Creating secondary claims manually

If a patient has primary and secondary insurance plans attached to his or her record, after a primary claim has been paid, a secondary claim is created automatically. However, if you add a secondary insurance plan to the patient's record after a primary claim has been paid, you must manually create the secondary claim.

Note: This is also true for a tertiary plan that is attached to a patient's record after a secondary claim has been paid.

To create a secondary claim manually

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. On the Patient menu, under Insurance, click (or tap) Insurance Claims.

      The patient's Insurance Claims page opens.

   On a patient's Insurance Claims page, select a primary (or secondary) claim that has a status of Payment Received.

   

   The Claim Detail dialog box appears.

   

2. Click (or tap) Create Secondary Claim (or Create Tertiary Claim).

   Notes:

   • The following details of the insurance payment for the primary claim will appear on a secondary claim:

     • Box 24 - The transaction date of the payment(s)

     • Box 26 - The text "JP"

     • Box 30 - The text "Primary Insurance Payment"

     • Box 31 - The amount of the payment (including a zero dollar payment), or the total amount of payments made on the same transaction date

   • If multiple payments have been entered on separate days for the primary insurance claim, the original primary insurance payment and subsequent primary insurance payments will appear as separate line items on a secondary insurance claim.

   • Primary and secondary insurance payments will appear on tertiary claims. 

3. Review and submit the secondary (or tertiary) claim.