Missing Primary Insurance

Claims that are Missing a Primary Insurance Plan can be found a couple different ways.

Starting from the Revenue Cycle Wheel:

  • Hover over the group and click the magnifying glass to open the billing query screen 

Starting from Claim Query 

  • In the Billing portal click on Claim Query

  • On the Claim Query Screen under Advanced Search within the Claim Validation section select Yes for Primary
  • Click the Search button to search and find the claims

To add the Primary Insurance

  1. Double click on one of the claims
  2. The Primary Insurance box will be filled in pink

  3. Click on the search button in the right side of the box

  4. Select the insurance plan (If no insurance plan is listed see below)

  5. Save the claim

If the Insurance Plan you are looking for is not listed

  1. Click Patient on the toolbar

  2. Click the Insurance section on the left

  3. Add a primary insurance

  4. Close the Patient Setup screen

  5. Return to "Select the insurance plan" step above and continue