PAYOR SOURCE

Definition

Primary (largest) payor source(s) for both acute and rehabilitation hospitalizations

4 - Private Insurance includes Employee Insurance, Privately Purchased Policies such as BCBS, HMO, PPO, TRICARE/TRIWEST, Federal Exchanges, etc.
8 - State or County includes State Crippled Children, Department Of Rehab, etc.
14 - Charity includes Hospital Provided Free Care

Form

[X] Form 1
[ ] Form 2

Source

Form 1 - Abstraction (acute record, rehab record)

Details

Any given payor may have many kinds of policies, so the name of the payor is often not sufficient information for determining type of policy. If the payor source is not clear, contact your hospital’s billing department to determine correct payor source.

Code ‘55. Payor Source Pending’ should be used only as a place holder until the actual payment source is known.

Payor sources fitting more than 1 category should be coded only once, and are not to be broken-out between the primary and secondary sources. If present, any type of ‘’managed care’’ category should be given the highest prioritization. For example, if the payor source is “Auto Insurance with HMO” code ‘6. HMO.’

Medicaid HMO should be coded ‘2. Medicaid’.

Characteristics

All cases coded as ‘01 - Medicare’ or ‘02 - Medicaid’ prior to 4/2/99 remained in these coding categories. Centers with the ability to perform retrospective re-coding, re-coded these cases to codes 15 through 18 as appropriate.

Several categories were combined / re-defined on 10/1/2011:

01 = Medicare (unable to determine if traditionally or managed care administered) [CHANGED TO 01 = Medicare]
02 = Medicaid (unable to determine if traditionally or managed care administered) [CHANGED TO 02 = Medicaid]
03 = Workers’ Compensation [UNCHANGED]
04 = Blue Cross/Shield [COMBINED WITH 05 = Private Insurance (Other); CHANGED TO 04 = Private Insurance, Other (BC/BS, Employee Insurance, Privately Purchased Policies, Etc.)]
05 = Private Insurance (Other) [COMBINED WITH 04 = Blue Cross/Blue Shield; CODE 05 REMOVED]
06 = HMO (Health Maintenance Organization) [UNCHANGED]
07 = Private Pay [CHANGED TO 07 = Self Or Private Pay]
08 = State Crippled Children’s [COMBINED WITH 09 = Department of Rehabilitation; CHANGED TO 08 = State or County (State Crippled Children, Department of Rehab, Etc.)]
09 = Department of Rehabilitation [COMBINED WITH 08 = State Crippled Children’s; CODE 09 REMOVED]
10 = No Fault Insurance [CHANGED TO 10 = Auto Insurance]
11 = PPO [UNCHANGED]
12 = CHAMPUS [CHANGED TO 12 = TRICARE/TRIWEST (Formerly CHAMPUS)]
14 = Hospital (free bed) [CHANGED TO 14 = Hospital Free Care]
15 = Medicare (traditionally administered) [COMBINED WITH 01 = Medicare (unable to determine if traditionally or managed care administered); CODE 15 REMOVED]
16 = Medicaid (traditionally administered) [COMBINED WITH 02 = Medicaid (unable to determine if traditionally or managed care administered); CODE 16 REMOVED]
17 = Medicare (managed care administered) [COMBINED WITH 01 = Medicare (unable to determine if traditionally or managed care administered); CODE 17 REMOVED]
18 = Medicaid (managed care administered) [COMBINED WITH 02 = Medicaid (unable to determine if traditionally or managed care administered); CODE 18 REMOVED]
19 = DoD (VA database only - not a TBIMS code) [UNCHANGED]
20 = VA (VA database only - not a TBIMS code) [UNCHANGED]
55 = Medicaid Pending [CHANGED TO 55 = Payor Source Pending]
77 = Other [UNCHANGED]
88 = N/A (No care given or no secondary payor) [CHANGED TO 88 = Not Applicable (No Secondary Payor)]
99 = Unknown [UNCHANGED]

In 2017 More categories were combined - the existing variable was copied to the variable archive and the live variable was recoded by combining all private insurance together (4-private insurance: other; 6-HMO; 11-PPO; and 12-TRICARE/TRIWEST). Also recommended to rename “Hospital Free Care” as “Charity.”

In 2018, copied current variable to Archives and re-coded variable to combine all private insurances together and rename Hospital Free care to “Charity”

Variables

Form Type

Variable

ID

Question

History

Form 1

AcutePay1

8072

Primary acute payor:

1989-10-01 - Variable Added

Form 1

AcutePay2

390

Secondary acute payor:

1989-10-01 - Variable Added

Form 1

RehabPay1

8073

Primary rehabilitation payor:

1989-10-01 - Variable Added

Form 1

RehabPay2

547

Secondary rehabilitation payor:

1989-10-01 - Variable Added

Codes and Values

ID

Code

Description

390

1

Medicare

390

2

Medicaid

390

3

Workers Compensation

390

4

Private Insurance ( Employee Insurance, Privately Purchased Policies such as BCBS, HMO, PPO, TRICARE/TRIWEST, Federal Exchanges, etc. )

390

7

Self or Private Pay

390

8

State or County ( State Crippled Children, Department Of Rehab, etc. )

390

10

Auto Insurance

390

14

Charity ( Hospital Provided Free Care )

390

15

Other

390

55

Payor Source Pending

390

888

Not Applicable: No secondary payor

390

999

Unknown

547

1

Medicare

547

2

Medicaid

547

3

Workers Compensation

547

4

Private Insurance ( Employee Insurance, Privately Purchased Policies such as BCBS, HMO, PPO, TRICARE/TRIWEST, Federal Exchanges, etc. )

547

7

Self or Private Pay

547

8

State or County ( State Crippled Children, Department Of Rehab, etc. )

547

10

Auto Insurance

547

14

Charity ( Hospital Provided Free Care )

547

15

Other

547

55

Payor Source Pending

547

888

Not Applicable: No secondary payor

547

999

Unknown

8072

1

Medicare

8072

2

Medicaid

8072

3

Workers Compensation

8072

4

Private Insurance ( Employee Insurance, Privately Purchased Policies such as BCBS, HMO, PPO, TRICARE/TRIWEST, Federal Exchanges, etc. )

8072

7

Self or Private Pay

8072

8

State or County ( State Crippled Children, Department Of Rehab, etc. )

8072

10

Auto Insurance

8072

14

Charity ( Hospital Provided Free Care )

8072

15

Other

8072

55

Payor Source Pending

8072

999

Unknown

8073

1

Medicare

8073

2

Medicaid

8073

3

Workers Compensation

8073

4

Private Insurance ( Employee Insurance, Privately Purchased Policies such as BCBS, HMO, PPO, TRICARE/TRIWEST, Federal Exchanges, etc. )

8073

7

Self or Private Pay

8073

8

State or County ( State Crippled Children, Department Of Rehab, etc. )

8073

10

Auto Insurance

8073

14

Charity ( Hospital Provided Free Care )

8073

15

Other

8073

55

Payor Source Pending

8073

999

Unknown

History

Date

Description

1995-01-01

Deleted CODE : dropped Alternate Level of Care payor source.

1997-01-01

Added NOTE : about Medicaid pending cases.

1999-04-02

Added CODE : to differentiate between traditional and managed care administered Medicare and Medicaid, added note regarding recoding of old data.

2004-01-14

Added NOTE : to contact a person in your hospital's billing department when payor source is in question.

2008-04-01

Added CODE : 55 = Medicaid Pending

2009-10-01

Added NOTE : code ''55 - Medicaid Pending'' should be used only as a place holder until the payment source is known

2009-10-01

Deleted NOTE : if Medicaid status is pending at the time of discharge, code as ''Medicaid'' and change code when pending status is determined.

2011-10-01

Changed CODE : several categories were combined/re-classified - see ''Characteristics of Data'' for details.

2013-04-01

Added NOTE : Medicaid HMO should be coded "Medicaid".

2016-07-01

Removed NOTE: payor source should be verified that it has not changed just prior to the next quarterly submission.

2017-01-01

Added CHARACTERISTICS : Copied current variable to Archives and recoded variable to combine all private insurances together and rename Hospital Free care to "Charity"

2019-10-01

Removed NOTE: This variable should be collected based on who pays the bill. It should be collected just prior to quarterly submission.

2023-01-15

Removed CODE : "888 - Not Applicable: No secondary payor” removed from acute and rehab primary payor source.