UB-04 Overview
Medicare Part A Provider Outreach and Education
June 2007
IMPORTANT The information contained in this presentation was current as of June 2007 and can be found in Change Request (CR) 5593, Pub. 100-04, Transmittal 1254, dated May 25, 2007, which can be downloaded from: www.cms.hhs.gov/Transmittals/Downloads/R1254CP.pdf
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UB-04 • Uniform bill for institutional providers. • Replaces the UB92. • Mandated May 23, 2007.
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Patient Information
Form Locator 1 Billing Provider Information
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Form Locator 2 Pay-to Name and Address
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Form Locator 3 Patient Control Number/Medical Record Number
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Form Locator 4 Type of Bill (TOB)
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Form Locator 5 Federal Tax Number
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Form Locator 6 Dates of Service
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Form Locator 8 Patient’s Name
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Form Locator 9 Patient’s Address
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Form Locator 10 Patient’s Date of Birth
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Form Locator 11 Patient’s Gender
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Form Locators 12−15 Admission Date, Type and Source
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Admission Type Examples Code
Description
Definition
1
Emergency
The patient requires immediate medical intervention as a result of severe, life-threatening or potentially disabling conditions.
2
Urgent
The patient requires immediate attention for the care and treatment of a physical or mental disorder.
3
Elective
The patient’s condition permits adequate time to schedule the services.
4
Newborn
Use of this code necessitates the use of special source of admission codes (Form Locator 15).
5
Trauma
Visit to a trauma center/hospital as licensed or designated by the state or local government authority authorized to do so, or as verified by the American College of Surgeons and involving a trauma activation. (Use revenue code 068X to capture trauma activation charges.)
9
Information not available
Information not available.
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Admission Source Examples Code
Description
1
Physician referral
2
Clinic referral
3
HMO referral
4
Transfer from a hospital
5
Transfer from a Skilled Nursing Facility (SNF)
6
Transfer from another health care facility
7
Emergency room
8
Court/law enforcement
9
Information not available
A
Transfer from a Critical Access Hospital (CAH)
B
Transfer from another home health agency
C
Readmission to same home health agency
D
Transfer from hospital inpatient in the same facility resulting in a separate claim to the payer
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Form Locators 16−17 Discharge Hour and Discharge Status
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Discharge Status Code Examples Code
Description
01
Discharged to home or self-care (routine discharge)
02
Discharged/transferred to a short-term general hospital for inpatient care
03
Discharged/transferred to an SNF with Medicare certification in anticipation of covered skilled care
05
Discharged/transferred to another type of health care institution not defined elsewhere in this code list
06
Discharged/transferred to home under care of an organized home health service organization in anticipation of covered skilled care
07
Left against medical advice or discontinued care
20
Expired
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Form Locators 18−28 Condition Codes
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Condition Code Examples Code 02 07 08 20 21
Description Condition is employment-related Treatment of non-terminal condition for hospice Beneficiary would not provide information concerning other coverage Beneficiary requested billing Billing for denial notice
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Form Locator 29 Accident State
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Form Locators 31−34 Occurrence Codes and Dates
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Occurrence Code Examples Code 01 04 11 18 24
Description Auto accident Accident employment-related Onset of illness Date of retirement for patient/beneficiary Date insurance denied
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Form Locators 35−36 Occurrence Span Codes and Dates
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Occurrence Span Code Examples Code 74 76 77
Description Leave of absence Patient liability Provider liability
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Form Locator 38 Responsible Party’s Name and Address
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Form Locators 39−41 Value Codes and Amounts
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Value Code Examples Code 12 37 50 53 80 81 82 83
Description Working aged Pints of blood furnished Physical therapy visits Cardiac rehabilitation visits Covered days Non-covered days Coinsurance days Lifetime reserve days Slide 29
Billing Information
Form Locator 42 Revenue Codes
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Form Locator 43 Revenue Code Description
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Form Locator 44 HCPCS Codes, Rates, HIPPS codes and Modifiers
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Form Locator 45 Service Dates
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Form Locator 46 Service Units
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Form Locator 47 Total Charges
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Form Locator 48 Non-Covered Charges
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Line 23
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Payer Information
Form Locator 50 Payer Name
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Form Locator 51 Health Plan Identification Number
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Form Locators 52−53 Release of Information and Assignment of Benefits
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Form Locator 54 Prior Payments
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Form Locator 55 Estimated Amount Due
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Form Locators 56−57 National Provider Identifier (NPI) and Other Provider Identifier
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Form Locator 58 Insured’s Name
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Form Locator 59 Patient’s Relationship to the Insured
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Patient’s Relationship Code Examples Code Description 01 Spouse 18 Patient is insured 19 43
Natural child/insured financial responsibility Natural child/insured does not have financial responsibility 22 Handicapped dependent 29/53 Life partner 32 Mother 33 Father Slide 48
Form Locator 60 Insured’s Unique Identifier
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Form Locator 61 Insured’s Group Name
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Form Locator 62 Insured’s Group Number
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Form Locator 63 Treatment Authorization Codes
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Form Locator 64 Document Control Number (DCN)
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Form Locator 65 Employer’s Name
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Diagnosis Information
Form Locator 66 Diagnosis and Procedure Code Qualifier
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Form Locator 67 Principal Diagnosis Code and Present on Admission (POA) Indicator
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POA Indicator Indicator
Description
Y
Yes
N
No
W
Clinically undetermined
U
No information in the record
Unreported or not used Exempt from POA reporting
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Form Locator 67A−Q Other Diagnosis Codes and POA Indicator
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Form Locator 69 Admitting Diagnosis Code
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Form Locator 70 Patient’s Reason for Visit
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Form Locator 71 Prospective Payment System (PPS) Code
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Form Locator 72 External Cause of Injury (ECI) Code
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Form Locator 74 Principal and Other Procedure Codes and Dates
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Form Locator 76 Attending Provider’s Name and Identifiers
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Secondary Identifier Qualifiers Qualifier 0B
Description State license number
1G
Provider’s UPIN number
G2
Provider’s commercial number
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Form Locator 77 Operating Physician’s Name and Identifiers
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Form Locators 78-79 Other Providers’ Names and Identifiers
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Provider Type Qualifier Codes Qualifier DN
Description Referring provider
ZZ
Other operating physician
82
Rendering provider
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Form Locator 80 Remarks
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Form Locator 81 Healthcare Provider Taxonomy Code (HPTC)
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HPTC The Healthcare Provider Taxonomy Code (HPTC) list is available at: www.wpc-edi.com/codes/taxonomy
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UB-04 Overview Thank you for attending.
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