Reopening and Closing UB-04 Claims on Hold

This topic tells you how to reopen and then close UB-04 claims on hold, including how to

  1. Open the UB-04 Claims window. For more information on opening this window, see Opening the UB-04 Claims Window.
  2. Select a third-party receiver from the Receiver drop-down menu, as needed.
  3. Click the Hold Claims icon.
  4. Locate the insurance carrier for which the claim is on hold and click the + (plus) sign to view the claims being held.
  5. Complete one of the following actions, depending on your situation:
    • If you are reopening all claims that are on hold, left-click and then right-click on the Hold Claims icon and select Open All.
    • If you are releasing one claim that is on hold, left-click and then right-click on the claim and select Open Claim.

      Press and hold the Ctrl or Shift key to select multiple patient insurance claims.

    The UB-04 claim(s) can be selected again the next time you select UB-04 claims for processing. For more information on selecting UB-04 insurance claims, see Selecting UB-04 Claims.

  1. Open the UB04 Claims window. For more information on opening this window, see Opening the UB-04 Claims Window.
  2. Select a third-party receiver from the Receiver drop-down menu, as needed.
  3. Click the Hold Claims icon.
  4. Reopen the UB-04 claims on hold. For more information on reopening UB-04 claims on hold, see To reopen UB-04 claims on hold
  5. Select a third-party receiver from the Receiver drop-down menu.
  6. Click the Claims icon.
  7. Select the claims you reopened. For more information on selecting UB-04 claims, see Selecting UB-04 Claims.
  8. Left-click and then right-click on the UB-04 claim and select Close UB04.

    Press and hold the Ctrl or Shift key to select multiple patient insurance claims.

    The UB-04 insurance claim(s) are removed from the UB-04 claims window. To view or print a closed claim, open the UB-04 form from the Fee Slip window or the Insurance tab on the Patient Demographic window. For information on opening the UB-04 form from the Patient Demographic window, see Recording Patient Information. For more information on opening the UB-04 form from the Fee Slip window, see Viewing & Printing Claim Forms.

    You cannot edit and refresh closed UB-04 claims that you opened through the Insurance tab on the Patient Demographic window or Fee Slip window. To edit and refresh closed UB-04 claims, reopen the claims from the Billing History. For information on using the Billing History, see Using the UB-04 Billing History.