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  • #244369
    Jeremy Hobbs
    Keymaster

    Best Way to Submit Secondary Claim

    #256466
    niermanpm
    Participant

    Hello, I was trying to find some guidance on the easiest way to print and submit a secondary claim in DentalWriter. Primary insurance has paid and I was trying to generate a new claim form to submit to the secondary insurance. Thank you.

    #256463
    niermanpm
    Participant

    Hi Eastland Dental Center! Great question! What most of our clients prefer to do for secondary claims in DW is: – open/edit the claim in DW. Change the medical insurance company information at the top to the secondary insurer, using the contacts list – add any payments to the claim as needed from the primary insurer in field 29 (you will need to send along a copy of the EOB from the primary insurer with this claim as well) – Swap the insurance ID/policy information as needed between field 9, and fields 1 & 11 – In field 19, enter the words: SECONDARY CLAIM – print & send, or submit electronically if you do electronic claims! – it is a good idea to leave a “note” in the notes area at the top middle of the claim form, just indicating the claim was changed to a secondary claim and submitted. Hope this helps!

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