NextGen Knowledge Center

Set Up UB Claims for Regular UB Users

  1. In NextGen® Enterprise PM, select the Admin menu and then select Preferences > Practice.
    The Practice Preferences window opens.
  2. In the Preference List on the left, select Claims.

  3. To select the default facility code to display on all UB claims for the practice, select a code in the Type of Facility field. The code selected here is the first digit of the three-digit Type of Bill code that displays in Field Locator 4 on UB claims.

    Type of Facility codes are maintained in Code Tables in the File Maintenance. The codes cannot be changed, but the descriptions can be modified if needed. Only the code displays on UB claims.

    The Type of Facility code table includes the following:

    Type of FacilityDescription
    5Christian Science (Ext Care)
    4Christian Science (Hospital)
    7Clinic
    3Home Health
    1Hospital
    6Intermediate Care
    2Skilled Nursing
    8Special Facility
  4. Select the Bill Classification code to be used as the default on all UB claims for the practice, in the UB Claims Form section. The code selected is the second digit of the three-digit Type of Bill code that displays in Field Locator 4 on UB claims.

    Bill Classification codes are maintained in Code Tables in the File Maintenance. The codes cannot be changed, but the descriptions can be modified if needed. Only the code displays on UB claims.

    The Bill Classification code table includes the following:

    Bill Classification CodeDescription
    6Community Mental Health Center
    5Comp Outpatient Rehab Facility
    3Free Standing
    9Other
    4Outpatient Rehab Facility
    2Renal Dialysis Center
    7Reserved
    1Rural Health
    8Swing Bed
  5. In the UB Claims Form section on the right, enter a numeric value in Frequency of Bill to be used as the default on all UB claims for the practice. The code entered here is the third digit of the three-digit Type of Bill code that displays in Field Locator 4 on UB claims.

    Commonly used Frequency of Bill codes include the following:

    Frequency of BillDescription
    1Admit through Discharge claim first
    2Interim claim
    3Interim continuing claim
    4Interim last claim
  6. In the UB Claim Form section on the right, select the Source of Admission code to be used as the default on all UB claims for the practice.
    Source of Admission codes are maintained in Code Tables in File Maintenance. The codes cannot be changed, but the descriptions can be modified if needed. Only the code displays on UB claims.
    The Source of Admission code table includes the following:
    Source of AdmissionDescription
    2Clinic Referral
    8Court/Law Enforcement
    7Emergency Room
    3HMO Referral
    9Information Not Available
    1Physician Referral
    6Transfer from Another Facility
    4Transfer from Hospital
    ATransfer from RPCH
    5Transfer from SNF
  7. To save changes and close the window, select OK.