How to fill out a UB-04 form: A Step-by-Step Guide

Definition & Meaning of the UB-04 Form

The UB-04 form, officially known as the CMS 1450, is a standardized billing form used by hospitals and healthcare facilities in the United States to submit claims for services rendered to patients. This form is essential for billing Medicare, Medicaid, and private insurance companies. It captures detailed information about the patient’s stay, including diagnosis, treatment, and charges incurred, ensuring that providers receive appropriate reimbursement for their services.

Understanding the UB-04 form is crucial for healthcare providers, as it directly impacts revenue cycle management. The form is structured to include multiple fields that require precise data entry, including patient information, facility details, and itemized billing codes. Accurate completion of the UB-04 is vital to avoid claim denials and ensure timely payments.

How to Fill Out the UB-04 Form

Filling out the UB-04 form requires careful attention to detail. Each section must be completed accurately to reflect the services provided. Here is a step-by-step guide on how to fill out the form:

  • Patient Information: Enter the patient's name, address, and insurance information. Ensure that the name matches the insurance card to prevent processing delays.
  • Facility Information: Provide the name and address of the facility where the services were rendered. Include the National Provider Identifier (NPI) number for the facility.
  • Diagnosis Codes: Use the appropriate ICD-10 codes to describe the patient's diagnosis. Ensure that the codes are current and relevant to the services provided.
  • Revenue Codes: List the revenue codes that correspond to the services rendered. These codes categorize the types of services and help in billing accurately.
  • Charges: Itemize the charges for each service provided. Ensure that the amounts reflect the facility's standard billing practices.
  • Dates of Service: Clearly indicate the dates on which services were provided. This helps in verifying the timeline of treatment.

Examples of Using the UB-04 Form

Using the UB-04 form effectively can vary based on the services rendered. Here are a few examples:

  • Inpatient Hospital Stay: A patient admitted for surgery would have their entire stay documented on the UB-04, including pre-operative assessments, the surgery itself, and post-operative care.
  • Outpatient Services: For outpatient services, such as physical therapy, the UB-04 would list each session separately, with corresponding dates and charges.
  • Emergency Room Visits: An emergency room visit would require specific coding for the type of emergency care provided, including any diagnostic tests performed during the visit.

Key Elements of the UB-04 Form

Several key elements must be included when filling out the UB-04 form to ensure proper processing:

  • Patient Identification: Accurate demographic details are essential for matching the claim with the patient’s insurance.
  • Service Codes: Correctly coding the services provided is critical for reimbursement. This includes both diagnosis and procedure codes.
  • Billing Provider Information: The NPI number and contact information of the billing provider must be included to facilitate communication regarding the claim.

Legal Use of the UB-04 Form

The UB-04 form is legally recognized for the submission of healthcare claims in the U.S. It adheres to guidelines set forth by the Centers for Medicare & Medicaid Services (CMS). Proper use of the form ensures compliance with federal regulations, which is essential for avoiding legal repercussions, such as fines or audits. Healthcare providers must ensure that all information is accurate and truthful, as any discrepancies can lead to allegations of fraud.

State-Specific Rules for the UB-04 Form

While the UB-04 form is standardized at the federal level, individual states may have specific requirements or additional documentation needed for submission. Healthcare providers should check with their state Medicaid office or local payers to ensure compliance with any state-specific rules. For example, some states may require additional forms or specific coding practices that differ from national standards.

Who Typically Uses the UB-04 Form?

The UB-04 form is primarily used by hospitals, skilled nursing facilities, and other healthcare providers that bill for inpatient and outpatient services. It is essential for billing entities that provide comprehensive medical care, including:

  • Acute care hospitals
  • Rehabilitation centers
  • Long-term care facilities

Additionally, billing departments within these facilities are responsible for ensuring that the UB-04 form is completed accurately and submitted in a timely manner to facilitate prompt payment.

How to Obtain the UB-04 Form

The UB-04 form can be obtained through various channels. Healthcare providers can access the form from the CMS website or through authorized distributors. It is available in both paper and electronic formats, allowing for flexibility based on the provider's needs. Many billing software solutions also include the UB-04 form as part of their package, streamlining the process of claim submission.

By signNow's Team
By signNow's Team
December 30, 2025
GO BEYOND ESIGNATURES

Business Cloud

Automate business processes with the ultimate suite of tools that are customizable for any use case.

  • Award-winning eSignature. Approve, deliver, and eSign documents to conduct business anywhere and anytime.
  • End-to-end online PDF editor. Create, edit, and manage PDF documents and forms in the cloud.
  • Online library of 85K+ state-specific legal forms. Find up-to-date legal forms and form packages for any use case in one place.