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At a Glance

This walkthrough details how to upload documentation that isn’t automatically uploaded through a rule created by your organization. Your organization can also set up rules to automatically send supporting documentation with claims.

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Here’s How to Do It

  • Only Send Supporting DocumentationOn the Claim Detail page, choose a claim that needs supporting documentation. Go to the Actions menu and click Send Documentation.
This popup will appear. Fill out the form, upload the documentation, and click Send Documentation.
  • Modify and Resubmit the Entire ClaimFrom the Claim Detail page, click into a claim and then open the Actions menu. Then choose Edit Claim Form & Resubmit.
A popup form will appear with editable fields for all the claim’s information. Be sure to scroll down–it’s a long form.Update the fields as needed, then click Save & Resubmit Claim at the top of the form. Done!