How do I know when I can file a secondary claim?
I'm new to this and I can see how to file, I just don't know WHEN. Is there a reminder or report to let me know when the primary is final and it can go to secondary?
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no, there is no reminder; I have the therapists give me a sheet once a week for any of their clients who have secondary insurances, and I just check once a week to see if the primary claim has paid/processed and then submit the secondary. I would love for there to be a reminder from Simple Practice to submit secondary claims, but there is not one at this time.
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