Answer ID 12038

Access: Everyone

Eaglesoft - Complete the steps below to submit a claim to the patient's secondary insurance carrier.

Environment:  Eaglesoft/Version 15 and above

Answer:  Secondary insurance claims cannot be submitted until the Primary Insurance Claim is closed. 

1. Post the Primary Insurance Payment.  For steps to post an insurance payment, see:  Accept an Insurance Payment- FAQ #12029.
2. After posting primary insurance payment, the following box will appear. Choose one of the following  options in regards to the secondary insurance claim:
   
   
   
    
   • Print/submit the secondary claim now - Allows the secondary claim to be submitted now through the Process Insurance Claims window.
   •  
   • Print/submit the secondary claim later - Adds the secondary claim to be submitted later through the Process Insurance Claims window. The claim is in the Unsubmitted Claims list in the Process Insurance Claims window.
   •  
   • Submit the secondary claim electronically - Adds the secondary claim to the system to be submitted electronically; however, in most cases, insurance companies require an EOB from the primary insurance company in order to process the claim.
   •  
   • Submit the secondary claim manually - The secondary claim is recorded in the system, but needs to be manually filled out and submitted by your office. The claim is then placed in the Open list in the Process Insurance Claims window.
   •  
   • Close The Secondary Claim - Closes the secondary claim without submitting or printing it.
   •  
3. Select OK. 

   For information on creating a Secondary Insurance Claim when the Primary Insurance Claim is already closed, please visit Recreate a Claim for Secondary Insurance when Primary is Already Closed- FAQ #20971.