Inovalon - Adding Attachments to Claims
- Dylan Nigh
This article will cover how to upload attachments to a claim to aid with claims processing on Claims Management Pro.
Uploading the Attachment
First, you’ll need to select a Professional or Institutional Claim from the Claims Menu that you wish to add an attachment to. When you’ve located the claim, click the “Action” button in the far right column:
Once you’ve clicked this, you’ll be looking on the right hand side to click the “Related” tab. At the bottom of this list, you’ll see an “Upload Attachment” button.
By clicking this button, you’ll bring up an Upload File(s) interface. Here, you can click the “Add Files” button to select files, or you can simply drag and drop them into the central area below “Select Files”.
Inovalon accepts all format types, up to 100 MB in size.
Once you’ve added all the files you want to upload, you can click the “Start Upload” button to finalize uploading the attachments.
Once you’ve uploaded the files, you’ll now see the attachments listed in the Related tab, like so.
You’ll also see three columns, Set to Transmit, Set to Print, and a Delete button. You can adjust the values of the first two columns by checking the attachment and clicking the small “Tools” button underneath the Related tab.
Set to Transmit: Set to Y if the payer allows electronic attachments and the file type is PDF or TIFF.
Set to Print: Set to Y if the claim is set to be released via print mail services and the file type is PDF or TIFF. Also available if the claim is set to be released via local print.
If you set a claim to Transmit via the Tools button, you’ll be prompted to select the Attachment Transmission Report Type.
If you’ve set an Attachment to Print, you’ll see when this is printed off in the Events Tab. This Printed label in the example below shows “Local” indicating that this was a print event triggered on a local system of the office’s. You may also see a Printed (Vendor) event, indicating when the Vendor has printed off this Attachment.
You can also review the Print Date column in your Claims list to see when these were printed off to be sent.