How to Create a Secondary Insurance Claim during an EOB Posting
1. If a secondary insurance is in the patient profile, the "Xfer to:" column will highlight in Red
In this example, we are transferring to a Medical Primary from a Vision Primary. The same process is used.
2. Use the XFer to: dropdown and select secondary insurance
3. Click "Create Secondary Claim" button
4. A new section will open to enter Payer Adjudication information for secondary payer
The sum of the payment amount and all non-payment amounts must equal the total billed.
5. Enter the required fields
Information is required for ALL Billing Codes on the original claim
6. Once the fields are updated a secondary claim is created and the Claim number is added to the Remittance.
