If your client has more than one insurance policy, you can now add their secondary coverage and submit claims to the secondary payer all within Blueprint.
This article covers:
• Adding secondary insurance (as a clinician or as a patient)
• Submitting a claim to the secondary payer
Adding secondary insurance
From the clinician's chart
1. Go to the client's profile and select the Client tab
2. Select +Add Insurance on the right-hand side of the page
3. Choose Secondary as the coverage type
4. Enter the insurance details — the same fields, validation, and eligibility checks used for primary coverage apply here
5. Click Save Changes
Tip: You can run an eligibility check on the secondary policy the same way you would for a primary policy.
From the patient portal
Patients can also add their own secondary coverage through the patient portal:
1. Log in to the patient portal
2. Navigate to insurance settings
3. Select Add Secondary Insurance
4. Fill in the required fields and submit
The same validation and eligibility checks that apply to primary coverage also apply to secondary coverage.
Submitting a secondary claim
After the primary payer has processed a claim, you can submit a secondary claim for the remaining balance.
1. Go to Billing > Claims and locate the claim for the relevant session
2. Select + Add Claim and choose the client's secondary insurance as the payer
3. Enter the primary payer's payment information:
• Paid amount — the amount the primary insurer paid
• Adjustments — any contractual adjustments applied by the primary payer
• Patient responsibility — the patient's share as determined by the primary payer (co-pay, co-insurance, deductible, etc.)
4. Review the claim details and click Submit Claim
Secondary claims flow through the same submission and tracking views as primary claims, so you can monitor their status from the Claims tab on the Billing dashboard.
FAQ
Who is this for?
Any practice that bills for clients with more than one active insurance policy.
Do I need to wait for the primary claim to process first?
Yes. Secondary claims should be submitted after the primary payer has processed the claim so that you can enter accurate prior-payment information.
Can I resubmit a denied secondary claim?
Yes — the same resubmission workflow used for primary claims applies to secondary claims. See [How to Resubmit Insurance Claims] for details.
Coming soon
Automatic secondary claim creation when reconciling the primary claim ERA/EOB.
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