Patients · Patient Insurance
Primary, Secondary, and Tertiary Insurance #
Phoenix can store multiple insurance coverages on a patient case. Coverage order tells staff which policy is treated as primary, secondary, or tertiary for that case.
Before you begin #
- Verify the correct patient and case.
- Review the patient’s current coverage information.
- Do not infer coverage order from card color, plan name, or payer name alone.
What to do #
- Open the patient record and review the insurance sections.
- Identify the policy currently listed as Primary, Secondary, and Tertiary.
- Compare the sequence with the information your practice has verified.
- Correct the patient coverage records when the sequence is wrong.
- Save and recheck the case before billing.
Verify before you finish #
- Each policy belongs to the correct patient.
- Coverage order matches the verified billing information.
- Subscriber and policy identifiers remain attached to the correct payer.
Important
Coverage order affects billing workflow. An eligibility response can help identify coverage information, but it is not a guarantee that a particular service will be paid.
Related information #
When the same information affects insurance, scheduling, or billing, review the patient’s current case and the related Phoenix Help articles before changing unrelated records.