AllMed PM provides insurance-level configuration options that control how claims print, transmit electronically, and comply with payer-specific requirements. These settings are one of the most powerful — and least documented — areas of the system.
They are designed to solve real-world insurance problems without forcing workarounds, duplicate claims, or clearinghouse changes.
Top Navigation → Set Up → Insurance → Options
There are two sections:
CMS-1500 (professional claims)
UB-04 (facility claims)
Each insurance company can have its own unique configuration.
You’ll typically adjust Insurance Options when:
An insurance company requests a specific box, loop, or qualifier
Claims reject with vague instructions like:
“Use SBR09”
“Suppress rendering provider”
“Only send first diagnosis pointer”
You need payer-specific formatting differences
Paper and electronic claims require different behavior
Medicare, Medicaid, or Blue Cross enforces strict rules
⚠️ Important:
Only change these options when instructed by the payer. These are precision controls — not defaults.
Location: Set Up → Insurance → Options → CMS-1500
These options affect paper CMS-1500 forms and ANSI 837 professional claims.
Modifiers Defaults (Primary / Secondary)
Start Claim ID With
Only Print 1st Pointer
Box 31 Blank
Print Payments on 1500 Form
Birthday Format: Year 4 Digits
Field 11 Blank
11a, 11b, 11c and 11d Blank
Print Primary ID in Box 11
Print Referring ID in Box 23
Print This ID in Box 26
Print User Name in Box 31
Print Y Instead of X in Box 27
Do Not Print NPI in Box 24J
Do Not Print Rendering Tax ID
Do Not Print Taxonomy Code
Print Taxonomy in 24J
Print Taxonomy in Billing Loop
Print Taxonomy in 33B
Do Not Print Provider in Box 31
Do Not Print Facility
Do Not Print Rendering Provider
Do Not Print Qualifier in 33B
Add POS in SV1-05
Include Patient Address in Box 32 When POS Is 12
Do Not Print Decimal Point in DX on 1500 Form
Remove Slash (/) From Patient Account #
Include Insurance Address in 2330B
Do Not Print Insured Demographics
Do Not Print Insured Address
Print Insured Address in Care Of Insurance
Do Not Include SBR02 When Patient Is Not the Subscriber
Use Insurance ID Type for SBR09
Print SSN in ANSI
Do Not Print Secondary
Include State When Condition = Employment (Worker’s Comp)
Leave Top Name / Address Blank
Print NDC in Box 24D
Location: Set Up → Insurance → Options → UB-04
These options apply to facility billing and control how data prints in specific UB-04 form locators.
Used for additional code qualifiers and values required by certain payers.
A (Qualifier + Value)
B (Qualifier + Value)
C (Qualifier + Value)
D (Qualifier + Value)
Each row allows you to:
Select a qualifier
Enter the corresponding value
These fields control admission-related data:
Admission Hour
Type
Admit Source
Required primarily for:
Inpatient
Facility-based billing
Certain Medicare and Medicaid claims
These settings control what prints on the UB-04:
Print Insurance Address in Box 80
Print Insurance Address in Box 38
Print Payor ID in Box 51
Print Patient Name in Box 8B
UB-04: Total on Line 15
Controls where totals print on the UB-04 form when required by the payer.
If an insurance company says:
“Put the Payor ID in Box 51”
“Use Form Locator 81 with qualifier A”
“Do not print insured demographics”
“Use SBR09 based on insurance type”
“Suppress rendering provider”
You can:
Search this article
Find the option name
Go to Set Up → Insurance → Options
Apply the change only to that insurance
Most systems hard-code these rules or hide them entirely.
AllMed PM gives you:
payer-specific control
transparent configuration
no rebuilding of claims
no vendor intervention
That flexibility is intentional.
Insurance Options are not defaults — they are solutions.
If a claim rejects and the insurance gives cryptic instructions, this is the first place you should look.