Institutional Billing - UB-04
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UB-04 Second Review / Appeal Reasons

Last update
January 27, 2026

Utilize Second Review / Appeal Reasons to make submitting appeals a snap.

Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider

This will navigate directly to the Billing Provider Settings.

Step 2. Expand the ‘Processed Bill Settings’ section

Step 3. Click ‘Second Review Reasons’

Step 4. To add a new ‘Second Review Reason’, click the ‘Add Second Review Reason’ button

Step 5. Enter the ‘Description’ and ‘Text’ for the ‘Second Review Reason’, then click the ‘Add’ button

Create an easily identifiable Description of the Second Review Reason.  A good Description might identify the Procedure Code or Denial Reason the Second Review Reason can be used for.  

In the Text field, enter the language you want to appear on your Second Review.  

Step 6. To edit a ‘Second Review Reason’, click the ‘Edit’ icon

Step 7. To delete a ‘Second Review Reason’, click the ‘Trash can’ icon

There -- consistent language across your second reviews. Done!

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