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Helpful Guide - Primary & Secondary Tab

The Primary/Secondary tabs contain information about the guarantors on an account. Changing the Primary or Secondary information for one patient on the account will change it for all patients associated to that account. The contents of the Primary and Secondary tabs are essentially the same. The screen is divided into three areas:
  • Demographics
  • Employer information
  • Insurance information
It is important to note that Primary and Secondary do NOT refer to Primary and Secondary insurance, but to the person who is primarily (or secondarily) financially responsible for the account. The Primary and Secondary tabs also contain information about the insurance subscribers, though Primary/Secondary tab does not always equal Primary/Secondary insurance. The Primary/Secondary insurance is determined by the order the insurance is listed in Patient > Insurance. Changing the Primary or Secondary information for one patient on the account will change it for all patients associated to that account. The following examples may help clarify:
  • A patient is married, and is insured through their spouse, but does not carry their own insurance. However, they are responsible for ensuring the account is paid in a timely fashion. The patient would go in the Primary tab (they are primarily responsible for the account, financially), and their spouse would go in Secondary. The insurance would be added to the Secondary tab. In the Patient > Insurance tab, they would have only one insurance, which would, of course, be the primary.
  • Building on the above example, the patient also carries their own insurance, which they use as secondary coverage. The patient would still be listed in the Primary tab, and their spouse in the Secondary tab. Each insurance would be listed under the correct subscriber. If you go to the Patient > Insurance tab, you would need to drag the Primary insurance to the top of the list.
  • You have a family account, where both parents and a couple children are patients in your office. The father and children are insured through the father's insurance, and the mother is insured through her own insurance. She is not covered by the father's insurance, and the father and children are not covered by her insurance. You could choose whether the father and mother would be listed in the Primary or Secondary tab. In the Patient > Insurance tab for the father and children, you would uncheck the "enable" checkbox for the mother's insurance. On the mother's Patient > Insurance tab, you would uncheck the "enable" checkbox for the father's insurance. This keeps all family members on one account, but prevents claims from going to the wrong insurance.

At this time, there is no way to add a tertiary tab to the Patient ability. You may add multiple insurance policies to a single subscriber on the Primary or Secondary tab, and use the Patient tab > Insurance to arrange them in coverage order. 

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