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Filing Seconary claim form



1 comment

  • Ruth

    Hi Daisy, you'll want to reach out to your insurance payer to have them send you an EOB, or tell you how much you were paid for each relevant session. Also, check to see if you deleted the entire payment from your Billing > Insurance > Payments to see if you can find the payment, click on it and then hit Download EOB to get the paper EOB. You may also find it in Reports > Electronic Payment Report.

    Either way, you'll want to use this information to manually enter the Insurance Payment to each relevant session. To manually add an insurance payment, go to Billing > Insurance > Add Payment > sort by insurance payer, dates of service, and client's name > enter the total Amount and apply it to the relevant sessions below. Refer to this guide for more detailed instructions: Adding Insurance Payments

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