Manually Post a Secondary Payment like a Primary Payment

Manually Post a Secondary Payment like a Primary Payment

Post a Secondary Payment as you would a Primary Payment

Normally, you would not post a CO45 on a Secondary Payment. The Secondary Payment screen does not have the option to enter a CO45. However, there may be an occasion where this is necessary to post.

 

Example 1: The Primary applied the claim to the deductible. The secondary is now paying "like" it is Primary where the CO45 and other adjustments need to be posted.

  1. The CO45 normally posts as a Note on a Secondary Payment.

  • You want to post the CO45 and other adjustment codes as you would on a Primary Payment.

 

 Post As Responsibility 

  1. On the Post Insurance Payments screen, change the Post As Responsibility field from Secondary to Primary

    • This change displays the fields necessary to post the CO45 and other adjustments.

    • The Payer is still the Secondary Payer, but you now have the same fields available as you would when posting a Primary Payment.



Example 2: The Secondary mistakenly Pays as Primary.
  1. Determine if this was a mistake by calling the Payers.
  2. If it is a true mistake, post the Secondary Payment without any adjustments.
    1. When the Secondary recoups the Payment, post it against the Secondary Payment that has already been posted.
  3. If you have chosen to post the Secondary Payment and Adjustments, the refund must be posted against the Payments and Adjustments.