One of the required elements when submitting electronic claims is the Claim Filing Indicator Code, which tells the payer what type of claim is being submitted. When a patient has multiple insurances, it also identifies which payer is primary.
In DrChrono, adding this code is quick and seamless — once you select the Insurance Plan Type in the patient’s chart, the system automatically assigns the correct claim filing indicator in the background.
- Navigate to the patient's chart
- Press the Insurance tab> and select Primary Insurance (or Secondary/Tertiary/Hospital/Auto/Work Comp/DME)
- Choose Insurance Plan Type and select the payer type from the drop-down
- Press Save Demographics.
This will automatically link to the claim filing indicator on your electronic claim and transmit in the 2000B SBR09 loop.