Institutional Billing - UB-04
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UB-04 Billing Templates

Last update
February 20, 2024

Speed things up! Submit Bills faster with Billing Templates, which automatically populate Bills with predesignated Service Line Item information.

Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider you want to view or edit

This will navigate directly to Billing Settings - Required for that Billing Provider.

Step 2. Click the ‘Custom Settings’ tab

Step 3. Click the ‘Billing Templates’ card

Step 4. To add a new ‘Billing Template’, click the ‘Add Billing Template’ button

Step 5. Enter the ‘Basic Information’ and ‘Service Line Items’ for the ‘Billing Template’, then click the ‘Add’ button

For Name, use a naming convention so that all staff can easily identify Billing Templates from a list.


Step 6. To edit or delete a ‘Billing Template’, click the template’s ‘Name’

When adding a new Billing Template it is automatically marked as Active. To deactivate a Billing Template and prevent it from being selected on new bills, click ‘No’. To delete the Billing Template, click the ‘Delete’ button.

That’s it – welcome to blazing fast billing!

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