Bill Insurance 2 As 1

In some scenarios where a provider is not contracted with a patient’s primary insurance, there is a need to bill their secondary insurance as primary without removing the primary insurance information from the patient’s demographics. Valant’s Bill Insurance 2 as 1 when not contracted feature allows for this. In order to use this feature, users will need help from Valant to configure the account. This is due to Valant setup and this can be configured at no cost if you have the billing module. If you are interested in configuring your account please complete an e-mail support ticket and a Valant representative will be in contact with you shortly. 

Once a Valant representative has confirmed that your account has been properly configured to bill patients’ secondary insurance as primary when the provider is not contracted you will need to specify the insurance companies with which your providers are not contracted.

1. Go to Persons and Institutions | Insurance Companies and select the insurance company
2. On the "Insurance" tab, make sure the "Bill Secondary as Primary when Provider not contracted" checkbox is selected
3. Click into the "Provider Information" tab for the selected insurance company
4. Uncheck the box in the "Contracted?" column for providers that are not contracted with the selected insurance company
5. Click Save at the bottom of your screen to save your changes

After completing these steps, if a patient with dual insurance coverage sees a provider who is not contracted with their primary insurance, the claim will automatically bypass the primary insurance company and be billed to the secondary as if they were the patient’s primary coverage.

Notes:

• Charges recorded for patients with single insurance coverage where the provider is not contracted will automatically bypass billing insurance and will list the balance as patient responsibility.
• In Private Practice Suite, charges where Insurance 2 is billed as Insurance 1 for non-contracted providers will show up in View/Edit Charges with red text instead of black to indicate that the provider is not contracted with the primary insurance and so the balance was moved automatically to the secondary payer: either the secondary insurance or the patient if there is no secondary insurance.