OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Processing UB-04 Claims
Chapter 11 Processing Insurance Claims
Preview and print insurance claims. For more information on previewing and
printing insurance claims, go to Printing UB-04 Claims on page 461.
Print or export electronic insurance claims. For more information on exporting
insurance claims, go to Exporting UB-04 Claims on page 461.
View insurance claim billing histories. For more information on viewing billing
histories, go to Using the UB-04 Billing History on page 462.
Note
Before you begin processing insurance claims, set up the following
information in OfficeMate:
• Insurance information. For more information on setting up insurance
carriers, go to To modify or add appointment schedule resources on
page 45. For more information on recording insurance information
in a patient’s record, go to To record insurance information on page
181.
• Provider information. For more information on setting up provider
information, go to To modify or add provider names on page 38.
• Procedure codes. For more information on setting up procedure
codes, go to To add & modify procedure codes on page 101.
• Products and services. For more information on setting up products
and services, go to Recording Product Information on page 227.
In addition to setting up the information above, you must also have
recorded fee slips with insurance carriers.
This section contains information on the following topics:
• Opening the UB-04 Claims Window, 453
• Selecting UB-04 Claims, 453
• Correcting Errors in UB-04 Claims, 454
• Recording Additional Information on the UB-04 Form, 457
• Printing UB-04 Claims, 461
• Exporting UB-04 Claims, 461
• Using the UB-04 Billing History, 462
• Reopening & Closing UB-04 Claims on Hold, 464
452 OfficeMate Home Office User’s Guide