Managing Your Practice > Updating Insurance Plan Information

Estimating Secondary Insurance

Secondary insurance estimating options are found on the Benefit Table window for an Employer/Plan. Access this window from the Estimating button on the Employer/Plan Definition window.

When working with the patient's secondary insurance, select one of the following options:

• Estimate as if full fee is whatever primary doesn't pay.

Example:

• Estimate as if coverage were primary, but only pay up to ESTIMATED BENEFIT minus what primary will pay.

Example:

• Choose this option if you know there is a duplication clause and you don't expect secondary to pay anything.
  

• Estimate as if coverage were primary, but only pay up to the FULL FEE SUBMITTED minus what primary will pay.

Example:

• Choose this option if the plan coordinates benefits.
  

• The default Secondary Insurance settings are defined in the Office Wide Defaults table.
  (File > Preferences > Insurance Estimating.)

Related Topics

Adding an Employer/Plan

Adding an Insurance Company

Code-Specific Estimating

Updating Benefit Tables

Importing and Exporting Benefit Tables

Using the Blue Book Entries Feature

Displaying the Insurance Company List

Resetting Insurance Benefits