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CSR Reconciliation (CSR) FAQ

Guidance for FAQ regarding Cost Sharing Reduction (CSR) Reconciliation Methodology and Standard Methodology

Issued by: Centers for Medicare & Medicaid Services (CMS)

Issue Date: April 13, 2016

Program Area: CSR Reconciliation (CSR)

Question: For the standard methodology, the natural order of claims was described as temporal order (i.e., when claims are received). Which is it, the date of service or the date that the claim was processed/paid/presented?

Answer: Claims for services provided in a particular benefit year must be re-adjudicated in the benefit year plan structure in which the cost sharing was incurred regardless of when they are presented for payment. Therefore, issuers should adjudicate and re-adjudicate claims in the order that best approximates their natural order, e. g, when cost sharing was incurred for a particular medical service. This may or may not coincide with the actual dates of service, for example, when coinsurance is assessed on a total bill rather than on a per-diem basis.

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