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 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 Payer Master File

When you set up a practice location as an enhanced UB user, the application generates a UB claim for the payer after billing. In File Maintenance, select Master Files - System > Payers. Select the applicable payer from the list and then select the UB tab of the Practice tab. In the Modify Payer Information window, select the location in the Location field if your practice has multiple locations. Note: The location that you select must be the same location as shown on the encounter. Enter the number provided by the payer in the Field Locator 51 field. Select the rendering providers in the Rendering Provider field. Enter data in other fields, as applicable for the payer. Select OK. Parent topic: Setting Up UB Claim Forms

Help Guide for NextGen® Enterprise PM 8

Setting Up Practice Preferences for UB Claims

To set up a payer for UB claims, two fields must be set up in Practice Preferences > Claims in the UB Claim > Form section: Type of Facility Bill Classification When the above fields are populated, a UB tab displays in the following areas on the Modify Payer Information window: System > Claims > Provider Secondary References > UB Claims Practice > Claims > UB Claims Practice > Secondary References > UB Claims Practice > UB Parent topic: UB Claims Parent topic: Setting Up Encounters for UB Claims

Help Guide for NextGen® Enterprise PM 8

Setting Up Practice Preferences for UB Claims

To set up a payer for UB claims, two fields must be set up in Practice Preferences > Claims in the UB Claim > Form section: Type of Facility Bill Classification When the above fields are populated, a UB tab displays in the following areas on the Modify Payer Information window: System > Claims > Provider Secondary References > UB Claims Practice > Claims > UB Claims Practice > Secondary References > UB Claims Practice > UB Parent topic: Setting Up Encounters for UB Claims Parent topic: UB Claims

Help Guide for NextGen® Enterprise PM 8

Setting Up a Payer for UB Claims

After you set up Practice Preferences, the following UB tabs display on the Modify Payer Information window of the Payers master file: On the System > Claims sub-tab, UB Claims tab displays in the Provider Secondary References section and the Provider Paper Qualifiers section. On Practice > Claims sub-tab, the UB Claims tab displays. On Practice > Secondary References sub-tab, the UB Claims tab displays. System Tab/Claims Tab/UB Claims Tab UB Claims Tab on Claims Tab UB Claims Tab on Secondary References Tab Practice tab on UB Tab Parent topic: UB Claims

Setting Up UB Claim Forms

Recommendations

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

Setting Up Practice Preferences for UB Claims

Setting Up Practice Preferences for UB Claims

Setting Up a Payer for UB Claims

Setting Up UB Claim Forms

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

Setting Up Practice Preferences for UB Claims

Setting Up Practice Preferences for UB Claims

Setting Up a Payer for UB Claims