Where can the Secondary Billing Statements be Generated?
Secondary Billing
To access the secondary billing, mouse over to the (1) Billing tab on the menu bar and select (2) Secondary Billing: Creating the secondary claim prior to finalizing the primary claim (applying payment and/or adjustments successfully) may result in an inaccurate AR. Secondary billing is recommended prior to generating patient statements.
There are three types of secondary claims:
Electronic: This is electronically transmitted along with the payment and adjustment information posted from the primary claim. It is not necessary to send a paper copy of the EOB. If an electronic payer does not support an electronic secondary claim, select the Print Locally option.
Paper: Must be printed locally on a CMS-1500 form. We recommended that you attach a copy of the primary EOB to the form.
Crossover: When Medicare is the primary insurance, Medicare will likely crossover the primary claim to the secondary payer. MediTouch does not transmit crossover claims to the payer.
Select one or more claims and select from the four Secondary Billing functions:
- Create Secondary
- Shift Crossover Balance to Secondary
- Write-off Patient Balance
- Remove from Worklist
Create Secondary
The option to create COB claim electronically or by paper. If the payer does not offer electronic, paper must be chosen. If COB claim payer is paper, you must print locally on a red CMS-1500 form and mail it to the payer. We recommended that you attach a copy of the primary EOB.
- Select the check box next to the claim ID and click Create Secondary.
The claim moves to the Batch Status tab in queued status. Once the claim is created, the status changes to ready.
- Click the Date link to view the secondary claim details.
Shift Crossover Balance to Secondary
This option is typically used if the primary payer is Medicare. A crossover must be created so that when the secondary payment is received, there is be a COB claim to post to. The crossover is not transmitted.
- Post a secondary ERA or EOB once processed by the secondary payer.
- Move the patient balance to the insurance balance.
Note: Once crossover claims are created, they are not batched out with the other claims. Since the claim was already sent to the secondary payer, we will not be transmitting another claim as it would be a duplicate. These claims do not leave the system.
1. Select the check box next to the claim ID and click Shift Crossover Balance to Secondary.
The claim moves to the Batch Status tab in queued status. Once the claim is created, the status changes to ready.
2. Click the Date link to view the crossover claim details.
Write-off Patient Balance
This option allows you to write-off the patient’s responsibility from the primary because you choose not to bill to the secondary payer.
- Select the check box next to the claim ID and click Write Off Patient Balance.
The claim moves to the Batch Status tab in queued status. Once the write-off is successful, the status changes to ready.
- Click the Date link to view the list of successful write-offs for that date.
- Click the Claim ID link to view the payment details.
Remove From Work List
This option allows you to remove the claim from the secondary billing list for any reason without creating a COB claim. Select the check box next to the claim ID and click Remove From Work List.
Batch Status
After Create Secondary or Shift Crossover Balance to Secondary is processed, the claims are moved to the Batch Status tab with a status of Queued. Depending on the number of claims, the batch may be queued for up to ten minutes. After the claim is successfully created, the status updates to Ready.
Go to the (1) Batch Status tab. Click the (2) date to review the batch of secondary claims in detail. If secondary claims are rejected, additional information may be required.
Electronic payers that do not support secondary electronic claims will be rejected with the status message as displayed on the screen capture.
Edit and submit the claim on paper.
Note: If the claims are sent electronically, the EOB does not have to be attached. For those on paper, the EOB should be attached.
The following are reasons why a claim is not present on the Secondary Billing list:
- Claim Date of Service is older than 180 days from today.
- The secondary payer was not present on the primary claim. Add the secondary insurance profile before attempting to create the secondary claim.
To create the COB, first click Advanced to search for the existing primary claim. Complete the secondary claim form and click Submit.