Print Primary Adjudication Information for Secondary Claims

Let’s review how to print a single date of service from an 835. Follow these steps when sending paper claims to secondary insurances who require the primary insurance’s adjudication information. 

  1. Open the patient’s account and click Financial.
  2. Open the Ledger Visit by clicking Create Report.
  3. Scroll to the right and select the 835 Info link for the desired date of service.
  4. Next, scroll to the right and select the Check/EFT Number.
  5. To print the single date of service, choose Visit Only.

    Your other options are Patient Only, where you can print the 835 for this patient/check combo, or Full 835 to print the complete 835 related to this check.

  6. The adjudication information opens in a new tab. Click Print.

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