Other Insured's Policy or Group Number

Populating the other insured's policy or group number: If Box 11d is marked Yes, fields 9 and 9a-d will need to be completed.

1. Locate the policy

1. Locate the policy
  1. Open the patient account.
  2. Click on the Insurance tab.
  3. View/Edit the policy for the supplemental policy (typically secondary insurance).
  4. Locate the Policy# field under the Policy Information section, indicated in the screenshot above. This field will populate Block 9a 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.