Let's take a look at how to edit a Canadian insurance carrier in Dentally 🇨🇦
If you wish to edit the insurance carrier, simply click the edit button to the right of the required carrier as highlighted in the screenshot below. Not sure how to access your insurance settings take a look at our help article here.
You will then see the below screen, we have added a short explanation for each section below for your reference and the full form is available at the bottom of this article:
Carrier Short Name - Abbreviation for the insurance carrier the office creates (For example, PBC for Pacific Blue Cross).
EDI Code – The Carrier ID assigned to the insurance company by the CDAnet (Use 999999 if not on the CDAnet list).
Carrier Name – The Insurance Company name.
Carrier Contact Information - Mailing address, phone number, contact person if they have one and the email address if known.
In addition to the above fields, the user can also indicate if they want to make other changes, including:
Assignment - Does the office accept assignments from the insurance company: Full = Yes and None = No
Print Office ID on Claim Form – Check this box if the Insurance requires the Office ID to be included on the paper claim form.
Consolidate Labs- Check this box if the insurance required the lab procedure to be consolidated into the procedure it was done for. Please note if unchecked, the appropriate lab code charge will be listed as its own procedure line.
EDI Settings
EDI Settings will be automatically filled in and updated according to the CDAnet Carrier list. Including version number, age limit of claim, network, and all other EDI settings.
