(CMS-1500 and UB-04 Claim Behavior & Printing Controls)
The Insurance Options section in AllMed PM is one of the most powerful — and least documented — areas of the system.
These options control how claims print, what data appears in specific boxes, and how electronic and paper claims behave. Many payer-specific requirements are handled here, not on the claim itself.
If a payer ever says “change how this prints” or “adjust where this value appears”, this is the first place to look.
From the Top Navigation Menu, click Set Up
Select Insurance
Open an insurance company
Click the Options tab
You will see separate option sets for:
CMS-1500
UB-04
Each form has its own controls.
Insurance Options:
Apply only to that insurance company
Affect all claims billed to that payer
Override general system behavior when required
They are designed to handle:
Payer quirks
Clearinghouse requirements
Box-level printing rules
Legacy payer demands that don’t follow standards
Below is a complete list of CMS-1500 options and what they control.
Start Claim ID With
Adds a prefix to the claim control number.
Only Print 1st Pointer
Limits diagnosis pointers to the first value only.
Box 31 Blank
Leaves the provider signature box empty.
Field 11 Blank
Prevents printing in Box 11.
11a, 11b, 11c, 11d Blank
Clears all secondary insurance-related fields.
Do Not Print NPI in Box 24J
Suppresses provider NPI in the service line.
Print Referring ID in Box 23
Print User Name in Box 31
Do Not Print Provider in Box 31
Print Rendering Provider on Service Line
Do Not Print Rendering Provider
Do Not Print Qualifier in 33b
Remove Slash (/) from Patient Account #
Include Insurance Address in 2300B
Do Not Print Insured Demographics
Do Not Print Insured Address
Print Insured Address in Care Of Insurance
Leave Top Name/Address Blank
Include Patient Address in Box 32 When POS is 12
Do Not Print Facility
Print Payments on 1500 Form
Do Not Print Secondary
Print Y Instead of X in Box 27
Print Taxonomy in 24J
Do Not Print Taxonomy Code
Print Taxonomy in Billing Loop
Print Taxonomy in 33B
Print NDC in Box 24d
Do Not Print Decimal Point in DX on 1500 Form
Use Insurance ID Type for SBR09
Do Not Include SBR02 When Patient Is Not the Subscriber
Print Primary ID in Box 11
Add POS in SV1-05
Include State When Condition = Employment (Workers’ Comp)
You should review these options when:
Claims are rejecting for formatting reasons
A payer gives box-specific instructions
Clearinghouse errors reference field placement
Paper claims don’t match payer expectations
UB-04 options are designed primarily for facility billing and institutional claims.
Allows entry of up to four code/qualifier pairs:
A
B
C
D
Used for:
Taxonomy
Provider classification
Payer-specific reporting
Admission Hour
Type
Admit Source
These fields control inpatient admission data when required.
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 total charges appear on the form.
Most billing systems force users to:
Manually fix claims
Edit forms externally
Re-key rejected claims
AllMed PM solves this at the insurance level, once — and every future claim benefits.
Configure options per payer, not per claim
Document any non-default settings
Change one option at a time when troubleshooting
If a payer changes rules, update the insurance — not every claim
If a claim:
Prints wrong
Submits wrong
Rejects for box placement
👉 Go to Insurance → Options first.
This section controls how claims actually behave.