Submit to Secondary Insurance (My Clients Plus 3.0)

  Permissions: You must have Billing Permissions. 

1. Locate Client and open Client Profile.
2. Click Client Ledger in side menu. 
3. Click Select an Action for appropriate Invoice.
4. Click Add Claims to Awaiting Submission. 
   
   
   
5. You can then select whether to bill for to the Client's Primary Insurance or Secondary Insurance.
   

NOTE: After the primary insurance is billed, the remaining balance will show as Insurance Amount Due for the secondary insurance and will not be the patient's responsibility.