In CareStack, the process of handling secondary claims is automated and driven by the billing order. The billing order indicates how the treatment should be billed, and when set to DD, it signifies that the treatment should be billed to both the primary and secondary dental insurance carriers. For more details on billing orders, click here.
Watch this video for a quick walkthrough!
Let's explore how to create and send secondary claims.
- Select the patient using the Global Search Bar.
- Hover over Clinical > select Treatment Planner.
- Right-click on the completed treatment. To learn how to complete treatment codes, click here.
- Select Create Claim.
| Note: To create a secondary claim, ensure the billing order is set to DD. Once that's done, CareStack will automatically generate the secondary claim when the Primary Claim is closed. |
Select Create for Secondary Ins to create a secondary claim without closing a primary claim against the same code.
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Note: This feature offers the ability to not only create secondary claims without closing the primary claim but also create multiple claims in parallel to those already existing. To create multiple claims in tandem to those existing, choose the Create all Claims option. This feature lets you create higher order claims against a single code without closing the lower-order claims. |
- A modal will appear stating Claim(s) for the specified plan(s) created successfully.
- Click View claim(s) to open the claims.
When you click View Claims, the Claims grid opens, allowing you to view the claims.
You can transmit the claim either electronically or via paper.
To transmit via paper,
- Select the claim.
- Select Paper Based.
- Click Print and Submit.
To transmit electronically,
- Select Electronic.
- Click Save and Submit.
Practices can use this guide to learn how to create and send secondary claims.