Manually Uploading an Unsolicited Claim Attachment
This task is used to manually upload supporting documentation at the time of claim submittal.
- Select the Claim Attachments tab. Records matching the default criteria appear (Claim Submitted Date: Last ten days, Claim Attachment Status: All, Group/Practice: None).
- Select Filter Options to enter search criteria. The main filter parameters appear with default values selected.
- Optionally, select Advanced Filter to enter additional criteria.
- Select Filter. Records matching the entered criteria appear.
- Select the claim number for which you want to attach a claim. The Claim Attachments-Claim Detail screen appears with the Upload Attachments tab displaying.
- Select either Drop file here to drag and drop the attachment anywhere in the Upload Attachments area, or Choose File to upload the attachment. Attachments must be in a PDF or TIFF format.
- Select Submit Attachments. 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:
- Once the overall attachment status is changed to submitted, you can't remove the documents and the trashcan icon is greyed out.
- You can view the claim status and any messages in Claim History.
- Associated claim attachment file details are located under the Associated Files tab.