Institutional Billing - UB-04
View Other Articles

UB-04 Documents

Last update
February 20, 2024

Documents makes it easy to add Supporting Documents to a Bill.

The Documents section stores common supporting documents like W-9s, testing standards, or IBR decisions for easy copying to a Bill. For more information about searching for IBR Decisions, see the Help Article: IBR Decisions Page Explained.

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 ‘Documents’ card

Step 4. Click the ‘Add Document’ button

Step 5. Enter the ‘Document Description’ and upload the document

Create a naming convention which allows easy identification of the Documents stored in your library.

The default Report Type is OZ-Support Data for Bill. In the Report Type drop-down list, select the most accurate Report Type.

Step 6. Click the ‘Add’ button

Step 7. To delete a document from the ‘Supporting Document Library’, click its ‘File Name’, then click the ‘Delete’ button

No more hunting for documents!

How did you like the article ?