Electronic Claim Attachments Setup Process

If your practice has contracted with eMEDIX (for the Attachments feature of the eMEDIX Claims Management option) to send claim attachments electronically, you will need to perform the following steps:
  

Step 1 - Enter the Claim Filing Indicator and the Electronic ID# for each applicable insurance carrier.
In Maintain Insurance Carriers, add the Claim Filing Indicator and the Electronic ID# (Payer Code from the eMEDIX Payer List). This data populates in the electronic claim Loop 2300 SBR segment - 9th piece. If there is a Claim Filing Indicator selected for the insurance carrier, that will be populated. Otherwise if that field is blank, the value stored in the Insurance Form field will be checked and if it is set to B-Worker's Compensation, then WC will be populated for the Loop & Segment.
 
Warning: For auto claims, if you do not select Automobile Medical (AM) for the Claim Filing Indicator, the Loop and Segment will NOT populate for the claim.
 

 
Step 2 - Add a Case to the patient’s account and add the Property and Casualty Claim Number to the Case Claim Number field.
Access Change Patient Data, select the patient's account and then add a Case and enter the Property and Casualty Claim Number in the Claim Number field.
 

 
Step 3 - Post the charges in Procedure Entry and select the Case and complete the Additional Paperwork Attached Attachment.
When you enter the charges in Procedure Entry, make sure the Case is selected correctly and complete the Additional Paperwork Attached Attachment at the encounter level, which populates the electronic claim Loop 2300 PWK segment. When completing the fields in the Attachment, you must enter the Filename of the Attachment in the Attachment Control Number field.
 

 
Step 3 - Process and send electronic claims to eMEDIX and then upload your attachments to eMEDIX using the instructions they provide.