Overview 

ICANotes+ enables you to submit claims to secondary payers, with the option to include payment details from the primary payer. 

This article provides instructions on submitting claims to secondary payers, including how to choose whether or not to include primary payer details. 

Note: Please ensure that the payment details are recorded through ERA/MPP before submitting a claim to the secodnary payer.

Prerequisites 

Before submitting to a secondary payer, ensure your primary claim was successfully submitted. See Submitting Claims to Clearinghouse for help with the initial submission.

Submit Claim to Secondary Payer  

Claims can be submitted to a secondary payer from the Billed Encounters tab. The client must have a secondary payer listed, and the claim must have already been submitted to the primary payer either through the ERA (Electronic Remittance Advice) or MPP (Manual Payment Posting) process. 

Navigate to Billing Worklist > Billed Encounters tab, select a claim and then click the Create Secondary option from the Actions dropdown.

Note: The option to submit to the secondary payer will be disabled if the claim has been manually moved from the Unbilled to the Billed tab, or if the client does not have a secondary payer recorded. 

The Create Secondary screen appears as shown below:

Payer: Displays the secondary payer to which the claim will be submitted. To change the secondary payer, use the dropdown menu. 

Include Primary: By default, the system will send the primary payer's information, including payment details, to the secondary payer. If you prefer not to send the primary payer details, clear the checkbox. 

Save: Click this button to send the claim to the secondary payer later after reviewing the details. This action moves the encounter to the Unbilled tab. A message will appear as shown below upon saving the details.

Save & Submit: Click this button to submit the claim to the secondary payer. A success message will confirm submission, or, in the event of an error, a .csv file will be provided to correct the issue and retry the submission process. The following message appears on successfully sending the claim to the secondary payer.

Include/Exclude Primary Payer When Submitting a Saved Claim to Secondary

When submitting a saved claim to the secondary payer, the following screen will appear. By default, the system will send the primary payer's information, including payment details, to the secondary payer. If you prefer not to send the primary payer details, clear the checkbox from the Include P/S column. 

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