Did you know: Sending secondary claims

[DFletcher]

In response to customer feedback, Sensei Cloud now supports the creation and management of secondary - and subsequent - insurance claims. This enables you to request reimbursement from all insurance policies that may provide coverage for a patient’s treatment.

You can now generate a series of related claims (e.g., primary, secondary, tertiary, etc.) for a set of billable services, based on a patient’s defined insurance coverage.

Once an existing insurance claim reaches its terminal state (e.g., posting of an insurance payment or manually indicating the claim is ‘closed’), you are now prompted to ‘take next steps’ to generate additional claims.

[SL]

Unfortunately "paid at zero" still does not work. If primary pays at zero, we cannot enter a zero (and can't enter associated write-offs). If we close ... it is not prompting sending to secondary

[DFletcher · Accepted solution]

Good Morning @SL 

Once you hear back from the 1st insurance company - Open the claim and click update status, set claim to closed.    Then click - Take next steps - this will allow you to bill the next insurance company.

Moving a claim to a closed state should allow you to bill the next insurance company in line, even if there was no payment on the primary.

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