US · guidance
CMS Pub. 100-04, ch. 27, § 80.10
Inclusion and Exclusion of Specified Part B Claims for
Coordination of Benefits Agreement (COBA) Crossover Purposes
(Rev. 4474, Issued; 12-06-19, Effective: 01-04-20, Implementation: 01-06-20)
Effective April 6, 2020, CWF shall begin to support the inclusion and exclusion of Part B
psychotherapy claims via the COBA crossover process.
Inclusion of Part B Psychotherapy Claims
When CWF determines through reading the modified COBA Insurance File (COIF) that
a COBA trading partner wants to receive Part B psychotherapy claims only, it shall
select the claim for crossover purposes under the following circumstances:
• The claim’s Part B psychotherapy provider specialty code (i.e., code 26, 62, 68,
80, or 89), as received via the Health Utilization Part B claim (HUBC)
transaction, matches the COIF specifications for inclusion of Part B
psychotherapy claims; and
• The claim does not otherwise meet other exclusion logic specified on the COIF;
and
• As applicable, the corresponding original claim was not previously excluded from
crossing over. (Note: This relates to the CWF crossover disposition code “R”
logic and applies to adjustment claims. See Section 80.5 for more information
regarding crossover disposition code R.)
Exclusion of Part B Psychotherapy Claims
In determining whether a base COBA trading partner (i.e., an insurer or other health
benefit organization that carves out the processing and payment of mental health claims
to another organization) wishes to exclude Part B psychotherapy claims through the
COBA process, CWF shall:
• Verify if the claim's Part B psychotherapy provider specialty code matches the
COBA trading partner's exclusion criteria per the COIF; and
• Exclude the claim if a match is found.
Important: The CWF maintainer shall permit the inclusion or exclusion of some or all
Part B psychotherapy provider specialty codes in accordance with the information
specified on the COIF.
Crossover Disposition Indicators
CWF shall create a new COBA crossover disposition indicator “AG” (see Section 80.5
for further details regarding this crossover disposition indicator) that it will apply when
the HUBC claim does not meet the provider specialty code inclusion criteria.
In addition, CWF shall create a new COBA crossover disposition indicator “AH” (see
Section 80.5) that it will apply when the base COBA trading partner specifies it wishes to
exclude Part B psychotherapy claims from crossing over.
As applicable, CWF shall display the new “AG” and “AH” crossover disposition
indicators on page 2 of the PTBL claims detail screen on HIMR.
History
(Rev. 4474, Issued; 12-06-19, Effective: 01-04-20, Implementation: 01-06-20)
Provenance
- Source
- cms.gov
- Retrieved
- 2026-08-25
- Edition
- iom-2026-08-25
- Content hash
09a5e861f5d133fbb51e982a13576380a6e081d6a100707af0bfe793a7d1b9cc
The link goes to the issuing authority’s own document — the one we read to produce this record. Where a source publishes whole titles rather than sections, your browser may need a moment to jump to the provision.
Unofficial copy of government-published law, reproduced from official sources with full provenance. Not an official publication; verify against official sources before relying on it in a filing. Records in the 'guidance' corpus, and only that corpus, are sub-regulatory (interpretive guidelines, survey procedures) and are not binding law. Validity bounds follow each jurisdiction's declared temporalBasis.