How to Submit Claims to a Secondary Insurance Company

First make sure to go into the Menu option in the clients chart and select Secondary Insurance and place in the Secondary Policy information. See Adding Termed Insurance for more Details

Open

Once you have submitted your claim to the primary insurance company and received your payment or denial you will then need to go into the claim and select the Edit option next to the Image button

Open

Change the status to Edit and select Update.

The claim will then have the blue boxes open through out the claim, you can also change the claim form from its original version (whether UB or 1500) by selecting the Green button in the top of the claim form, (please note if you change the claim form type it will still be abiding by the original claim type rules, so be sure to check all areas of the claim to make sure it is properly filled out). 

Now you will select the tab in the upper right hand corner that says Primary Insurance and you will choose from the drop down Secondary or Tertiary

Once this is selected two tabs to the right will appear “Select Insurance” and “Refresh Paid”. 

First click on Select Insurance and it will show both your Primary and Secondary information choose your policy you are billing with for the Secondary then click OK.

Now you can select Refresh Paid which will apply any payment from the Primary Insurance.

Once completed you can go back to the Edit option next to the Image Button and change the status into Ready.

Now in Ready status you can select the Send Claims in Ready Status, in the Billing Claims Submission section, which will send them automatically to the clearinghouse for processing.