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Below are the guidelines for submitting the NPI as the primary identifier and the Tax ID as a secondary identifier within the 837 professional and institutional transactions.

Please refer to the Implementation Guide for the qualifiers for additional legacy identifiers.

For the 837 4010A1 Professional

2010AA Billing Provider Name – NM108 = XX
2010AA Billing Provider Name – NM109 = NPI Number
2010AA Billing Provider Name – REF01 = EI or SY
2010AA Billing Provider Name – REF02 = TIN

2010AB Pay-To-Provider Name – NM108 = XX
2010AB Pay-To-Provider Name – NM109 = NPI Number
2010AB Pay-To-Provider Name – REF01 = EI or SY
2010AB Pay-To Provider Name – REF02 = TIN

2310A – Referring Provider Name – NM108 = XX
2310A – Referring Provider Name – NM109 = NPI Number
2310A – Referring Provider Name – REF01 = EI or SY
2310A – Referring Provider Name – REF02 = TIN

2310B – Rendering Provider Name – NM108 = XX
2310B – Rendering Provider Name – NM109 = NPI Number
2310B – Rendering Provider Name – REF01 = EI or SY
2310B – Rendering Provider Name – REF02 = TIN

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2310C – Purchased Service Provider Name = NM108 = XX
2310C – Purchased Service Provider Name = NM109 – NPI Number
2310C – Purchased Service Provider Name = EI or SY
2310C – Purchased Service Provider Name = TIN

2310D – Service Facility Name – NM108 = XX
2310D – Service Facility Name – NM109 = NPI Number
2310D – Service Facility Name – REF01 = TJ
2310D – Service Facility Name – REF02 = TIN

2310E – Supervising Provider Name – NM108 = XX
2310E – Supervising Provider Name – NM109 = NPI Number
2310E – Supervising Provider Name – REF01 = EI or SY
2310E – Supervising Provider Name – REF02 = TIN

2420A - Rendering Provider Name – NM108 = XX
2420A – Rendering Provider Name – NM109 = NPI Number
2420A – Rendering Provider Name – REF01 = EI or SY
2420A – Rendering Provider Name – REF02 = TIN

2420B - Purchased Service Provider Name - NM108 = XX
2420B – Purchased Service Provider Name – NM109 = NPI Number
2420B – Purchased Service Provider Name = EI or SY
2420B – Purchased Service Provider Name = TIN

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2420C – Service Facility Name – NM108 = XX
2420C – Service Facility Name – NM109 = NPI Number
2420C – Service Facility Name – REF01 = TJ
2420C – Service Facility Name – REF02 = TIN

2420D - Supervising Provider Name – NM108 = XX
2420D – Supervising Provider Name – NM109 = NPI Number
2420D – Supervising Provider Name – REF01 = EI or SY
2420D – Supervising Provider Name – REF02 = TIN

2420E – Ordering Provider Name – NM108 = XX
2420E – Ordering Provider Name – NM109 – NPI Number
2420E – Ordering Provider Name – REF01 = EI or SY
2420E – Ordering Provider Name – REF02 = TIN

2420F - Referring Provider Name – NM108 = XX
2420F – Referring Provider Name – NM109 = NPI Number
2420F – Referring Provider Name – REF01 = EI or SY
2420F – Referring Provider Name – REF02 = TIN

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For the 837 4010A1 Institutional

2010AA Billing Provider Name – NM108 = XX
2010AA Billing Provider Name – NM109 = NPI Number
2010AA Billing Provider Name – REF01 = EI or SY
2010AA Billing Provider Name – REF02 = TIN

2010AB Pay-To-Provider Name – NM108 = XX
2010AB Pay-To-Provider Name – NM109 = NPI Number
2010AB Pay-To-Provider Name – REF01 = EI or SY
2010AB Pay-To Provider Name – REF02 = TIN

2310A – Attending Provider Name – NM108 = XX
2310A – Attending Provider Name – NM109 = NPI Number
2310A – Attending Provider Name – REF01 = EI or SY
2310A – Attending Provider Name – REF02 = TIN

2310B – Operating Physician Name – NM108 = XX
2310B – Operating Physician Name – NM109 = NPI Number
2310B – Operating Physician Name – REF01 = EI or SY
2310B – Operating Physician Name – REF02 = TIN

2310C – Other Provider Name – NM108 = XX
2310C – Other Provider Name – NM109 = NPI Number
2310C – Other Provider Name – REF01 = EI or SY
2310C – Other Provider Name – REF02 = TIN

2310E – Service Facility Name – NM108 = XX
2310E – Service Facility Name – NM109 = NPI Number
2310E – Service Facility Name – REF01 = 1J or EI
2310E – Service Facility Name – REF02 = TIN

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2420A – Attending Provider Name – NM108 = XX
2420A – Attending Provider Name – NM109 = NPI Number
2420A – Attending Provider Name – REF01 = EI or SY
2420A – Attending Provider Name – REF02 = TIN

2420B - Operating Physician Name – NM108 = XX
2420B – Operating Physician Name – NM109 = NPI Number
2420B – Operating Physician Name – REF01 = EI or SY
2420B – Operating Physician Name – REF02 = TIN

2420C - Other Provider Name – NM108 = XX
2420C – Other Provider Name – NM109 = NPI Number
2420C – Other Provider Name – REF01 = EI or SY
2420C – Other Provider Name – REF02 = TIN