HIPAA 834 format, 5010 Platform
Carrier Platform Settings
- Report ended enrollments for 30 days
- Send only the earliest eligibility begin (356) for all enrollments - Yes
- Send only the latest eligibility end (357) for all enrollments - Yes
- Send only the latest maintenance (303) for all enrollments - Yes
Plans
Select each plan you wish to include on the file, and select the appropriate HD03 value for each plan. This carrier accepts the following:
| Benefit Type | HD03 Value |
| Medical | MM |
| Dental | DEN |
| Vision | VIS |
Client Level Configurations
Required Fields:
Header
- Header ISA_06: Client Tax ID
- Header GS_02 (Application Sender's Code): Client Tax ID
Loop 1000A
- 1000A N1_02 (Plan Sponsor Name): Client Name
- 1000A N1_04 (Sponsor Identifier): Client Tax ID
Loop 2300
- 2300 REF_PID_02 (Insured Group or Policy Number): Program Identification Number - IAA expects to see the member’s Benefit Class (or plan Id) from the Account Structure.
Open Enrollment
- Carrier has not provided Open Enrollment expectations. Please work with them to configure the Open Enrollment file correctly.
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