medicafe 0.240415.1__py3-none-any.whl → 0.240419.2__py3-none-any.whl

MediLink/MediLink_837p_encoder_library.py

@@ -0,0 +1,679 @@
+from datetime import datetime
+import json
+import requests
+import time
+import sys
+import MediLink_ConfigLoader
+
+"""
+1. Code Refactoring: Increase modularity and clarity, particularly in segment creation functions (e.g., `create_st_segment`, `create_nm1_billing_provider_segment`), for better maintenance and readability.
+2. Endpoint Support: Extend support within segment creation for additional endpoints with attention to their unique claim submission requirements.
+3. Payer Identification Mechanism: Refine the mechanism for dynamically identifying payers, leveraging payer mappings and integrating with external APIs like Availity for precise payer information retrieval.
+4. Adherence to Endpoint-Specific Standards: Implement and verify the compliance of claim data formatting and inclusion based on the specific demands of each target endpoint within the segment creation logic.
+5. De-persisting Intermediate Files.
+6. Get an API for Optum "Entered As". 
+"""
+
+# Logs messages with optional error type and claim data.
+def log(message, config='', level="INFO", error_type=None, claim=None):
+    timestamp = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+    level = level.upper()  # Ensure the log level is in uppercase for consistency
+    claim_data = "- Claim Data: {}\n".format(claim) if claim else ""
+    error_info = "- Error Type: {}\n".format(error_type) if error_type else ""
+    full_message = "[{}] {} - {} {} {}\n".format(timestamp, level, message, claim_data, error_info).strip()
+    log_file_path = 'process_log.txt' if config == '' else config.get('logFilePath', 'process_log.txt')
+    with open(log_file_path, 'a') as log_file:
+        log_file.write(full_message)
+
+# Converts date format from one format to another.
+def convert_date_format(date_str):
+    # Parse the input date string into a datetime object using the input format    
+    # Determine the input date format based on the length of the input string
+    input_format = "%m-%d-%Y" if len(date_str) == 10 else "%m-%d-%y"
+    date_obj = datetime.strptime(date_str, input_format)
+    # Format the datetime object into the desired output format and return
+    return date_obj.strftime("%Y%m%d")
+
+# Formats date and time according to the specified format.
+def format_datetime(dt=None, format_type='date'):
+    if dt is None:
+        dt = datetime.now()
+    if format_type == 'date':
+        return dt.strftime('%Y%m%d')
+    elif format_type == 'isa':
+        return dt.strftime('%y%m%d')
+    elif format_type == 'time':
+        return dt.strftime('%H%M')
+
+# Constructs the ST segment for transaction set.
+def create_st_segment(transaction_set_control_number):
+    return "ST*837*{:04d}*005010X222A1~".format(transaction_set_control_number)
+
+# Constructs the BHT segment based on parsed data.
+def create_bht_segment(parsed_data):
+    chart_number = parsed_data.get('CHART', 'UNKNOWN')
+    return "BHT*0019*00*{}*{}*{}*CH~".format(
+        chart_number, format_datetime(), format_datetime(format_type='time'))
+    
+# Constructs the HL segment for billing provider.
+def create_hl_billing_provider_segment():
+    return "HL*1**20*1~"
+
+# Constructs the NM1 segment for billing provider and includes address and Tax ID.
+def create_nm1_billing_provider_segment(config, endpoint):
+    endpoint_config = config['endpoints'].get(endpoint.upper(), {})
+    
+    # Billing provider details
+    billing_provider_entity_code = endpoint_config.get('billing_provider_entity_code', '85')
+    billing_provider_npi_qualifier = endpoint_config.get('billing_provider_npi_qualifier', 'XX')
+    #billing_provider_lastname = endpoint_config.get('billing_provider_lastname', config.get('default_billing_provider_name', 'DEFAULT NAME'))
+    #billing_provider_firstname = endpoint_config.get('billing_provider_firstname', '')
+    billing_provider_lastname = config.get('billing_provider_lastname', config.get('default_billing_provider_name', 'DEFAULT NAME'))
+    billing_provider_firstname = config.get('billing_provider_firstname', '')
+    billing_provider_npi = endpoint_config.get('billing_provider_npi', config.get('default_billing_provider_npi', 'DEFAULT NPI'))
+    
+    # Determine billing_entity_type_qualifier based on the presence of billing_provider_firstname
+    billing_entity_type_qualifier = '1' if billing_provider_firstname else '2'
+    
+    # Construct NM1 segment for the billing provider
+    nm1_segment = "NM1*{}*{}*{}*{}****{}*{}~".format(
+        billing_provider_entity_code, 
+        billing_entity_type_qualifier,
+        billing_provider_lastname, 
+        billing_provider_firstname,
+        billing_provider_npi_qualifier, 
+        billing_provider_npi
+    )
+  
+    # Construct address segments
+    address_segments = []
+    if config.get('billing_provider_address'):
+        # N3 segment for address line
+        address_segments.append("N3*{}~".format(config.get('billing_provider_address', 'NO ADDRESS')))
+        # N4 segment for City, State, ZIP
+        address_segments.append("N4*{}*{}*{}~".format(
+            config.get('billing_provider_city', 'NO CITY'), 
+            config.get('billing_provider_state', 'NO STATE'), 
+            config.get('billing_provider_zip', 'NO ZIP')
+        ))
+    
+    # Assuming Tax ID is part of the same loop, otherwise move REF segment to the correct loop
+    ref_segment = "REF*EI*{}~".format(config.get('billing_provider_tin', 'NO TAX ID'))
+    
+    # Construct PRV segment if provider taxonomy is needed, are these just for Medicaid??
+    #prv_segment = ""
+    #if config.get('billing_provider_taxonomy'):
+    #    prv_segment = "PRV*BI*PXC*{}~".format(config.get('billing_provider_taxonomy'))
+    
+    # Combine all the segments in the correct order, I think the PRV goes after the address and/or after ref
+    segments = [nm1_segment]
+    #if prv_segment:
+    #    segments.append(prv_segment)
+    segments.extend(address_segments)
+    segments.append(ref_segment)
+    
+    return segments
+
+# Constructs the NM1 segment and accompanying details for the service facility location.
+def create_service_facility_location_npi_segment(config):
+    """
+    Constructs segments for the service facility location, including the NM1 segment for identification
+    and accompanying N3 and N4 segments for address details.
+    """
+    facility_npi = config.get('service_facility_npi', 'DEFAULT FACILITY NPI')
+    facility_name = config.get('service_facility_name', 'DEFAULT FACILITY NAME')
+    address_line_1 = config.get('service_facility_address', 'NO ADDRESS')
+    city = config.get('service_facility_city', 'NO CITY')
+    state = config.get('service_facility_state', 'NO STATE')
+    zip_code = config.get('service_facility_zip', 'NO ZIP')
+
+    # NM1 segment for facility identification
+    nm1_segment = "NM1*77*2*{}*****XX*{}~".format(facility_name, facility_npi)
+    # N3 segment for facility address
+    n3_segment = "N3*{}~".format(address_line_1)
+    # N4 segment for facility city, state, and ZIP
+    n4_segment = "N4*{}*{}*{}~".format(city, state, zip_code)
+
+    return [nm1_segment, n3_segment, n4_segment]
+
+# Constructs the NM1 segment for submitter name and includes PER segment for contact information.
+def create_1000A_submitter_name_segment(config, endpoint):
+    endpoint_config = config['endpoints'].get(endpoint.upper(), {})
+    submitter_id_qualifier = endpoint_config.get('submitter_id_qualifier', '46')  # '46' for ETIN or 'XX' for NPI
+    submitter_name = endpoint_config.get('nm_103_value', 'DEFAULT NAME')  # Default name if not in config
+    submitter_id = endpoint_config.get('nm_109_value', 'DEFAULT ID')  # Default ID if not specified in endpoint
+    
+    # Submitter contact details
+    contact_name = config.get('submitter_contact_name', 'RAFAEL OLIVERVIDAUD')
+    contact_telephone_number = config.get('submitter_contact_tel', '9543821782')
+    
+    # Construct NM1 segment for the submitter
+    nm1_segment = "NM1*41*2*{}*****{}*{}~".format(submitter_name, submitter_id_qualifier, submitter_id)
+    
+    # Construct PER segment for the submitter's contact information
+    per_segment = "PER*IC*{}*TE*{}~".format(contact_name, contact_telephone_number)
+
+    return [nm1_segment, per_segment]
+
+# Constructs the NM1 segment for the receiver (1000B).
+def create_1000B_receiver_name_segment(config, endpoint):
+    # Retrieve endpoint specific configuration
+    endpoint_config = config['endpoints'].get(endpoint.upper(), {})
+
+    # Set the entity identifier code to '40' for receiver and qualifier to '46' for EDI, 
+    # unless specified differently in the endpoint configuration.
+    receiver_entity_code = '40'
+    receiver_id_qualifier = endpoint_config.get('receiver_id_qualifier', '46')
+    receiver_name = endpoint_config.get('receiver_name', 'DEFAULT RECEIVER NAME')
+    receiver_edi = endpoint_config.get('receiver_edi', 'DEFAULT EDI')
+    
+    return "NM1*{entity_code}*2*{receiver_name}*****{id_qualifier}*{receiver_edi}~".format(
+        entity_code=receiver_entity_code,
+        receiver_name=receiver_name,
+        id_qualifier=receiver_id_qualifier,
+        receiver_edi=receiver_edi
+    )
+
+def map_insurance_name_to_payer_id(insurance_name, config):
+    """
+    Maps the insurance name provided by Medisoft to the corresponding payer ID by referencing
+    a crosswalk mapping stored in the "crosswalk" JSON file. This file must be located at a path
+    specified in the config under the key 'crosswalk_path'.
+
+    Inputs:
+    - insurance_name: The name of the insurance as provided by Medisoft.
+
+    Outputs:
+    - payer_id: The unique identifier (ID) corresponding to the insurance name, if the mapping
+      is successful. It will be a 5-character alphanumeric code.
+
+    Functionality:
+    - This function retrieves the mapping from a "crosswalk" JSON file.
+    - If the mapping is successful, it returns the payer ID.
+    - If the mapping fails or the payer ID cannot be retrieved, it raises an error indicating
+      the inability to extract the payer ID.
+    """
+    _, crosswalk = MediLink_ConfigLoader.load_configuration(None, config.get('crosswalkPath', 'crosswalk.json'))
+    
+    try:
+        payer_id = crosswalk['medisoft_insurance_to_payer_id'].get(insurance_name)
+        if not payer_id:
+            raise ValueError("No payer ID found for insurance name: {}".format(insurance_name))
+        return payer_id
+    except json.JSONDecodeError:
+        raise ValueError("Error decoding the crosswalk JSON file")
+
+def fetch_payer_name_from_crosswalk(payer_id, config, endpoint):
+    """
+    Retrieves the payer name corresponding to a given payer ID from a crosswalk mapping.
+    
+    Parameters:
+    - payer_id: The unique identifier for the payer whose name is to be resolved.
+    - config: Configuration dictionary including the path to the crosswalk JSON.
+    
+    Returns:
+    - The payer name corresponding to the payer ID.
+    
+    Raises:
+    - ValueError if the payer ID is not found in the crosswalk mapping.
+    """
+    # Ensure the 'crosswalkPath' key exists in config and contains the path to the crosswalk JSON file
+    if 'crosswalkPath' not in config:
+        raise ValueError("Crosswalk path not defined in configuration.")
+
+    crosswalk_path = config.get('crosswalkPath')
+    try:
+        with open(crosswalk_path, 'r') as file:
+            crosswalk_mappings = json.load(file)
+        # Select the endpoint-specific section from the mappings
+        endpoint_mappings = crosswalk_mappings['payer_id_to_name'].get(endpoint, {})
+        payer_name = endpoint_mappings.get(payer_id)
+
+        if not payer_name:
+            raise ValueError("Payer name not found for payer ID: {} in {} mappings.".format(payer_id, endpoint))
+
+        return payer_name
+    except FileNotFoundError:
+        raise FileNotFoundError("Crosswalk file not found at {}".format(crosswalk_path))
+    except json.JSONDecodeError as e:
+        raise ValueError("Error decoding the crosswalk JSON file: {}".format(e))
+
+def create_2010BB_payer_information_segment(parsed_data, config, endpoint):
+    """
+    Dynamically generates the NM1 segment for the payer in the 2010BB loop of an 837P transaction.
+    This process involves mapping the insurance name to the correct payer ID and then resolving the payer name.
+    The function prioritizes the Availity API for payer name resolution (currently the only API integrated) 
+    and falls back to crosswalk mapping if necessary or when additional APIs are not available.
+    
+    Parameters:
+    - parsed_data: Dictionary containing parsed claim data, including the insurance name.
+    - config: Configuration dictionary including endpoint-specific settings and crosswalk paths.
+    - endpoint: Target endpoint for submission, e.g., 'Availity'. Future integrations may include 'Optum', 'PNT_DATA'.
+
+    Returns:
+    - A formatted NM1*PR segment string for the 2010BB loop, correctly identifying the payer with its name and ID.
+
+    Process:
+    1. Maps the insurance name to a payer ID using a crosswalk mapping or configuration.
+    2. Attempts to resolve the payer name using the Availity API based on the payer ID.
+    3. Falls back to crosswalk mapping for payer name resolution if the API call fails or is not applicable.
+    
+    Raises an error if the payer ID extraction or payer name resolution fails, ensuring transaction integrity.
+    
+    A reference for a payer ID to payer name mapping for Optum can be found here:
+    https://iedi.optum.com/iedi/enspublic/Download/Payerlists/Medicalpayerlist.pdf
+    This or similar resources could be used to populate the initial configuration mapping.
+    """
+    # Step 1: Map insurance name to Payer ID
+    insurance_name = parsed_data.get('INAME', '')
+    payer_id = map_insurance_name_to_payer_id(insurance_name, config)
+
+    payer_name = ''
+    # Step 2: Attempt to Retrieve Payer Name from Availity API (current API integration)
+    endpoint = 'availity' # Force availity API because none of the other ones are connected BUG
+    if True: #endpoint.lower() == 'availity':
+        try:
+            payer_name = fetch_payer_name_from_api(payer_id, config, endpoint)
+            log("Resolved payer name {} via {} API for Payer ID: {}".format(payer_name, endpoint, payer_id), config, level="INFO")
+        except Exception as api_error:
+            print("{} API call failed for Payer ID '{}': {}".format(endpoint, payer_id, api_error))
+
+    # Placeholder for future API integrations with other endpoints
+    # elif endpoint.lower() == 'optum':
+    #     payer_name = fetch_payer_name_from_optum_api(payer_id, config)
+    # elif endpoint.lower() == 'pnt_data':
+    #     payer_name = fetch_payer_name_from_pnt_data_api(payer_id, config)
+
+    # Step 3: Fallback to Crosswalk Mapping if API resolution fails or is not applicable
+    if not payer_name:
+        payer_name = fetch_payer_name_from_crosswalk(payer_id, config, endpoint)
+
+    # Construct and return the NM1*PR segment for the 2010BB loop with the payer name and ID
+    # Is this supposed to be PI instead of PR?
+    return "NM1*PR*2*{}*****PI*{}~".format(payer_name, payer_id)
+
+def create_nm1_payto_address_segments(config):
+    """
+    Constructs the NM1 segment for the Pay-To Address, N3 for street address, and N4 for city, state, and ZIP.
+    This is used if the Pay-To Address is different from the Billing Provider Address.
+    """
+    payto_provider_name = config.get('payto_provider_name', 'DEFAULT PAY-TO NAME')
+    payto_address = config.get('payto_address', 'DEFAULT PAY-TO ADDRESS')
+    payto_city = config.get('payto_city', 'DEFAULT PAY-TO CITY')
+    payto_state = config.get('payto_state', 'DEFAULT PAY-TO STATE')
+    payto_zip = config.get('payto_zip', 'DEFAULT PAY-TO ZIP')
+
+    nm1_segment = "NM1*87*2*{}~".format(payto_provider_name)  # '87' indicates Pay-To Provider
+    n3_segment = "N3*{}~".format(payto_address)
+    n4_segment = "N4*{}*{}*{}~".format(payto_city, payto_state, payto_zip)
+
+    return [nm1_segment, n3_segment, n4_segment]
+
+def create_payer_address_segments(config):
+    """
+    Constructs the N3 and N4 segments for the payer's address.
+    
+    """
+    payer_address_line_1 = config.get('payer_address_line_1', '')
+    payer_city = config.get('payer_city', '')
+    payer_state = config.get('payer_state', '')
+    payer_zip = config.get('payer_zip', '')
+
+    n3_segment = "N3*{}~".format(payer_address_line_1)
+    n4_segment = "N4*{}*{}*{}~".format(payer_city, payer_state, payer_zip)
+
+    return [n3_segment, n4_segment]
+
+# Fetches the payer name from API based on the payer ID.
+# Initialize a global dictionary to store the access token and its expiry time
+# BUG This will need to get setup for each endpoint separately. 
+token_cache = {
+    'access_token': None,
+    'expires_at': 0  # Timestamp of when the token expires
+}
+
+def get_access_token(endpoint_config):
+    current_time = time.time()
+    
+    # Check if the cached token is still valid
+    if token_cache['access_token'] and token_cache['expires_at'] > current_time:
+        return token_cache['access_token']
+
+    # Validate endpoint configuration
+    if not endpoint_config or not all(k in endpoint_config for k in ['client_id', 'client_secret', 'token_url']):
+        raise ValueError("Endpoint configuration is incomplete or missing necessary fields.")
+
+    # Extract credentials and URL from the config
+    CLIENT_ID = endpoint_config.get("client_id")
+    CLIENT_SECRET = endpoint_config.get("client_secret")
+    url = endpoint_config.get("token_url")
+
+    # Setup the data payload and headers for the HTTP request
+    data = {
+        'grant_type': 'client_credentials',
+        'client_id': CLIENT_ID,
+        'client_secret': CLIENT_SECRET,
+        'scope': 'hipaa'
+    }
+    headers = {
+        'Content-Type': 'application/x-www-form-urlencoded'
+    }
+
+    try:
+        # Perform the HTTP request to get the access token
+        response = requests.post(url, headers=headers, data=data)
+        response.raise_for_status()  # This will raise an exception for HTTP error statuses
+        json_response = response.json()
+        access_token = json_response.get('access_token')
+        expires_in = json_response.get('expires_in', 3600)  # Default to 3600 seconds if not provided
+
+        if not access_token:
+            raise ValueError("No access token returned by the server.")
+        
+        # Store the access token and calculate the expiry time
+        token_cache['access_token'] = access_token
+        token_cache['expires_at'] = current_time + expires_in - 120  # Subtracting 120 seconds to provide buffer
+
+        return access_token
+    except requests.RequestException as e:
+        # Handle HTTP errors (e.g., network problems, invalid response)
+        error_msg = "Failed to retrieve access token: {0}. Response status: {1}".format(str(e), response.status_code if response else 'No response')
+        raise Exception(error_msg)
+    except ValueError as e:
+        # Handle specific errors like missing access token
+        raise Exception("Configuration or server response error: {0}".format(str(e)))
+
+def fetch_payer_name_from_api(payer_id, config, endpoint):
+    
+    endpoint_config = config['endpoints'].get(endpoint.upper(), {})
+    # Currently configured for Availity
+    token = get_access_token(endpoint_config)  # Get the access token using the function above
+       
+    api_url = endpoint_config.get("api_url", "")
+    headers = {
+        'Authorization': 'Bearer {0}'.format(token),
+        'Accept': 'application/json'
+    }
+    params = {'payerId': payer_id}
+    # print(params) DEBUG
+
+    try:
+        response = requests.get(api_url, headers=headers, params=params)
+        response.raise_for_status()  # This will raise an HTTPError if the HTTP request returned an unsuccessful status code
+        data = response.json()
+        # print(data) DEBUG
+                
+        # Check if 'payers' key exists and has at least one item
+        if 'payers' in data and data['payers']:
+            payer = data['payers'][0]
+            payer_name = payer.get('displayName') or payer.get('name', 'No name available')
+            return payer_name
+        else:
+            raise ValueError("No payer found for ID: {0}".format(payer_id))
+    except requests.RequestException as e:
+        print("Error fetching payer name: {0}".format(e))
+        raise
+
+# Test Case for API fetch
+#payer_id = "11347"
+#config = load_configuration() 
+#payer_name = fetch_payer_name_from_api(payer_id, config, endpoint='AVAILITY')
+#print(payer_id, payer_name)
+
+# Constructs the PRV segment for billing provider.
+def create_billing_prv_segment(config, endpoint):
+    if endpoint.lower() == 'optumedi':
+        return "PRV*BI*PXC*{}~".format(config['billing_provider_taxonomy'])
+    return ""
+
+# Constructs the HL segment for subscriber [hierarchical level (HL*2)]
+def create_hl_subscriber_segment():
+    return ["HL*2*1*22*0~"]
+
+# Constructs the SBR segment for subscriber based on parsed data and configuration.
+def create_sbr_segment(config, parsed_data, endpoint):
+    # Determine the payer responsibility sequence number code based on the payer type
+    # If the payer is Medicare, use 'P' (Primary)
+    # If the payer is not Medicare and is primary insurance, use 'P' (Primary)
+    # If the payer is secondary insurance after Medicare, use 'S' (Secondary)
+    # For simplicity, we're going to assume everything is Primary for now.
+    responsibility_code = 'P'
+
+    # Determine the insurance type code based on the payer
+    # Map different payers to their respective insurance type codes
+    # For simplicity, 'CI' (Commercial Insurance) as a default
+    insurance_type_code = 'CI'
+
+    # Construct the SBR segment using the determined codes
+    sbr_segment = "SBR*{responsibility_code}*18*******{insurance_type_code}~".format(
+        responsibility_code=responsibility_code,
+        insurance_type_code=insurance_type_code
+    )
+
+    return sbr_segment
+
+# Constructs the NM1 segment for subscriber based on parsed data and configuration.
+def create_nm1_subscriber_segment(config, parsed_data, endpoint):
+    if endpoint.lower() == 'optumedi':
+        entity_identifier_code = config['endpoints']['OPTUMEDI'].get('subscriber_entity_code', 'IL')
+    else:
+        entity_identifier_code = 'IL'  # Default value if endpoint is not 'optumedi'
+
+    return "NM1*{entity_identifier_code}*1*{last_name}*{first_name}*{middle_name}***MI*{policy_number}~".format(
+        entity_identifier_code=entity_identifier_code,
+        last_name=parsed_data['LAST'],
+        first_name=parsed_data['FIRST'],
+        middle_name=parsed_data['MIDDLE'],
+        policy_number=parsed_data['IPOLICY']
+    )
+
+# Constructs the N3 and N4 segments for subscriber address based on parsed data.
+def create_subscriber_address_segments(parsed_data):
+    return [
+        "N3*{}~".format(parsed_data['ISTREET']),
+        "N4*{}*{}*{}~".format(
+            parsed_data['ICITY'],  
+            parsed_data['ISTATE'],  
+            parsed_data['IZIP'][:5]
+        )
+    ]
+
+# Constructs the DMG segment for subscriber based on parsed data.
+def create_dmg_segment(parsed_data):
+    return "DMG*D8*{}*{}~".format(
+        convert_date_format(parsed_data['BDAY']),  
+        parsed_data['SEX'] # ensure it returns a string instead of a list if it only returns one segment
+    )
+
+def create_nm1_rendering_provider_segment(config, is_rendering_provider_different=False):
+    """
+    #BUG This is getting placed incorrectly.
+    
+    Constructs the NM1 segment for the rendering provider in the 2310B loop using configuration data.
+    
+    Parameters:
+    - config: Configuration dictionary including rendering provider details.
+    - is_rendering_provider_different: Boolean indicating if rendering provider differs from billing provider.
+    
+    Returns:
+    - List containing the NM1 segment for the rendering provider if required, otherwise an empty list.
+    """
+    if is_rendering_provider_different:
+        segments = []
+        rp_npi = config.get('rendering_provider_npi', '')
+        rp_last_name = config.get('rendering_provider_last_name', '')
+        rp_first_name = config.get('rendering_provider_first_name', '')
+
+        # NM1 Segment for Rendering Provider
+        segments.append("NM1*82*1*{0}*{1}**XX*{2}~".format(
+            rp_last_name, 
+            rp_first_name, 
+            rp_npi
+        ))
+        
+        # PRV Segment for Rendering Provider Taxonomy
+        if config.get('rendering_provider_taxonomy'):
+            segments.append("PRV*PE*PXC*{}~".format(config['billing_provider_taxonomy']))
+        
+        return segments
+    else:
+        return []
+
+def format_claim_number(chart_number, date_of_service):
+    # Remove any non-alphanumeric characters from chart number and date
+    chart_number_alphanumeric = ''.join(filter(str.isalnum, chart_number))
+    date_of_service_alphanumeric = ''.join(filter(str.isalnum, date_of_service))
+    
+    # Combine the alphanumeric components without spaces
+    formatted_claim_number = chart_number_alphanumeric + date_of_service_alphanumeric
+    
+    return formatted_claim_number
+
+# Constructs the CLM and related segments based on parsed data and configuration.
+def create_clm_and_related_segments(parsed_data, config):
+    """
+    Insert the claim information (2300 loop), 
+    ensuring that details such as claim ID, total charge amount,and service date are included.
+    
+    The HI segment for Health Care Diagnosis Codes should accurately reflect the diagnosis related to the service line.
+    
+    Service Line Information (2400 Loop):
+    Verify that the service line number (LX), professional service (SV1), and service date (DTP) segments contain
+    accurate information and are formatted according to the claim's details.
+    """
+    
+    segments = []
+    
+    # Format the claim number
+    chart_number = parsed_data.get('CHART', '')
+    date_of_service = parsed_data.get('DATE', '')
+    formatted_claim_number = format_claim_number(chart_number, date_of_service)
+        
+    # CLM - Claim Information
+    segments.append("CLM*{}*{}***{}:B:1*Y*A*Y*Y~".format(
+        formatted_claim_number,
+        parsed_data['AMOUNT'],
+        parsed_data['TOS']))
+    
+    # HI - Health Care Diagnosis Code
+    # The code value should be preceded by the qualifier "ABK" or "BK" to specify the type of 
+    # diagnosis code being used. "ABK" typically indicates ICD-10 codes, while "BK" indicates ICD-9 codes.
+    segments.append("HI*ABK:H{}~".format(''.join(char for char in parsed_data['DIAG'] if char.isalnum() or char.isdigit())))
+    
+    # (2310C Loop) Service Facility Location NPI and Address Information
+    segments.extend(create_service_facility_location_npi_segment(config))
+    
+    # For future reference, SBR - (Loop 2320: OI, NM1 (2330A), N3, N4, NM1 (2330B)) - Other Subscriber Information goes here.
+    
+    # LX - Service Line Number
+    segments.append("LX*1~")
+    
+    # SV1 - Professional Service
+    segments.append("SV1*HC:{}:{}*{}*MJ*{}***1~".format(
+        parsed_data['CODEA'],
+        parsed_data['POS'],
+        parsed_data['AMOUNT'],
+        parsed_data['MINTUES']))
+    
+    # DTP - Date
+    segments.append("DTP*472*D8*{}~".format(convert_date_format(parsed_data['DATE'])))
+    
+    # Is there REF - Line Item Control Number missing here?
+    
+    return segments
+
+# Generates the ISA and GS segments for the interchange header based on configuration and endpoint.
+def create_interchange_header(config, endpoint):
+    """
+    Generate ISA and GS segments for the interchange header, ensuring endpoint-specific requirements are met.
+    Includes support for Availity, Optum, and PNT_DATA endpoints, with streamlined configuration and default handling.
+
+    Parameters:
+    - config: Configuration dictionary with settings and identifiers.
+    - endpoint: String indicating the target endpoint ('Availity', 'Optum', 'PNT_DATA').
+
+    Returns:
+    - Tuple containing the ISA and GS segment strings.
+    """
+    endpoint_config = config['endpoints'].get(endpoint.upper(), {})
+    
+    # Set defaults for ISA segment values
+    isa02 = isa04 = "          "  # Default value for ISA02 and ISA04
+    isa05 = isa07 = 'ZZ'  # Default qualifier
+    isa13 = '000000001' # Default Interchange Control Number. Not sure what to do with this. date? See also trailer
+    isa15 = 'P'  # 'T' for Test, 'P' for Production
+    
+    # Conditional values from config
+    isa_sender_id = endpoint_config.get('isa_06_value', config.get('submitterId', '')).rstrip()
+    isa07_value = endpoint_config.get('isa_07_value', isa07)
+    isa_receiver_id = endpoint_config.get('isa_08_value', config.get('receiverId', '')).rstrip()
+    isa13_value = endpoint_config.get('isa_13_value', isa13) # Needs to match IEA02
+    gs_sender_code = endpoint_config.get('gs_02_value', config.get('submitterEdi', ''))
+    gs_receiver_code = endpoint_config.get('gs_03_value', config.get('receiverEdi', ''))
+    isa15_value = endpoint_config.get('isa_15_value', isa15)
+
+    # ISA Segment
+    isa_segment = "ISA*00*{}*00*{}*{}*{}*{}*{}*{}*{}*^*00501*{}*0*{}*:~".format(
+        isa02, isa04, isa05, isa_sender_id.ljust(15), isa07_value, isa_receiver_id.ljust(15),
+        format_datetime(format_type='isa'), format_datetime(format_type='time'), isa13_value, isa15_value
+    )
+
+    # GS Segment
+    # GS04 YYYYMMDD
+    # GS06 Group Control Number, Field Length 1/9, must match GE02
+    gs06 = '1' # Placeholder for now?
+    
+    gs_segment = "GS*HC*{}*{}*{}*{}*{}*X*005010X222A1~".format(
+        gs_sender_code, gs_receiver_code, format_datetime(), format_datetime(format_type='time'), gs06
+    )
+
+    log("Created interchange header for endpoint: {}".format(endpoint), config, level="INFO")
+    
+    return isa_segment, gs_segment
+
+# Generates the GE and IEA segments for the interchange trailer based on the number of transactions and functional groups.
+def create_interchange_trailer(config, endpoint, num_transactions, num_functional_groups=1):
+    """
+    Generate GE and IEA segments for the interchange trailer.
+    
+    Parameters:
+    - num_transactions: The number of transactions within the functional group.
+    - num_functional_groups: The number of functional groups within the interchange. Default is 1.
+    
+    Returns:
+    - Tuple containing the GE and IEA segment strings.
+    """
+    endpoint_config = config['endpoints'].get(endpoint.upper(), {})
+    # GE Segment: Functional Group Trailer
+    # Indicates the end of a functional group and provides the count of the number of transactions within it.
+    # GE02 Group Control Number, Field Length 1/9, must match GS06 (Header)
+    ge02 = '1' #Placeholder for now?
+    ge_segment = "GE*{}*{}~".format(num_transactions, ge02)
+    
+    # IEA Segment: Interchange Control Trailer
+    isa13 = '000000001' # Default Interchange Control Number. Not sure what to do with this. date? See also trailer
+    isa13_value = endpoint_config.get('isa_13_value', isa13) # Needs to match IEA02, can this be a date/time?
+    # Indicates the end of an interchange and provides the count of the number of functional groups within it.
+    # The Interchange Control Number needs to match isa13 and iea02
+    iea_segment = "IEA*{}*{}~".format(num_functional_groups, isa13_value)
+    
+    log("Created interchange trailer", config, level="INFO")
+    
+    return ge_segment, iea_segment
+
+# Generates segment counts for the formatted 837P transaction and updates SE segment.
+def generate_segment_counts(compiled_segments, transaction_set_control_number):
+    # Count the number of segments, not including the placeholder SE segment
+    segment_count = compiled_segments.count('~')   # + 1 Including SE segment itself, but seems to be giving errors.
+    
+    # Ensure transaction set control number is correctly formatted as a string
+    formatted_control_number = str(transaction_set_control_number).zfill(4)  # Pad to ensure minimum 4 characters
+
+    # Construct the SE segment with the actual segment count and the formatted transaction set control_number
+    se_segment = "SE*{0}*{1}~".format(segment_count, formatted_control_number)
+
+    # Assuming the placeholder SE segment was the last segment added before compiling
+    # This time, we directly replace the placeholder with the correct SE segment
+    formatted_837p = compiled_segments.rsplit('SE**', 1)[0] + se_segment
+    
+    return formatted_837p