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Get the free 837 Professional Companion Guide, September 2014

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Encounter Data System Standard Companion Guide Transaction Information Instructions related to the 837 Health Care Claim: Professional Transaction based on ASC X12 Technical Report Type 3 (TR3), Version
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How to fill out 837 professional companion guide

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Point by point guide on how to fill out the 837 professional companion guide:

01
Familiarize yourself with the purpose of the 837 professional companion guide. This guide accompanies the 837 professional claim transaction, which is used by healthcare providers to submit claims electronically to insurance payers.
02
Ensure you have the necessary information before starting. Gather all relevant patient details, including their personal information, insurance information, and any relevant medical codes for services rendered.
03
Begin by filling out the header segment of the 837 professional companion guide. This section requires you to enter essential information such as the sender and receiver's identification, the billing provider's details, and the patient being billed.
04
Proceed to the claim information segment. Here, enter the claim-related details, including the claim number, dates of service, and the type of insurance being billed.
05
In the service line segment, you will enter details about the specific services provided to the patient. This includes the procedure codes, diagnosis codes, and the corresponding charges for each service.
06
Make sure to accurately document any modifiers or additional information required for specific services, as indicated by the companion guide or insurance payer's instructions.
07
Check for any additional segments or loops that may be included in the companion guide specific to your organization or the payer requirements. These additional segments might include information related to prior authorizations, referrals, or coordination of benefits.
08
Review and validate all the entered data in the 837 professional companion guide. Ensure that all information is accurate, complete, and follows the specific formatting guidelines provided in the companion guide.
09
Once you are confident that all the information is correctly entered, save the completed 837 professional companion guide as per your organization's documentation standards or submit it electronically to the designated insurance payer.

Who needs the 837 professional companion guide?

The 837 professional companion guide is essential for healthcare providers, medical billing professionals, or any entity involved in submitting electronic claims to insurance payers. It provides instructions and guidelines on how to properly complete the 837 professional claim transaction, ensuring accurate and efficient processing of claims for reimbursement.
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837 professional companion guide is a standardized electronic format used for submitting healthcare claims to insurance companies.
Healthcare providers, including physicians, hospitals, and other healthcare facilities, are required to file 837 professional companion guide when submitting claims to insurance companies.
837 professional companion guide can be filled out using electronic health record systems or billing software that is capable of generating the required format.
The purpose of 837 professional companion guide is to streamline the claims submission process and ensure that all necessary information is included in a standardized format.
Information reported on 837 professional companion guide includes patient demographics, provider information, diagnosis and procedure codes, and billing information.
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