Other Insured's Name
Populating the Insured's Name: 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 Name fields under the Insured Information, indicated in the screenshot above. The names entered into these fields will populate Block 9 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.