Secondary Claims Troubleshooting

Common troubleshooting steps and issues when working Secondary Claims in EZClaim

Before submitting your secondary claims, follow the steps outlined in the Secondary Claims article

Common Secondary Claim Errors

• 2320 COB CLAIM BALANCING FAILED. (Balancing error)
  • All service lines did not have payment entered and/or payment amounts were incorrect. 
• OTHER SUBSCRIBER INFORMATION IS MISSING OR INVALID
  • Patient Information screen – Confirm Secondary Insured information is entered.
  • Patient Information – Confirm BOTH insurances have a Payer ID.  Also, make sure the Insureds ID field has the secondary ID. 
• OTHER PAYER SUBSCRIBER PRIMARY IDENTIFICATION NUMBER IS MISSING OR INVALID
  • Patient Information screen – Confirm Secondary Insureds ID field has a secondary subscriber ID entered. 
  • Patient Information screen – Confirm Insureds Policy or Group number field is blank. 
• INSURANCE TYPE CODE MISSING OR INVALID
  • Payer Library – In the Insurance Type drop-down box choose one of the numbers for Medicare secondary Insurance Type Code.    
• INSURANCE TYPE CODE IS MISSING OR INVALID. (Bad Data: MB)
  • Payer Library – Usually this is for a Medicare claim when MB is indicated as the bad data. 
    • In the Ins Type drop-down box choose one of the numbers for Medicare Secondary Claims.  

How to Analyze a Claim

• Go to Electronic Billing
• Select Send Claims
• Select by checking the box next to the claim to be analyzed
• Use the drop-down next to 837 Detailed View and select Save 837 for Analysis
• EZClaim will alert you if there are Warnings/Errors to review
• Click Show the Warnings

A new Errors and Warnings tab will open allowing you to view the errors/warnings for each claim that has been analyzed. 

Analyzed Secondary Claim

Use this sample of an analyzed Secondary claim to confirm data.  See the sample below.