837 Import Matching Explained

DaisyBill uses the data from your 837 Files to import Patient, Injury, and Bill information into DaisyBill. Each loop, segment, and element in the 837 File contains specific information which is matched to the appropriate DaisyBill field. DaisyBill scrubs this imported data for compliance and automatically assigns tasks if corrections are required.

Imported 837 Files match on the following fields:

Data Element Being Matched

Specific Data Points to Match

Result If No Match

Billing Provider

Tax ID

Bill not imported.  Practice notified.

Rendering Provider

Rendering Provider Last Name, and
Rendering Provider NPI

Rendering Provider created in DaisyBill

Place of Service

Place of Service Name, and
Place of Service Address

Place of Service created in DaisyBill

Referring Provider

Referring Provider Last Name, and
Referring Provider NPI

Referring Provider created in DaisyBill

Patient*

Patient First Name,
Patient Last Name,
DOB,
SSN,
Zip Code

*⅘ of these data elements must be present in the file to create the patient.  All data elements present must match precisely

Patient created in DaisyBill

Injury

Injury Claim Number, or
Injury Start Date, or Claims Administrator Payer ID

Injury created in DaisyBill

Bill

Practice Bill ID

Charge (if imported)

DOS

Rendering Provider NPI

Bill created in DaisyBill

DaisyBill never overwrites your data. DaisyBill only attempts to match the data. If changes need to be made, the data must be updated in your system before it is exported to the 837 File.

Related Help Articles

Task: Patient Failed Review

Task: Bill Failed Review

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