Secondary Billing: Submitting Secondary Claims

If the primary bill is submitted but the bill is not fully paid, then the secondary billing system activates.

Permissions: Payroll & Billing, Allowed Pages > Submission Report

1. From the Dashboard, select the Billing option in the Client/Employee/Doctor field and the Submission Report option in the Select a Transaction field. 
2. Click the Enter button. The submission report window displays. 
   
   
   
   
3. Enter the appropriate criteria for your report and click the Update View button.
   
   
   
   
4. The claim you are looking for will be marked as PENDING SECONDARY.
5. Check-off READY TO BILL for that claim.
   
   
6. Click Mark as Ready to Bill on the left-hand side of the screen as is done for other claims. 
   
   
   
   
7. The bill for the client’s secondary payer will be submitted with your daily billing.