Claim Attachments Screen Element Reference

Describes key screen fields for Claim Attachments

Screen Element Description
+ Add Filter (action button) Advanced Filter Screen

Select to add an advanced filter parameter. You can add a maximum of five advanced filters. Select this again to view the specific advanced filters. Applied filters show as labels next to Advanced Filter.

+Advanced Filter (action button) Select to further refine the filter criteria. Records displayed are a combination of main and additional filter parameters.
Attachment Accepted Date (column) An optional column a user can add to the Claim Attachment Search screen to display the attachment accepted date.
Attachment Status (column) Displays the overall status for all the claim attachments.
  • Pending - not yet uploaded
  • Uploaded
  • Submitted to Clearinghouse
  • Accepted by Clearinghouse
  • Rejected by Clearinghouse
  • Submitted to EDI
  • NA - External Submission (for claims where the attachment was submitted externally and upload functionality is disabled)
  • NA - Remit Received (for when a remit was received thus upload attachment is not applicable)
Charge (field) (Group Management only) Claim Attachments - Claim Detail Screen

Displays the associated charges for the Claim ID. If more than four, + 'x' more hyperlink displays and clicking on it shows all the associated charges.
Choose File (action button) Select to navigate to the attachment to be uploaded. Once it is loaded, the attachment name displays. Attachments must be:
  • in a PDF or TIFF format
  • less than 50MB file size
  • filename must exactly match the ACN
Claim No./Claim ID (column) Select a claim hyperlink to display the Claim Details and to upload attachments on the Upload Attachments tab.
Date Type (filter option) Select one of the following:
  • Claim Submitted Date
  • Attachment Accepted Date - when selecting this option, the Attachment Status filter defaults to Accepted by Clearinghouse.
Delete (action button) Claim Attachments - Upload Attachments Screen

Select to delete an uploaded attachment.
Document Name (column) Claim Attachments - Unmatched Documents Screen

Displays the name of the document as it appears in the Big4 folder.
Drop file here (field) Drag and drop the attachment anywhere on the card. Once it is uploaded the name of the attachment displays. Attachments must be:
  • in a PDF or TIFF format
  • less than 50MB file size
  • filename must exactly match the ACN
Export (action button) Select to export the search results displaying on the grid to a .csv file. Information exported includes data from the grid, Billed Amount, PAid Amount, Remittance Data, Associated Files and the Upload Attachments screen.
Filter (action button) Select to display results after entering filter criteria.
Filter (field)
Displays Default if no filters are applied. Hovering over will show the default filters. Default criteria:
  • Claim Submitted Date - Last 10 Days
  • Attachment Status - All
  • Group - All

Displays Applied if filters are selected. Hovering over will show the selected filters.
Filter Options (action button)

Select to expand or collapse the filter criteria. Previous searches are retained and can be added to.
Reason (column) Claim Attachments - Unmatched Documents Screen

Displays the reason the document is not matched.
Remove Files (action button) Claim Attachments - Unmatched Documents Screen
Click to delete the selected unmatched documents. The message, 
Document(s) successfully deleted.
displays and the documents are deleted from the BIG-8 folder.
Reset to Default (action button)

Select to reset the search default values.
Sorting (columns) Select to sort a column in ascending or descending order. Use the CTRL key to select a maximum of two columns for sorting.
Status (field) Upload Attachments tab

Displays the status of the attachment.

Submit Attachments (action button) Upload Attachments tab
Select to submit all uploaded attachments. The Submit Attachments button is activated once all the required attachments are uploaded. A message appears indicating the attachment(s) were successfully submitted. Once the statuses for all documents are updated to submitted, the overall attachment status is also updated to submitted.
note: The warning message, appears if a user attempts to leave this page or sign out before submitting the attachments either in Claim Attachments - Upload Attachments tab or any of the other Upload Attachments tabs.
Type of Payer (field) Select from one of the following:
  • WC/Auto
  • Comm/Govt
  • All (default)