IMPORTANT: If you are needing to send a secondary claim, please contact Apex support at either 800-840-9152 or firstname.lastname@example.org and ask them to activate the secondary fields for your claims. You will NOT be able to see all the required fields if they're not activated by our Customer Care Specialists.
Apex EDI is capable of sending secondary claim information from the Primary insurance to the Supplemental insurance, however it will take a few extra steps to complete these claims online.
Must First Receive an EOB
The first step in sending secondary claims is to have the Primary insurance send an EOB/ERA. This information is vital, as it will be required in order to send the EOB information to the secondary payer. Apex EDI is unable to attach the EOBs to your electronic claims, so you will need to transfer the information in the EOBs to certain fields in the claim.
Editing the Primary Claim
Once the EOB is received, you will then need to find the claim within Apex that was sent to the primary insurance. If you need help with how to find that claim, click here for instructions. With the claim open, there are 5 areas that need to be changed:
- Payer Information
- Other Insurance Acknowledgment
- Insured Information
- Other Insurance information
- Procedure code information
This is the first box on the claim, and the area that you will want to put the secondary payer information. If this claim was originally submitted to the primary, and you are editing the claim for the secondary payer, then you'll need to replace all the primary information with the secondary information.
Other Insurance Acknowledgment
This field is in box 4, which is located right under the box for payer information. This will just need the box to be marked Yes to acknowledge that this is a secondary claim.
These boxes are located to the right of the insurance information; just as the section prior, you will want to make sure that all the information in these boxes are switched to the secondary insurance information.
Other Insurance Information
This area will all be located in boxes 5-11 of the Apex claim. You will want to include all the insured/subscriber information for the primary payer in these fields, including the subscriber ID and primary insurance name.
*Note that it isn't required to fill box 11 entirely, but you are welcome to if you have that information available
Note that there is a 'More' option in blue which will drop down the fields to input the other subscriber's address.
Procedure code information
IMPORTANT: Apex EDI is not a billing company. As such, Apex EDI legally CANNOT advise on which adjustment reason codes to use in your secondary claims. If the EOB is missing an adjustment code, please click here to see a list of approved adjustment reason codes.
This field will be the most time consuming and difficult part of secondary claims, and is where the EOB will be required. The procedure lines are located in box 24 of the Apex claims, and will normally just show the primary procedure information.
To add the secondary information, you will need to click on the More option in blue, which is located on the far right of the procedure line. This will show the fields that are required for secondary claim submission.
In this new area, you will need to move the information found in the EOB to the correlating fields. For convenience, the following images will show both a primary EOB as well box 24 filled out. The colored boxes show where the EOB information would be transferred to in box 24.
Make sure that all monetary amounts included all add up to the original charge.
Once filled out correctly, click the Save Changes button on the top right of the claim, and all that information will be sent to the secondary payer.
The patient shown on this page is only an example and does not represent actual patient information.