Creating secondary claims manually

If a patient has a primary and secondary insurance plan on their record, a secondary claim is created automatically after a primary claim has been paid. 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.

To create a secondary claim manually

1. On a patient's Insurance Claims page, select a primary claim that has a status of Payment Received.

   

   Note: If you want to create a tertiary claim, select a secondary claim that has the Payment Received status.

   The Claim Detail window displays.

   

2. ClickTap Create Secondary Claim to create a secondary claim and to close the window.

   Note: For secondary claims, the button displays as Create Tertiary Claim.

3. On the page, select the secondary claim to review and submit it.