When selecting what will be on the attachment, you can use a

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The data that goes onto an attachment is chosen by using either a release template or a report. A release template provides a standardized, privacy-conscious set of fields and formatting for disclosures, ensuring consistency across similar attachments. A report, on the other hand, generates the attachment from billing data in a customizable document, giving you flexibility to include specific details needed for the payer. Because both methods can define exactly what appears on the attachment, the best approach is to use either a release template or a report. A plain template by itself doesn’t specify the exact content in the same way, and a data map is a behind-the-scenes mapping step rather than the content source for the attachment.