Before you can bill to a Secondary Payer you must locate all appropriate Notes and mark them as Billable, just like you would when billing to primary insurance. See Mark Notes & Assessments a Billable article to learn how.
Secondary Billing Submission
There are four steps to submit billing, select Billing Date Range, Select Service, Data Validation, and Process Billing.
- Hover over the Managers tab in the navigation bar.
- Locate Direct Billing from the drop-down, then select New Billing Submission.
Step 1: Billing Date Range
The biggest difference when submitting to Secondary Insurance is done in this step.
- Select desired Date Range.
- Check Bill Secondary Insurance Payer (Only) box.
Note: Do not click Check Services.
Step 2: Select Service
Manually check the Insurance Billing Profile the Notes need to bill through.
IMPORTANT: You can only bill to one Funding Source at a time when billing to Secondary Insurance.
Step 3: Data Validation
Verify that all mandatory data is present for the Claims you are submitting. ShareNote Community will flag fields that are empty for you, but it does not check to make sure that the data input is correct. Validate manually that the data is correct.
- Click Validate Data.
- If something is flagged, update the Staff or Client Profile or exclude that Claim from the batch.
Step 4: Process Billing
When you process billing, you have the option to run a report first.
- Production Bill is selected by default. Do not use Testing/Report Only.
- Ensure that Production BILL is always selected.
- If you would like to receive an email alert when billing is complete, select checkbox.
NOTE: You must have an email address listed in your Staff Profile. -
Click on Add to Production Billing Queue.
- View the Current Billing Queue. New submissions will wait here until they are processed, usually within a few minutes.
- If you need to remove the billing submission from the current billing queue, click the Click here to remove the selected billing submission from the billing queue box.