US · guidance
CMS Pub. 100-05, ch. 5, § 70.5.3
Exhibit 3: Entrance Interview Checklist
Admissions Questionnaire and Procedures
A - Admissions Procedures
1 When is other payer information solicited? (During billing or during admission?)
2 Describe the process followed to solicit MSP information.
3 Do admissions staff receive training on soliciting MSP information? If so, describe
the training. Do you think the staff understands the admissions questions well
enough to solicit information and/or explain to beneficiaries?
4 Is MSP information obtained primarily from the patient, Medicare Common
Working File, or in some other way?
B – Questionnaire
1 Are the admissions questionnaire data solicited through an online query (i.e. are the
admissions questions asked and responses retained online) or through the X12
270/271 transaction?
2 Do you re-administer the questionnaire each time the patient is admitted? (It should
be administered once per admission.)
3 Do you require the beneficiary's signature on the questionnaire? (No signature is
required, and the hospital should be informed, if necessary.)
4 Are there written hospital policies, instructions or procedures concerning soliciting
primary plan information? (Request copies for review.)
5 How long are admission questionnaires, or copies of the X12 270/271 transaction,
retained, either online, in files, or both? (Requirements are found at §70.3.)
History
(Rev. 123, Issued: 08-17-18, Effective: 11-20-18, Implementation: 11-20-18)
Provenance
- Source
- cms.gov
- Retrieved
- 2026-08-25
- Edition
- iom-2026-08-25
- Content hash
cab87f2511028a688538e0b7635ccdcb71c5d894a2f161d423495364100d4caf
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.