Claim Form Rule: Adding Remarks

  • Updated

What claim change is needed?

To add additional details or information on the UB-04 claim to help the payer interpret what action was completed during the patients' encounter.

Box Number

UB-04: Box 80


  1. Navigate to Management Center > Claim Rules
  2. Click "Create Claim Form Rule".
  3. Select the Practice.
  4. Name the claim rule.
  5. Set Claim Type to Institutional.
  6. Set conditions for the claim rule to be met.
    Typically, this is a payer requirement so you'll select the appropriate payer type (i.e. Primary Behavioral Payer).
  7. Select the Available Behavior: Remarks.
  8. Then click Add.
  9. Choose which option fits the behavior: if the payer requires additional remarks, select the option: Require and write to Claim; if the remarks are available, but not a requirement, then write the remarks to the claim.  
  10. At the bottom of the window, click the Create button.

Related Articles

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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