Set Up a Service Item for Regular UB Users

Help Guide for NextGen® Enterprise PM 8

Set Up a UB Claim Form in the Payer tab of the Service Item Library

In File Maintenance, select Libraries > Service Items. Select the applicable library from the list. Enter the service item number in the search field. When the Service Item Library Maintenance window opens, select the Payer tab. In the Form column, select UB. Enter the Effective date and the Expiration date for the payer. Enter other information applicable to the payer. Select Ok. Parent topic: Setting Up UB Claim Forms

Help Guide for NextGen® Enterprise PM 8

Set Up a UB Claim Form in the General tab of Service Items Library

In File Maintenance, select Libraries > Service Items and select the applicable library from the list. Enter the service item number in the Search field. The Service Item Library Maintenance window opens. On the General tab, select UB92 in the Form field. SelectOK. Parent topic: Setting Up UB Claim Forms

Help Guide for NextGen® Enterprise PM 8

Set Up SIM Codes for Roll-Up Billing by Revenue Code

To set up a SIM code for roll-up billing by revenue code, do the following: Access File Maintenance. Select Libraries, and then Service Items. The Service Items List window opens. From the list, select a library and then select Open Menu and select Open. The Service Item Library Maintenance window opens. Do one of the following: To add a SIM code, select Open Menu and select New. To modify a SIM code, search for the code and then select the code from the list on the left. Select the General tab. Each SIM code that is to roll-up to a single line item on the claim must have the following parameters defined. Revenue Code: Select the appropriate Revenue Code for UB/837I claims. This is the default revenue code for all UB payers. If the roll-up payer requires a different revenue code, the Alt Rev code must be defined on the Payer tab for the roll-up payer. Form: Select 1500. This is the default type of form for all payers. If the roll-up payer requires a different form (e.g. UB), additional

Help Guide for NextGen® Enterprise PM 8

Set Up SIM Codes for Roll-Up Billing by CPT4 Code

To set up a SIM code for roll-up billing by CPT4 code, do the following: Access File Maintenance. Select Libraries, and then Service Items. The Service Items List window opens. From the list, select a library and then select Open Menu and select Open. The Service Item Library Maintenance window opens. Do one of the following: To add a SIM code, select Open Menu and select New. To modify a SIM code, search for the code and then select the code from the list on the left. Select the General tab. Each SIM code that is to roll-up to a single line item on the claim must have the following parameters defined. Revenue Code: Select the appropriate revenue code for UB/837I claims. This is the default revenue code for all UB payers. If the roll-up payer requires a different revenue code, the Alt Rev code must be defined on the Payer tab for the roll-up payer. Form: Select 1500. This is the default type of form for all payers. If the roll-up payer requires a different form (e.g. UB), additional se

Help Guide for NextGen® Enterprise PM 8

Set Up Payer-Specific Requirements

Not all payers require an ADA claim form. Some payers may require a 1500 form. To set up a SIM code to use 1500 forms for a payer, do the following: From the Service Item Library Maintenance window, select the applicable service item. Select the Payer tab. Payer In the Payer field, select the payer. In the Eff and Exp columns, enter the effective and expiration dates for the SIM code/payer. In the Form column, select 1500. To save changes and close the window, select OK. Parent topic: Service Items Library for Dental Billing

Help Guide for NextGen® Enterprise PM 8

Setting Up UB Claim Forms

You can set up the claim form for UB billing in any one of the following areas of the application: The Service Items library on the General tab. The Service Items library on the Payer tab. The Payer master file on the UB sub-tab of the Practice tab. Set Up a UB Claim Form in the General tab of Service Items Library Set Up a UB Claim Form in the Payer tab of the Service Item Library Set Up a UB Claim Form in the Payer Master File Parent topic: Recurring UB Billing

Set Up a Service Item for Regular UB Users

Recommendations

Set Up a UB Claim Form in the Payer tab of the Service Item Library

Set Up a UB Claim Form in the General tab of Service Items Library

Set Up SIM Codes for Roll-Up Billing by Revenue Code

Set Up SIM Codes for Roll-Up Billing by CPT4 Code

Set Up Payer-Specific Requirements

Setting Up UB Claim Forms

Set Up a UB Claim Form in the Payer tab of the Service Item Library

Set Up a UB Claim Form in the General tab of Service Items Library

Set Up SIM Codes for Roll-Up Billing by Revenue Code

Set Up SIM Codes for Roll-Up Billing by CPT4 Code

Set Up Payer-Specific Requirements

Setting Up UB Claim Forms