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Correcting Errors in Insurance Payer

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  • Gillian

    Hi Elizabeth, I'd be happy to help. All you need to do is go to Edit > Billing and Insurance and enter the primary insurance as Primary and the secondary insurance as Secondary. After that, you'll be able to create claims or Superbills for the past client sessions with the correct insurance information listed. If you need any help with this, just let us know - we'd be happy to assist. 

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