Insurance Plan Name or Program Name

Populating the Other Insured's Plan Name or Program Name: If Box 11d is marked Yes, fields 9 and 9a-d will need to be completed. Loop 2320, Segment/Data Element SBR04

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 Company field under the Insured Information, indicated in the screenshot above. The name entered into this field will populate Block 9d 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. (To edit the actual name if not displaying correctly, this can be changed by going to the Tools menu, selecting Insurance Companies, locating the specific insurance company and editing the Company Name field.)