Medicare Claims Processing Manual (Pub. 100-04), Ch. 2 § 30
Provider/Supplier Obtaining/Verifying the Medicare beneficiary
30 - Provider/Supplier Obtaining/Verifying the Medicare beneficiary
identifier and Entitlement Status
(Rev. 4247, Issued: 03-01-19, Effective: 04-01-19, Implementation: 04-01 -19)
The term Medicare beneficiary identifier (Mbi) is a general term describing a
beneficiary's Medicare identification number. For purposes of this manual, Medicare
beneficiary identifier references both the Health Insurance Claim Number (HICN) and
the Medicare Beneficiary Identifier (MBI) during the new Medicare card transition
period and after for certain business areas that will continue to use the HICN as part of
their processes.
It is important that the patient’s Medicare beneficiary identifier be obtained and
accurately recorded because the claim cannot be processed if the Medicare beneficiary
identifier is missing or incorrect. A social security number is not sufficient.
When a patient 65 years of age or over, or a younger patient who possibly has entitlement
to Medicare as a disability beneficiary or under the provisions for coverage of persons
needing a kidney transplantation or dialysis, is admitted or registered for services, the
provider asks for the health insurance card, Temporary Notice of Medicare Eligibility, or
other notice the patient has received from CMS or an A/B MAC (A), (B), (HHH), or
DME MAC which shows the Medicare beneficiary identifier. If a patient or prospective
patient is within three months of age 65, or is disabled or has ESRD, and has not applied
for HI entitlement, the provider advises the patient to contact the SSO, or to have
someone do so on the patient’s behalf. The provider may arrange with the SSO to
routinely bring such cases to the SSO’s attention.
This requirement also applies to inpatient services for which no payment is due because
providers are required to submit inpatient claims even when benefits are exhausted or are
not payable for some reason. The CMS requires this data to record necessary benefit
information on CMS records. Where the patient refuses to request payment and refuses
to furnish information about his/her Medicare beneficiary identifier, the provider
documents the records accordingly and attempts to get the Medicare beneficiary identifier
from the SSO.