Adding a Secondary Claim to an Invoice

You have added a Primary claim to an invoice and now you would like to add a secondary claim to that same invoice. You can add both claims to the invoice initially, but you will need to add the EOB to the Primary claim first. The Secondary claim will be based on the patient/client amount from the Primary claim. This is the reason why you need to add your EOB for the Primary claim first.

1. Click on the Invoice (example, INV-3)
2. You have 3 options to add a claim. You can Copy from a previous claim, add it to an Active Policy, or add a New Policy, then add your claim
3. You add additional claims to the invoice (Secondary and Tertiary)

Once a claim has been added, the estimated value will be based on the Policy details (for example, Deductible, Co-pay, and Co-Insurance). If an EOB (Explanation of Benefits) has been added, the calculated values will be based on the EOB.