Filing Seconary claim form

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DAISY Taylor

• December 21, 2020 20:15

I need to file a secondary claim form. However, I accidently deleted the original EOB and now simple practice will not allow me to file a secondary claim. The box to select secondary claim does not pop up. Is there any way I can get the original EOB or filed claim form sent to me again?

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  Ruth

  • December 22, 2020 19:33
  • Edited

  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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