Notify the Insurance when Attaching or Sending Paperwork

Notify the Insurance when Attaching or Sending Paperwork

You may send this with the first claim or you may resubmit the claim with this option.  Indicate on the electronic claim that an attachment is being sent, such as an Operative Note via fax, email, or mail.


Encounter Dashboard Charge Panel

  1. From the Encounter Dashboard, select ANSI Fields in the Charge Panel.



2300 PWK - Paperwork Panel

  1. Report Type Code (PWK01): From the dropdown, choose the type of report, such as Operative Note.

  1. Report Transmission Code (PWK02): From the dropdown, choose how you are sending the report, such as fax, email, or mail.

  1. Identification Code (PWK06): Use the ICN when resubmitting a claim. The ICN is auto-populated on the Modify Charge screen when an ERA is posted. You will get the ICN from the paper remit if this was not an ERA. (17-digit number). If this is an original claim, you can use the patient ID with the Encounter number. (21729e73057).

  1. Save [F2].


    • Related Articles

    • Attach Encounters to an ERA

      When ERAs are received, the Patient and Encounter number on the remit are matched to the Patient and Encounter in the system. When there is not a match or the account is 0, the remit and receipt are marked O (for Old system). If the Patient and ...

    • Partial Insurance Takebacks/Refunds

      Use these methods when the insurance takes back only a portion of the money originally paid. This can be in the form of a physical check or a Payment that is automatically deposited in the bank (EFT). Manually Posting a Partial Takeback from a Paper ...

    • Workers Comp and Jopari Electronic Attachments

      Attach Documents using the Claim Attachments Link Create a Manage Services Ticket for Jopari setup and activation of this feature. The Electronic Document attachment works independent of a connection to an EHR/EMR, but does require the use of Jopari. ...

    • Send Encounters to Pre-Collections/Collections

      Send Encounters to Pre-Collections/Collections The Bill Date associated with the Collections Agency on the Encounter Dashboard reflects the date that the Encounter was sent to Collections. To place an Encounter in Pre-Collections, the Encounter must ...

    • Send an Employer to Collections

      Release v4.8 The same Pre-Collections process for Patients can be used to send Employers to Collections. Ask Support or your Implementation Manager to activate this feature. Add an Employer to Pre-Collections Before an Employer can be sent to ...