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

1. Locate the policy
  1. Open the patient account.
  2. Click on the Insurance tab.
  3. Edit the policy for the supplemental policy (typically secondary insurance).
  4. 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.