Many of the dental claim attachment requirements have been set up for you. You must add medical claim attachment requirements manually. When necessary, you can add, edit, and/or delete claim attachment requirements by payor.
To set up claim attachment requirements
1. In the Ledger, click File, and then click Direct Processing Options Setup.
The Direct Processing Options Setup dialog box appears.
2. Click the Setup (gear) icon.
The Setup Claim Attachment Requirements dialog box appears.
3. Select Dental or Medical, and then complete one or more of the following tasks:
Add a claim attachment requirement.
Edit a claim attachment requirement.
Delete a claim attachment requirement.
4. Click Close.