Intellect™
BILLING MENU OPTIONS
Quick Resources
CMS 1500 Box Definitions
and
Insurance
Paper Claim Resources
CMS 1500 Quick Reference
This document provides a quick reference to the Intellect screens and field names that populate the CMS 1500 (02-12) claim form. The patient’s category and/or insurance type, as well as the billing method (clinic or doctor) may affect how some fields are populated. For a more detailed explanation, click the box number under the CMS1500 column.
CMS1500 |
Intellect Screen(s) & Field(s) |
Utility --► Insurance --► Insurance <Insurance Type> |
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Registration --► Regular --► Patient Insurance <Subscriber No> OR Registration --► Worker --► Worker Insurance <BOX 1A/CLAIM#> |
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Registration --► Regular --► Patient OR Registration --► Worker --► Worker <Last Name>, <First Name>, <Middle Initial> |
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BIRTHDATE: Registration --► Regular --► Patient OR Registration --► Worker --► Worker <DOB>
SEX: Registration --► Regular --► Patient OR Registration --► Worker --► Worker <Gender> |
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Registration --► Regular --► Patient Insurance <Last Name>, <Insured First Name>, <Middle Initial> OR Registration --► Worker --► Worker Insurance <Employer> |
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PATIENT’S ADDRESS: Registration --► Regular --► Patient OR Registration --► Worker --► Worker <Address>
CITY: Registration --► Regular --► Patient OR Registration --► Worker --► Worker <City>
STATE: Registration --► Regular --► Patient OR Registration --► Worker --► Worker <State>
ZIP CODE: Registration --► Regular --► Patient OR Registration --► Worker --► Worker <Zip Code>
TELEPHONE: Registration --► Regular --► Patient OR Registration --► Worker --► Worker <Home Phone> |
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Registration --► Regular --► Patient Insurance <Relation to Insured> |
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INSURED’S ADDRESS: Registration --► Regular --► Patient Insurance (Insured) <Address> OR Registration --► Worker --► Worker Insurance (Employer) <Address>
CITY: Registration --► Regular --► Patient Insurance (Insured) <City> OR Registration --► Worker --► Worker Insurance (Employer) <City>
STATE: Registration --► Regular --► Patient Insurance (Insured) <State> OR Registration --► Worker --► Worker Insurance (Employer) <State>
ZIP CODE: Registration --► Regular --► Patient Insurance (Insured) <Zip Code> OR Registration --► Worker --► Worker Insurance (Employer) <Zip Code>
TELEPHONE: Registration --► Regular --► Patient Insurance (Insured) <Home Phone No> |
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(blank) |
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Registration --► Regular --► Patient Insurance <Last Name>, <Insured First Name>, <Middle Initial> from other insurance |
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Registration --► Regular --► Patient Insurance <Subscriber No> from other insurance |
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(blank) |
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(blank) |
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Utility --► Insurance --► Insurance <Name> from other insurance on Registration --► Regular --► Patient Insurance |
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a. EMPLOYMENT: Charges --► Encounter --► Generic <Employment (Y/N)> OR Registration --► Worker --► Worker Insurance <Employment>
b. AUTO ACCIDENT: Charges --► Encounter --► Generic (Ambulance, or DME) <Related: Accident (A/O/N)> OR Registration --► Worker --► Worker Insurance <Related Accident (A/O/N)> Place (state): Registration --► Regular --► Patient OR Registration --► Worker Worker <State>
c. OTHER ACCIDENT: Charges --► Encounter --► Generic (Ambulance, or DME) <Related: Accident (A/O/N)> OR Registration --► Worker --► Worker Insurance <Related Accident (A/O/N)> |
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Charges --► Encounter --► Generic (or OBGYN) <Share of Cost Amount> OR Billing --► Worker --► Statement <Type of Report> OR Billing --► Worker --► HCFA <Type of Report> |
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Registration --► Regular --► Patient Insurance <Group No.> |
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INSURED’S DATE OF BIRTH: Registration --► Regular --► Patient Insurance <Insured DOB>
SEX: Registration --► Regular --► Patient Insurance <Gender> |
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Registration --► Worker --► Worker Insurance <Claim No. 1> |
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Registration --► Regular --► Patient Insurance <Claim No> OR Utility --► Insurance --► Insurance <Payor & Office Code> |
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If more than one current insurance on Registration --► Regular --► Patient Insurance |
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SIGNED: Utility --► Insurance --► Insurance <Message Box 12 & 13>
DATE: Utility --► Set Up --► Clinic <Current Entry Date> |
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Utility --► Insurance --► Insurance <Message Box 12 & 13> |
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Charges --► Encounter --► Generic (Ambulance, DME Oxygen or Vision) <Injury Date> OR Charges --► Encounter --► Generic (or Chiropractic) <First Symptom> OR Charges --► Encounter --► OBGYN <LMP Date> OR Registration --► Worker --► Worker Insurance <DOI> |
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Charges --► Encounter --► Generic <Report Start>, <Report End>, <Last Seen>, <First Consulted> or <X-Ray Date> OR Charges --► Encounter --► Chiropractic <Last Seen>, <Acute Manifestation>, <Initial Treatment>or <X-Ray Date> OR Charges --► Encounter --► Physical Therapy <Last Seen> or <X-Ray Date> OR Charges --► Encounter --►Vision <Prescription Date> |
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FROM: Charges --► Encounter --► Generic <Unable to Work From>
TO: Charges --► Encounter --► Generic <Unable to Work To> |
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DN: Charges --► Charge <Ref Prv> OR Registration --► Patient --► Regular <Referring Name> or Registration --► Worker --► Worker <Referral> OR Charges --► Charge <Billing Prv>
DK: Charges --► Encounter --► Generic (Ambulance, DME, or DME Oxygen) <Ordering Provider>
DQ: Charges --► Encounter --► Generic (or Physical Therapy) <Supervising Provider> |
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QUALIFIER: Utility --► Insurance --► Insurance <Referring Type>
Utility --► Referring <UPIN Number> or <Provider No.> or <State License> or <NPI> or <Commercial> or <Blue Shield> OR <Tax ID> |
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Utility --► Referring <NPI> OR Utility --► Provider --► Provider <NPI> |
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FROM: Charges --► Encounter --► Generic (Ambulance, Epogen, or OBGYN) <Hospitalization From>
TO: Charges --► Encounter --► Generic (Ambulance, Epogen, or OBGYN) <Hospitalization To> |
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Charges --► Encounter --► Generic (or OBGYN) <Box 19 Claim Notes> and <HCFA Box 19 Date> OR Charges --► Encounter --► Generic <Project Identifier> |
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OUTSIDE LAB: Charges --► Encounter --► Generic <Referred Lab>
$CHARGES$: Utility --► Procedure --► Procedure <Cost> |
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ICD ind: Utility --► Diagnosis --► Diagnosis <ICD9/ICD10>
A through L: Charges --► Charge <Diagnosis Code> |
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RESUBMISSION CODE: Charges --► Encounter --► Generic <Medicare Status> OR Charges --► Encounter --► Generic (Ambulance, Chiropractic, Epogen, OBGYN, Physical Therapy, or Vision) <Claim Frequency Code>
ORIGINAL REF. NO: Charges --► Encounter --► Generic (Ambulance, Chiropractic, Epogen, OBGYN, Physical Therapy, or Vision) <Internal Control> |
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Charges --► Encounter --► Generic (Ambulance, Chiropractic, Epogen, OBGYN, Physical Therapy, or Vision) <Authorization No> OR Utility --► Provider --► Provider Facility <CLIA> or Utility --► Provider --► Provider <CLIA> or Utility --► Facility <CLIA> |
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FROM: Charges --► Charge <From Date>
TO: Charges--►> Charge <To> |
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Utility --► Facility <Place of Service> |
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Charges --► Encounter --► Generic <Emergency (Y/N)> OR <Delay Reason Code> |
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CPT/HCPCS: Utility --► Procedure --► Procedure <Code R>, <Code C>, <Code E>, <Code O> or <Revenue Code> for Charges --►Charge <Panel>
MODIFIER: Charges --► Charges <Mod> |
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Charges --► Charge <RDX> |
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Charges --► Charge <Charge> |
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Charges --► Charge <Qty> |
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Charges --► Encounter --► Generic (or OBGYN) <Family Planning> |
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Utility --► Insurance --► Insurance <Box 24J Type> |
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(top line): Utility --► Provider --► Provider Facility <HCFA Box 24 J> OR Utility --► Provider --► Provider Provider <HCFA Box24 J> OR Utility --► Provider --► Provider <HCFA Box 24 J1>, <HCFA Box 24 J2> or <HCFA Box 24 J3> OR Utility --► Provider --► Provider <Taxonomy> for billing provider
NPI: Utility --► Provider --► Provider <NPI> for billing provider |
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For Billing Method by Clinic: Utility --► Set Up --► Clinic <IRS Number> For Billing Method by Doctor: (in order of hierarchy) Utility --► Provider --► Provider Facility <Tax ID> OR Utility --► Provider --► Provider Provider <Tax ID> OR Utility --► Provider --► Provider <I.R.S.> |
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Registration --► Regular --► Patient (or Registration --► Worker --► Worker) <Patient Account No> |
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Charges --► Charge <ASI> |
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Sum of all charges in Box 24F lines 1 through 6 |
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Utility --► Insurance --► Insurance <Include Payment> for any insurance OR Utility --► Insurance --► Insurance <Second Approved> for secondary or tertiary insurances |
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(blank) Utility --► Insurance --► Insurance <Include Payment> for Medicaid or Medi-Medi insurance |
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SIGNED: Charges --► Charge <Billing Prv> DATE: Utility --► Set Up --► Clinic <Current Entry Date> |
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Charges --► Charge <Facility> OR Charges --► Encounter --► Generic <Referred Lab> |
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Utility --► Facility <NPI> |
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Utility --► Facility <Provider 1> , <Provider 2> or <Provider 3> OR Utility --► Procedure --► Procedure <Mammography> |
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For Billing Method by Clinic: Utility --► Set Up --► Clinic <Clinic Name>, <Address>, <City>, <State>, <Zip Code>, <Phone> For Billing Method by Doctor: Utility --► Provider --► Provider <Organization Name>, <Address>, <City>, <State>, <Zip Code>, <Phone Number> |
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For Billing Method by Clinic: Utility --► Insurance --► Insurance <Group NPI> For Billing Method by Doctor: Utility --► Provider --► Provider Facility <Group NPI> OR Utility --► Provider --► Provider Provider <Group NPI> OR Utility --► Provider --► Provider <Group NPI> |
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Utility --► Insurance --► Insurance <Box 33 Type> AND For Billing Method by Clinic: Utility --► Insurance --► Insurance <1500 Form Box 33 Group> For Billing Method by Doctor: (in order of hierarchy) Utility --► Provider --► Provider Facility <HCFA Box33> OR Utility --► Provider --► Provider Provider <HCFA Box33> OR Utility --► Provider --► Provider <HCFA Box 33 1>, <HCFA Box 33 2> or <HCFA Box 33 3> |