Adding a Secondary Claim to an Invoice

Sometimes, after adding a Primary claim to an invoice, you may need to include a Secondary claim as well. Initially, both claims can be added to the invoice, but ensure that the Explanation of Benefits (EOB) is added to the Primary claim first. The Secondary claim will rely on the Patient amount from the Primary claim.

Adding a Secondary Claim

1. Click on the specific Invoice, for example, INV-3.
2. You have three choices for adding a claim:
   • Copy from a previous claim.
   • Add to an Active Policy.
   • Add a New Policy and then add your claim.
3. Add additional claims to the invoice, including Secondary and Tertiary claims.

Important Note: Once a claim has been added, the estimated value will be determined based on the policy details, such as Deductible, Co-pay, and Co-Insurance. If an EOB (Explanation of Benefits) has been added, the calculated values will be based on the EOB.