Adding attachments to claims

You can attach a patient's perio exam and images from their document manager to a claim that has not been submitted (does not have a status of Queued, Sent, or Accepted) or was rejected (has a status of ADDINF, NEARERROR, or so forth).

Notes:

You can only attach .jpg/.jpeg image file(s) and one perio exam to a claim.
You can attach maximum of 10 items to a claim.
For information about adding attachments to rejected claims, see resubmitting rejected claims.

Important: Henry Schein Practice Solutions maintains a database of supported payers. You can add attachments to claims only for insurance plans that are associated with supported carriers. If a payer does not accept electronic attachments, the attachments will not be included when you send a claim with attachments to that payer and the claim will have a status message that states that the attachments were rejected. If this case, you can mail the attachments to the payer separately from the claim. Alternatively, for payers that don't accept electronic attachments, you can print and mail the claim and attachments together.

To add an attachment to a claim

How to get to there

From the Home menu, under Insurance, select Unsent Claims.

The Unsent Claims page displays.

How to get to there

From the Home menu, under Insurance, select Sent Claims.

The Sent Claims page displays.

How to get to there

From the Patient menu, under Insurance, select Insurance Claims.

The patient's Insurance Claims page displays.

Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.

How to get to there

From the Patient menu, under Financial, select Ledger.

The patient's Ledger page displays.

Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.

On the Unsent Claims page or Sent Claims page, clicktap a claim to display the Claim Detail window.

Tip: You can also display the Claim Detail window from the patient's Insurance Claims page or the patient's Ledger page.

Unsent Claim

Queued, Sent, or Printed Claim
ClickTap the Attachments tab.

The options for adding attachment(s) become available.
Complete any of the following:
- Add images from the patient's document manager.
  Note: When you add a document from document manager, the action is logged in the Audit Log page as a Patient type with "Document [filename] was viewed" in Details.
  1. ClickTap Add From Document Manager.
    
    Note: This button is not available if the payer for this claim is a non-supported carrier (a carrier that was manually added to your practice database, not from the list of supported carriers that Henry Schein maintains; it has payer ID of 06126).
    
    The Add From Document Manager window displays.
  2. Select the check boxes of the images that you want to attach to the claim.
    
    Note: Files that are a non-valid format do not appear for selection.
  3. Select a classification/type for each selected image.
    
    Tip: If necessary, you can change the classification/type later by selecting a different option from the Classification/Type list on the Attachments tab.
  4. ClickTap Save.
- Add the patient's perio exam.
  1. ClickTap Add Perio Exam to view a menu that lists the dates of the patient's perio exams.
    
    Note: This button is not available if the payer for this claim is a non-supported carrier (a carrier that was manually added to your practice database, not from the list of supported carriers that Henry Schein maintains; it has payer ID of 06126) or if the patient does not have any perio exams in their record.
  2. ClickTap the date of the perio exam that you want to attach to the claim.
Complete one of the following:
- ClickTap Save to save the changes, then clicktap Cancel to close the window.
- ClickTap Submit to save the changes and submit the claim.
- ClickTap Resubmit to save the changes and resubmit the claim.

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