Electronic Claim Attachments

Include Document with Claim

1. Create or edit an encounter that requires the supporting documentation. Then, select the Documents tab. The documents list displays.
2. Click the appropriate option to add the document to the Encounter record. If the document was previously added to the Encounter record and is already listed, proceed to the Include Existing Encounter Document section.
   Note: Supporting documents for electronic claims must be in PDF or TIFF format.
   • To select a document that is already uploaded and stored under Documents, click Browse Existing. The Find Document window opens.
   • To add a new document file from the computer, click Upload New. The Upload Document window opens.
   • To add a new document using the scanner, click Scan. The Scan Document window opens.
     Note: In order to use the scanning feature, the scanner must be TWAIN compliant. For more information, visit the TWAIN website.

Include Existing Encounter Document

1. Click once to select the document.
2. Click Info. The Edit Uploaded Document window opens.

Browse Existing Documents to Include

1. Find the document (using the filters if necessary) and click once to select it.
2. Click Add. The Review Attached Document window opens.

Upload Document to Include

1. Enter the document information.
   • File: Click File. The computer's document library opens. Find and select the document file to upload then click Open.
     Note: Supporting documents for electronic claims must be in PDF or TIFF format.
   • Document Label: Click the drop-down arrow to select the appropriate label.
   • Name: Automatically populates with the name of the file selected. Edit the name for the document as necessary.
   • Status: Click the drop-down arrow to select the appropriate document status.
   • Claim Processing section:
     • "Include with claim": Click to select the checkbox.
     • Document Type: Defaults to OZ - Support Data for Claim. If not selected, click the drop-down arrow to select OZ - Support Data for Claim.
   • Notes: If applicable, enter notes related to the document.
2. Click Add. The document is added to the Encounter record (as well as stored under Documents) and will be included with the electronic claim once submitted.
   Note: Certain payers (e.g., Cigna) do not support including documents with claims.

Scan Document to Include

1. Enter the document information.
   • Document Label: Click the drop-down arrow to select the appropriate label for the document.
   • Document Name: The name for the document.
2. Scan Settings section: Select the appropriate settings options.
   Note: Available options are as supported by the scanner. Additionally, the Color Mode, Resolution and Scanning Side option lists are as set forth by TWAIN scanner interface standards.
   • Source Scanner: Defaults to the scanner device installed on the computer. If there are multiple scanner devices installed, click the drop-down arrow to select the scanner to use.
   • Page Size: Defaults to Letter. Click the drop-down arrow to select a different size.
   • Color Mode: Defaults to Black and White. Click the drop-down arrow to select a different mode.
   • Resolution: Defaults to 150 dpi. Click the drop-down arrow to select a different resolution.
   • Scanning Side: Defaults to Single Side. Click the drop-down arrow to select a different side.
   • Brightness and Contrast: Click the arrows to adjust the brightness and contrast if necessary.
   • "Use Auto-Feeder": Selected by default. To scan documents manually, click to deselect.
3. Claim Processing section:
   • "Include with claim": Click to select the checkbox.
   • Document Type: Defaults to OZ - Support Data for Claim. If not selected, click the drop-down arrow to select OZ - Support Data for Claim.
4. Click Scan. Progress of the scan displays.