March 18, 2008
CMS-1500 (08/05) Data Element Requirements
The following information discusses the conditions and requirements of the item fields within the CMS-1500 (08/05) paper claim form.
Status Key:
R = Completion of this item is required by Medicare
C = Completion of this item is conditionally required based on certain circumstances
NR = Completion of this item is not required by Medicare
Note: Effective May 23, 2007, claims missing, or containing incomplete, or invalid information for any required or conditionally required item will be returned as unprocessable.
Item Number |
Item Description |
Requirement Status |
|---|---|---|
1 |
Type of insurance |
R |
1a |
Patient’s Medicare Health Insurance Claim # |
R |
2 |
Enter patient’s last name, first name, and middle initial, if any, as shown on patient’s Medicare card. |
R |
3 |
Enter the patient’s eight digit birth date (MM/DD/CCYY) and sex. |
R |
4 |
Insured’s Name |
C |
5 |
Patient’s Mailing Address, City, State, and Phone Number |
R |
6 |
Check the appropriate box for patient’s relationship to insured when item 4 is completed. |
C |
7 |
Insured’s address and telephone number. When the address is the same as the patient’s, enter the word SAME. Complete this item only when items 4, 6, and 11 are completed. |
C |
8 |
Patient’s Marital Status and whether employed or a student |
NR |
9-9d |
Medigap Information |
C |
10a-c |
Employment/Accident Indicators |
R |
10d |
Medicaid |
C |
11 |
Primary Insurance policy number (Enter the word NONE if Medicare is primary) |
R |
11a-c |
Insured’s Birth Date, Employer, Plan Name |
C |
11d |
Leave Blank |
NR |
12 |
Patient’s Signature and Date |
R |
13 |
Patient Signature - Medigap Authorization |
C |
14 |
Date of Current Illness |
C |
15 |
Same or Similar Illness |
NR |
16 |
If patient is employed, enter dates patient unable to work in current occupation. |
C |
17 |
Enter the name of the referring or ordering physician if the item or service was ordered or referred by a physician. |
C |
17a |
Enter “1G” and a space, followed by the UPIN of the referring/ordering physician. This may be reported until May 23, 2008. |
C Required if services ordered/referred |
17b |
Enter the NPI of the referring/ordering physician, if available. The NPI is required on all claims on and after May 23, 2008. |
C Required if services ordered/referred |
18 |
Hospitalization Dates |
C |
19 |
Narrative Information |
C |
20 |
Outside Lab |
C |
21 |
Diagnosis |
R |
22 |
Leave Blank |
NR |
23 |
Prior Authorization Number (See CMS IOM Pub 100-04, Chapter 26, Sec 10.4 for guidance) |
C |
24A |
Date of Service |
R |
24B |
Place of Service (See CMS IOM Pub 100-04, Chapter 26, Sec 10.5 for codes and definitions) |
R |
24C |
Medicare Part B Providers are not required to complete. |
NR |
24D |
Procedure Code/Applicable Modifiers |
R |
24E |
Diagnosis Pointer |
R |
24F |
Charge for Service |
R |
24G |
Days/Units |
R |
24H |
Leave Blank |
NR |
24I |
Enter the ID qualifier “1C” if reporting a Legacy number/PIN. Do not report on and after May 23, 2008. |
C |
24J |
Enter the rendering provider’s Legacy number/PIN in the shaded portion. Do not report the PIN on and after May 23, 2008. If available, enter the NPI of the rendering provider in the lower non-shaded portion. The NPI is required as of March 1, 2008. |
C |
25 |
Federal Tax ID# |
C |
26 |
Patient’s Account Number |
C |
27 |
Assignment |
R |
28 |
Total Charges |
R |
29 |
Enter amount collected from Patient, if any. |
C |
30 |
Leave Blank |
NR |
31 |
Provider Signature and Date |
R |
32 |
Name, address and ZIP of location where services were rendered for all locations other than in the patient’s home – Place of Service (POS) 12. |
R |
32a |
If reporting purchased diagnostic services, enter the NPI (if available) of the provider who performed the service. The NPI is required as of May 23, 2008. On/after October 1, 2007, DO NOT report for providers outside of local jurisdiction. Report the NPI of the provider who purchased the service instead. |
C |
32b |
If reporting purchased diagnostic services, enter the Legacy number/PIN of the performing service provider. On/after October 1, 2007, DO NOT report for provider outside of local jurisdiction. Report the Legacy number/PIN of the provider who purchased the service instead. Do not report the Legacy number/PIN on and after May 23, 2008. |
C |
33 |
Billing Provider’s name, address, ZIP and telephone number |
R |
33a |
If available, enter the NPI of the billing provider. The NPI is required as of March 1, 2008. |
R |
33b |
Enter the Legacy number/ PIN of the billing provider. Do not report the Legacy number/PIN on and after May 23, 2008. |
R |
Source: CMS IOM Pub 100-04 –Medicare Claims Processing Manual, Chapter 1, Section 80.3.2.1.1 & 80.3.2.1.2; Chapter 26, Section 10; Joint Signature Memorandum (JSM) 08048 (November 14, 2007) – Mandatory Reporting of the National Provider Identifier (NPI) on all Part B Claims; Change Request (CR) 5858 – Medicare Fee For Service Legacy Provider IDs Prohibited on Form CMS-1500 Claims after NPI Required Date; CR 5890 – Additional Information on Reporting a National Provider Identifier (NPI) for Ordering/Referring and Attending/Operating/Other/Service facility for Medicare Claims.

