How do I generate a report using the secondary insurance file?

A secondary insurance file is used to pay for any remaining eligible costs after a primary insurance plan has covered its portion of a health claim. This process, called Coordination of Benefits (COB), helps users identify secondary insurance details and any additional coverage. Secondary insurance is beneficial when the primary plan doesn't provide full coverage.

Steps to Follow:

Step 1: Login to the Application:

  • Use your credentials to log into the system.

Step 2: Navigate to the File:

  • Go to the section titled "Per Secondary Insurance File."

Step 3: Fill in the Required Fields:

  • Enter the necessary information to generate the report:
    • From-To Date: Select the date range for the report.
    • Insurance Code: Input the relevant insurance code.
    • First Patient #: Enter the number of the first patient.
    • Last Patient #: Enter the number of the last patient.
    • Sort By: Choose how you want the report to be sorted (e.g., by patient number).
    • List only Office: Select if you want to limit the report to specific offices.
    • List only Clinician: Select if you want to filter by specific clinicians.
    • List only Account Type: Specify any account type filters.
    • Include Discharged & Dropout Patients: Select "Yes" or "No."
    • Include Patients with No Secondary Insurance: Choose whether to include patients without secondary insurance.

Step 4: Review Results:

  • After selecting the filters and date range, click the Review Results button to generate or view the results.

Step 5: Generated Report:

  • The report will display based on the total number of patients and office groups. It can include the following data:
    • Patient No.
    • ID Number
    • Group Number
    • AT (Additional Information)

Step 6: Print the Report:

  • To print the report, click the Print Report button.

Step 7: Clear Filters:

  • If you need to change the entered data or filters, click the Clear button to reset the fields and start over.

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