Get How To Create A Secondary Claim - Office Ally 2020-2025

Filing a secondary claim can be an essential process when a patient has coverage with multiple insurance providers. This guide will provide you with straightforward, step-by-step instructions to help you fill out the HOW TO CREATE A SECONDARY CLAIM form online effectively.

Follow the steps to complete your secondary claim form smoothly.

1. Click the ‘Get Form’ button to access the HOW TO CREATE A SECONDARY CLAIM form and open it in the designated editor.
2. If you are using the Online Entry (OLE), create a new claim. If you are a print image user, locate the previously rejected secondary claim in your claim fix.
3. At the top of the claim, check the box labeled ‘This Is a SECONDARY Claim.’
4. Input the information for the secondary payer. This is where your claim will be submitted.
5. In boxes 2, 3, and 5, enter the patient demographics.
6. In boxes 4, 7, and 11, provide the policyholder's details for the Secondary Insurance payer.
7. In box 11d, select ‘YES’ to indicate there was another health benefit plan (the Primary).
8. In boxes 9 and 9a-d, enter the policyholder's information for the Primary Insurance payer.
9. After ensuring the claim reflects the changes due to the secondary status, input all necessary information from the primary Explanation of Benefits (EOB) or Electronic Remittance Advice (ERA) for each line item.
10. Key in the allowed amount, payment amount, adjustment amounts, and any other applicable charges related to the CPT code.
11. Select applicable group codes and reason codes from the provided lists to explain any adjustments.
12. Once all information has been entered, click the ‘Update’ button at the bottom of the form to save your changes.
13. You should see a confirmation message indicating that the claim has been updated successfully, and it will be processed automatically.
14. After processing, you will receive a file summary regarding your claim the following day.

Start completing your secondary claim online now to ensure timely processing.