Setting Up UB Claim Forms

Help Guide for NextGen® Enterprise PM 8

File Maintenance Settings Required for Recurring UB Billing

To enable recurring UB billing, you must set up the following items in File Maintenance: Practice Preferences Payer master file Revenue Codes The SIM library Set Up Practice Preferences for Recurring UB Billing Set Up the Payer Master File for Recurring UB Billing Override Practice Preferences with the Payer Master File Set Up Revenue Codes Set Up Revenue Codes for SIMs Parent topic: Recurring UB Billing

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

Recurring UB Billing

Recurring UB billing is a process that enables you to indicate a treatment plan by linking claims using onset date, discharge date, default value code, and occurrence codes. These values are then copied forward from one encounter to the next. Default value and occurrence codes, which are set up in the Revenue Codes master file, automatically post to the encounter during billing if recurring billing is enabled. For the interim and final claims in the series, the onset date, value codes, and occurrence codes can be copied forward from the initial encounter. Recurring billing is used for billing a series of visits for the following therapies: Physical therapy Speech therapy Occupational therapy Note: The application currently works only for the revenue codes that represent the above therapies. File Maintenance Settings Required for Recurring UB Billing Setting Up UB Claim Forms Encounter Settings Required for Recurring UB Billing Parent topic: 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: UB Claims Parent topic: Setting Up Encounters for UB Claims

Setting Up UB Claim Forms

Recommendations

File Maintenance Settings Required for Recurring UB Billing

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

Recurring UB Billing

Setting Up Practice Preferences for UB Claims

File Maintenance Settings Required for Recurring UB Billing

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

Recurring UB Billing

Setting Up Practice Preferences for UB Claims