Eligibility Verification Bulk

Verify eligibility for up to 100 patients at one request for more than 400 payers (insurances).

Our current supported EDI version: 005010

Need help with some of our documentation? Feel free to contact our support team, and one of our support team members will be happy to assist you.

Smart JSON 270 Request to Smart JSON 271 Response

Verify eligibility using the Smart JSON 270 request and Smart JSON 271 response. Recommended unless you need specific requirements that the Smart JSON may not support.

Request headers

Authentication

To make REST API calls, make sure to include your account's email and password in a Base64 encrypted format in the Basic authentication scheme. The value is <Account-Email> and <Account-Password>

LicenseId

<Health Care Eligibility Verification License Id>

Request fields

Field

Description

MemberProfileList required

List<MemberProfile> represents each member, which is the subscriber or dependent. Use class MemberProfile for reference.

TransactionDate required

string<mm/dd/yy> represents the date at which the transaction is sent.

ProviderFirstName optional

string<1-35 characters> represents the provider's first name who is verifying the patient's eligibility. Only send if the provider is verifying the eligibility.

ProviderLastNameOrOrganizationName required

string<1-60 characters> represents the provider's last name or the organization's name, depending on which entity is verifying the patient eligibility.

OrganizationTypeCode required

string represents the type of entity that is making the request. Use table EDI Entity Identifier Codes for reference.

OrganizationIdentifierType required

string represents the type of identification for the entity that is making the request. Use table EDI Identification Code Identifiers for reference.

OrganizationIdentifier required

string<2-80 characters> represents the identification for the entity that is making the request.

PayerId required

string<2-80 characters> represents the id of the payer or insurance. For a list of available payers please contact us.

ServiceTypeCodes optional

List<string> represents any service codes to send in the request that may be used for more accurate verification of eligibility. If left empty, default value is 30. Use table EDI Service Type Codes for reference.

Response fields (sent as array/list)

Field

Description

IsRejected

boolean represents whether the request was rejected.

RejectReason

List<string> represents the reasons for rejection.

EligibilityOrBenefitSourceInformation

List<EligibilityOrBenefitSource> represents the party that verifies the eligibility. Use class EligibilityOrBenefitSource for reference.

Subscriber

MemberProfile represents the subscriber. Use class MemberProfile for reference.

Dependent

MemberProfile represents the dependent. Use class MemberProfile for reference.

SubscriberEligibilityOrBenefitInformation

List<EligibilityOrBenefitInformation> represents the subscriber's eligibility or benefit information. Use class EligibilityOrBenefitInformation for reference.

DependentEligibilityOrBenefitInformation

List<EligibilityOrBenefitInformation> represents the dependent's eligibility or benefit information. Use class EligibilityOrBenefitInformation for reference.

Sample request

Smart JSON 270 Copy

Sample response

Smart JSON 271 Copy

Smart JSON 270 Request to JSON 271 Response

Verify eligibility using the Smart JSON 270 request and JSON 271 response. Recommended if a specialized response is needed.

Request headers

Authentication

To make REST API calls, make sure to include your account's email and password in a Base64 encrypted format in the Basic authentication scheme. The value is <Account-Email> and <Account-Password>

LicenseId

<Health Care Eligibility Verification License Id>

Request fields

Field

Description

MemberProfileList required

List<MemberProfile> represents each member, which is the subscriber or dependent. Use class MemberProfile for reference.

TransactionDate required

string<mm/dd/yy> represents the date at which the transaction is sent.

ProviderFirstName optional

string<1-35 characters> represents the provider's first name who is verifying the patient's eligibility. Only send if the provider is verifying the eligibility.

ProviderLastNameOrOrganizationName required

string<1-60 characters> represents the provider's last name or the organization's name, depending on which entity is verifying the patient eligibility.

OrganizationTypeCode required

string represents the type of entity that is making the request. Use table EDI Entity Identifier Codes for reference.

OrganizationIdentifierType required

string represents the type of identification for the entity that is making the request. Use table EDI Identification Code Identifiers for reference.

OrganizationIdentifier required

string<2-80 characters> represents the identification for the entity that is making the request.

PayerId required

string<2-80 characters> represents the id of the payer or insurance. For a list of available payers please contact us.

ServiceTypeCodes optional

List<string> represents any service codes to send in the request that may be used for more accurate verification of eligibility. If left empty, default value is 30. Use table EDI Service Type Codes for reference.

Sample request

Smart JSON 270 Copy

Sample response

EDI 271 JSON Copy

Smart JSON 270 Request to EDI 271 Response

Verify eligibility using the Smart JSON 270 request and EDI 271 response. Recommended if an EDI 271 message response is needed.

Request headers

Authentication

To make REST API calls, make sure to include your account's email and password in a Base64 encrypted format in the Basic authentication scheme. The value is <Account-Email> and <Account-Password>

LicenseId

<Health Care Eligibility Verification License Id>

Request fields

Field

Description

MemberProfileList required

List<MemberProfile> represents each member, which is the subscriber or dependent. Use class MemberProfile for reference.

TransactionDate required

string<mm/dd/yy> represents the date at which the transaction is sent.

ProviderFirstName optional

string<1-35 characters> represents the provider's first name who is verifying the patient's eligibility. Only send if the provider is verifying the eligibility.

ProviderLastNameOrOrganizationName required

string<1-60 characters> represents the provider's last name or the organization's name, depending on which entity is verifying the patient eligibility.

OrganizationTypeCode required

string represents the type of entity that is making the request. Use table EDI Entity Identifier Codes for reference.

OrganizationIdentifierType required

string represents the type of identification for the entity that is making the request. Use table EDI Identification Code Identifiers for reference.

OrganizationIdentifier required

string<2-80 characters> represents the identification for the entity that is making the request.

PayerId required

string<2-80 characters> represents the id of the payer or insurance. For a list of available payers please contact us.

ServiceTypeCodes optional

List<string> represents any service codes to send in the request that may be used for more accurate verification of eligibility. If left empty, default value is 30. Use table EDI Service Type Codes for reference.

Sample request

Smart JSON 270 Copy

Sample response

EDI 271 Copy

EligibilityOrBenefitSource fields

Field

Description

EligibilityOrBenefitSourceType

string

EligibilityOrBenefitSourceName

string

MemberProfile fields (request)

Field

Description

FirstName required

string<1-35 characters>

LastName required

string<1-60 characters>

BirthDate required

string<mm/dd/yy>

StreetAddress optional

string<1-55 characters>

City optional

string<2-30 characters>

State optional

string<2 characters>

ZipCode optional

string<5-15 characters>

InsuredId optional

string<2-80 characters> represents the subscriber insurance identification.

SSN optional

string

TraceReferenceId optional

string<1-50 characters> represents what value will be sent back in the response.

EligibilityDate required

string<mm/dd/yy>

MemberProfile fields (response)

Field

Description

FirstName

string<1-35 characters>

LastName

string<1-60 characters>

BirthDate

string<mm/dd/yy>

StreetAddress

string<1-55 characters>

City

string<2-30 characters>

State

string<2 characters>

ZipCode

string<5-15 characters>

InsuredId

string<2-80 characters> represents the subscriber insurance identification.

SSN

string

TraceReferenceId

string<1-50 characters> represents a value that was sent in an EDI 270 request.

ResponseTraceReferenceId

string<1-50 characters> represents what value will be sent back in the response.

EligibilityOrBenefitInformation fields

Field

Description

EligibilityOrBenefitInformationDescription

string represents the description of the eligibility or benefit.

CoverageLevelDescription

string represents the type of coverage for the eligibility or benefit.

InsuranceTypeDescription

string

PlanCoverageDescription

string

EligibilityOrBenefitDates

List<EligibilityOrBenefitDates> represents the dates for the eligibility or benefit. Use class EligibilityOrBenefitDates for reference.

CoveredAmount

string

BenefitPercent

string represents the Co-Insurance patient's portion of responsibility.

TimePeriodQualifier

string represents the time period for the given insurance coverage.

BenefitRelatedEntityNames

List<BenefitRelatedEntityNames> represents any entities that relate to the given eligibility or benefit. Use class BenefitRelatedEntityNames for reference.

BenefitQuantityQualifier

string represents a given quantity type for the eligibility or benefit.

BenefitQuantity

string represents a given quantity for the eligibility or benefit.

AuthorizationRequired

string

InNetwork

string represents whether the coverage is in network or not.

EligibilityOrBenefitDates fields

Field

Description

EligibilityOrBenefitDateQualifier

string represents information on the date given.

EligibilityOrBenefitDateTime

string

BenefitRelatedEntityNames fields

Field

Description

EntityDescription

string represents the description of the entity given.

Name

string

EDI Entity Identifier Codes Table

Name

Value

Contracted Service Provider

13

Preferred Provider Organization (PPO)

II

Provider

1P

Third-Party Administrator

2B

Employer

36

Other Physician

73

Hospital

80

Facility

FA

Gateway Provider

GP

Independent Physicians Association (IPA)

I3

Insured or Subscriber

IL

Legal Representative

LR

Original Carrier

OC

Primary Care Provider

P3

Prior Insurance Carrier

P4

Plan Sponsor

P5

Payer

PR

Primary Payer

PRP

Secondary Payer

SEP

Tertiary Payer

TTP

Party Performaing Verification

VER

Vendor

VN

Organization Completing Configuration Change

VY

Utilization Management Organization

X3

EDI Identification Code Identifiers Table

Name

Value

Employer's Identification Number

24

Social Security Number

34

Federal Taxpayer's Identification Number

FI

Payor Identification

PI

Pharmacy Processor Number

PP

Service Provider Number

SV

Center for Medicare and Medicaid Services PlanID

XV

Center for Medicare and Medicaid Services National Provider Identification (NPI)

XX

Electronic Transmitter Identification Number (ETIN)

46

National Association of Insurance Commissioners (NAIC) Identification

NI

EDI Service Type Codes

Name

Value

Medical Care

1

Surgical

2

Consultation

3

Diagnostic X-Ray

4

Diagnostic Lab

5

Radiation Therapy

6

Anesthesia

7

Surgical Assistance

8

Other Medical

9

Blood Charges

10

Used Durable Medical Equipment

11

Durable Medical Equipment Purchase

12

Ambulatory Service Center Facility

13

Renal Supplies in the Home

14

Alternate Method Dialysis

15

Chronic Renal Disease (CRD) Equipment

16

Pre-Admission Testing

17

Durable Medical Equipment Rental

18

Pneumonia Vaccine

19

Second Surgical Opinion

20

Third Surgical Opinion

21

Social Work

22

Diagnostic Dental

23

Periodontics

24

Restorative

25

Endodontics

26

Maxillofacial Prosthetics

27

Adjunctive Dental Services

28

Health Benefit Plan Coverage

30

Plan Waiting Period

32

Chiropractic

33

Chiropractic Office Visits

34

Dental Care

35

Dental Crowns

36

Dental Accidents

37

Orthodontics

38

Prosthodontics

39

Oral Surgery

40

Routine (Preventive) Dental

41

Home Health Care

42

Home Health Prescriptions

43

Home Health Visits

44

Hospice

45

Respite Care

46

Hospital

47

Hospital – Inpatient

48

Hospital – Room and Board

49

Hospital – Outpatient

50

Hospital – Emergency Accident

51

Hospital – Emergency Medical

52

Hospital – Ambulatory Surgical

53

Long Term Care

54

Major Medical

55

Medically Related Transportation

56

Air Transportation

57

Cabulance

58

Licensed Ambulance

59

General Benefits

60

In-vitro Fertilization

61

MRI/CAT Scan

62

Donor Procedures

63

Acupuncture

64

Newborn Care

65

Pathology

66

Smoking Cessation

67

Well Baby Care

68

Maternity

69

Transplants

70

Audiology Exam

71

Inhalation Therapy

72

Diagnostic Medical

73

Private Duty Nursing

74

Prosthetic Device

75

Dialysis

76

Otological Exam

77

Chemotherapy

78

Allergy Testing

79

Immunizations

80

Routine Physical

81

Family Planning

82

Infertility

83

Abortion

84

AIDS

85

Emergency Services

86

Cancer

87

Pharmacy

88

Free Standing Prescription Drug

89

Mail Order Prescription Drug

90

Brand Name Prescription Drug

91

Generic Prescription Drug

92

Podiatry

93

Podiatry – Office Visits

94

Podiatry – Nursing Home Visits

95

Professional (Physician)

96

Anesthesiologist

97

Professional (Physician) Visit – Office

98

Professional (Physician) Visit – Inpatient

99

Professional (Physician) Visit – Outpatient

A0

Professional (Physician) Visit – Nursing Home

A1

Professional (Physician) Visit – Skilled Nursing Facility

A2

Professional (Physician) Visit – Home

A3

Psychiatric

A4

Psychiatric – Room and Board

A5

Psychotherapy

A6

Psychiatric – Inpatient

A7

Psychiatric – Outpatient

A8

Rehabilitation

A9

Rehabilitation – Room and Board

AA

Rehabilitation – Inpatient

AB

Rehabilitation – Outpatient

AC

Occupational Therapy

AD

Physical Medicine

AE

Speech Therapy

AF

Skilled Nursing Care

AG

Skilled Nursing Care – Room and Board

AH

Substance Abuse

AI

Alcoholism

AJ

Drug Addiction

AK

Vision (Optometry)

AL

Frames

AM

Routine Exam

AN

Lenses

AO

Nonmedically Necessary Physical

AQ

Experimental Drug Therapy

AR

Burn Care

B1

Brand Name Prescription Drug – Formulary

B2

Brand Name Prescription Drug – Non-Formulary

B3

Independent Medical Evaluation

BA

Partial Hospitalization (Psychiatric)

BB

Day Care (Psychiatric)

BC

Cognitive Therapy

BD

Massage Therapy

BE

Pulmonary Rehabilitation

BF

Cardiac Rehabilitation

BG

Pediatric

BH

Nursery

BI

Skin

BJ

Orthopedic

BK

Cardiac

BL

Lymphatic

BM

Gastrointestinal

BN

Endocrine

BP

Neurology

BQ

Eye

BR

Invasive Procedures

BS

Gynecological

BT

Obstetrical

BU

Obstetrical/Gynecological

BV

Mail Order Prescription Drug: Brand Name

BW

Mail Order Prescription Drug: Generic

BX

Physician Visit – Office: Sick

BY

Physician Visit – Office: Well

BZ

Coronary Care

C1

Private Duty Nursing – Inpatient

CA

Private Duty Nursing – Home

CB

Surgical Benefits – Professional (Physician)

CC

Surgical Benefits – Facility

CD

Mental Health Provider – Inpatient

CE

Mental Health Provider – Outpatient

CF

Mental Health Facility – Inpatient

CG

Mental Health Facility – Outpatient

CH

Substance Abuse Facility – Inpatient

CI

Substance Abuse Facility - Outpatient

CJ

Screening X-ray

CK

Screening Laboratory

CL

Mammogram, High Risk Patient

CM

Mammogram, Low Risk Patient

CN

Flu Vaccination

CO

Eyewear and Eyewear Accessories

CP

Case Management

CQ

Dermatology

DG

Durable Medical Equipment

DM

Diabetic Supplies

DS

Generic Prescription Drug – Formulary

GF

Generic Prescription Drug – Non-Formulary

GN

Allergy

GY

Intensive Care

IC

Mental Health

MH

Neonatal Intensive Care

NI

Oncology

ON

Physical Therapy

PT

Pulmonary

PU

Renal

RN

Residential Psychiatric Treatment

RT

Transitional Care

TC

Transitional Nursery Care

TN

Urgent Care

UC