Attachments in Service Center

Depending on which version of the Service Center you’re using, the process for adding and managing attachments differs slightly.

New Service Center:

• Users can upload attachments by clicking the paper clip icon on the Manage Claims screen.

• If the paper clip icon is not visible, the payer likely does not support attachments—be sure to double-check the Payer List (Resources > Payers List).

• Attachments can be viewed or downloaded by clicking the Attachment ID when the claim is expanded.

Classic Service Center:

• Users must first create the claim in Office Ally or upload the claim into Office Ally.

• Once the claim appears in the Awaiting Batch section (prior to being sent out to the insurance), copy the Claim ID.

• Navigate to the Claim Attachment Tool under the Request section.

• Paste the Claim ID into the tool and upload the required attachment to send it along with the claim.

Tip: Always confirm attachment support with the payer before uploading to prevent rejections or processing delays.