigapHI<>Yes and Insurance.HospHI<>Yes),
there is no longer an insurer associated with this insurance because the pair no longer
provides either hospital and physician benefits or Medigap benefits [set
Insurance.Insurer=Empty].
Note (To verify with data delivery): This instruction is not currently at OE130 because if the
insurance is from an agent, an insurance company, or HMO, the insurer name is
automatically set regardless of the coverage provided.

BLAISE NAME: HospMedigapPlanName
Field kind: Datafield
ArrayMin:
Min value:
Field Size: 30

OE140
Item Type:

(OE1200)
Question

Type Class:

String

Answer Type:

{Continuous Answer.} Answers allowed: 1

Help Available (

Context Header:

)

Show Card (

ArrayMax:

Max value:

)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
What is the new plan name for {your/{POLICYHOLDER}'s} health insurance through {INSURANCE SOURCE
NAME} which provides the {hospital and physician benefits/Medicare Supplement or Medigap benefits}?
IF MORE THAN ONE NAME, PROBE: What is the main new plan name?
ENTER NAME OF MAIN INSURER THAT PROVIDES THE {HOSPITAL AND PHYSICIAN/MEDIGAP} BENEFITS.

Responses:
REFUSED
DON'T KNOW

RF
DK

OE - Page 38 of 53

BOX_130

(OE1205)

BOX_130
BOX_130

(OE1205)
(OE1205)

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

Programmer
Instructions:

Display
Instructions:

Testing/Editing
Notes:

BOX_130

Route Details:

Set Insurance.Insurer = OE140.

Display 'hospital and physician benefits' and 'HOSPITAL AND PHYSICIAN' if OE130 is
coded ‘1’ (HOSPITAL AND PHYSICIAN BENEFITS), but not coded ‘5’ (MEDICARE
SUPPLEMENT/MEDIGAP) (Insurance.HospHI=Yes and Insurance.MedigapHI<>Yes).
Display 'Medicare Supplement or Medigap benefits' and 'MEDIGAP' if OE130 is coded ‘5’
(MEDICARE SUPPLEMENT/MEDIGAP) (Insurance.MedigapHI=Yes).

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

(OE1205)

Item Type: Route

Type Class: If Then

Ask the Managed Care (MC) section for this insurer (Insurance.Insurer).
At completion of Managed Care (MC) section, continue with BOX_140.

OE - Page 39 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Rout

Full Detail Spec

BOX_140

Route Details:

(OE1210)

Item Type: Route

Type Class: If Then

Small business determination
If insurance being asked about meets the following conditions:
⦁ Insurance is associated with an employer from the Employment (EM) section that
provides health insurance (Insurance.HISrc=Employer), and
⦁ Job is a 'CURRENT-MAIN-JOB’ (Jobs.JobTp=CURRENT MAIN), and
⦁ Job is 'SELF-EMPLOYED' (Jobs.SELFEMP=SelfEmpl), and
⦁ EM740 (total employees) or RJ110 (total employees) is greater than 1 but <= 200
(Jobs.EmpEstm = 2-9 or 10-25 or 26-50 or 51-100 or 101-200),
continue with OE150
Small business determination
If insurance being asked about meets the following conditions:
⦁ Insurance is associated with an employer from the Employment (EM) section that
provides health insurance (Insurance.HISrc=Employer), and
⦁ Job is a 'CURRENT-MAIN-JOB’ (Jobs.JobTp=CURRENT MAIN), and
⦁ Job is 'NOT SELF-EMPLOYED' (Jobs.SELFEMP< >SelfEmpl), and
⦁ Firm size is small (see determination below), and
⦁ EM430 (firm size) is greater than 1 but <= 200 (Jobs.EmpEstm = 2-9 or 10-25 or
26-50 or 51-100 or 101-200), or
 EM440 (firm size category) is coded ‘2’ (2 TO 9), '3' (10 TO 25), '4' (26 TO 50), '5' (51
TO 100), or ‘6’ (101 TO 200) (Jobs.EmpEstm = 2-9 or 10-25 or 26-50 or 51-100
or101-200)
⦁ EM450 (multiple locations) is coded '2' (NO) (MORELOCTN=No),
continue with OE150.
Otherwise, go to BOX_150.

OE - Page 40 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

OE150
Item Type:

(OE1215)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (
Context Header:

)

BLAISE NAME: OEStSHOP
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

Max value:

)

Look Up File (

)

{POLICYHOLDER'S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
In {RU STATE}, {STATE SHOP NAME-A} {, [which may also be known as {ALIAS B} {or {ALIAS C}}],} is
a program where small businesses will be able to shop for health insurance plans for their employees. Is
{your/{POLICYHOLDER}'s} health insurance coverage through {INSURANCE SOURCE NAME} related at all
to a program like that?

Responses:

Display
Instructions:

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

BOX_150
BOX_150
BOX_150
BOX_150

(OE1220)
(OE1220)
(OE1220)
(OE1220)

For ‘RU STATE’, display the full state name associated with this RU’s address.
Display ‘, [which may also be known as {ALIAS B} {or {ALIAS C}}],’ if there is more than
one shop name associated with the state in which interview is being conducted.
Display ‘or {ALIAS C}’ if there are three shop names associated with the state in which
interview is being conducted.
For ‘STATE SHOP NAME-A’ 'ALIAS B', and 'ALIAS C', display the small business health
options program name associated with the state in which interview is being conducted.

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 41 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Rout

Full Detail Spec

BOX_150

Route Details:

(OE1220)

Item Type: Route

Type Class: If Then

Continue with OE160 if the insurance meets the following conditions:
⦁ [If HP50 was coded ‘1’ (YES, PLAN IS EXCHANGE) the round this insurance was
created] or [if this insurance set to ‘EXCHANGE COVERAGE’
(Insurance.DirectPurchTp=Exchange) the round it was created] or [if insurance is exchange
insurance through a SE, FS=1 job (Insurance.HISrc=Employer and HP40=8) the round it
was created; Preload.Insurance.HP40AnsRndCreated] or [if insurance was made exchange
in Round 3 (OE40 was coded ‘1’ (YES)) during the current round or in a previous round
(current OE40 value or if OE40=EMPTY, check Preload.Insurance.OE40AnsRnd3)]
And
⦁ Insurance provides HOSPITAL AND PHYSICIAN BENEFITS but not MEDIGAP
benefits in the current or previous round [(Insurance.HospHI=Yes and
Insurance.MedigapHI<>Yes). Use OE130 value if asked, otherwise use preloaded values
set to current round values as described earlier.]
And
⦁ Policyholder is 64 years of age or younger or in age categories 1-8 or Policyholder is
“Policyholder deceased or “Policyholder outside the DU” (Insurance.Plcyhldr=901 or 902).
Otherwise, go to BOX_160.

OE160
Item Type:

(OE1225)
Question

Type Class:

Enumerated

Answer Type:

TPLANMETL

BLAISE NAME: MetalPlan
Field kind: Datafield
ArrayMin:

Help Available (METALPLANSHelp)
Context Header:

Min value:

Field Size:
Answers allowed: 1

ArrayMax:

Show Card (

Max value:

)

Look Up File (

)

{POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Is {your/{POLICYHOLDER}'s} {INSURANCE.INSURER} plan a platinum, gold, silver, bronze, or catastrophic
plan?
HELP: F1

Responses:

PLATINUM PLAN
GOLD PLAN
SILVER PLAN
BRONZE PLAN
CATASTROPHIC PLAN
IF VOLUNTEERED: SOMETHING ELSE
REFUSED
DON'T KNOW

1
2
3
4
5
6
RF
DK

OE - Page 42 of 53

BOX_160
BOX_160
BOX_160
BOX_160
BOX_160
BOX_160
BOX_160
BOX_160

(OE1230)
(OE1230)
(OE1230)
(OE1230)
(OE1230)
(OE1230)
(OE1230)
(OE1230)

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

Display
Instructions:

For ‘INSURANCE.INSURER’ display the name of the plan’s current round insurer if it has
an entry other than ‘RF’ or ‘DK’ or EMPTY (Insurance.Insurer<>RF, DK or EMPTY).
Otherwise, use a null display.
Note: This may be the text entry made or auto-coded at OE140 if OE110 was coded ‘1’
(YES) or it may be the name of the insurer from the preload that was set as the current round
insurer if OE110 was coded ‘2’ (NO), ‘RF’ (REFUSED), or ‘DK’ (DON’T KNOW).

Testing/Editing
Notes:

BOX_160

Route Details:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

(OE1230)

Item Type: Route

Type Class: If Then

If round 2 or round 4, continue with BOX_170.
If round 3, go to OE170.
Otherwise (if Round 5), go to END_LP10

OE - Page 43 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Rout

Full Detail Spec

BOX_170

Route Details:

(OE1240)

Item Type: Route

Type Class: If Then

Note: You only are routed to BOX_170 in Rounds 2 and 4. This box specifies a “likely
exchange” check. BOX_180 is a similar check made in Round 3.
Continue with OE170 if this insurance meets the following conditions:
⦁ [Is a ‘PROFESSIONAL ASSOCIATION’ (HP40=1), ‘GROUP’ (HX200 or HX300=1 or
HP40=2) or ‘INSURANCE COMPANY- FROM AN AGENT’ (HX200 or HX300=3 or
HP40=4) or ‘INSURANCE COMPANY’ (HX200 or HX300=4 or HP40=5) or ‘HMO’
(HX200 or HX300=5 or HP40=6) or ‘EXCHANGE COVERAGE’ (HX200 or HX300=11
or HP40=8) or ‘UNKNOWN TYPE- COLLECTED AT OTHER’ (HX200 or HX300=91
or HP40=91) in the round the pair was first created [(Insurance.DirectPurchTp=Group,
Agent, Insurance Co, HMO, Exchange, Other) or (Insurance.HISrc=Employer and HP40=
1, 2, 4, 5, 6, 8, or 91) the round it was created; Preload.Insurance.HP40AnsRndCreated]
And
⦁ Insurance provides HOSPITAL AND PHYSICIAN BENEFITS but not MEDIGAP
benefits in the current or previous round [(Insurance.HospHI=Yes and
Insurance.MedigapHI<>Yes). Use OE130 value if asked, otherwise use preloaded values
set to current round values as described earlier.]
And
⦁ Policyholder is 64 years of age or younger or in age categories 1-8 or Policyholder is
“Policyholder deceased or “Policyholder outside the DU” (Insurance.Plcyhldr=901 or 902).
Otherwise, go to END_LP10.

OE - Page 44 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

OE170
Item Type:

(OE1245)
Question

Type Class:

Enumerated

Answer Type:

TMSUPPAY

Help Available (PREMPAYHelp)
Context Header:

BLAISE NAME: OEFamPayPrem
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

ArrayMax:

Show Card (

Max value:

)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
For the coverage through {INSURANCE SOURCE NAME}, does anyone in the family pay all of the premium or
cost, some of the premium or cost, or none of the premium or cost?
[Do not include the cost of any copayments, coinsurance or deductibles anyone in the family may have had to
pay.]
[Do include any contribution made to the plan as part of a paycheck.]
HELP: F1

Responses:

Programmer
Instructions:

YES, PAY ALL OF PREMIUM/COST
YES, PAY SOME OF PREMIUM/COST
YES, BUT DON'T KNOW IF PAY ALL OR
SOME OF PREMIUM/COST
NO, DO NOT PAY
REFUSED
DON'T KNOW

1
2
3
4
RF
DK

BOX_190
BOX_190
BOX_190

(OE1280)
(OE1280)
(OE1280)

If coded ‘1’ (YES, PAY SOME OF PREMIUM/COST), ‘2’ (YES, PAY SOME OF
PREMIUM/COST) or ‘3’ (YES, BUT DON'T KNOW IF PAY ALL OR SOME OF
PREMIUM/COST) and Round 3, continue with OE180.
If coded ‘1’ (YES, PAY SOME OF PREMIUM/COST), ‘2’ (YES, PAY SOME OF PREMIUM/COST) or
‘3’ (YES, BUT DON'T KNOW IF PAY ALL OR SOME OF
PREMIUM/COST) and Rounds 2 or 4, go to OE200.

Display
Instructions:

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 45 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

OE180
Item Type:

(OE1255)
Question

Type Class:

Real

Answer Type:

Help Available (
Context Header:

BLAISE NAME: OEPayPremAmt
Field kind: Datafield
ArrayMin:

Field Size: 9,2
{Continuous Answer.} Answers allowed: 1

)

Show Card (

ArrayMax:

Min value: 0
Max value: 999999.99

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
How much {do/does} {you/ {POLICYHOLDER}} pay for the {INSURANCE SOURCE NAME} coverage?
ENTER AMOUNT

Responses:
REFUSED
DON'T KNOW
Programmer
Instructions:

Display
Instructions:

Testing/Editing
Notes:

)

RF
DK

OE190

(OE1260)

BOX_180
BOX_180

(OE1270)
(OE1270)

Allow for an entry of dollars and cents.

Display OE180, OE190, and OE190OS on the same form pane.

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 46 of 53

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Full Detail Spec

OE190
Item Type:

(OE1260)
Question

Type Class:

Enumerated

Answer Type:

TCOVRUNIT

Help Available (
Context Header:

BLAISE NAME: OEPayPremUnit
Field kind: Datafield
ArrayMin:

)

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

Max value:

)

Look Up File (

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Is that per year, per month, per week, or what?
UNIT OF COVERAGE:

Responses:

Display
Instructions:

Testing/Editing
Notes:

)

PER YEAR
EVERY 3 MONTHS (QUARTERLY)
EVERY 2 MONTHS (BIMONTHLY)
PER MONTH
PER WEEK
EVERY 2 WEEKS (BIWEEKLY)
2 TIMES PER YEAR (SEMI-ANNUALLY)
2 TIMES PER MONTH (SEMI-MONTHLY)
OTHER
REFUSED
DON'T KNOW

1
2
3
4
5
6
7
8
91
RF
DK

BOX_180
BOX_180
BOX_180
BOX_180
BOX_180
BOX_180
BOX_180
BOX_180
OE190OS
BOX_180
BOX_180

(OE1270)
(OE1270)
(OE1270)
(OE1270)
(OE1270)
(OE1270)
(OE1270)
(OE1270)
(OE1265)
(OE1270)
(OE1270)

Display OE180, OE190 and OE190OS on the same form pane.

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 47 of 53

MEPS_V2

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Full Detail Spec

OE190OS
Item Type:

(OE1265)
Question

Type Class:

String

Answer Type:

Help Available (
Context Header:

BLAISE NAME: OEPayPremUnitOS
Field kind: Datafield
ArrayMin:

Field Size: 30
{Continuous Answer.} Answers allowed: 1

)

Show Card (

ArrayMax:

Min value:
Max value:

)

Look Up File (

{POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME
OF INSURANCE SOURCE}

Question Text:
SPECIFY: UNIT OF COVERAGE

Responses:
REFUSED
DON'T KNOW
Display
Instructions:

Testing/Editing
Notes:

RF
DK

BOX_180

(OE1270)

BOX_180
BOX_180

(OE1270)
(OE1270)

Display OE180, OE190 and OE190OS on the same form pane.

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 48 of 53

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Old Empl\Priv Related Ins (OE) Section
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Full Detail Spec

BOX_180

(OE1270)

Route Details:

Item Type: Route

Type Class: If Then

Note: You only are routed to BOX_180 in Round 3. This box specifies a “likely exchange”
check. BOX_170 is a similar check made in Rounds 2 and 4.
Continue with OE200 if this insurance meets the following conditions:
⦁ [Is a ‘PROFESSIONAL ASSOCIATION’ (HP40=1), ‘GROUP’ (HX200 or HX300=1 or
HP40=2) or ‘INSURANCE COMPANY- FROM AN AGENT’ (HX200 or HX300=3 or
HP40=4) or ‘INSURANCE COMPANY’ (HX200 or HX300=4 or HP40=5) or ‘HMO’
(HX200 or HX300=5 or HP40=6) or ‘EXCHANGE COVERAGE’ (HX200 or HX300=11
or HP40=8) or ‘UNKNOWN TYPE- COLLECTED AT OTHER’ (HX200 or HX300=91
or HP40=91)in the round the pair was first created] [(Insurance.DirectPurchTp=Group,
Agent, Insurance Co, HMO, Exchange, Other) or (Insurance.HISrc=Employer and HP40=
1, 2, 4, 5, 6, 8, or 91) the round it was created; Preload.Insurance.HP40AnsRndCreated]
And
⦁ Insurance provides HOSPITAL AND PHYSICIAN BENEFITS but not MEDIGAP
benefits in the current or previous round [(Insurance.HospHI=Yes and
Insurance.MedigapHI<>Yes). Use OE130 value if asked, otherwise use preloaded values
set to current round values as described earlier.]
And
⦁ Policyholder is 64 years of age or younger or in age categories 1-8 or Policyholder is
“Policyholder deceased or “Policyholder outside the DU” (Insurance.Plcyhldr=901 or 902).
Otherwise, go to BOX_190.

OE200
Item Type:

(OE1275)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (
Context Header:

)

BLAISE NAME: OEPremSubsdz
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

Show Card (

ArrayMax:

Max value:

)

Look Up File (

{POLICYHOLDER FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Is the cost of the premium subsidized based on family income?

Responses:

)

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

OE - Page 49 of 53

BOX_190
BOX_190
BOX_190
BOX_190

(OE1280)
(OE1280)
(OE1280)
(OE1280)

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
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Full Detail Spec

Display
Instructions:

Testing/Editing
Notes:

BOX_190

Route Details:

BOX_200

Route Details:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

(OE1280)

Item Type: Route

Type Class: If Then

If round 3, continue with BOX_200.
Otherwise, go to END_LP10.

(OE1285)

Item Type: Route

Type Class: If Then

If insurance being asked about provides Medicare supplement/Medigap coverage
[(Insurance.MedigapHI=Yes) use OE130 value if asked, otherwise use preloaded values set
to current round values as described earlier], go to END_LP10.
Otherwise, continue with OE210.

OE - Page 50 of 53

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OE210
Item Type:

(OE1290)
Question

Type Class:

Enumerated

Answer Type:

TANNDEDCT

BLAISE NAME: OEAnnDeductAmt
Field kind: Datafield
ArrayMin:
Field Size:
Answers allowed: 1

Help Available (ANNDEDCTHelp)
Context Header:

Min value:

ArrayMax:

Show Card (

Max value:

)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
Is the {family} annual deductible for medical care for this plan less than {$1,350/$2,700}, or is it {$1,350/
$2,700} or more? If there is a separate deductible for prescription drugs, hospitalization, or out-of-network care,
do not include those deductible amounts here.
HELP:F1

Responses:

Display
Instructions:

LESS THAN {$1,350/$2,700}
{$1,350/$2,700} OR MORE
NO ANNUAL DEDUCTIBLE
REFUSED
DON'T KNOW

1
2
3
RF
DK

END_LP10
OE220
END_LP10
END_LP10
END_LP10

(OE1300)
(OE1295)
(OE1300)
(OE1300)
(OE1300)

Use a null display for ‘family’ and display '$1,350' in the question text and '$1,350' in the
response category options if insurance meets the following conditions:
⦁ [The policyholder is the only covered person (PersID of Insurance.Plcyhldr = only PersID
in covered person array)
OR
⦁ The policyholder is deceased and there is exactly one covered person (Insurance.Plcyhldr=
901 and only one PersID in covered person array)]
AND
⦁ Insurance does not cover any persons outside the RU (Insurance.CovPersOutRU<>Yes).
Otherwise, display ‘family’ and ‘$2,700’ in the question text and ‘$2,700’ in the response
category options.

Testing/Editing
Notes:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

OE - Page 51 of 53

MEPS_V2

Old Empl\Priv Related Ins (OE) Section
(Que

Full Detail Spec

OE220
Item Type:

(OE1295)
Question

Type Class:

Enumerated

Answer Type:

TYESNO

Help Available (HSAHelp)
Context Header:

BLAISE NAME: OEPlanHasHSA
Field kind: Datafield
ArrayMin:

Min value:

Field Size:
Answers allowed: 1

ArrayMax:

Show Card (

Max value:

)

Look Up File (

)

{POLICYHOLDER’S FIRST MIDDLE LAST NAME} INSURANCE THROUGH {NAME OF INSURANCE
SOURCE}

Question Text:
With this plan, is there a special account or fund that can be used to pay for medical expenses? The accounts are sometimes
referred to as Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs), Personal Care Accounts, Personal
Medical funds, or Choice funds, and are different from Flexible Spending Accounts.
HELP: F1

Responses:

YES
NO
REFUSED
DON'T KNOW

1
2
RF
DK

END_LP10
END_LP10
END_LP10
END_LP10

(OE1300)
(OE1300)
(OE1300)
(OE1300)

Display
Instructions:

Testing/Editing
Notes:

END_LP10

Route Details:

Variable collected at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]
Variable stored at MEPSSpring2018.HX_Main.OE_Main.OE_Loop10[1..25]

(OE1300)

Item Type: Route

Type Class: If Then

Cycle on next insurance that meets the conditions stated in the loop definition.
If no other insurance meet the stated conditions, end LOOP_10 and continue with BOX_
210.

OE - Page 52 of 53

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BOX_210

Route Details:

Programmer
Instructions:

(OE1305)

Item Type: Route

Type Class: If Then

Return to original questionnaire section in HX.

LRndCovd
MHOP will need to set a flag on the Covered Person Array to determine if an RU member is
considered covered for the following round. This flag will be called LRndCovd and will be
used in the OE and PR sections to determine whether coverage is asked about for each
eligible RU member. This setting will need to be made prior to rounds 2-5. The value of the
Flag will be the current round. If the RU member was considered covered in Round 1, for
review in Round 2, the flag will be set to ‘1’. If the RU member was considered covered in
Round 2, for review in Round 3, the flag will be set to ‘2’, etc.
1. Private Insurance [Insurance.HIPubPriv=Private, OrigRnd=current round] – Settings for
private insurance that was created in the current round is included in the HQ section. To be
eligible to be reviewed for private coverage, the RU member must have been covered on the
interview date of the previous round.
Set CovdPers.LRndCovd = for this RU member for this insurance if:
⦁ OE20_01 = ‘1’ (YES)
or
⦁ OE50_01 = ‘1’ (YES) and OE20_01 = ‘1’ (YES) for the policyholder (if the policyholder
was current RU member and asked OE20_01). If OE20 was not asked for the
policyholder, use the OE20 value for the oldest PID with coverage to determine whether
the newly covered RU member should be considered as covered on the interview date
of the previous round.

[End of OE]

OE - Page 53 of 53