OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Processing UB-04 Claims
Chapter 11 Processing Insurance Claims
recording insurance information, go to To record insurance information
on page 181.
Note
Hold if you do not want to correct the errors on the insurance claim right
now and you want to put the claim on hold. For information on releasing
or closing claims on hold, go to Reopening & Closing UB-04 Claims on
Hold on page 464.
Close UB04 to permanently remove the insurance claim from
processing.
Right-click an insurance claim or a group of claims and select Reset UB04 to
refresh the UB04 form(s) and clear the errors.
Note
Ensure that the Last Name, First Name, Address, Sex, Date of
Birth, Social Security, Marital Status, and Emp. Status fields in the
Patient Demographic window are correctly and completely
recorded. Also, ensure that a provider is selected and recorded in
the Fee Slip window.
Clicking Reset forces the UB-04 to, once again, collect information
from the various parts of OfficeMate and overwrites any
information that you added, modified, or deleted manually on the
UB-04 form.
If you want to record additional information on a CMS 1500 form, go to
Recording Additional Information on the UB-04 Form on page 457; otherwise,
go to Printing UB-04 Claims on page 461 or Exporting UB-04 Claims on page
461.
456 OfficeMate Home Office User’s Guide