ServiceXG Basics

Link, update, or delete claims attachments

Claim attachments are supplemental documents that provide additional medical information that can't be accommodated within the claim form. Common attachments are Certificates of Medical Necessity (CMNs), discharge summaries, and operative reports. Attachment types are used to associate a claim reference number with a microfilm number, storage number, or any other necessary information.

Go to: Home > Administration Processes> Claims Entry> Claims Entry

1. Use Alt F or click the star menu icon at the bottom left of the screen to open the star menu.

   

2. Select the Claim menu and then Attachments.

   

3. Click .
4. Enter the Attachment ID and select the type of attachment from the Type list. Entering a comment is optional.
5. Click .The Attachment ID, Type, and Comment (if entered) display in the Attachments table.
6. Click OK to save the information.
   • To delete an attachment, highlight the line associated with the attachment to be deleted and then click .

To update an attachment:

1. Click the row to update. The information below the table displays the information for that attachment.
2. Update the necessary information.
3. Click and then OK.

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