mindbill
Documents3 minUpdated 2026-06-15

Attaching documents to an injury (auto-send)

Narrated walkthrough · recorded in the live Mindbill app

Step 1 — Open the injury's Documents section

Open the injury and scroll to its Documents section. This is where the med-legal reports, operative notes, and records that back up your bills all live, right on the claim — separate from any single bill, so they're available to every bill under the injury.

Step 2 — Add the document and upload the PDF

Click Add document and drop in the report. Mindbill takes a PDF up to 15 MB — for example, a med-legal evaluation. Upload from your device or pull from the Document Library.

Step 3 — Tag the Report Type (X12 PWK01)

Now tag the report type. Mindbill ships the verified X12 PWK attachment codes — med-legal, supplemental, doctor's first report, operative notes, and more — so the right OZ code goes out on the electronic bill. The PWK01 code is what tells the payer what kind of attachment they're receiving, and getting it right keeps the document from being mis-filed on their end.

Step 4 — Add a description and flip on Send automatically

Add a quick description, then flip on Send automatically. With that toggle on, this report attaches to every bill filed under this injury at send time — no re-uploading, no missed attachments. It's the difference between remembering to attach the report on each bill and never having to think about it again.

Step 5 — Save: the document lands with an Auto-send badge

Save it, and the document lands in the list with an Auto-send badge — plus one-click controls to view, edit, or delete. The badge is your at-a-glance confirmation that the report will ride along on every bill for this claim.

Step 6 — View the document to confirm

Click the file name to open the report and confirm it's the right one. That's injury documents — attached once, sent on every bill: the supporting evidence and the charges it backs stay inseparable across the whole claim.

Attaching supporting reports to an injury is how you make the right paperwork ride along with every bill, automatically. A document attached to the injury — a med-legal report, operative notes, records — can be flagged to send on every bill filed under that injury, so you upload it once instead of re-attaching it bill by bill. This is distinct from attaching a document to a single bill: injury documents apply to the whole claim.
Was this article helpful?
Browse all articles