If a patient has primary and secondary insurance plans attached to his or her record, after a primary claim has been paid, a secondary claim is created automatically. However, if you add a secondary insurance plan to the patient's record after a primary claim has been paid, you must manually create the secondary claim.
Note: This is also true for a tertiary plan that is attached to a patient's record after a secondary claim has been paid.
To create a secondary claim manually
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Insurance, click (or tap) Insurance Claims.
The patient's Insurance Claims page opens.