How Do I make secondary insurance the primary insurance
Patient has just informed me that their primary insurance coverage has ended. They are now using their secondary insurance as the primary. How do I switch the secondary insurance to be the primary insurance plan for the patient?"
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In the event that the office needs to change a secondary insurance to the primary insurance, the following steps must be followed.
1. Ensure that the previous primary insurance plan has been removed or the coverage ended.
(note: if there are claims attached to the primary insurance plan then the plan cannot be removed. The coverage can only be ended)
2. Either remove, or end the coverage for, the secondary insurance plan. If you are ending coverage, make sure that the coverage end date is the same as the coverage end date on the primary insurance that is being replaced.
(note: if there are claims attached to the secondary insurance plan then the plan cannot be removed. The coverage can only be ended.)
3. Click on “Add Plan” and add the patient’s new primary insurance plan. Ensure that the coverage start date is the day following the date that coverage was ended on the primary plan.
Note: when ending coverage for an insurance plan, the coverage end date may not be earlier than the date of any claims or pre-authorizations that may be attached to that insurance plan.
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Visit this topic and more at the #DentrixAscendBlog site:
https://blog.dentrixascend.com/2018/04/25/changing-secondary-insurance-to-primary-insurance/
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