OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 11 Processing Insurance Claims
Processing UB-04 Claims
Printing UB-04 Claims
Note
Since the layout of the fields on the UB-04 is wider than most
printers will allow, you must use a printer that supports
edge-to-edge printing. If you attempt to print a UB-04 on a printer
that does not support edge-to-edge printing, not all of your input
will print along the left and right margins.
Select the UB-04 claims. For more information on selecting insurance claims, go
to Selecting UB-04 Claims on page 453.
Correct any errors in the UB-04 claims. For more information on correcting
errors, go to Correcting Errors in UB-04 Claims on page 454.
Add additional information to the UB-04 forms. For more information on
adding information to a UB-04 form, go to Recording Additional Information
on the UB-04 Form on page 457.
Right-click on an insurance claim or insurance carrier and select Print UB04 to
print the UB-04 form and send it to your insurance carrier in the mail.
Click Yes on the Do you want to move Claim records? window if you have
already printed or exported the insurance claim and you are ready to move the
claim to the Billing History folder.
If you want to create a batch file and export claims, go to Exporting UB-04
Claims on page 461.
Exporting UB-04 Claims
You can export claims to print image files to send electronically to insurance
companies. This section tells you how to export UB-04 insurance claims to send to
insurance companies.
Select the UB-04 claims. For more information on selecting insurance claims, go
to Selecting UB-04 Claims on page 453.
Correct any errors in the UB-04 claims. For more information on correcting
errors, go to Correcting Errors in UB-04 Claims on page 454.
Add additional information to the UB-04 forms. For more information on
adding information to a UB-04 form, go to Recording Additional Information
on the UB-04 Form on page 457.
Left-click and then right-click on the insurance carrier and select Create Print
Image.
Click Yes on the Process Warning window to proceed.
Click Yes on the Do you want to move Claim records? window to move
the claim to the Billing History folder.
OfficeMate Home Office User’s Guide 461