Companion Guides

WEDI and X12 have published a Companion Guide Principles document and associated templates to encourage
consistency in companion guides developed by health plans and clearinghouses based on X12 Policy.

Companion guides are documents published by various entities to supplement Type 3 Technical Reports. ASC X12 publishes Type 3 Technical Reports, commonly known as Implementation Guides, which define the data to be included in ASC X12 transactions sets for specific business purposes.

The ASC X12 Implementation Guides are copyrighted documents and must be purchased from this site. Companion Guides are generally created by health plans and clearinghouses for distribution to health care providers, other clearinghouses, and software vendors.

WEDI and ASC X12 have worked together, with other industry representatives, to develop a Principles document, and associated templates for Transaction Instructions (TI) and Trading Partner Information (TP). In concert, the Principles document, along with the templates encourage consistent format, structure, and content in companion guides developed by individual health plans and clearinghouses.

Companion Guides claiming compliance with the conventions must follow all the principles and instructions in the principles document and the templates.

Version 1 of the Principles Document contains the TI template. Version 2 of the Principles Document contains the TI and TP templates. Both templates are also available as stand-alone documents:

Download the Principles Document - Version 1
Download the Principles Document - Version 2
Download the TI Template
Download the TP Template