Coordination of Benefits (Medical)
Coordination of Benefits (Medical)
Tuesday, October 20, 2026
11:00 AM – 12:00 PM PST
When a patient has more than one insurance plan, determining which payer is primary is only the beginning. Coordination of benefits affects claim submission, contractual adjustments, secondary payments, patient responsibility, and compliance. Incorrect information or payer order can result in rejected claims, duplicate denials, delayed reimbursement, overpayments, improper write-offs, and inaccurate patient balances.
Medical practices must coordinate benefits across an increasingly complicated mix of commercial insurance, Medicare, Medicaid, employer-sponsored plans, COBRA, retiree coverage, workers’ compensation, no-fault insurance, and liability plans.
Do you know which plan pays first—and why?
This practical webinar will address important medical COB situations, including:
Determining the primary, secondary, and tertiary payer
Applying the employee-versus-dependent rule
Using the birthday rule for dependent children
Handling coverage for divorced or separated parents
Coordinating active employee, retiree, and COBRA coverage
Determining when Medicare is primary or secondary
Understanding Medicare Secondary Payer rules for working-aged and disabled beneficiaries
Applying the 30-month coordination period for end-stage renal disease
Coordinating Medicare with workers’ compensation, no-fault, and liability insurance
Understanding Medicaid’s role as the payer of last resort
Identifying third-party liability before billing Medicaid
Submitting secondary claims with the primary payer’s adjudication information
Reviewing EOBs and electronic remittance advice before billing the next payer
Handling claims that fail to cross over automatically
Understanding traditional COB, nonduplication, and maintenance-of-benefits calculations
Applying contractual adjustments when the provider participates with one plan, both plans, or neither plan
Calculating the secondary payer’s responsibility and the patient’s correct remaining balance
Identifying incorrectly processed secondary claims and determining when follow-up or an appeal is needed
Preventing duplicate payments, overpayments, refunds, and improper patient billing
You will learn how to collect the right insurance information, determine the correct order of payment, submit cleaner secondary claims, interpret primary payer adjustments, and calculate the expected secondary benefit.
Stop guessing which plan should pay, what contractual adjustment applies, or what amount the patient owes. Develop a consistent COB process that helps your practice reduce billing errors, avoid unnecessary delays, and collect the reimbursement it earned.
Registration Information
The registration fee is $139 per webinar, per registrant. Each registrant must register using a unique email address.
Your registration includes:
Access to the live webinar
A unique replay link available for 48 hours after the session
90 days of access to our toll-free helpline for questions or COB issues that arise after the webinar
Unable to attend live? Register anyway. You will receive a unique replay link after the session, allowing you to watch—or rewatch—the webinar during the 48-hour replay period.