Add Additional Info to Professional Claims

Follow the steps below to add additional information to a professional 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-1500 options to see where the entered information will populate. 

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

  5. Click Save


Some Professional 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.

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

  • Unable to Work From/To Date: Used to specify how long the patient is unable to work.

  • Other Claim ID: If required by your payer, use this field to enter an additional code to identify this claim.  

  • Additional Claim Information: Enter any other additional claim information in this field. 

  • Claim Note: If required by your payer, use this field to enter any claim notes.

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