AGAR Guide

Documentation Required

AR Guide Knowledge

Requests for medical records, orders, notes, certificates, and other clinical documentation.

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Check first

Check these before anything else

  • Exactly what was requested, and by when
  • The payer's preferred submission channel (portal, fax, mail)
  • Claim number to reference on every page
  • Submission confirmation and receipt
  • CARC 163 and the accompanying remark code

Verify payer-specific rules: Heads up

Each payer has a preferred channel, format and deadline for documentation submissions. Send exactly what was requested through the payer's specified channel and confirm the submission was received, keeping proof of it.

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What it means

The claim is being held pending documentation the payer needs to adjudicate it — commonly medical records for medical necessity, orders or certificates for DME, or notes for specific services. These are usually submission problems, not appeals: send the requested documentation through the payer's preferred channel and reference the claim number.

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Common causes

  • Supporting documentation not sent with the claim
  • Documentation sent to the wrong address or channel
  • Fax or portal submission failed
  • Requested certificate, order, or note never obtained
  • Documentation incomplete or illegible

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What AR should verify

  • Identify exactly what documentation was requested and by when
  • Check the payer's preferred submission channel (portal, fax, mail)
  • Confirm the submission was received and reference the claim number
  • Track the submission so it can be proven later
  • Confirm the documentation covers the service dates in question

Recommended workflow

What to do next

  1. Send the requested documentation through the payer's preferred channel
  2. Reference the claim number on every page of the submission
  3. Track the submission and follow up if no acknowledgment arrives
  4. Resubmit the claim with the requested documentation if required

Don’t assume

Avoid these shortcuts

  • The documentation was received just because it was sent
  • A fax or portal submission succeeded without confirmation
  • The payer will request the documentation twice
  • The request is a denial — it is usually a hold pending documentation
  • Any channel works — use the payer's preferred one

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Documentation

  • The payer's documentation request letter
  • The records or certificates submitted
  • Submission confirmation (fax report, portal receipt)

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Escalation

  • QA: when documentation requests are repeatedly missed, review the intake workflow
  • Clinical: obtain the needed records from the provider
  • Supervisor: when the payer requests documentation that does not exist or is not applicable

QA checkpoint

Confirm before closing

  • Attach required documentation at initial submission
  • Track documentation requests with due dates
  • Keep proof of every documentation submission

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Related guides

Source & review

References

AR Guide editorial research · Last reviewed Aug 15, 2026 · Reviewed. General practice guidance — not official payer or standards documentation. Payer-specific requirements must be verified with the payer.

About this guidance: Note

AR Guide knowledge is general reference content written by our team — it is not payer-specific policy and never replaces the payer’s documentation or your contract. Always confirm specifics with the payer.