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CMS 837P TI COMPANION GUIDE CMS Standard Companion Guide Transaction Information Instructions related to the 837 Health Care Claim: Professionals based on ASC X12 Technical Report Type 3 (TR3), version
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Start by gathering all necessary information and documents required to fill out the standard companion guide transaction. These may include the transaction form, supporting documents, and any additional information or instructions provided.
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Read through the instructions and guidelines carefully to understand how to properly fill out the companion guide transaction. Make sure to follow any specific formatting or submission requirements.
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Begin by entering the required personal or business information, such as name, address, contact details, and any unique identifiers or account numbers.
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Proceed to provide the details or specifications of the transaction being conducted. This may include the type of transaction, amount or value involved, dates, and any additional relevant information.
05
Double-check all the entered information for accuracy and completeness. Ensure that all required fields have been filled in correctly.
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Review any terms, conditions, or legal agreements associated with the companion guide transaction. If necessary, seek legal or professional advice to fully understand and comply with these requirements.
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Once all the information has been accurately entered, submit the filled-out companion guide transaction as per the provided instructions. This may involve submitting it online, via mail, or in person at a designated location.
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Retain a copy of the filled-out companion guide transaction for your records, along with any supporting documents or proofs of submission.

Who needs standard companion guide transaction?

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Various individuals, organizations, or businesses may require a standard companion guide transaction. This can include but is not limited to:
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- Customers or clients who need to complete a particular transaction with a company or service provider.
03
- Financial institutions or banks that require specific transaction forms and details for record-keeping or regulatory purposes.
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- Government agencies or departments that process transactions and require standardized information for efficient and accurate record-keeping.
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- Service providers or vendors who need to document and track certain transactions with their customers or clients.
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- Any individual or entity involved in a transaction that requires a standardized guide to ensure consistency and compliance with legal and operational requirements.
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A standard companion guide transaction is a document that provides detailed information and instructions on how to implement specific electronic transactions, such as those related to healthcare or other industries, ensuring that all parties understand the requirements.
Entities that engage in electronic transactions and seek to comply with industry standards, such as healthcare providers, payers, and clearinghouses, are required to file a standard companion guide transaction.
To fill out a standard companion guide transaction, stakeholders must follow the instructions outlined in the guide, including specifying the transaction type, formatting requirements, and any additional data elements needed for compliance.
The purpose of the standard companion guide transaction is to ensure consistency and clarity in electronic transactions, allowing different entities to interpret and implement them correctly.
Information that must be reported includes transaction type, sender and receiver information, required data fields, and any specific business rules that apply.
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