Electronic Claim Attachments

You can now attach required documentation to electronic claims for payers who accept electronic claim attachments. When the claim is submitted, the attached document(s) will be sent to the payer immediately. Attachments can be added to new or resubmitted claims. 

Enable Electronic Claim Attachments: If you would like to start using Electronic Claim Attachments, please reach out to Support to enable this feature. There is an additional cost associated with this premium feature.  

Add Electronic Claim Attachment

To add an Electronic Claim Attachment:

1. Navigate to Work Center > Insurance Claims > Submit Claims.
2. Locate the claim you want to attach the document to.
   • Note: If a payer doesn’t support electronic attachments, you’ll see the following icon:
3. Click + Add Attachment.
4. Select the document from the files previously added to the patient's treatment episode, or upload a new document.
   • To select an existing document, open the File drop-down and choose the desired document. This list populates from files added to the patient's treatment episode.
   • To upload a new document, click on the File drop-down and choose Upload New File.
   • Drag/Drop the file into the indicated area or click the Upload button to choose the document from your computer.
5. Give the document a clear and concise Name.
   
6. Select the File Type.
7. Set the Type, so the payer knows what they are looking at. The list of types and their descriptions is available in the List of Valid Qualifiers table below.
8. Select the Rendering Provider for the claim from the drop-down.
9. Optionally, add a description for the payer.
10. Click Submit to save.
11. The attachment is added to the claim and the title is visible on the row.
12. You can add additional attachments as needed using the + Add Attachment link.
13. Any files that you manually uploaded from your computer as attachments will also appear within the Notes and Records > Files section of the patient's Treatment Episode.

Manage Attachments

You can review, edit, or delete attachments added to the claim. 

1. Hover over the View icon to see the attachment details.
   
2. Make updates to the attachment by clicking on the Edit icon.
   
3. Delete the attachment by clicking on the Remove icon.
   
   
   

List of Valid Qualifiers

The following qualifiers are used to specify the attached file(s). 

Attachment  Type Code	Definition	Attachment Type Code	Definition
3	Report Justifying Treatment Beyond Utilization Guidelines	EB	Explanation of Benefits (Coordination of Benefits or  Medicare Secondary Payer)
4	Drugs Administered	HC	Health Certificate
5	Treatment Diagnosis	HR	Health Clinic Records
6	Initial Assessment	I5	Immunization Record
7	Functional Goals	IR	State School Immunization Records
8	Plan of Treatment	LA	Laboratory Results
9	Progress Report	M1	Medical Record Attachment
10	Continued Treatment	MT	Models
11	Chemical Analysis	NN	Nursing Notes
13	Certified Test Report	OB	Operative Note
15	Justification for Admission	OC	Oxygen Content Averaging Report
21	Recovery Plan	OD	Orders and Treatments Document
A3	Allergies/Sensitivities Document	OE	Objective Physical Examination (including vital signs) Document
A4	Autopsy Report	OX	Oxygen Therapy Certification
AM	Ambulance Certification	OZ	Support Data for Claim
AS	Admission Summary	P4	Pathology Report
B2	Prescription	P5	Patient Medical History Document
B3	Physician Order	PE	Parenteral or Enteral Certification
B4	Referral Form	PN	Physical Therapy Notes
BR	Benchmark Testing Results	PO	Prosthetics or Orthotic Certification
BS	Baseline	PQ	Paramedical Results
BT	Blanket Test Results	PY	Physician’s Report
CB	Chiropractic Justification	PZ	Physical Therapy Certification
CK	Consent Form(s)	RB	Radiology Films
CT	Certification	RR	Radiology Reports
D2	Drug Profile Document	RT	Report of Tests and Analysis Report
DA	Dental Models	RX	Renewable Oxygen Content Averaging Report
DB	Durable Medical Equipment Prescription	SG	Symptoms Document
DG	Diagnostic Report	V5	Death Notification
DJ	Discharge Monitoring Report	XP	Photographs
DS	Discharge Summary

FAQs

Check out some commonly asked questions and answers about electronic claim attachments. 

Q: What file types are supported? 

A: PDF/TIFF 

Q: Is there a maximum file size and if so, will I be warned that they’ve exceeded the size requirement before transmitting the claim

A: The file limit for Professional claims attachments is 100 pages. The file limit for Institutional claims attachments is 500 pages.

Q: Which claim formats support claim attachments? 

A: Claim attachments can be sent for both Professional and Institutional claims as long as electronic claim attachments are supported.

Q: Why does it say my payer isn’t supported?

A: Not all payers support electronic claim attachments at this time. Our clearinghouse partners are working hard to enable payers to accept attachments and are adding new payers every month.

Q: A payer requested medical records after I submitted a claim. How do I attach those to the claim?

A: You’ll need to resubmit the claim with attachments included.

Q: What Loop and Segment is the attachment sent in?

A: This information is not transmitted in the ANSI file so there’s no loop and segment.

Q: How can I find a list of participating payers? 

A: Visit Payer List Search and reference the Claim Attachments column. The letter Y indicates the payer accepts electronic claim attachments.