If a patient has secondary insurance assigned in Dentrix, whenever you enter a primary insurance payment, Dentrix prompts you with the question, “Secondary insurance claim has not been created. Create secondary insurance claim now?”

Did you know you can automate the process of creating secondary claims and not have to worry about this prompt in the future?

In the Ledger, click File > Insurance Payment Setup, and then check the Auto-Create Secondary Claim with Primary Payment option.

Additionally, there may be times when primary insurance will pay the entire cost of the procedure(s), and there isn’t a need to bill secondary.  By checking the Auto-Receive Secondary Claim if No Pending Ins Estimate option as well, Dentrix will automatically post a zero payment and close out the secondary claim if the insurance estimate is $0.00.

For additional information, read the Creating Secondary Claims Automatically topic in Dentrix Help.