Secondary insurance plans are attached in the same manner as Primary insurance plans. Select the word Secondary and proceed as described for attaching insurance plans.
A husband and wife in the same account each have primary insurance in which each is the primary subscriber. They also are covered under each other’s plan for secondary coverage. How do I attach the plan to both as (1) their own subscriber and (2) secondary coverage?
Choose one spouse. In this example, we select the husband.
From the husband’s Patient Overview screen, click on the Primary insurance link.
Search for the appropriate insurance carrier or plan group number. Ensure the Search In field reads “All Insurance Plans” rather than “Account Plans”. Choose the plan if it appears in the selection list. If it does not appear in the list, click the Add Ins Plan button to add it.
Enter the relationship of the subscriber to the patient (Self). Make sure the subscriber’s number and birth date are correct. Click the Save button.
Go to Secondary Insurance screen for the husband.
Search for the carrier or group number of the secondary plan; in our example, the wife being the subscriber of the secondary plan. Ensure the Search In field reads “All Insurance Plans” rather than “Account Plans”. Choose the plan.
Enter the Subscriber’s (the wife) information in the Subscriber’s Fields. Indicate the Patient Relation to Subscriber as “Spouse”. Also indicate the Sec(ondary) Sub(scriber) Relation to Prim(ary) Subscriber as “Spouse”. Click the Save button.
The husband’s patient overview screen should now show he has Primary and Secondary insurance.
Now, access the wife’s Patient Overview screen.
Click on Primary Insurance link.
Ensure the Search In field reads “Account Plans” rather than “All Insurance Plans”. Click on the Search button to search for all insurance plans attached to this account/family. Choose the plan that is the wife’s primary insurance plan.
Verify that the subscriber’s information is correct (name, birth date, insurance ID). Click the Save button.
Click on the Secondary insurance link from the Patient Overview screen.
Ensure the Search In field reads “Account Plans” rather than “All Insurance Plans”. Click on the Search button to search for all insurance plans attached to this account/family. Choose the plan that is the wife’s secondary insurance plan.
Verify that the subscriber’s information is correct (name, birth date, insurance ID, account relationships). Click the Save button.
The wife’s patient overview screen should now show she has Primary and Secondary insurance.
NOTE – The insurance plan for each may be the same because they work for the same employer. However, the plans may be different for each spouse because they work for different employers.