If we submit a 837 with a claim identification number in a REF*D9, when we submit a 276 with the same REF*D9 is the information source required to match the claim based on that value?
The 005010X212 guide does not define which specific criteria must be used by the Information Source for searching and matching claims. Consequently, an Information Source is NOT required to use the Claim Identification Number for Clearinghouses and Other Transmission Intermediaries within the 2200D and 2200E Loops of the 276 transaction as a value for matching the claim. As noted in the 837 Guides, recipients of the 837 are not required under HIPAA to return this number in any HIPAA transaction and therefore it may not be a value retained by the Information Source.