A Step-by-Step Guide to Identifying Primary and Secondary Payers.
- Capture Complete Insurance Data: Verify insurance cards, IDs, group numbers, and plan details during registration.
- Confirm Other Coverage:
Ask about secondary insurance, Medicare, Medicaid, workers’ comp, and auto claims. - Verify COB Through RTE: Check payer responses for primary/secondary indicators, active coverage, and rules.
- Follow Payer Coordination Rules: Apply Medicare, employer, dependent, and injury-related COB guidelines correctly.
- Document COB Decisions:
Maintain payer order, verification details, and supporting records for appeals. - Automate & Audit Workflows:
Ensure primary adjudication before secondary billing and review claims regularly.
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- Capture Complete Insurance Data: Verify insurance cards, IDs, group numbers, and plan details during registration.
- Confirm Other Coverage:
Ask about secondary insurance, Medicare, Medicaid, workers’ comp, and auto claims. - Verify COB Through RTE: Check payer responses for primary/secondary indicators, active coverage, and rules.
Follow Payer Coordination Rules: Apply Medicare, employer, dependent, and injury-related COB guidelines correctly. - Document COB Decisions:
Maintain payer order, verification details, and supporting records for appeals. - Automate & Audit Workflows:
Ensure primary adjudication before secondary billing and review claims regularly.