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

: June 3, 2024
: UB-04 SOFTWARE

Table of Contents

UB-04 SOFTWARE HCFA-1500 Fill and Print eDirect Software
Common Issues
References
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Download This Manual (PDF format)

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: [email protected] 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.
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- 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.