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Reversing an insurance claim πŸ‡¨πŸ‡¦

πŸ‡¨πŸ‡¦ CA only - How to reverse an insurance claim in Dentally

Amber Morris avatar
Written by Amber Morris
Updated over 2 months ago

Can I reverse a claim in Dentally?πŸ‡¨πŸ‡¦

Yes! If on the same day you make a mistake and decide that you do not want the claim to go to CDAnet. You can send a claim reversal by...

  • Navigating to the patient's record.

  • Going to their 'Claims' tab.

  • Finding the claim you wish to reverse and choose Reverse from the Actions column.

πŸ’‘Please note, this has to be done within the same working day.

  • You will be asked to confirm if you wish to perform a Claim reversal.

  • Click 'Perform Reversal'

When the Claim reversal is complete, a screen with the Claim Reversal Details will open. See the screenshot below.

Look for the Disposition Message towards the bottom; it will confirm if the Reversal was Successful. An Acknowledgement will then follow later, and if there were errors with the reversal the acknowledgement will give you further details.

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