UB04 Forms Vs. The CMS 1500 Forms - When to Use Each
Many people are unsure whether to file their medical insurance claims on CMS 1500 or UB04 forms. Most
medical providers should be using the CMS 1500 form.
UB04 forms are used for facility billing - such as hospitals, outpatient clinics, drug rehabilitation, and ambulatory surgical
centers. Even though UB04s are used for these providers, some insurance companies accept claims billed on CMS forms. The best way
to know for sure if you are in doubt is to call the individual insurance carriers and ask. Explain what type of facility you are
and ask if they prefer that you bill your claims on the UB04 or the CMS form.
Sending Insurance Adjustment forms
Here's a time saver for you.
Insurance adjustment forms are sometimes required to resubmit an insurance claim to an insurance company. Each company may have a
preprinted form that they wish you to complete. The adjustment form is then completed and attached to the front of the claim
It is necessary to use an adjustment form when you wish to correct information on the claim such as dx. code, cpt code, date of
service, referral number and for lots of other reasons. Many times if an incorrect claim is corrected and resubmitted to an
insurance company without an adjustment form, the claim will be denied as a duplicate.
We also made up our own generic form for any company that doesn't require an adjustment form. We do this because it gives the
claims processor all the necessary information right there with the claim to reprocess the claim and reduces the chances of the
claim being denied for being a duplicate
To save time in filing out these adjustment forms, fill in all the information you can, excluding any patient or claim
information. For example, complete the portions relating to your office including, NPI number, tax id or legacy number,
provider's name, phone number, contact person, etc. Photocopy this partially completed form and use it for your template for
completing adjustment forms. You will now need to add only the patient and claim information. It will save you a lot of time in
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