Add an Attachment Code to a Claim

If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you need to send an attachment to the payor. You can edit the encounter and add an attachment code to an encounter, generate a unique attachment ID, and specify the attachment type and method. Attachment information will then be sent with the electronic claim.

Whenever a claim requires an attachment, select the encounter in the Billing History section of the chart and click “Edit Charges”.


Depending on the circumstances, you may need to make other changes to the encounter or the charges. For example, if you’ve already processed a payor response, you should check the Procedures component to make sure the charges are pending the correct responsible party.

Next, visit the Claim Information section and click “Add Attachment”.


PCC EHR will create a unique attachment ID. You can then set the Attachment Type and Transmission Method. These values will be submitted on the electronic claim.

Double-check that the checkbox for claim submission is checked, and that it is for the correct payor.

Then click “Save + Post” to save the attachment information and queue up a new claim.

For more details about editing charges and encounter and claim details, read Edit Encounter Charges and Claim Information.

  • Last modified: February 4, 2025