Filing a secondary insurance claim

This article covers how you can create and file secondary insurance claims within Healthie. There are many reasons that a client may have secondary insurance - ranging from different types of services covered by each plan, to a client purchasing supplemental insurance, to having coverage via multiple plans, such as through a spouse. In this instance, you'll want to make sure to file claims with primary and/or secondary insurances appropriately. 

In this article:

  • Add a client's secondary insurance
  • Create a secondary insurance claim

Add a client's secondary insurance

Within Healthie's client information, you can add multiple insurance policies.  To add a client's secondary insurance, navigate to the client's profile and click on the "Actions" tab. Expand the "Insurance" menu.

From here, you can view any existing insurance policies on file for the client. Click "Add Policy" to add a secondary insurance policy to your client's profile. 

Under the "Type" drop down menu, be sure to indicate that this insurance policy is a Secondary policy. Click the blue "Save" button to ensure that all changes are saved in the client's profile. 

Create a secondary insurance claim

Similar to how you create a primary insurance claim, you can create a secondary insurance claim.  You can follow the same steps to create the CMS-1500, except you will select the client's secondary insurance rather than the first.  Use the drop down menu to select the existing secondary plan to bill.We recommend putting the primary claim # under the Original Reference Number. 

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