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Instructions for Completing the UB-04 Claim Form
The UB04 claim form is used to submit claims for inpatient and outpatient services by institutional facilities (for example, outpatient departments, Rural Health Clinics, chronic dialysis and Adult Day Health Care). A UB04 with field descriptions and instructions is included in the link below:
UB-
Field
Location
Required Field?
Description and Requirements
Inpatient Outpatient
1 Required Required Rendering Provider Name and Address - Enter the provider name, address and zip code and telephone number this section. 2 Required Required Pay-To Provider Name and Address - Enter the provider name, address and zip code and telephone number this section. 3a optional optional Patient Control Number - This number is reflected on the Explanation of Benefits for reconciling payments if populated. 3b not required
not required
Medical Record Number - Not required. This number will not be reflected on EOB if populated. 4 Required Required Type of Bill - Enter the appropriate four-character type of bill code as specified in the National Uniform Billing Committee (NUBC) UB-04 Data Specifications Manual. 5 Required Required Federal Tax Number - Enter the Federal Tax ID for the billing facility. (Note: If vendor tax ID # is shared between two or more individual vendors, the provider must submit claims using a SFHP-issued 3-digit suffix addition to the Tax ID number) 6 Required Required Statement Covers Period - Enter the “From” and “Through” dates of services covered on the claim if claim is for inpatient services. 7 not required
not required
Future Use
8a not required
not required
Patient Name - Enter patient’s name in 8b
Field
Location
Required Field?
Description and Requirements
Inpatient Outpatient
8b Required Required Patient Name - Enter patient’s last name, first name and middle initial if known. When submitting claim for a newborn using the mother’s ID, enter the infant’s name in box 8b. If the infant is unnamed, write the mother’s last name followed by “baby boy” or “baby girl”. If billing for multiple births, use “twin A”, “twin B”, etc. on separate claim forms. 9 not required
not required
Patient Address
10 Required Required Patient Birthdate - Enter the patient’s date of birth in an eight digit format, Month, Date, Year (MMDDYYYY) format. 11 Required Required Patient Sex - Use the capital letter “M” for male, or “F” for female. 12 Required Required Admission Date - Enter in a six-digit format (MMDDYY), enter the date of hospital admission. 13 Required Required Admission Hour - Enter hour of patient's admission. 14 Required Required Admission/Visit Type - Enter the numeric code indicating the necessity for admission to the hospital. 1 - Emergency 2 - Elective 15 If Applicable
If Applicable
Admission Source - If the patient was transferred from another facility, enter the numeric code indicating the source of transfer. 1 - Non-Healthcare Facility Point of Origin 2 – Clinic 4 - Transfer from a Hospital (Different Facility) 5 - Transfer from a Skilled Nursing Facility (SNF) or Intermediate Care Facility (ICF) 6 - Transfer from Another Healthcare Facility 7 - Emergency Room 8 - Court/Law Enforcement 9 - Information Not Available B - Transfer from Another Healthcare Facility C - Readmission to the same Home Health Agency D - Transfer from one distinct unit of the hospital to another distinct unit of the same hospital resulting in a separate claim to the payer E - Transfer from Ambulatory Surgery Center F - Transfer from Hospice and is under a hospice plan of care or enrolled in a hospice program 16 Required n/a Discharge Hour - Enter the discharge hour. For
Field
Location
Required Field?
Description and Requirements
Inpatient Outpatient
44 Required Required HCPCS/Rates - Enter the applicable HCPCS codes and modifiers. For outpatient billing do not bill a combination of HCPCS and Revenue codes on the same claim form. When billing for professional services, use CMS 1500 form. 45 Required Required Service Date - Enter the service date in MMDDYY format for outpatient billing. 46 Required Required Units of Service -Enter the actual number of times a single procedure or item was performed or provided for the date of service. 47 Required Required Total Charges (By Rev. Code) 48 not required
not required
Non-Covered Charges
49 n/a n/a Future Use 50 Required Required Payer Identification (Name) - Enter “San Francisco Health Plan” and the corresponding medical group that the member belongs to. 51 not required
not required
Health Plan ID
52 not required
not required
Release of Info Certification
53 not required
not required
Assignment of Benefit Certification
54 If Applicable
If Applicable
Prior Payments - Enter any prior payments received from Other Coverage in full dollar amount. 55 not required
not required
Estimated Amount Due
56 Required Required NPI - Enter NPI number 57 not required
not required
Other Provider IDs
58 If Applicable
If Applicable
Insured's Name -Enter the mother’s name if billing for an infant using the mother’s ID. If any other circumstance, leave blank. 59 If Applicable
If Applicable
Patient's Relation to Insured -Enter “03” (child) if billing for an infant using the mother’s Identification Number
Field
Location
Required Field?
Description and Requirements
Inpatient Outpatient
60 Required Required Insured's Unique ID - Enter the patient’s 11-digit SFHP ID number as it appears in the member’s ID card. Enter the mother’s ID number in this section for a newborn infant for the month of birth and the month after only. Do not use the SSN or CIN.
61 not required
not required
Insured Group Name
62 not required
not required
Insured Group Number
63 If Applicable
If Applicable
Treatment Authorization Code - Enter any authorizations numbers in this section. It is not necessary to attach a copy of the authorization to the claim. Member information from the authorization must match the claim. 64 not required
not required
Document Control Number
65 not required
not required
Employer Name
66 Required Required Diagnosis/Procedure Code Qualifier - Enter Diagnosis/Procedure Code Qualifier 67 Required Required Principal Diagnosis Code/ Other Diagnosis Codes - Enter all letters and/or numbers of the ICD-9 CM code for the primary diagnosis including the fourth and fifth digit if present. 68 If Applicable
If Applicable
Other Diagnosis Codes - Enter all letters and/or numbers of the secondary ICD-9 CM code including fourth and fifth digits if present. Do not enter a decimal point when entering the code. 69 If Applicable
If Applicable
Admitting Diagnosis Code
70 optional optional Patient's Reason for Visit Code 71 optional optional PPS Code 72 not required
not required
External Cause of Injury Code
73 not required
not required
Future Use
Expired Medi-Cal Codes - 1/15/11 – 10/15/
For your convenience, the attached link includes a list of the CPT codes that have been cancelled and/or expired for Medi-Cal. These codes should not be used on claims submitted to SFHP. Claims systems at SFHP have been updated and only valid codes will be accepted. The usage of cancelled or expired codes for services will result in a claim denial.
Include link here
