Creating a Secondary Insurance Claim (1:06)

When patients have both primary and secondary insurance attached to their records, after a primary claim has been paid, the secondary claim is automatically created. Also, the secondary claim is immediately ready for your review and submission.

Watch this video to learn how to see and review a secondary insurance claim. (Duration: 1:06)

Additional Information

  • After a secondary claim has been paid, a tertiary (third) insurance plan can be reviewed and submitted for any outstanding costs that the primary and secondary insurances did not cover.
  • If you add secondary insurance to a patient’s record after a primary claim has been paid, you must manually create the secondary insurance claim. To learn more, read Creating secondary claims manually in the knowledgebase.