Table of Contents

Claim Note Auto-Add

Claim Note Auto-Add

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

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

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

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

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

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”

← Back to Claim Rules Engine