Billing statuses in AR Manager and Payment Center indicate where a claim is in its lifecycle. The sections below explain what each status means and how statuses change as a claim moves through the billing process, including progression from the primary payer to a secondary payer.

Step 1: Initial Claim Status

When a claim is first created, it is in an Open status.

Payment Center Status

• Open

AR Manager Status

• Primary Payer: Open
• Secondary Payer: Not yet applicable

Step 2: Post the Primary Insurance Payment

After the primary insurance payment is posted, if there is patient responsibility, the Payment Center status changes.

Payment Center Status

• Client Responsibility

AR Manager Status

• Primary Payer: Open
• Secondary Payer: Not yet applicable

Step 3: Transfer the Balance to the Secondary Payer

From the Payment Center or AR Manager, use the Transfer option to move the remaining balance to the secondary insurance.

After the transfer is complete:

Payment Center Status

• Ready to Bill

AR Manager Status

• Primary Payer: Transferred
• Secondary Payer: Ready to Bill

Payment Center

Primary

Secondary

Step 4: Bill the Secondary Insurance

Navigate to:

Billing > Secondary Billing

1. Open the claim.
2. Select Validate.
3. Submit the claim.

After the claim has been submitted:

Payment Center Status

• Underpayment

AR Manager Status

• Primary Payer: Transferred
• Secondary Payer: Open

Why does the Payment Center show Underpayment?

This is expected. The claim now has an outstanding payer balance while waiting for payment from the secondary insurance.

Payment Center

AR Manager

Step 5: Post the Secondary Insurance Payment

Once the secondary insurance payment has been received and posted, the claim is complete.

Payment Center Status

• Closed

AR Manager Status

• Primary Payer: Transferred
• Secondary Payer: Closed