Attachments can be sent electronically through the DentalXChange (ClaimConnect) clearinghouse.

In the Account Module, right-click a claim, and select a DentalXChange attachment option.

Alternatively, in the Treatment Plan Module, right-click a Preauthorization.

Additional Information:

• Options are only available when DentalXChange ClaimConnect is set as the default dental clearinghouse and Allow sending attachments is enabled for the clearinghouse.
• For a new Claim, clicking Send or Save in the Edit Claim window validates the claim. If an attachment is required by DentalXChange ClaimConnect and/or the insurance carrier, there is a prompt to add an attachment.
• If sending a narrative, text entered in the Narrative box can only be sent with another item (i.e., image). To send a narrative only, attach it as an image (i.e., screenshot) instead.
• If Save Attachments to Imaging Module is enabled in DentalXChange ClaimConnect E-Claims clearinghouse setup, a copy of the image is saved to the Imaging Module when using Snip Attachment for DentalXChange or Paste Attachment(s) for DentalXChange.
• DentalXChange uses one attachment for multiple items. Only one Attachment ID can be connected to a claim. The attachment is sent once the claim is sent. The Attachment ID is what links the attachment to the claim to allow the two to be sent together.

The window that opens is dependent on the option selected from the right-click menu. The attachment must be created before sending the claim.

Select Attachment

Choose Select Attachment for DentalXChange to open Select Image to add attachments from the Imaging Module.

Highlight an image from an Image Category to attach. Only image files (e.g., PNG, JPEG, TIFF, etc.) can be attached. If an invalid file type is selected, there is a warning. Annotations from third-party image analysis programs and drawings are not sent on attachments. Enter details:

• File Name: Defaults to the description for the file in Image Info. If there is no description, the File Name defaults to Attachment. Edit as needed.
• Image Type: Highlight a type to indicate what the item is.
• Date Created: Date of the attached image. Defaults to the current date.

Narrative: Enter a claim narrative as needed. Allows up to 2,000 characters. If there is an existing narrative entered, it can be edited here.

Claim Validation Status: Lists any errors or validation notes received from DentalXChange for the claim or attachment.

Click Send and Select Another to add the item to the attachment to DentalXChange and keep Select Image open to choose an additional item to attach.

Click Send to add the item to the attachment and close Select Image.

Snip Attachment

Choose Snip Attachment for DentalXChange to launch the Snipping Tool and Image Info to create a screenshot to attach.

After the screenshot is taken, a preview of the screenshot is displayed in the Image Info window. Enter details:

• File Name: Enter a description for the item. If Save Attachments to Imaging Module is enabled in DentalXChange ClaimConnect clearinghouse setup, this is added as the Description in Image Info.
• Date Created: Date of the attached image. Defaults to the current date.
• Image Type: Highlight a type to indicate what the item is.

Narrative: Enter a claim narrative as needed. Allows up to 2,000 characters. If there is an existing narrative entered, it can be edited here. Clipboard contents (e.g., copied text) are cleared when opening the Image Info window.

Click Send and Snip Another to add the screenshot to the attachment and relaunch the Snipping Tool and Image Info windows to create an additional screenshot.

Click Send to add the screenshot to the attachment and close Image Info.

Paste Attachment

Choose Paste Attachment(s) for DentalXChange to paste an item from the Clipboard and open Paste Attachment.

The grid lists all items pasted since the window opened.

• Double-click an image name to edit details.

• File Name: Enter a description for the item. If Save Attachments to Imaging Module is enabled in DentalXChange ClaimConnect clearinghouse setup, this is added as the Description in Image Info.
• Date Created: Date of the attached image. Defaults to the current date.
• Image Type: Highlight a type to indicate what the item is.
• Click Delete to remove the item from the attachment.
• Click Save to keep changes.
• Right-click an image name to select or change the Image Type.

The currently selected image is shown in the preview area. Pasting an image can include annotations from third-party image analysis programs and drawings.

Claim Validation Status: Lists any errors or validation notes received from DentalXChange for the claim or attachments.

Narrative: Enter a claim narrative as needed. Allows up to 2,000 characters. If there is an existing narrative entered, it can be edited here.

Copy another image and click Paste Again to add an additional image from the clipboard.

Click Send to close Paste Attachment and add the items to the attachment.

View Sent Attachments

Choose View Sent Attachments for DentalXChange to open Attachment History and view details of any attached items.

Delete Images: If the attachment has not been sent, select items from the grid and click to remove them from the attachment.

Attachment Images Sent: Lists the File Names of any attached items. The attachment is sent when the claim is sent.

Claim Validation Status: Lists any errors or validation notes received from DentalXChange for the claim or attachment.

Attachment ID: Read-only. Displays the auto-generated number associated with the attached items.

Narrative: Enter a claim narrative as needed. Allows up to 2,000 characters. If there is an existing narrative entered, it can be edited here.

Delete: If a claim has not been sent, click to remove all images, clear the narrative, and clear the attachment ID.

Amending a Sent Attachment

If a claim was sent with an attachment that had incorrect or missing information (e.g., missing an x-ray or narrative):

1. Take note of any narrative and any attached items and delete the original claim. Optionally, create a commlog to document why the original claim was deleted.
2. Recreate the claim.
3. Add all items (e.g., images, narrative, etc.) that need to be included with the claim, including those that were sent with the original claim.
4. Send the new claim.

Resending a Claim

If a claim must be resent due to a missing attachment, do the following:

If insurance provided a reference ID number:

1. Change the claim status to Waiting to Send.
2. Add the missing attachment to the original claim.
3. In the Misc Tab of the claim, add the Original Reference Number.
4. Change the Correction Type to Replacement.
5. Resend the claim using the Resend button
6. Select The claim was accepted and I need to replace it with updated information when prompted.

If insurance did not provide a reference ID number.

1. Change the claim status to Waiting to Send.
2. Add the attachment to the original claim.
3. Resend the claim using the Resend button.
4. Select The claim has not been accepted yet and I need to resend it when prompted.

Troubleshooting

When choosing Snip Attachment for DentalXChange, I get an error that neither Snip & Sketch nor the Snipping Tool could be launched.

Windows Snip & Sketch or Snipping tool could not be launched from Open Dental. Use the Paste Attachment(s) for DentalXChange or Select Attachment for DentalXChange options instead.