Institutional Billing (UB-04)
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UB-04 Custom Settings - Explained

Last update
February 20, 2024

Manage Billing Providers is where it’s at: the driver’s seat.

From Manage Billing Providers, Organization Admins control all account setup and preferences from one place, including Providers, Billed Charges, and more!  

Manage Billing Providers is split into two tabs: Required Billing Information and Custom Settings. For information on the Required tab, see the Help Article: UB-04 Settings Required Billing Information - Explained. Read on for information about the Custom Settings tab.

Here’s how it works.

A. To edit ‘Task Assignments’, click the ‘Task Preferences’ card

B. To add or edit ‘Supporting Documents’, click the ‘Documents’ card

C. To add or edit ‘Bill Write Off Reasons’, click the ‘Bill Write Off Reasons’ card

D. To add or edit ‘Second Review Reasons’, click the ‘Second Review Reasons’ card

E. To add or edit ‘Remarks Reasons’, click the ‘Remarks Reasons’ card

F. To add or edit ‘Billing Templates’, click the ‘Billing Templates’ card

G. To add or edit ‘Referring Providers’, click the ‘Referring Providers’ card

H. To add or edit ‘Expected Reimbursements’, click the ‘Expected Reimbursements’ card

I. To add or edit ‘RFA Templates’, click the ‘RFA Templates’ card

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

Custom Settings allows Organization Admins to customize their Billing Providers with Bill Task Preferences, Documents, Bill Write Off Reasons, Second Review Reasons, Billing Templates, Referring/Ordering Providers, Expected Reimbursements, and Automatic Bill Close.

A. To edit ‘Task Preferences’, click the ‘Task Preferences’ card

For help changing Task Preferences see the Help Article: UB-04 Task Preferences.

B. To add or edit Supporting Documents, click the ‘Documents’ card

For help adding to Documents see the Help Article: UB-04 Documents.

C. To add or edit ‘Bill Write Off Reasons’, click the ‘Bill Write Off Reasons’ card

For help adding Bill Write Off Reasons see the Help Article: UB-04 Bill Write Off Reasons.

D. To add or edit ‘Second Review Reasons’, click the ‘Second Review Reasons’ card

For help adding Second Review Reasons see the Help Article: UB-04 Second Review Reasons.

E. To add or edit ‘Billing Templates’, click the ‘Billing Templates’ card

For help adding Billing Templates see the Help Article: UB-04 Billing Templates.

F. To add or edit ‘Referring Providers’, click the ‘Referring Providers’ card

For help with Referring Providers see the Help Article: UB-04 Referring Provider.

G. To add or edit ‘Expected Reimbursements’, click the ‘Expected Reimbursements’ card

For help adding Expected Reimbursements see the Help Article: UB-04 Expected Reimbursements.

H. To set up Automatic Bill Close, click the ‘Bill Close: Automatic’ card

For help setting up Automatic Bill Close, see the Help Article: Bill Close: Automatic

You’re all set!

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