The UB04 Charge Entry
UB04 Charge Entry screen manages the entry and editing of UB04 charges. Some key points related to UB04 Charge Entry are:
1. UB04 charge entry is used for institutional claims only.
2. There is no mapping between procedure codes and diagnosis.
3. Revenue codes are mandatory, whereas procedure codes are not.
4. A print option is available on the UB04 charge entry screen (see Image 1). This feature allows users to print the UB04 claim form directly from the screen, similar to the professional claim’s charge entry screen feature.
A Sample UB04 Charge Entry Screen
All institutional cases and corresponding encounters are displayed on the left. To add a new encounter, click on 
button in the Encounters pane. To edit an encounter, click on encounter on the left. Table 1 describes the important fields in the UB04 charge entry screen. Box numbers in the UB04 charge entry form are given in brackets wherever applicable.
| Field | Description |
| Acct. Date | Accounting Date. Defaults to the current date |
| Rendering Provider | This is a drop-down field listing all the providers. |
| Type of Bill | A 4-digit alphanumeric code has a leading zero. To view the list, double-click in the field. Either select from the list or manually type a 4-digit code.
|
| # | Case number. Only institutional claims are listed in the drop-down. To add a new inst. case, click on  button. To edit a case, click on  button |
| Statement Cover Period(6) | Provide the beginning and ending dates of the period included in this bill |
| Admission Date(12) | Date of Admission |
| HR(13) | Admission Hour |
| TYPE(14) | This is a code indicating the priority of this admission. Double-click to view the code list.
|
| SRC(15) | The code indicating the source of the referral for this admission or visit; SRC is defaulted from the case info |
| DHR(16) | Discharge hours |
| STAT(17) | This code indicates the patient’s status as of the “Through” date of the billing period |
| Condition Codes(18-28) | Describes any of the following conditions or events that apply to this billing period. Double-click to view the list.
|
| Occurrence Code and Date(31-34) | Enters code(s) and associated date(s) defining specific event(s) relating to this billing period. Double-click on the drop-down list to view the occurrence code list |
| Occurrence Span Code and Date(35,36) | The Occurrence Span Code can contain an occurrence code where the “Through” date would not contain an entry. Occurrence and Occurrence Span codes are mutually exclusive. |
| Treatment Auth.Code (63) | Required when authorization or referral number is assigned by the payer and then the services on this claim AND either the services on this claim were preauthorized or a referral is involved. |
| Document Control #(64 a,b) | The control number assigned to the original bill by the health plan or the health plan’s fiscal agent as part of their internal control. When an ERA is posted, the ICN# of the claim will automatically save to the Document Control# (Box 64a) |
| Principal & Other Diagnosis Code (67) | The first box contains the ICD code for the principal diagnosis. Enters the full ICD codes for up to eight additional conditions if they co-existed at the time of admission or developed subsequently, |
| Value Codes & Amount (39-41) | Code(s) and the related dollar or unit amount(s) identify data of a monetary nature that are necessary for the processing of this claim. |
| Admit DX (69) | Admitting diagnosis is the condition identified by the physician at the time of the patient’s admission requiring hospitalization |
| Patient Reason DX (70) | Patient’s Reason for Visit is required for all un-scheduled outpatient visits for outpatient bills. |
| Principal procedure Code and Date
Other Procedure Code and Date(74, 74a, 74b, 74c) |
Principal Procedure code and Date are required on inpatient claims when a procedure was performed. Not used on outpatient claims. Other Procedure codes and Date required on inpatient claims when additional procedures must be reported. Not used on outpatient claims. |
| Rev. Code | The provider enters the appropriate revenue codes to identify specific accommodation and/or ancillary charges. Double-click to view the revenue code list. Select one as appropriate.
|
| HCPCS Code | If the service requires, in addition to the revenue center code, an HCPCS procedure code, provide it here. |
| DOS (From, To) | From and Two Dates of Service |
| M1, M2, M3, M4 | Modifiers |
| Units, UOM, Charges, Total | Units, Unit of Measure, Charge per unit and Total charge |
| Non-covered Charges | The total non-covered charges of the related revenue code are entered here. |
| Paid | Amount paid so far |
| Adj. Amt. | Adjustment Amount (if any) |
| Adj. Reason | Reason for Adjustment |
| Balance | Balance to be paid for the bill |
| Line Status | Select the appropriate value from the drop-down. BILL-TO_PR, BILL_TO_SE, REBILL_TO_PR, CLAIM_REBILLED_TO PR, CLAIM_REBILLED_TO_SE, HOLD, PAID_CLOSE, VOID, etc., are some of the statuses. |
| Attending Provider (76) | The name and identification number of the individual who has overall responsibility for the patient’s medical care and treatment reported in this claim/ encounter. |
| Operating Provider (77) | The name and identification number of the individual with the primary responsibility for performing the surgical procedure(s). |
| Serv.Location | Service Location; defaults to the one provided on the Billing Options page |
| Remarks | Any notes about the bill can be added here |
Note:
1. New lines cannot be added to existing charges with a closed accounting period.
2. If the acct. date of the charge falls in a closed accounting period, the acct. date will no longer be modifiable.
3. The Payer Remark and line Activity tab in the UB04 screen and Charge Master perform similarly. Line Activity showing ERA payment posting will have the payment# link to the ERA.