Clients must have primary and secondary insurance on file for secondary claims to trigger correctly. The Payer Order must be set for both insurers, with one identified as ‘Primary’ and the other as ‘Secondary’ accordingly.

IMPORTANT: Both primary and secondary claims will be generated at the same time based on your current claim generation settings.

The Primary Insurance Claim will be generated in ‘Pending’ status.

The Secondary claim will be generated in ‘Pending Primary’ status under the Secondary Claim log.

Once the ERA for the primary claim comes back into the platform, the secondary insurance claim status will be updated to ‘Ready to submit’.

The Primary Payer Adjustments (ERA/EOP) fields will be automatically filled using the information from the ERA for the primary claim.

Once your secondary claim is Ready To Submit, the process to submit it is the same as for the primary claims:

1. Open the claim.
2. Review/Edit the information.
3. Submit

Remember that you can also submit claims in bulk.

Once the secondary claim is submitted, it can go to different statuses depending on what happens with the claim. Click here to learn more about claim statuses.