🚨 Important: This new claiming feature is currently in Beta testing and is not yet widely available. If you can't see it yet, you will do soon!
How does family claiming work in Dentally?
When you submit an electronic family claim, we automatically split it into individual claims, one for each patient and practitioner, so that:
If one patient's claim has an issue, the rest of the family's claims are not affected - this means that you only need to fix/resubmit the affected claim, and the rest will still proceed as normal.
Claims can be submitted for multiple practitioners at the same time - you only have to submit one single claim, even if the treatments were performed by different practitioners.
This streamlines your claim submission process, keeping delays/resubmissions to a minimum and reducing the admin burden and making it more reliable.
How do I submit a family claim?
📝 Please note: Family claiming is only available for electronic claims.
To submit a family claim:
Open the 'Account' tab in the patient record of one of the linked family members. Ensure that all relevant family members are linked, and ensure that you have set the filters to show all relevant family members in the same view.
Start a new claim, by following either of the below steps:
Clicking the 'New claim' button to begin an electronic claim.
Ticking the checkbox next to each of the invoices you want to claim across all patients in the same linked family. When you have made your selection, click 'New electronic claim' at the bottom
In the claim builder that appears, you will see:
(If you clicked the 'New claim' button) All treatment items from any outstanding invoices, that don't already have a claim associated with them, for the family members selected.
(If you selected invoices) All treatment items specifically from the invoices you selected.
From here, you can deselect any you don't wish to include in the claim.
Review your claims and details:
Ensure all items have the same health fund provider - if one is incorrect or not set, open the patient record and add the details before proceeding.
Ensure a terminal is selected at the top.
Check each patient's health fund ID is correct.
💡 Top tip: If any of your treatment items are missing the claim provider number or health fund provider, you will see an error message at the top - you should use the dropdown selector in these fields to select one, before proceeding. If you use these selectors, they will be stored against the patient's record and will be used in future claims.
When you are happy with all details, click 'Submit'.
You'll see a loading window, and then a confirmation will appear showing all claims have been sent to the terminal.
You'll be prompted to swipe the family's health fund card on the terminal. This should be done only once, as all patients in the family are under the same health fund.
Once the card has been swiped, you'll see a progress window showing each of the claims being processed. As each patient's claim is processed, a tick will appear next to their name.
Once all names have a tick, you'll see a summary of whether each claim was successful, and you can expand each claim for more info.
You can also see a total gap displayed at the bottom, calculating all gaps within this group of claims.
Click 'Discount' if needed, and when you're ready click 'Complete'.
A payment line will appear in each patient's 'Payments' tab in the account screen, showing the amount covered by the claim (automatically deducted from their balance).
The remaining outstanding balance is what you'll then charge the patient (you can then charge individually, or charge the whole family in one go, through the same account screen).