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SoftDent: How To Submit A Secondary Insurance Claim

SoftDent: How To Submit A Secondary Insurance Claim

Problem:

 

Submitting a secondary insurance claim

 

Solution:

 

1. Enter an insurance check payment in the applicable patient's transaction screen or payment screen
2. Enter the amount of the payment
3. Click the Claim No. drop down and select the claim associated with the payment by double clicking on it.
4. Click OK
5. If asked to update the bluebook, click Yes or No depending on if the Bluebook needs to be updated
6. Click Yes, when prompted 'IS THIS THE FINAL PAYMENT FOR PRIMARY INSURANCE'
7. Click Yes, when prompted to submit secondary insurance
8. Click through the remaining options as normal

Version history
Revision #:
1 of 1
Last update:
‎07-19-2017 03:08 PM
Updated by: