Selecting UB-04 Claims

This topic tells you how to select claims that you have not already processed.

1. Open the UB04 Claims window. For more information on opening this window, go to Opening the UB-04 Claims Window.
2. Select a third-party receiver from the Receiver drop-down menu, as needed.
3. Click the Claims icon.
4. Left-click and then right-click on the insurance carrier and select Select Claims.

   The Process Warning dialog box opens and warns you that processing claims can take a few minutes or more.

   

5. Click Yes on the Process Warning dialog box to continue selecting insurance claims.

   The UB-04 insurance claims are selected and displayed on the right side of the window.

6. If you want to print a list of open insurance claims, right-click on an insurance carrier, select Print List, and then click Print on the View File Data window.
7. If you want to check for any errors, click the + (plus) sign to the left of the insurance carrier to view the individual claims. The word Yes appears in the Error column if OfficeMate detects an error in a claim.

   

8. If the insurance claims have errors, go to Correcting Errors in UB-04 Claims. If the insurance claims do not have any errors, go to Recording Additional Information on the UB-04 Form, Printing UB-04 Claims, or Exporting UB-04 Claims.