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Frequently Asked Questions

What is the difference between the UB-04 and the HCFA-1500?

The UB-04 (CMS 1450) is a claim form used by hospitals, nursing facilities, in-patient, and other facility providers. A specific facility provider of service may also utilize this type of form.

On the other hand, the HCFA-1500 (CMS 1500) is a medical claim form employed by individual doctors & practices, nurses, and professionals, including therapists, chiropractors, and out-patient clinics. It is not typically hospital-oriented.

Both forms help to process the medical claim of a patient. At the end of the day, the insurance company (payer) is reimbursing the services, so it is best to check with them to determine the best form for your needs.

Read a short article highlighting the difference between the two forms here.

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How do I purchase the software?

The software is purchased securely online via our encrypted website. The registration information, which allows you to unlock the software, is emailed directly to you after the purchase is complete.

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You can download and install any of our software packages and use them RISK-FREE for 14 days.

Go to Downloads

Where can I buy claim paper forms?

Unfortunately, we do not sell paper claim forms.

Generally, they can be purchased from office supply stores or online. Our software allows you to print the text & form in color or black & white--or simply just the text (Text Only) onto the pre-printed forms.

If you are submitting to Medicare, Medicaid, or the VA, we strongly recommend using the Text Only option and loading forms directly into your printer. Each insurance company (payer) has their own requirements.

How do I sign up for the 30 day, money-back guarantee?

Every customer is automatically enrolled in our 30 day, money-back guarantee. If the software is not satisfactory, you may return it within 30 days of the original purchase date.

You may also upgrade your software at-cost during this 30-Day period; however, upgrades (e.g. adding a user) are inelligible for this money-back promotion.

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How do I retrieve lost registration information?

Please visit the "Registration Retrieval" page on our website:

Retrieve Your Registration

Alternatively, you may E-mail us at and be sure to provide the following information:/p>

  • Order Number
  • First Name, Last Name, and Company Name
  • Address
  • Email Address
  • Date of Purchase.

We will reply in less than 24 hours with the necessary information you need to download and register the software.

If you have your registration information and just need the program:

Go to our Downloads Page

My computer crashed, and I need to re-install, what should I do?

Simply download the software that you purchased and reinstall it.

Go to our Downloads Page

You can get the installation instructions here:

HCFA-1500 & UB-04 Installation Instructions

I already have your software. How do I download the newest version?

Depending on your version, you may be able to update within the software. Try going to Help > Check for New Version.

If this option is not available, you can compare your version (Help > About) to our newest release on the News page.

To obtain the newest version at any time, close your software, download, and install below:

Go to our Downloads Page

Where can I find the software manuals & instructions?

Our software manuals and specific form instructions can be found within our Help & Support Section.

Visit The Instructions & Manual Support Page
I need to move the software to a different computer, how is this done?

Follow these instructions to move the software a new machine:

Migrate & Backup Software

Can I make a template to avoid re-typing common field, (like provider address and federal tax number), on every form?

First, type all of the necessary data into a form. Then, save it to your Desktop (or any location). This is your "template" file, and you can name it whatever you wish.

Now, when you want to begin a new form, double-click (or Open) this "template."

In our HCFA-1500 software, you can use the Prefills menu much to this effect, if you prefer. Both options are still available.

I am having difficulty printing--or the alignment is off even after using the "Printer Alignment" feature, what should I do?

Approximately 98% of printing issues are solved by downloading the latest drivers for your printer. To do this, go to a search engine and enter the brand of your printer. The most common manufacturers are Hewlett Packard (, Lexmark (, and Brother ( Search for your drivers according to the model number on the printer and install the appropriate drivers. For driver help, contact your printer manufacturer. Additionally, the Advanced Alignment feature has been added to allow users to make specific changes on a box-by-box basis.

Common issues:

1. Printer is unable to print close enough to the margins.

  • Consult your printer manual for margin specifications.
  • The easiest way to find the manual is go to Google and enter the make and model, as well as the word manual (e.g. HP LaserJet 1020 manual).

2. User was not aware of General Printer Alignment feature.

3. User was not aware of the Advanced Printer Alignment feature.

  • Print > Advanced Alignment or File > Advanced Alignment
  • We recommend this feature for box-specific alignment shifts:
    • First, select the problematic box by clicking directly in it with the Advanced Alignment window open.
    • Then, use the sliders on this window to make adjustments.
    • Finally, save these settings by clicking the blue save diskette at the top right.
How do I fill out a HCFA-1500 Form?

We have several resources on this website that outline how exactly to fill out the form and some tips that will help you with submission.

Instructions & User Manuals

Tips Article on HCFA-1500

How do I fill out a UB-04 Form?

We have several resources on this website that outline how exactly to fill out the form and some tips that will help you with submission.

Instructions & User Manuals

Tips Article on UB-04

How do I print a PDF?

In the HCFA-1500 software, you can simply Export to PDF. However if you have the proper print driver, you can save all your files as a PDF. You can achieve a PDF copy of a filled out form by doing the following:

  1. Fill out the form
  2. Go to Print > Print Mode and select Text & Form
  3. Then go under Print > Print Now.
  4. Your printer profile will come up but you will have to use the drop down and select Adobe PDF.
  5. Voila. You have a filled out PDF copy of the form. I attached a demo copy of a completed PDF.
  6. If you do not have Adobe Acrobat Reader, CutePDF is a FREE way to "print to" PDF and one that we recommend to be able to print/output to a PDF file.

    Download CutePDF

What is EDI? How do I bill electronically?

EDI stands for Electronic Data Interchange and is a method of transferring data electronically. In this case, our EDI-enabled software allows the user to transmit paperless claims for electronic billing.

Long story short: You want to be paid faster and speed up reimbursements.

We have partnered with two companies to make this process as simple as possible. Please refer to the links below and read for more in-depth information.

Request a FREE quote today:

Visit The ABILITY Network

Visit PHIcure

*The eDirect edition of the software is mandatory for submission
How do I run this software on Mac OS X? What about Linux?
To run our products on a Mac OS X (or Linux) machine, you will need to purchase CrossOver (by Codeweavers).  CrossOver creates a sub-section of folders that can run Windows (.exe) programs. This is different (and easier) than a parallel installation of Windows OS.
  1. Install CrossOver
  2. Install product, using their link
  3. Coupon Codes for 25% off CrossOver: via_HCFA-1500 or via_UB04
For more product specifics, you may want to contact Codeweavers directly, here.