In the client’s ledger, secondary claims will be grouped under the primary claim it is associated with. This will act as a sub-line in the chart that will be accessible via a dropdown arrow on the primary claim.

The primary claim is going to include the insurance company and all of the information specific to that claim.

The secondary claim will have information about the secondary insurer as well, with the payment made by that insurer.

Note: The primary line is going to hold the total service balance, so it'll be a collective total between primary and secondary line. On the secondary line it will show a white space.

From the three-dot menu, you can manually add or adjust insurance payments. This can also be done on the sub-line for the secondary claim. However, please note that claims can only be deleted from the primary line, and only if the appropriate permissions are enabled.

Note: If a primary is deleted from the ledger it will automatically delete the second claim.