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  1. Click ‘Get Form’ to open the UB-04 form in our platform's editor.
  2. Begin by filling out the provider information in Form Locator (FL) 1, including the provider name, address, and contact details.
  3. In FL 4, enter the Type of Bill code that corresponds to the services being billed. This code is crucial for categorizing the claim correctly.
  4. Complete FLs 8 through 10 with patient details such as name, address, birthdate, and sex. Ensure accuracy as this information is vital for processing.
  5. Fill in FLs 39 to 41 with any applicable value codes and amounts related to covered and non-covered charges.
  6. Review all entries for accuracy before saving your work. Use our platform’s features to highlight any sections that may need further attention.

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When CMS allows a paper claim, the Form CMS-1450, also known as the UB-04, is the standard claim form to bill Medicare Administrative Contractors (MACs). CMS allows providers to submit a paper claim if they meet the Administrative Simplification Compliance Act (ASCA) exceptions.
UB-04 is required for billing Medicare Part A and Medicaid institutional claims. This distinction aligns with how insurance programs categorize provider types and the nature of medical services delivered. CMS-1500 should be used when the service is provided in an outpatient setting by a licensed individual provider.
Though many insurers accept both forms, CMS-1500 is used primarily for billing Medicare Part B and other insurance programs that cover outpatient care. UB-04 is required for billing Medicare Part A and Medicaid institutional claims.

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The UB-04 claim form is used to submit claims for outpatient services by institutional facilities (for example, outpatient departments, Rural Health Clinics and chronic dialysis centers).
The UB-04 claim form, also known as the CMS-1450 form, is approved by the Centers for Medicare Medicaid Services (CMS) and the National Uniform Billing Committee for facility and ancillary paper billing.
UB-04 Form Locator code lookup FL 4 - Type of Bill. FL 14 - Priority (Type) of Admission/Visit. FL 15 - Point of Origin for Admission or Visit. FL 17 - Patient Status. FL 18-28 - Condition Codes. FL 31-34 - Occurrence Codes. FL 35-36 - Occurrence Span Codes. FL 39-41 - Value Codes.
The Form CMS-1500 is the standard paper claim form to bill Medicare Fee-For-Service (FFS) Contractors when a paper claim is allowed. In addition to billing Medicare, the 837P and Form CMS-1500 may be suitable for billing various government and some private insurers.
For example, if a surgeon performs a procedure in a facility such as a hospital or ASC, a CMS-1500 will be submitted for the surgeons services only, while a separate UB-04 form will be submitted for the use of the facility. Both forms will be needed to fully bill out for a procedure.

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