How to Bill Secondary Insurance
Index
- Sections
- How do I bill a secondary insurance?
- Post Payments and Prep Secondary Claims
How do I bill a secondary insurance?
Before submitting claims to secondary insurance, the primary payment must first be posted to the patient’s account. There are two ways to do this, depending on how you are receiving the insurance payments:
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If you are receiving electronic remittances (ERAs) in ICANotes:
Follow the steps outlined in the How to Auto Post Insurance Payments in Patient Accounts guide. -
If you are receiving paper checks:
Follow the steps outlined in the Manual Post Payments for Secondary Billing guide.
Once the Primary Payment is posted follow the steps below:
Prepping and Submitting Secondary Claims from the Billing/Productivity Report
1. In the Billing/Productivity report, click Prep Claim to Submit:
2. The system will ask you if you want to prep them for Primary or Secondary, click Secondary.
3. When you select Secondary, the system will then ask you in the next window if you'd like to prep as Primary with Secondary, Primary Only, Secondary with Primary, or Secondary Only.
4. Secondary with Primary option includes all the primary insurance contractual adjustments, patient responsibility, amounts paid, and dates when payments occurred.
Secondary Only should be used when the Primary insurance will not be billed for the claim. It does not include contractual adjustments, patient responsibility, amounts paid, or dates when payments occurred. It is not recommended you prep a claim as Secondary Only if you intend to include the Coordination of Benefits from the primary payer's remittance.
5. When you are returned to the Billing/Productivity Report, the claim status will be updated to prepared and the is claim is now ready to be electronically submitted to your clearinghouse.
6. You can submit electronically by clicking 'Submit SELECTED Claims' (if your claim is selected, the 'SELECT' button on the side will be lit up in yellow) or you can choose 'Submit Claim(s)' to submit all prepared claims.
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The "PA Auto Prep Secondary Claims" group rule is also available and is recommended for experienced billers. It helps automate the preparation of secondary claims once primary payments have been posted.
When this option is enabled, clicking the Post Matched Payments button in the AutoPost Payments tab will give you two choices:
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Post Payments (as usual), or
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Post Payments and Prep Secondary Claims
If you choose Post/Prep, ICANotes will automatically post the payment(s) and then open the Expanded Billing Report to prepare each claim as a secondary with primary for all related services/notes.
If any claims are missing required information, you'll see an alert.
If all claims are successfully prepared, you’ll have the option to submit them right away.
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Common Questions
Problem: How to Bill Secondary Insurance.
Solution: Follow the steps below to resolve quickly.
- Check prerequisites and permissions.
- Follow the configuration steps.
- Verify the result and retry if needed.
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