A. Managing Secondary Claim(s): Select the Secondary Billing Manager Tab under the Billing Tab.


See below the steps to manage secondary claim(s):

  1. Sort by (1) selection - Select one of the options to filter the data.
  2. Make a selection based on the above step.
  3. Sort by (2) selection - optional
  4. Click the Get Claim(s) button to view manage claims in TherapyPM. 
  5. Download Icon - Click this option to download the list in CSV or EXCEL format.
Before procession secondary billing, ensure these steps are followed:
1. Enter the Secondary Insurance information while creating the Primary authorization. 
2. In case of automatic posting, the secondary claims would automatically populate to this tab. 
3. In case of manual posting, while applying payment, ensure the status is selected as  "PR1-Ded" or "PR2-Coins" or "PR3-CoPay" or "PR96-Non Covered" or "PR204-PAT. Non Covered" or "PR119-Benefits Maximum".

B. Managing Claim(s) data table - See below the information available in the table.

  1. Claim Number
  2. Payor Name
  3. Patient Name
  4. The date range of the claim
  5. Total claim amount
  6. F. Billed date
  7. L. Billed date
  8. Billed to CH
  9. Secondary Auth - If applicable.
  10. Billed Status - Select from the options in the list: Ready to bill, Submitted, and Clarification pending.
  11. Action
    1. View HCFA - Click the option to view the HCFA form.
    2. Download EDI file - Click the option to download the EDI file. 
    3. View History - View the brief history of any changes or updates to the claim. 
    4. Corrected Claim - Click the option to the corrected claim.


C. Drop-Down Selection - Select the claims using the checkbox(s) use the drop-down option and click the Save/OK button.

  1. HCFA with Background.
  2. HCFA without Background.
  3. Generate 837 File.
  4. Show Details: This provides detailed information on the claim and provider further drop-down option.
  5. Refresh Secondary Claims.
  6. Update Billed Status.



D. Further Options - Select the claims using the checkbox(s), click on the Show Details from the drop-down option, and make changes.

  1. Update Modifer: Update the modifers for the claim.
  2. Update Provider 24J: Update Provider 24j for the claim. 
  3. Copy Modifier from Contract Rate: Copy the modifiers from the contract rate.