Creating secondary claims automatically

You can create a secondary claim automatically whenever you post a primary insurance claim payment if you have not already created a secondary claim and if a patient has secondary insurance set up in the Family File.

To create a secondary claim automatically

1.   In the Ledger, click File, and then click Insurance Payment Setup.

The Insurance Payment Setup dialog box appears.

2.   Under Additional Options, select Auto-Create Secondary Claim with Primary Payment.

3.   To mark the secondary claim as “received” if no pending insurance estimate exists, select Auto-Receive Secondary Claim if No Pending Ins Estimate.