Adding a Secondary to an Existing Insurance Policy (K)

Adding a Secondary to an Existing Insurance Policy (K)


* Please note, when following the instructions below, the system WILL NOT allow you to select the same start date as the Primary Policy. If you need both the Primary and Secondary to start at the same time, you will need to Delete the current policy add the Primary and Secondary at the same time


As long as the Secondary start date can begin at least one day AFTER the primary insurance, then you can use these instructions below:


Go to Patients file, Insurance Tab and Select the Edit Button



Select Edit Policy



Select Primary Policy and Click Next 



Change 11d from No to YES and Select Next



Select Create New Policy, Next



Select New Secondary, Click on Next



Select Policy Holder (Self, Another patient, Company or Non Patient), Then Click Next


Select Insurance payer, Click on Next


Add in all secondary info (including all secondary info under the Primary tab of the box 9s area), Then Click Next 

* Please note: Secondary info is placed on Primary tab of box 9s area. The reason for this is it needs to print on Primary HCFA so, the primary knows who to forward claim to. 



 Select Finished, Then Click Next


Select Start date (Make sure it goes back far enough to cover ALL dates of service that the secondary covers), Then Click Next



Select OK on pop up window



Select Finished and you are all done!!

* Please note: To see changes made to insurance tab, please X out of patient file and open again to reflect changes. 



 - Katana Support Information -

 If you have any questions or need assistance with this process please contact Katana Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within Katana, click the green 'Support' box in bottom right of screen. Hours of operation are M-F 8am-6pm CST.

***This has the fastest response time***

Phone: 858-800-2367



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