Overview
Managing secondary insurance for patients is simple and allows you to create secondary claims easily. This guide will walk you through adding a secondary insurance payer, selecting it for charges, and processing claims.
Steps to Add and Manage Secondary Insurance:
Ensure the patient has two insurance profiles. You can add these in the Insurance tab.
Set the order of payers by selecting "Secondary" or "Primary" from the dropdown menu.
Proceed with the visit as usual, and when you reach the Charges view, manually select the secondary payer.
Add an Explanation of Benefits (EOB) and transfer any applicable charges to the secondary payer.
Creating a Claim for Secondary Insurance:
After transferring the charges, create another claim within the Charges view specifically for the secondary payer.
Once created, you can add an EOB to the secondary claim, completing the process.
This method allows for seamless handling of both primary and secondary insurance claims, ensuring accurate billing for patients with multiple insurance profiles.