UB-04 SOFTWARE HCFA-1500 Fill and Print eDirect Software User Manual

June 3, 2024
UB-04 SOFTWARE

UB-04 SOFTWARE HCFA-1500 Fill and Print eDirect Software

Welcome!
Please enjoy our software.
If you have any questions, comments, problems, solutions, compliments, or issues,

please contact us!
UB04software.com Customer Service E: Support@UB04software.com P: 866.829.2763 | F: 866.795.4975 W: www.UB04software.com

Replaces

  • Blank Form with Prefills
    Create a brand-new, blank form that includes your Prefills

  • Blank Form
    Create a brand-new, blank form.

  • Form for Patient (+ Page)
    Create a new page for the Current Patient Removes data in Box 24A – J

  • Save

    • Save your current form.
    • Adjust this button’s function in Options > Load/Save
  • Load

    • Load a form.
    • Adjust this button’s function in Options > Load/Save
  • Open From File with Prefills

    • Load claims from a file (e.g. .npi, .hcfa1500) with Prefills
    • Select multiple claims! (CTRL+Click or SHIFT+Click)
  • Open From File

    • Load claims from an external file (e.g. .npi, hcfa1500).
    • Select multiple claims! (CTRL+Click or SHIFT+Click)
  • Open From Database

    • Load claims from the internal Claim Form Database (see below).
  • Save To File (Save As)
    Save claims to an external file (*.hcfa1500), anywhere.

  • Save To Database
    Save claims to the internal Claim Form Database (see below).

Claim Form Database – Open using Data > Open From Database

  • Tabs
    Claims: Main storage. Your claims.

    • Archive: Alternate claim storage. Optional.
    • Templates: Template files. Create by leaving Patient Name blank.
  • Search bar – Bottom-right corner. Explore in real-time.

  • Choose a claim to open and press Load.

  • Print Now!

    • Always prints the data. Will print the form based Print Mode.
    • Can print Text Only or Text & Form (color, b&w).
  • Batch Print
    Print multiple pages at one time.

  • Print Mode

    • Choose between Text Only or Text & Form.
    • Text & Form prints in color or black & white.
  • Print Font
    Adjust the printed font. Bold option.

  • General Alignment

    • Adjust the print alignment in large chunks.
    • Up-Down is vertical movement; Left-Right is horizontal movement.
    • Set Profiles for multiple alignment setups.
  • Advanced Alignment
    oAdjust print alignment field-by-field.

  • Prefills

    • Fill out data to be saved and applied to future claims. Time-saver.
    • Setup multiple “Profiles” from the dropdown.
    • Rename by right-clicking.
    • oSave & Apply: Save entry and apply to current form.
    • Save: Save data entries and any changes in Form Prefills.
  • To move/backup all your HCFA claims from the internal HCFA software database, please carefully follow the instructions below:

    • On the HCFA 1500 ToolBar, select OPTIONS>Backup/Restore Database. The screen below will appear. image.png
    • Click CHOOSE FILE and name the file something you will remember. Please note it ends in the suffix XXXXX.zHCFA.
    • Click BACKUP. You have now backed all your claim files up to the drive you just selected.
    • When the HCFA software is reinstalled on the new computer, go to the HCFA 1500 ToolBar, select OPTIONS>Backup/Restore Database.
    • Click CHOOSE FILE and select the backup file you made ending in the suffix XXXXX.zHCFA.
    • Click Restore.
    • You will need to sign out of the HCFA software and log back in.
    • All your old HCFA claim files are now available in the Internal database on the new computer.
  • Options

    • User Interface:
    • Capitalize All Entries: Auto-capitalize data entry.
    • AutoCopy data in 24A – J: Copies data vertically (down). AutoFill.
    • Disable AutoAddition in Box 28 (Total Charges).
    • Disable AutoFill from Box 6 (Self):
    • Turns off Patient-to-Insured data copying.
    • Display Text Color: Change the color of the form’s text.
    • Load/Save:
    • Overwrite when Load From File:
    • When loading multiple files at once, overwrite if file exists.
    • Save/Load To/From File Toolbar Function:
    • Toggles the Load/Save toolbar icons to:
      • Load/Save internally to the database (default).
    • Load/Save externally to a file.
    • Load File Location: Default “Load From File” location.
    • Save File Location: Default “Save To File” location.
  • Print:

    • Display Print Mode before Print.
    • Remove Print Commas (Box 2 & 4): Disables comma output.
    • Date Output: Adjust the date print output separation character.
    • Date-Year Format: Print years of date fields in CCYY or YY format.
    • Apply to Box 3 & 11a: Check to enable
  • Claims*

    • Create eFile: Generates a *.ehcfa Print Image file.
    • Valid ‘Print Image’ eFile (electronic) output.
    • Can open as *.txt – with Notepad.
    • *Only visible in eDirect edition
  • How do I create eClaims?

    • Click the eClaims button.
    • Click the eFile Creator option.
    • “Move” the relevant claims–the ones you wish to submit–to theright-hand list using the arrow buttons.
    • Click Create eFile.
    • Choose a processor. More information here.
    • Save the file to an easy-to-reach location (e.g. Desktop).
    • Login to your processor & upload only the *.ehcfa file.
    • Any other type of file will not work.
    • ~
    • How-To Demo: UB04software.com/how-to/eClaims
  • Help
    Opens HCFA-1500 Instructions – NUCC Manual.

  • Retrieve Registration

    • Enter one piece of information & click Retrieve Registration.
    • Clear Database to remove all internally saved claim data.
    • Deactivate to preserve the user license.
  • Check for Update
    Scours the interwebs for a software update.

  • Website
    Opens your favorite website, UB04software.com.

  • About

    • Shows version number, build date, and edition name.
    • Always great information to send your Support Agent!
  • Status Bar

    • Current Patient’s Name. Double-click to Load Form.
    • Status: Opened claim’s status. Double-click to Save Form.
    • Status: Saved – Claim successfully saved.
    • Status: Changed! – Claim changed. Save to avoid data loss.
    • Status: Loaded – Claim successfully loaded.
    • Progress Bar: Tells you when the program is busy
    • Field Options
    • Help boxes – Hover to display the NUCC standard for that field.
    • Dropdown boxes – Click and choose.
    • Calendar boxes – Click to view calendar widget.

Common Issues

  • How do I create eClaims?

    • Click the eClaims button & select eFile Creator.
    • “Move” the relevant claims-to the right-hand list.
    • Click Create eFile. Choose a processor. More information here.
    • Save the file to an easy-to-reach location (e.g. Desktop).
    • Login to your processor & upload only the *.ehcfa file.
    • How-To Demo: UB04software.com/how-to/eClaims
  • Where is Importation (Excel/CSV)?

    • Importation (How To):

    • Data > Import From > MS Excel > 02-12 HCFA
      To obtain “our format,” view the Template instructions below.

    • You can also import with Prefills:

      • Set these ahead of time by clicking Prefills.
      • Data > Import From > MS Excel with Prefills > 02-12 HCFA
    • Creating an Importation Template:

    • To create a template:

    • Data > Export To > MS Excel > Create Template (button)

    • Using Importation Template:

    • You can enter your data into this Excel spreadsheet, with each rowrepresenting a new claim form (to be created).

    • Please note that you do not have to fill out every field in this template.

    • Whatever is left blank will be imported blank.

    • Upon importing the data, you will be prompted for a save location.

    • We recommend creating a new folder, as you can easily create hundreds of claims at one time.

    • After importation, the claim files will be editable in the software

  • Why does the form look jumbled and disjointed?

    • Choose the “Smaller – 100%” text magnification in Windows.
    • Walkthrough: Windows.Microsoft.com/en-us/Windows7/Display-Magnification
  • How do I change the blue color of form’s text?
    Options > Display Color Text. Have fun!

  • Where is AutoFill? I loved that feature!
    Options > AutoCopy data in 24A – J

  • Will this work with [Insurance Company XYZ]?

    • It should, our software is based off of the NUCC standards.
    • They are the folks that make the form.
  • Does this work on Mac OS X?

    • Yes, using CrossOver by Codeweavers.
    • It creates a sub-section of folders to run this program.
    • First, go here: Codeweavers.com/UB04software.com
    •  Install CrossOver.
    • Install UB04software.com’s product (using the CrossTie).
    • ~
    • How-To Video: YouTube.com/CrossOver-UB04software.com
    • ~
    • Coupon Codes for 25% off CrossOver: via_HCFA-1500
    • Users also report success with Parallels & VMware Fusion.

References

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