Add Secondary Insurance to Claims

Although PracticeQ does not submit claims to secondary insurance payers, you may add secondary insurance information to a client's profile.

‼️IMPORTANT: PracticeQ does not process secondary insurance claims, but you may choose to add secondary insurance to a client's profile for the following reasons:

• Some primary insurance payers will forward the secondary insurance information on your behalf.
  
• If you receive payments from secondary insurance, having the secondary insurance payer entered in PracticeQ will facilitate the posting process.

Add Secondary Insurance Information to the Client Profile

1. Click Lists → Clients and locate the client.
2. Click Edit on the top right.
3. Scroll down to the Secondary Insurance section.
4. Add the Secondary Insurance information.
5. Check the box labeled Include Secondary Insurance on Primary Claims. This will include the secondary insurance on all claims that you create for this client.

   

Add Secondary Insurance information to an Existing Claim

1. Open the claim and make sure it's in Draft status.
2. In the Insured section, open the Action menu.
3. Select Add Secondary Insurance Section.

Notes:

• When you select Action → Populate with Secondary Insurance, the secondary insurance information from the Client Profile will populate in the section above.
• If you collect payment from a client's secondary insurance, you can enter the payment manually using this article: Track Additional Insurance Payments.