Our patient discovered they have secondary insurance coverage. We’ve already sent the primary claim, and recorded the primary insurance payment. How do we generate a claim to the secondary insurance plan?

The patient’s record should have the secondary insurance plan attached to the patient record.

To generate a paper claim to the secondary insurance carrier:

• Click the word “Reports” and choose the “Blank Insurance Forms” option from the drop-down box
• Checkmark the box for "Print Patient Information"
• Input the patient's last name in the "Patient" field
• Click the Search button
• Select the patient from the search returns
• Using the calendar icon, indicate the DOS “From” date
• Using the calendar icon, indicate the DOS “Through” date
• Change the field "Primary" to "Secondary"
• Change the field "Secondary" to "Primary"
• Click the Print/Preview button

An after-the-fact paper claim will not generate a claim entry in the Ledger. Instead, the user will be prompted “Do you want to add a patient note.” By selecting the “OK” button, a record of the paper claim will be recorded in the patient Notes screen.

When the insurance payment is received, the insurance payment should be entered within the Transactions/Insurance Payment screen.

This is important to note;

The payment will be entered using the "Insurance Check to Prev. Balance" payment option. The office should enter notes to remind what the payment is about.