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Selecting primary vs secondary insurance type




  • Official comment

    Hi Amanda,

    I hope your week has been lovely so far. Just to clarify, the 'Insurance type' field automatically defaults to Primary, which is why you aren't able to select another option:

    If you add an additional insurance for this client, you will be able to designate the primary and secondary insurance payers.

    Because this may require a little more investigation, I'm going to reach out to you via email and will be in touch soon.

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  • Tamara Buecker

    I need help filing a secondary insurance form


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