How to submit claims to the tertiary insurance and post tertiary payment?

Unfortunately, at the moment, there is no option to bill the claim to the Tertiary insurance. You will need to update the insurance information in the secondary insurance section and bill the claim out to the tertiary insurance by paper.

Once the claim is printed and mailed to the insurance company, please update the secondary insurance in the corresponding section and also with the tertiary insurance.

Even though a tertiary payment cannot be posted to the patient’s appointment directly, we have a work around to do the posting by following the steps outlined below:

  • Billing.
  • Patient Payments.
  • Enter the date when the payment received from Tertiary insurance.
  • Select the Appointment date.
  • Select the payment type.
  • Enter the notes stating “Payment received from Tertiary insurance along with the check number”.
  • Enter the amount.
  • Click on “+ Add”.


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