Correcting Errors in Insurance Payer

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Elizabeth Aitken

• March 12, 2021 15:36

I had a patient who reported an insurance as primary when it was actually a secondary insurance. The patient was already billed a copy. I want to back date the change in the primary insurance. How do I change the insurance information for past sessions?

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  Gillian

  • March 12, 2021 19:07

  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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