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.

Documents / Resources

UB-04 SOFTWARE HCFA-1500 Fill and Print eDirect Software [pdf] User Manual HCFA-1500 Fill and Print eDirect Software, HCFA-1500, Fill and Print eDirect Software, Print eDirect Software, eDirect Software, Software

References

• User Manual