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How do I make a patients’ secondary insurance their primary?
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How do I make a patients’ secondary insurance their primary?

Dat Le

April 23, 2024 18:01
Updated

Access the family member. Click the word Primary. Ensure the “Search In” field reads “Account Plans.” Click the Search button. A listing of insurance plans attached to the family is returned in a pop-up box. The Secondary insurance will appear in the listing.

Select the desired plan. The Carrier, Employer, and Plan Information fields will be auto-populated according to the saved plan information (Setup–Insurance–Insurance Plans). Click the Save button.

Primary insurance can be made Secondary in the same manner.

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