Adding attachments to claims is an important part of the claims submission process and many claim types require certain documents.
Watch the video below or follow along with our step-by-step instructions to learn how!
How to Add an Attachment to a Claim
Click on Claims in the left side menu of the DI Insurance portal
From the Unsent section, click on the claim row that needs an attachment
Click on the Attachments tab (Tip: You'll notice a red alert next to the Attachments tab if a claim has an outstanding document requirement)
Check out the needed documents in the Attachment Requirements section
To ignore an alert, click Ignore
To add an attachment, choose which method that you would like to use:
Screen Capture: Use your mouse to make a selection on your screen and then use that selection as your attachment
Upload: Choose a file or drag and drop it from your computer
Keyboard Capture: Use keyboard shortcuts to capture images on your screen and then use that selection as your attachment
Once your image has been added, select the image type, X-RAY orientation, and date taken. When finished, click Save Image
After adding your attachment(s), choose Save and Exit or Send Claim
View Attachment Details
The Details column on your Claims dashboard will show information regarding any attachments that have been added
Click on the Sent tab to view previously submitted claims or use the search bar to locate specific patients
Click on the paperclip icon to open the attachment details
To open a preview of the attachment and claim details before printing, click on the printer icon
If needed, you can also add additional attachments by clicking on the + Create New Attachment button and following the same instructions listed above
