How Do I Submit a Claim To a Secondary Insurance?

Edited

  If your patient has a primary and secondary insurance, you may need to submit a balance left by the primary payer to the secondary carrier.  Here is how you can do it:


1. Hover over the Billing tab and choose Live Claims Feed.

 

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2. You can either choose a patient from the Live Claims Feed list or you can type their name into the search field and click on Update Filter to the right of the search field.  You may also need to update the date range, depending on what date of service you are working on.

 

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3. Click on the visit date next to the patients name. This will open up the selected visit date, and allow you to change the billing status.

 

4. You will then want to change the billing status to Bill Secondary Insurance and then click on Verify & Save on the bottom right.

 

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