Claim Attachments
Feature Overview
⚠ OPTIONAL FEATURE
Claim Attachments is not enabled by default. It must be manually added to the account by a developer or admin before it can be used.
What Is Claim Attachments?
Claim Attachments lets you associate supporting paperwork with a billing claim or a specific charge on that claim. Each attachment tracks how it should be sent to insurers and which payer tiers it applies to — making it easier to manage documentation required for claim submission.
Fields
Each attachment record includes the following fields:
- Control Number — A unique identifier for the attachment, automatically generated by the system. This field is read-only.
- Report Type — The type of document or report being attached (e.g. lab result, operative note).
- Transfer Method — How the attachment will be sent to the payer (e.g. electronic, fax, mail).
- Primary / Secondary / Tertiary — Checkboxes indicating which payer tiers this attachment should be included with when the claim is submitted.
- Transfer Status — The current status of the attachment (e.g. pending, sent).
How It Works
- Attachments can be added at the claim level or tied to a specific charge on the claim.
- If an attachment is linked to a specific charge, it will not also appear at the claim level — it is automatically scoped to that charge only.
- When the claim is submitted, only attachments marked for the relevant payer tier (Primary, Secondary, or Tertiary) are included.
- The Control Number is assigned automatically — you do not need to enter it manually.
Getting Access
This feature must be manually added to your account by a developer or admin. Contact your admin or support team to request access.