Box 9d - Insurance Plan Name or Program Name

What is it?

Box 9d is the plan or program name of the subscriber's other policy.

If Box 11d is marked, complete boxes 9, 9a, and 9d; otherwise, leave blank.

In Application:

To manually change the plan name:

1. Navigate to Clients > Client List.
2. Edit the desired client using the icon.
3. Edit the corresponding insurance card using the icon.
4. In the Policy Info section, enter the information into the Plan/Program field.
5. Select Apply Edits.

Note: If you are sending a claim to a primary, the insured's information for the secondary insurance will be displayed. If you are sending a claim to a secondary and there is no additional insurance, the insured's information for the primary insurance will be displayed.

EDI File

Primary Claims

• This information is not included in the 837 file.

Secondary Claim

• Loop 2320, Segment SBR04