Analyzing the SNF UB-04 to Help Your Facility Reduce Audit Risk - On-Demand

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Analyzing the SNF UB-04 to Help Your Facility Reduce Audit Risk - On-Demand

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Analyzing the SNF UB-04 to Help Your Facility Reduce Audit Risk - On-Demand

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Available ON-DEMAND

Presented on: 
Wednesday, October 25, 2017

Presented by: 
Janet Potter, CPA, MAS, Marcum LLP

Level of Program: 

Increased emphasis from the Recovery Auditors coupled with the longtime scrutiny of the MACs and the OIG make it more important than ever that SNF billers submit accurate claims to Medicare to avoid having reimbursement taken back during an audit. Computer software can complete the UB-04; however, it takes a human with specialized knowledge to review the claim for accuracy and ensure that the proper supporting documentation exists.

Join expert speaker Janet Potter, CPA, MAS, Marcum LLP, for this 90-minute webinar as she dives into each element of the UB-04. Potter will explain what the data on a claim means, how to analyze it, and how to ensure that claims are complete and compliant. Participants will also learn how to perform a triple-check on their UB-04 preparation and billing process, as well as how to incorporate findings from the UB-04 review into their facility’s compliance program.

At the conclusion of this program, participants will be able to: 

  • Understand the individual elements of the UB‐04
  • Identify risk factors to ensure claims are complete, accurate, and compliant
  • Perform a triple-check on their UB‐04 preparation and billing process
  • Incorporate findings from the UB‐04 review into their facility’s compliance program
  • Analyze data on a claim form


Who Should Listen?

  • SNF Medicare billers
  • SNF bookkeepers
  • SNF business office managers
  • SNF CFOs
  • SNF accountants
  • SNF coders
  • SNF billing staff
  • SNF administrators



  • Gathering all the necessary elements from the interdisciplinary team to complete a UB-04 claim.
  • Identifying key data elements within the billing process.
    • Elements of the UB-04 demographics
    • Elements of the UB-04 days/dates
    • Elements of the UB-04 charges
    • Review how these elements will help reduce a facility’s risk for audit and potential for nonpayment
  • Planning the triple-check process. Several items on the UB-04 are frequent targets for scrutiny by federal regulators. Billers must be able to identify these items in order to avoid an audit and know how to implement a triple-check process to verify accurate billing.
  • Ensuring that the proper documentation exists to support your facility’s UB-04 claim in order to receive the requested reimbursement and avoid nonpayment or funds being taken back during an audit.
  • Strategies for incorporating findings from your internal review into a compliance program.
    • What the OIG is looking for in a compliance program
    • How to correct an error if you find one



  • Triple-check form
  • Sample UB-04 claim


Meet the Speaker

Janet Potter, CPA, MASJanet Potter, CPA, MAS, is a senior manager in the healthcare research team at Marcum LLP. Potter joined Marcum through the firm’s 2015 merger with Frost, Ruttenberg, & Rothblatt PC (FR&R Healthcare Consulting, Inc.). She delves into numerous aspects of the healthcare industry, including HIPAA, the Medicare Prescription Drug Program (Part D), and research into ongoing regulations and various healthcare topics pertaining to Medicare and Illinois Medicaid.

She is instrumental in writing and preparing client bulletins, speaker presentations, and seminar materials, as well as monitoring industry websites for regulatory and compliance changes, informing clients and colleagues of the changes, and assisting in interpretation of new regulations and guidance. Potter is a member of the Advisory Board for HCPro's Billers' Association for Long-Term Care and is a frequent contributor to PPS Alert for Long-Term Care and other HCPro publications.

Webinar system requirements and program materials: 

To fully benefit from the webinar experience, please note you will need a computer equipped with the following: 

Browser: Microsoft Internet Explorer 6 or later, Firefox, Chrome, or Safari, with JavaScript enabled 
Internet: 56K or faster Internet connection (high-speed connection recommended) 
Streaming: for audio/video streaming, Adobe Flash plug-in or Safari browser on iOS devices 

Prior to the webinar, you will receive an email with detailed system requirements, your login information, presentation slides, and other materials that you can print and distribute to all attendees at your location. 

No problem. The On-Demand version is now available. Use it as a training tool at your convenience—whenever your new or existing staff need a refresher or need to understand a new concept. Play it once or dozens of times. A $199 value! 

Participation in the webinar is just $199 per site. All materials must be retrieved from the Internet. 

Call your customer service representative toll-free 800-650-6787 or email if you have questions.