Secondary Insurance

Secondary Insurance

Step 1: Navigate to the client’s Claim Center tab in their chart. Then, select Add Insurance Plan.



Step 2: Once you have added all of the necessary insurance information, check off Secondary and then, select Add Insurance Plan.




The letter 'S' will mark the active secondary insurance plan.


There must be an active primary plan to enter a secondary plan.
You cannot delete a primary plan without first removing the secondary plan.



Once the primary insurance claim has been completed, a secondary claim will automatically generate under Pending Claims.

Step 3: Select the Actions drop-down. Then, File Claim.


Step 4: add your adjustment reason(s) and amount(s). Once this is completed, select Submit.

If the ERA has come back, the adjustments will auto-fill from the ERA.




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