Add Secondary Insurance / Authorization

 Permissions: User must be logged in with staff credentials. User must have access to Clients section. 

 

1. Click the Client Tab.
2. Enter first name and last name or first initial and last initial.
3. Click on Search.
4. Click the Auth icon of the client.
   
   
   
   
5. Click on the Primary Insurance name.
   
   
   
   

6. Click the Authorization Tab.

   • Confirm the primary Insurance listed.

7. Click Add New Authorization. The new authorization page opens.
   
   
   
   
8. Enter the auth information for the Secondary Insurance: Payor, Treatment Type, Authorization Number, UCI/Insurance ID, Supervisor(CMS1500-31), Start/End Dates.
   
   
9. Uncheck Is Primary box.
10. Click Save/Add Detail.
11. A message displays in green at the top of the page to confirm the authorization was added. 
    Note: no CPT units or Activities will show. These are based on the primary insurance. 
12. Click the Back to Client link at the top of the page. 
    
    
    
    
13. Click All Existing Auth at the bottom of the page. The All Episodes/Authorizations window opens. 
    
    
    
    
14. Click on the Primary Insurance.
    
    
    
15. Click on the Authorization tab. The Existing Authorization list opens. 
    
    
    
16. In the Is Primary Auth column:
    • primary insurance status is True.
    • secondary insurance status is False.
17. Click Add New Authorization to add a tertiary insurance.