Specialty Ideas

Populate Secondary Claims with What Primary Paid

  • Jennifer Meredith
  • Nov 6 2025
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  • Jennifer Meredith commented
    November 06, 2025 17:29

    When creating a secondary claim, we have to switch secondary insurance to primary insurance in the patient's profile. Otherwise, the secondary claim states that primary paid 0.00. This is inefficient and makes us vulnerable to future filing mistakes if we forget to change the plan order back after creating the secondary claim.