Overview
When receiving an EOB from a secondary payer, it’s important to properly post the payment in ChiroHD to reflect accurate ledger activity and collections reporting.
This guide will walk you through the step-by-step process for posting a secondary payer EOB using the Insurance V2 Dashboard.
Prerequisites
You must have insurance permissions enabled on your ChiroHD user account.
This and other prerequisites are addressed in our other resources on Processing an EOB if you have further questions.
Step 1: Navigate to the EOB Posting Screen
Click on Insurance from the main navigation.
Select Process EOB.
Step 2: Enter EOB Information
Third-Party Payer:
Begin typing the secondary payer’s name (e.g., Blue Cross Blue Shield California) and select the appropriate match.Check Number:
(Optional) Enter the check number associated with the EOB.Memo:
(Optional) Add a note if needed for internal tracking.Check Amount:
Enter the total payment amount received from the secondary payer (e.g., $10).
Step 3: Locate the Patient and Date of Service
On the left-hand side, find and select your patient.
Ensure you are looking at the correct date of service (e.g., 6/27).
Verify the details:
Verify the primary and secondary are recorded correctly.
Previously paid amount (by Medicare) is visible (e.g., $10).
Any previous write-offs (e.g., $40) are noted.
Step 4: Post the Secondary Payment
In the Payment column, enter the payment amount from the secondary payer (e.g., $10).
Press Tab to move to the next field.
Since payments have been received from both the primary and secondary payers, you can now fully settle the line. Enter the information exactly as listed on the EOB.
Use the W hotkey:
Click into the line.
Press W on your keyboard to automatically write off any remaining balance and settle the service.
You will see:
The balance turn green (fully settled).
The balance amount reduce to zero.
Step 5: Finalize the EOB
After posting all payments and confirming balances are settled, click Finalize.
The secondary insurance payment will now be recorded in Collections and properly applied to the patient's ledger.
Key Reminders
Previously Paid amounts show payments from the primary payer (Medicare).
Always check if the patient has secondary coverage before posting write-offs.
Only finalize once you have verified the balance is zero for the date of service.
Secondary insurance payments will appear in your collections reports under Insurance Payments.
Troubleshooting and FAQ
If the secondary insurance is not populating in Process EOB screen, the full billing process may not have been taken.
Full Billing process for Secondary:
1. Create Claim for Primary Insurance2. Process EOB for Primary Insurance
3. Create Claim for Secondary Insurance (if this step is missed, the EOB will be process under the Primary Insurance).
4. Process EOB for Secondary Insurance
Is it possible to rebill only Secondary Insurance?
Currently, it is not possible to rebill only the secondary insurance. If you select 'Set to Rebill,' the system will rebill both the primary and secondary payers.
To rebill only the secondary insurance, the office can follow this workaround:Process the service through the billing workflow for the primary payer but do not send the claim anywhere.
Then, continue the rebilling process for the secondary payer.
Summary
Posting a secondary payer EOB correctly ensures that:
Ledger balances are accurate.
Collections and reporting reflect the full insurance payment history.
Patient accounts remain clean, preventing confusion over outstanding balances.
By using the Insurance V2 Dashboard workflow and hotkeys (like W for write-off), you can post secondary EOBs efficiently and correctly every time.