Submitting a claim with coordination of benefits

If while adding a claim or pre-treatment estimate, coordination of benefits (COB) information needs to be added:

1. Click the COB Details tab at the top of the Claim Entry - Treatment Details screen.
2. Select the type of COB Claim from the drop-down menu list.
3. Enter the name of the patient's other carrier in the Carrier Name field.
4. Enter the member/account number, name, and birth date of the subscriber for the other coverage in the Other Member Number, First Name, Last Name, Date of Birth, and Gender fields.
5. If this carrier has already made a primary payment (or determined its liability to be $0) on this claim, enter the payment amount in the Primary Payment field.
6. Return to the Treatment Details screen by clicking the Treatment Details link, or click on another tab to add other types of information for this claim.

Related Topics

Required information on a claim

Submitting a claim with special patient information

Submitting an ortho claim

Understanding pre-treatment estimate pricing