Setup for Institutional Claims (UB04)
- Select Yes.
Insurance Library Setup for Institutional Claims (UB04)
In the Insurance Library:
- If your office sends both Professional and Institutional Claims, choose Electronic for Primary & Secondary Form Type. You will then have the option to choose Professional or Institutional when adding or modifying the Charge.
- If your office only sends Institutional Claims, choose Electronic/Institutional for Primary & Secondary Form Type.
Procedure Code Library Revenue Code
From Libraries. choose Procedure Codes.
Select the Revenue Code for the Procedure.
Select Save [F2].
If this payer only sends UB claims and no professional claims, on the Modify Charge screen for Primary & Secondary Form Types, choose Electronic/Institutional, and for Tertiary Form Type, choose UB04.
If this payer sends both Professional and UB claims, choose Electronic for the Primary and Secondary Form Types. You will use the dropdown on the Modify Charge screen to choose Institutional or Professional. Otherwise, you would need to set up 2 insurances: one for professional and one for institutional.
Post Charge Claim Type
- On the Modify Charge screen, select Institutional for Claim Type.
Related Articles
Alignment for Printing Paper Claims on a HCFA/UB Form
Printer Setup When printing a Claim on a HCFA or UB Form, the Print Alignment will need to be adjusted for a shared office printer or your personal printer. Print a HCFA or UB from the Encounter Dashboard Run and Print a single Claim from the ...
Institutional Billing (UB04)
To access the option to create UB claims, you must choose Yes for Institutional Claims in System Settings. See Setup for UB04/Institutional Claims. Institutional (UB) Charge Entry On the Post Charge screen > Claim Type> choose Institutional (If you ...
Print Batched Paper Claims on a HCFA Form or on Plain Paper
Print a Claims Batch After batching your Claims, on the Claims Management Dashboard, go to the Claim Batches to Be Sent/Printed panel. This panel does not include Batches that contain Encounters in a more recent Batch. Find the batch with Type HCFA. ...
Patient System Settings
Patient ADDITIONALPROVIDERS - ADDITIONAL PROVIDERS This setting allows one or more additional (assigned) Providers to be added for each Patient, next to the 'Assigned Provider' field in registration. Yes: Add a field called Additional Providers to ...
Claims Management Dashboard
Claims Management Dashboard Overview Claims can be manually batched and uploaded at any time, or the Job Scheduler can be used to automate the Claims batching and upload process at a pre-set day and time. Close the Reference Batches with Claims that ...