Identify and populate every required loop and segment unique to an X12 837D dental claim that differs from an 837P professional claim

domain: x12.org · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. In the 2300 claim information loop, set CLM05-02 to the facility type code and CLM05-03 to the claim frequency type appropriate for dental; use the SBR segment to identify the subscriber relationship to the patient
  2. Populate the TOO segment within the 2400 service line loop to capture tooth status, tooth surfaces, and oral cavity designations; this segment is dental-specific and has no equivalent in 837P
  3. Use the DN1 segment where applicable to report orthodontic treatment months remaining and the date the appliance was placed, which are required for orthodontic service lines
  4. In the 2420A attending provider loop, populate PRV with taxonomy code for the dental provider specialty, as dental plans often require the provider taxonomy to route claims to the correct dental adjudication system
  5. Code the SV3 dental service segment with CDT procedure codes in place of the CPT or HCPCS codes used in SV1 for professional claims; confirm the CDT code set version required by the trading partner guide
  6. When submitting predetermination requests rather than actual claims, set CLM22 (predetermination of benefits) to the appropriate indicator so the payer does not adjudicate the claim but returns an estimated benefit

Known gotchas

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