How to Post a Secondary Payment before a Medicare/Medicaid payment
If you receive a secondary payment for a claim that was originally submitted to Medicare, you will want to follow these steps. At this time, this is a workaround. A feature request has been added to automate this process.
Locate the original claim and create a secondary claim
1. Click the Action button > Click EOB available
2. Click Action button > Click Create Sec/Tert. Claim
3. Select the Secondary insurance > Click Generate
4. Open the newly created secondary claim
5. Click Additional Info to add Primary Adjudication information > Click Save & Close
6. MANUALLY submit the secondary claim
Now there are two claims created and ready to post. One for the Primary insurance and one for the Secondary insurance.
Post the Secondary Payment
7. Click Remittance > Click Create EOB
8. Use the dropdown to locate the secondary insurance
9. Add the required fields and select the patient from the right pop-out sidebar
10. Move the remaining balance under "Leave In Ins. Bal." > Click Post ERA/EOB
Post Medicare Payment
11. Follow the steps to create a new Remittance. Enter the check amount > leave the remaining amount in Insurance Adjustment > Click Post ERA/EOB
