Viewing & Printing Claim Forms

1. Create or open a fee slip. For more information on creating and opening fee slips, go to Creating and Opening Fee Slips.
2. Record product and service information on the fee slip. For more information on recording product and service information, go to Recording Information on Fee Slips.
3. Click Claims.

   The UB-04 or CMS 1500 form opens.

   OfficeMate can create two different claim forms: the UB-04 for surgical procedures and the CMS 1500 for nonsurgical products and services. When you click Claims, the claim form opens:
   
   * If there is a surgical procedure, as set in your procedure customization, the UB-04 form opens.
   
   * If there are only nonsurgical products and services, or if the insurance carrier is not set to accept UB-04 forms, the CMS 1500 opens.
   
   * If there are surgical procedures and nonsurgical products and services recorded on the fee slip, the UB-04 displays first, and the CMS 1500 displays when you close the UB-04.
4. If you want to add, edit, or delete information on the form, type text into the text boxes. For more information on modifying the CMS 1500 form, go to Recording Additional Information on the CMS 1500 Form and ANSI File.
5. If you want to update the form with new information that you recently entered into OfficeMate, click Refresh.
   If you typed text into text boxes on the form, the information that you entered will be deleted when you click Refresh.
6. Click Print to print the form.
   To adjust the margins on the CMS 1500 form, go to Adjusting CMS 1500 Form Margins.
   
   Print CMS 1500 forms using Single Laser Sheet Claim Forms. You can purchase CMS 1500 forms from Dependable Business Products at 1.800.747.7210.
7. Click OK to close the UB-04 or CMS 1500 form.