Other Insured's Date of Birth
Populating the Other Insured's Date of Birth : If Box 11d is marked Yes, fields 9 and 9a-d will need to be completed.
1. Locate the policy
- Open the patient account.
- Click on the Insurance tab.
- Edit the policy for the supplemental policy (typically secondary insurance).
- Locate the Birthday field under the Insured Information, indicated in the screenshot above. The date entered into this field will populate Block 9b on the CMS 1500 form, if the policy is listed as the secondary insurance on the claim and is currently being filed with the primary.