The only reports you can customize using the Medisoft program are the reports available through the Custom Report List. These reports can be modified using the Custom Report Designer available by clicking the Reports menu and Design Custom Reports and Bills.

This module will focus on CMS-1500(HCFA) form alignment. Other modification instructions are available on our Knowledge Base.

CMS-1500(HCFA) Form Alignment

This section will refer to various bands that include groups of fields on a CMS form. The definition of these bands is as follows:

Claim Header Band: Includes all information from the top of the CMS form down to box 21 and 23.

Transaction Header Band: Not Used

Transaction Detail Band: Includes all fields in box 24

Claim Footer Band: Includes everything below the last line of box 24.

Step-by-step claim form alignment troubleshooting

Determine if the whole form is out of alignment (up, down, right, or left). If so, go to Reports, then Design Custom Reports and Bills and open the insurance form. Click on File, Report Properties on the Report Designer’s menu.

Go to the General tab and the Form offset field.


Increasing the left offset will move the entire form to the right.

Decreasing the left offset will move the entire form to the left.

Increasing the top offset will move the whole form down.

Decreasing the top offset will move the whole form up.

If the form offset is correct

Once the form offset setting is correct, alignment may be improved (if necessary) by increasing or decreasing the size of the bands. Each band contains a different set of information. The Claim Header band contains all the information from the insurance company area at the top of the form through box 23. The Transaction Header band is not used and should not be modified. The Transaction Detail band contains all 6 lines of box 24. The Claim Footer band contains the rest of the form located below box 24.

Guidelines for modifying band height

Band height can be modified by clicking the Bands tab of the Report Properties screen.

The prime directive of changing band height is DO NOT change the height of the Transaction Detail Band.

Increasing the height of the Claim Header Band moves all other bands down the page. Decreasing the Claim Header Band moves all the other bands up.

On the standard CMS-1500(HCFA) format, the Transaction Header Band is not used.

Increasing the Claim Footer Band moves the Claim Footer Band up. Decreasing the height of the Claim Footer Band moves the Claim Footer Band down. This is because the size of the Claim Footer Band is measured from the bottom of the page, rather than from the top of the page like the previous three bands.

Be careful when changing the height of any band so that you don’t cover up any of the data fields. The key to this process is trial and error. If you change the size of a band and its fields move too high, try decreasing the size of the band or increasing the size by a smaller number. When aligning a form to your printer, plan on using quite a number of forms. It is also effective to print on plain paper and put your form on top for viewing, but this method is not as accurate.

If band sizing does not work

If there are still fields out of alignment, the next step is to individually move the misaligned fields. Select the field that is out of alignment by clicking on the field once with your mouse. Next, place the mouse pointer on the selected field, then click and hold the mouse button down, dragging (moving) the mouse to the right or left, up or down. For finer movement, select the field that is out of alignment by clicking the field once, then use the arrow keys on the keyboard to move it right, left, up, or down. Each press of an arrow key moves the selected field 1/72 of an inch. Again, the key to this process is trial and error. Continue to change the settings and reprint the form until the alignment is satisfactory.

A shortcut for test printing

You do not have to leave the Report Designer to print or display a sample claim. Just make sure that you have a printable claim in Claim Management. Click on Activities and Claim Management on the NDCMedisoft menu in order to display the Claim Management window.

Select a claim that has a status of “ready to send.” Note the claim number and batch number. In the Report Designer when printing a test claim, use the claim and batch numbers you read in the Claim Management window to select a sample claim

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