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Eastland Dental Center
#1 Posted : Wednesday, June 13, 2018 1:07:12 PM(UTC)
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Eastland Dental Center

Rank: Member

Joined: 8/20/2014(UTC)
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Hello,

I was trying to find some guidance on the easiest way to print and submit a secondary claim in DentalWriter. Primary insurance has paid and I was trying to generate a new claim form to submit to the secondary insurance.

Thank you.
courtneydsnow
#2 Posted : Friday, June 15, 2018 9:41:49 AM(UTC)
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courtneydsnow

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Joined: 11/21/2012(UTC)
Posts: 1,205

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Hi Eastland Dental Center!

Great question! What most of our clients prefer to do for secondary claims in DW is:

- open/edit the claim in DW. Change the medical insurance company information at the top to the secondary insurer, using the contacts list
- add any payments to the claim as needed from the primary insurer in field 29 (you will need to send along a copy of the EOB from the primary insurer with this claim as well)
- Swap the insurance ID/policy information as needed between field 9, and fields 1 & 11
- In field 19, enter the words: SECONDARY CLAIM
- print & send, or submit electronically if you do electronic claims!
- it is a good idea to leave a "note" in the notes area at the top middle of the claim form, just indicating the claim was changed to a secondary claim and submitted.

Hope this helps!
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