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837 Import Matching Explained

Last update
June 29, 2022

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,
Rendering Provider NPI

Rendering Provider created in daisyBill**

Place of Service

Place of Service Name,
Place of Service Address Line 1, and
Place of Service Code

Place of Service created in daisyBill

Referring Provider

Referring Provider Last Name,
Referring Provider NPI

Referring Provider created in daisyBill


Patient First Name,
Patient Last Name,
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 Claim Number, or
Injury Start Date, or
Claims Administrator Payer ID

Injury created in daisyBill***


Practice Bill ID,


DOS, and

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.

*If two Billing Providers are matched, the import will prioritize the Billing Provider that was created in daisyBill first.

  • Example: if two Billing Providers have the same Tax ID, then the bill will be imported to the Billing Provider that was first created in daisyBill.

**If the Rendering Provider is a Non-Person Entity, then the import will be matched based on the Entity Name instead of the Rendering Provider Last Name.

***If the 837 File contains multiple records for the same Patient, the import will prioritize the Injury where the Claim Number matches.

  • Example:
  1. An Injury exists in daisyBill with Claim Number 1234 and Date of Injury 1/1/2021
  2. The 837 File contains a record with Claim Number 1234 and Date of Injury 1/1/2021 and another record with Claim Number 1234 and Date of Injury 2/1/2021
  3. When the 837 File is imported, the bills will be matched to the existing Injury in daisyBill with Claim Number 1234 and Date of Injury 1/1/2021

Related Help Articles

Task: Patient Failed Review

Task: Bill Failed Review

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