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.
After activation, you can manually upload an attachment to the Encounter.
- The PWK segment is added automatically to the ANSI 837 (Electronic Claim).
- The filename links the attachment to the Claim.
- The Claims File Indicator (CFI) on the Insurance must be WC.
- The Electronic Attachment is sent to the Clearinghouse when the Claim batch is uploaded.
Attach the Document
- To add documentation on the Encounter Dashboard, select the Add link in the Claim Attachments panel.
- Choose Type from the dropdown.
- Description: Optional field used to identify specific documents.
- Select the File to attach.
- Send on Claim: Selected by default.
- Select Save [F2].
Claim Attachments Panel
In the Claim Attachments panel, details of the attachment can be viewed and changes can be made.
- Modify icon: Select to make modifications to the Type and Description.
- Attached: Date the Document was attached
- Type of Document attachment.
- Description of the Document.
- Claim File Name
- The File Name is the Tax ID_Patient Encounter_DOS_Document number. The Document number is in the order the Document was attached.
- File Name example:
- 230000000_10111E78945_20220125_1
- 230000000_10111E78945_20220125_2
- File Extension
- Upload Status
- The Attachment will be sent to the Clearinghouse when the Claim is Uploaded.
- Uploaded is indicated by an upload date.
- Not uploaded is indicated by a red X.
- The PWK Segment is added automatically to the electronic 837 claim file.
- Send on Claim: Determined by the Send on Claim checkbox.
- View column
- Select the Open link to view the Document.
- Select the Delete link to remove the Document.
- A Document can only be Deleted if it has not been uploaded.
- Select the Print icon to print the attachment.
- The Print icon only appears when the attachment is a PDF or an image.
Modify the Attachment Type and Description
- In the Claim Attachment panel, select the Modify icon .
- Make your changes.
- Select Save [F2].
Prevent an Uploaded Attachment from Sending on the Claim
If an Attachment should not be sent on the Claim, deselect the Send on Claim checkbox.
Print or Save Attachments
- In the Action column, choose the Open link.
- Select the Print or Save icon on the opened Attachment to print it for a paper claim or to save locally.
Policy Requirements
- Insured Relationship MUST be 20.
- The Employer must be added to the Employer/Attorney Library as Type: Policy Holder Only.
- The 2010CA will only show on the electronic claim if the Insured Relationship is 20.
Insurance Library Requirements
The Jopari Payer IDs are preceded by JOP.
- Using the Clearinghouse Payer List, select Jopari ONLY.
- Add the Payer to the Insurance Library by selecting the checkbox and then select Add to Insurance Library or add it manually.
If you cannot find a Payer ID
- If you want the Clearinghouse to print and send them.
- Select JPRINT as the Claims Payer ID
- Select Electronic for Primary Form Type and select HCFA for Secondary and Tertiary Form Types.
- The Clearinghouse will print and send the Claims for you.