Assigning secondary insurance to subscribers with dual coverage
Some subscribers may have dual insurance coverage (from two working adults). After assigning primary insurance to a subscriber, you can also assign the dual coverage as secondary insurance to that subscriber through his or her spouse or partner as long as both individuals belong to the same family in the Family File..
To assign secondary insurance to a subscriber with dual coverage
1. From the Family File, select the patient/subscriber.
2. Double-click the Insurance Information block.
The Insurance Information dialog box appears. Both the primary and secondary insurance information are displayed.
3. Under Secondary Insurance, click the Subscriber search button.
The Select Secondary Subscriber (Insured Party) dialog box appears.
4. Select the appropriate subscriber (the selected patient's spouse or partner), and then click OK.
The subscriber’s name, insurance carrier, subscriber ID #, and relationship status appear in the appropriate fields of the Insurance Information dialog box.
5. To save the information and return to the Family File, click OK.
Note: You can use the following buttons to reference and record additional insurance information: