Box 9 - Other Insured's Name

  • Updated

Box Definition

Box 9 is where the other insured's name is displayed, i.e. secondary insurance


In AveaOffice

To change the other insured's name on a claim form:

1. Navigate to the Patient>Treatment Episodes>[Select Treatment Episode]>Intake > Insurance tab.

2. Click into the insurance set (depending upon primary, secondary or tertiary).

3.  Click on Policy Holder tab>EditPolicy Holder Edit.png


4. Make necessary changes to the insured's name.

Policy Holder.png

5. Click Save.



EDI File

Primary Claims

  • This information is not included in the 837 file.

Secondary Claim

  • Loop 2330A, Segment NM103 (Last), NM104 (First), NM105 (Middle Initial).


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