The secondary insurance feature will come into play when a secondary payor is involved in the insurance authorization for a patient appointment.
Adding secondary insurance involves creating the authorization with primary insurance and adding a secondary payor to the authorization.
Steps involved in Adding Secondary Insurance:
- Access the authorization tab in the patient info module.
- Secondary insurance can be added to a new authorization or can be added to an existing authorization by clicking the edit option under the action column.
- Before adding the secondary payor information, create a new authorization. Follow the steps in the linked knowledge article.
- In the authorization module, after adding the primary payor information. Enter the secondary payor information by clicking the + Secondary Insurance option.
- Enter the secondary insurance information in the provided fields. Then click the Save Auth button.
