Creating secondary claims

With some patients, you may need to create a secondary dental insurance claim in addition to the primary claim.

To create a secondary dental claim

1.   With a patient selected in the Ledger,double-click the primary insurance claim.

The Primary Dental Insurance Claim window appears.

 

2.   If the secondary insurance information has been changed in the patient’s Family File since you created the primary claim, do the following to update the secondary insurance information:

a.   Verify the correct secondary insurance information in the Family File is correct and update it as needed.

b.   From the Ledger, double-click the primary insurance claim.

The Primary Dental Insurance Claim window appears.

c.   Double-click the Subscriber Information block.

The Patient/Insurance Information dialog box appears.

d.   Select Update Secondary Insurance, and then click OK.

3.   Click Create Secondary.

The secondary insurance claim is created, and the Secondary Dental Insurance Claim window appears.

4.   To print, send, or batch the claim, click Submit.

5.   To close the claim and return to the Ledger, click File, and then click Exit.