You can add additional funding sources in the Client Tab under Enrollments. Once funding sources have been added, you can bill secondary insurance in the Client Ledger. Secondary claims can be submitted electronically at the same time as your primary claims.
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| Add Additional Funding Source |
| Bill Secondary Claims |
Add Additional Funding Source
To add an additional funding source, navigate to the Client Tab under Enrollments, then go to Client>Contracts>Additional Funding Sources.
- Click on the Pencil on the right side of the field.
- Click on the Green + at the top left side of the window.
- Add the additional funding source, then click the OK button.
NOTE: If the additional funding source added is a primary funding source, the order of precedence can be set by using the Move Up or Move Down buttons.
Bill Secondary Claims
- Select the claim(s) you want to set as secondary billing.
NOTE: There must be a Primary payment posted in order to be able to create the Secondary claim. Once you have chosen which claims to file Secondary, be sure all lines of service are selected.
- Click the insurance claims manager icon.
- The Bulk Update Charge Lines window opens. Select Transfer Balance > Secondary Insurance.
- A pop-up window opens to confirm transferring to secondary is the desired action. Click Yes.
- A pop-up window opens to confirm the transfer to secondary insurance was successful. Click OK.
- the claim is transferred and will display in the Billed As column as Secondary Insurance.
- Submit the claim. Secondary claims can be submitted electronically at the same time as your primary claims.