ClaimRev Support Documentation

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====== Claim Note Auto-Add ======

Automatically add NTE (note) segments to claims for specific payers.

**Applies to:** Professional (837P), Institutional (837I), Dental (837D)

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===== When to Use This =====

  * A payer requires a specific note on all claims (e.g., contract reference, special instructions)
  * You need to add certification or third-party notes to claims
  * A payer requires a note for specific claim scenarios

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===== Fields =====

^ Field ^ Required ^ Description ^
| Start Date | Yes | When this rule becomes active |
| End Date | No | When this rule expires |
| Payer Number | No | Only apply for a specific payer. Blank = all payers |
| Note Qualifier | No | The NTE segment qualifier code. Defaults to "ADD" if blank |
| Note Text | Yes | The actual note content (max 80 characters) |
| Notes | No | Your reference notes (not the same as note text — this is for internal use) |

==== Common Note Qualifiers ====

^ Qualifier ^ Description ^
| ADD | Additional Information |
| CER | Certification Narrative |
| DCP | Goals, Rehabilitation Potential, or Discharge Plans |
| DGN | Diagnosis Description |
| TPO | Third Party Organization Notes |

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===== Examples =====

=== Example 1: Contract Reference Note ===

Add a contract reference number to all Aetna claims.

^ Field ^ Value ^
| Payer Number | 60054 |
| Note Qualifier | ADD |
| Note Text | CONTRACT REF: AET-2026-MEDICAL-001 |

=== Example 2: Certification Note ===

Add a certification note for a specific payer.

^ Field ^ Value ^
| Payer Number | 00882 |
| Note Qualifier | CER |
| Note Text | SERVICES MEDICALLY NECESSARY PER DR SMITH |

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===== What Happens on the Claim =====

  - An NTE segment is added to Loop 2300 (Claim Level) with the qualifier and text
  - Duplicate notes are not added — if an NTE with the same qualifier and text already exists, it's skipped
  - A note is added to the claim's internal notes
  - Shows in Applied Validation Modules as "ClaimNoteAutoAddModule"

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