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Managing Insurance Claims Recorded Class
If you are using the NEA FastAttach® service for electronic claims that accept attachments, you can attach images, narratives, or a copy of the patient's Perio record to an NEA FastAttach claim.
You can also use FastAttach to attach primary (preceding) claim EOBs as supporting evidence for secondary (subsequent) claims, using the EOB attachment type.
See How to Attach a Perio Record to a NEA Claim and How to Attach Explanation of Benefits (EOB) to a Secondary Claim for more information.
Adding Attachments in NEA FastAttach
Practices using a non-integrated imaging software, such as Sensei Imaging, must log into NEA FastAttach to attach images to a claim.
To attach images in NEA FastAttach:
- From the Location tab, select Claims > Claims Management. Claims that need attachments are flagged as Awaiting Attachments.
- Select a claim to view the Claim Summary.
- Click Submit Attach. The claim information is sent to the NEA FastAttach service, and the Claim Status is updated to Awaiting Attachment Confirmation.
- Log in to the NEA FastAttach service.
- Select Attachments > Unsent Attachments or select Attachments, and then click the # Unsent Attachments tile. The Unsent Attachments queue is displayed, and you can see the status of each attachment.
- Click the blue Edit button next to the claim. A window with more attachment options is displayed.
- Select a provider from the Sending Provider drop-down list and type any information or comments in the Narrative field.
- Use the Screen Capture or File Upload options to attach the images.
- Indicate the Image Type for each image. For x-rays, you must also choose the Orientation.
- Click Save. The claim status changes to Ready to Send in the Unsent Attachments queue.
- When you are ready to send, select the attachment in the queue, and then click Send.
A message that the attachment was successfully sent is displayed. NEA finalizes the claim attachment record and sends the Attachment Reference Number back to Sensei Cloud, where the claim is automatically updated with the NEA link information.
Note: It could take several minutes for the claim's status to be updated in Sensei Cloud. - Return to the Claims Management screen in Sensei Cloud. Once NEA has updated Sensei Cloud, the status of the claim changes to Pending Review.
Tip: To verify, select the Show Only Pending Review filter on the left side of the screen. - Select the claim with the new attachment and click Submit Claim.
Practices Using Integrated Imaging Software
Attach Images
Integrated imaging users who utilize the Sensei Imaging Bridge (e.g., CSI Imaging) can attach images from Sensei Cloud.
To attach an image:
- From the Location tab, select Claims > Claims Management. Claims that need attachments are flagged as Awaiting Attachments.
- Select a claim to view the Claim Summary.
- Select Add Attachments. The Add New Claim Attachment(s) window displays images associated with the patient.
- Select images related to the claim, and indicate the Image Code and Orientation for each.
- Click Save.
- Click Submit Claim. The claim attachment information is sent to the NEA FastAttach service, and the Claim Status is updated to Awaiting Attachment Confirmation.
- Log into the NEA FastAttach service, locate the associated claim record, confirm, and send the attachments.
NEA finalizes the claim attachment record and sends the Attachment Reference Number back to Sensei Cloud, where the claim is automatically updated with the NEA link information, and the claim is queued for transmission to the CSD clearinghouse.
To view attachment details:
- From the Claim Summary, click View Claim Details. The Claim Details window is displayed.
- Scroll down or select Jump To > Attachment Summary. The Attachments Summary section lists the attachments and type for the claim.
Attach Narratives
To attach narratives:
- Select a claim to view the Claim Summary.
- Select Add Attachments. The Add New Claim Attachment(s) window is displayed.
- For Attachment Type, select Narrative.
- Use the Narrative Text entry field to enter information and comments, or select from the Use Template list and click Add Template Text.
- Click Save.
- Click Submit Claim. The claim attachment information is sent to the NEA FastAttach service, and the Claim Status is updated to Awaiting Attachment Confirmation.
- Log into the NEA FastAttach service, locate the associated claim record, confirm, and send the attachments.
Attach Perio Exams
To attach perio exams:
- Select the claim to view the Claim Summary.
- Click Add Attachments. The Add New Claim Attachment(s) window is displayed.
- Select Perio Exam, and then select the Exam Date.
- Click Save.
- Click Submit Claim. The claim attachment information is sent to the NEA FastAttach service, and the Claim Status is updated to Awaiting Attachment Confirmation.
- Log into the NEA FastAttach service, locate the associated claim record, confirm, and send the attachments.
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