Creating a Custom Attachment Rule

Lindsey Schurman Updated by Lindsey Schurman

AttachmentConnect gives you the ability to create your own rules for attachments. Custom Rules will prioritize higher than payer rules and overwrite payer requirements when present.

  1. In the Settings section of the Account page, select Electronic Attachment Settings.
  2. Select Manage Rules.
  3. Existing Custom Attachment Rules will display, you can search all Attachment Rules by payer from this screen.
  4. Select Add Rule.
  5. Enter the Payer, Provider, and Procedure information for the specific rule you wish to create.
  6. Select the type of claim and type of attachment for the rule to apply to. Add any appropriate notes. Select Continue.
When the Requirement fields are left completely blank, the rule generated will bypass existing requirements and submit the claims without an attachment.
  1. Review the Attachment rule created. Select Save Changes to review all rules or create another Attachment rule. Select Edit Changes to return to the previous screen.
  2. Repeat these steps as needed.

How did we do?

Completing a Payer Request for Additional Details

Creating a Stand Alone Attachment

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