Attachment Detail

athenaCollector

This page allows you to:

  • View an attachment
  • View and edit attachment or placeholder details for a claim
  • Replace a placeholder with an actual attachment
  • Remove a placeholder and enter a reason why an expected attachment is not required
  • Replace an attachment with an alternate attachment
  • Remove an attachment from a claim

 

On the Claim Edit page or Claim Review page, click Manage attachments. On the Manage Attachments page, click edit

 

On the Claim Edit page or Claim Review page, click the edit link to the left of the attachment

 

On the Claim Action page, scroll down to the Existing Attachments section and click Edit to the left of the attachment placeholder

 

On the Claim Edit page or Claim Review page, click the edit link to the left of the placeholder

 

 

 

This page is accessible if your practice has the Claim Attachments feature enabled.

 

 

 

  1. On the Claim Edit or Claim Action page, click the View link to the left of the attachment.
    The attachment appears in a pop-up window.

 

  1. Display the Attachment Detail page: On the Claim Edit page or Claim Review page, click the edit link to the left of the attachment or placeholder.
  2. Type — Select the desired type of document.
  3. Notes — Enter or edit notes that you want to appear along with the attachment.
  4. Click Save.
  5. The updates are saved, and the Manage Attachments page reappears.

 

  1. Display the Manage Attachments page: On the Claim Edit page or Claim Review page, click Manage attachments.
  2. Click the edit link to the left of the placeholder. The Attachment Detail page appears.

On the Attachment Detail page

  1. Type — Verify the attachment type selected.
  2. Source — Click Upload file.
  3. Click Choose File to locate the document.
  4. Verify that the correct file name appears next to Choose file.
  5. Notes — Make any updates to the notes.
  6. Click Save.
  7. The placeholder row is updated with the actual document information. The [Attachment required] note disappears, the edit link is replaced with edit and view links, and the claim is placed in DROP status (as long as there are no other errors).

 

  1. Display the Attachment Detail page: On the Claim Edit page or Claim Review page, click the edit link to the left of the placeholder.
  2. Attachment required — Select No, and then select a reason why the attachment is not needed from the menu.
  3. Click Save. The placeholder row is updated.
    The attachment note changes from [Attachment required] to Attachment not required.

    The claim is placed in DROP status (as long as there are no other scrub errors).

 

  1. Display the Attachment Detail page: On the Claim Edit page or Claim Review page, click the edit link to the left of the attachment.
  2. Type — Verify the type for the attachment.
  3. Click the Delete attachment link.
  4. Source — Select Upload file.
  5. Click Choose File to locate the document.

  6. Verify that the correct file name appears.

  7. Notes — Make any updates to the notes.
  8. Click Save.

 

  1. Display the Attachment Detail page: On the Claim Edit page or Claim Review page, click Manage attachments. On the Manage Attachments page, click edit.
  2. Click delete attachment.
  3. Attachment required — Click No and then select a reason from the menu.

  4. Notes — Enter any notes that you want to appear.

  5. Click Save.

  6. The placeholder row is updated. The attachment note changes from [Attachment required] to Attachment not required.

 

  1. Display the Attachment Detail page: On the Claim Edit page or Claim Review page, click the edit link to the left of the claim attachment.
  2. Click Audit history to view the attachment history in a pop-up window.

The detailed attachment history indicates when a document was created (including those created by athenaOne rules) and lists all users who edited that document. The audit history includes:

  • Uploading a file into a stub attachment
  • Marking the stub attachment as not required
  • Replacing a file
  • Removing a file

 

 

Current Attachments table
ID ID number for this document.
Created

The date that the document was attached to the claim, and the username of the staff member who attached the document to the claim or who created the placeholder.

 

 

Note: If the placeholder was created by an athenaOne claim rule, the username is a Rule ID. If a rule has been migrated to the new Billing Rules system (or is a new rule added only in the new Billing Rules system), you'll see a Business Requirement ID (BR-######) instead of a legacy Rule ID.
Type

The type of attachment or placeholder. The list of attachment types is administered via the Attachment Types page.

Attachment Notes Name of the attachment.
User Notes User notes entered in the Notes field when the attachment was last updated.
Edit Attachments
Patient Patient ID and patient name, linked to the patient Quickview page.
Type

The type of attachment or placeholder. The list of attachment types is administered via the Attachment Types page.
Attachment required Select Yes or No. If you select No, you must select one of these reasons from the list that is displayed: Attachment not required by payer, Document already sent to payer, or Other.
Source If you select Yes for the Attachment required field, select athenaClinicals document or Upload file. If you select athenaClinicals document, you can select documents from the list. If you select Upload file, the File field appears. Use the Browse button to locate the PDF file on your system.
File

Use the Browse button to locate the name and path of the PDF file attachment.
Notes

Enter or edit any notes about this attachment or placeholder.
Upload new attachment for this claim
Type

The type of attachment. This list is administered via the Attachment Types page.
Notes

Any notes about this attachment.
File

The file path and name of the attachment.

 

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