Add or Remove Claim Form Service Names

  • Updated

The service name is the name that describes the revenue code from Box 42. Traditionally, this information will be generated within the claim form by the clearing house. However, this rule will instruct the system to use (or omit) the Claim Form Service Name located in the service billing profile

Workflow

Let's review how to create a claim rule to include the service name in box 43 of an institutional claim!

      1. Navigate to Management Center > Claim Rules.

      2. Click Create Claim Form  Rule.
      3. Select the Practice.
      4. Next, give the rule a name.
      5. Update the Claim Type to Institutional.
      6. Select Conditions to create criteria a claim should meet before the rule will apply.
      7. Next, click on the Behaviors dropdown.
      8. Select Claim Form Service Names.

      9. Next, click Add.
      10. Update the dropdown to one of the following choices:
        1. Omit to create the claim without the Service Name when present.
        2. Require and Write to Claim to always require the claim form service name. 
        3. Write to Claim if Present to only include the claim form service name when that information is included in the billing profile. 
      11. To create multiple behaviors, repeat steps 7-10.
      12. Click Save to complete the process.
         

Box Number(s)

  • UB-04: Box 43 - Revenue Code Description field
  • CMS-1500: N/A

Helpful Hints

  • If one of your conditions is payer-based, select Current Sequence Behavioral instead of the Primary Behavioral Payer. This will ensure the rule applies to secondary and tertiary claims when needed. 
  • To read more about how to set claim rule conditions and order, see the Claim Rule: Setting Claim Rule Conditions article.
  • To read more about how to set up a claim rule to be effective as of a certain date, see the Scheduled Change Sets article. 

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