Adding an Attachment to a Claim

Lindsey Schurman Updated by Lindsey Schurman

When a Claim requires an attachment, it will be present under Claims Needing Attachments.

  1. Select Claims Needing Attachments to view all claims waiting for you to add an attachment based on the preset payer rules.
  2. Select Attachments Needed or the paper clip icon to select the specific claim and create your attachment.
  3. The specific rule and requirement for the claim will display in the Attachment creation screen.

The following attachment options are available:

  • Add Narrative
  • Capture Image
  • Upload Image
  • Archives
  • Submit Claim without Attachment

Adding A Narrative

  1. Select Add Narrative, a pop up window will appear. Type the narrative in the box.
  1. Select Save Narrative to add to the attachment.
  2. Select Submit Claim.
Narratives longer than 2000 characters must be attached as an image using the Capture Image or the Upload Image functions.

Capture Image

  1. Select Capture Image. The DentalXChange Desktop Service application launches.
  2. On the Practice computer, open the image to be captured.  If multiple monitors are used, the application will capture only on the main monitor.
  3. Select Capture Image. Crosshairs will appear. Use the cursor to draw a box around the image to be captured.
  1. Select the Image Type, Image Date and Orientation if required. Select Send Image.
    1. If the image is captured is incomplete, select Re-Capture Image to restart these steps.
  1. The screen will display all captured images for this claim, If additional images are required, select Capture Image. If no additional Images, select Continue to Claim to close the application.
  1. Select Submit Claim.

Upload Image

  1. Select Upload Image to upload a file as an attachment.
  2. A file window will open, locate your image file and Select Open.
    Supported file formats include .jpg, .gif, .png
  3. The Image Details Pop-up will open, Select the Image Type, Image Date and Orientation if applicable. Select Update

  1. Select Submit Claim.

Archives

  1. Select Archives, the Patient image archives window displays. Patient image archives contain any previously attached images for the patient listed on the claim.
  2. Choose one or more images.
  3. Select Add Selected Images to continue
  4. Select Submit Claim.

Submit Claim without Attachment

  1. Select Submit Claim without Attachment to bypass the Attachment requirement.

How did we do?

Completing a Payer Request for Additional Details

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