Create a Secondary Claim in firstREV

If an EOB or an ERA is received from a patient’s primary payer, users can use firstREV to create a secondary claim for a secondary payer:

1.    While viewing either the Institutional Claims or Professional Claims grid, open the desired claim.

2.    Hover the mouse cursor over the Copy tab and then select Create Secondary Claim. The Create Secondary Claim prompt will display, asking you to confirm the creation of a secondary claim.

3.    Click Yes. The secondary claim is created and you can then make changes, as necessary.