Billing Secondary Insurance

After you’ve received a remittance and you need to bill secondary insurance, here are the steps:

1. Go to Billing.
2. Go to the “Client Encounters” tab.
3. Filter for the client’s name or date of service or encounter number
4. Check the box on the right of the encounter you’d like to bill secondary for
5. On the left of the encounter, there’s a dropdown. Select the secondary payer from that dropdown.
6. At the top of the page, in the Actions dropdown, choose “Submit to Clearinghouse”