Secondary Claims Through OA (Office Ally)

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• Select Claim
• Enter Primary Insurance Information
• Example of a Secondary Claim in OA

Select Claim

1. Click Inventory Reporting from the Office Ally navigation menu.
2. Select Payer.
3. Select the Date of Service range.
4. Select DOS for the Date Type. 
5. Click Search.
   
   
    
6. Click the Claim ID for the date of service to be billed to the secondary payer.
   
7. Click Edit/Resubmit Claim. The claim page opens.
   
8. Select This is a Secondary Claim.
9. Update the secondary payer's address. This can be done in one of two ways:
   • Enter address manually
   • Click the (...) dots icon to search for the address. It auto fills in the address fields.
10. Change subscriber ID number to secondary insurance information.
    
11. Enter the Insured's Name and address and subscriber ID# in box 9.
12. Enter the Primary Insurance Plan or Program Name in box 9d.
    
    
     
13. Update CPT code and modifiers if needed. 

Enter Primary Insurance Information 

1. Click the (...) dots icon to search for the Primary Insurance Name. Select the name to enter.
2. Enter the Primary Payer ID. If not entered, it will auto populate based on the selected primary insurance.
3. Enter the billed amount.
4. Enter the amount paid by the primary insurance.
5. Click the calendar to select the date it was adjudicated.
6. Click on the + icon to edit adjustments.
7. The Add Adjustments for Line Item box opens. 
8. Click the  (...) dots icon to select Group Code.
9. Enter the billed amount.
10. Click the (...) dots icon to select the Reason Code.
11. Click Update.
12. Click Update. The claim is sent automatically.
    
     

Example of a Secondary Claim in OA

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