Add Additional Info to Institutional Claims

Follow the steps below to add general additional information to an institutional claim.

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim.

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click the Additional Info tab.

  3. Select the ANSI Location or CMS-1450(UB-04) options to see where the entered information will populate.

  4. Add additional information as it applies to the claim.

  5. Click Save.

Some Institutional Claim Additional Info Field Descriptions:

  • Show Additional Information about each field: Selecting one of the available radio options will display which box, or loop and segment the information will populate in for each field.

  • Admission Type: Use this field to specify the type of admission (Urgent, Emergency, Elective, etc.).

  • Patient Status: Use this field to specify the current status of the patient.

  • Patient Estimated Amount Due: If required by your payer, enter the patient estimated cost due (Loop 2300 AMT~F3).

  • Is Patient Condition Related to: Select whether the patient's condition is related to their employment, auto accident, or another type of accident. 

  • Delay Reason Code: If required by your payer, enter the delay reason code here.

  • Documentation Method:  If required by your payer, enter the documentation method, and documentation type when sending one or more attachments to the payer on paper.