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How to add attachments when submitting a claim - CA only πŸ‡¨πŸ‡¦
How to add attachments when submitting a claim - CA only πŸ‡¨πŸ‡¦

Including attachments when submitting insurance claims in Canada.

Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated over a week ago

πŸ“ Please note: This feature is currently in Beta testing. If you have any feedback, please get in touch via the Live Chat.

How do I add attachments when submitting a claim in Canada?

Attachments can be submitted electronically to CDAnet to provide additional materials along with a claim.

To add an attachment to a claim in Canada:

  • Ensure the document you would like to attach has been added in the 'Correspondence' section of the patient record.

  • Go to the 'Claims' section in the patient record. Ensure you have already submitted a claim before proceeding.

  • Find the claim you which to add attachments to. Click 'Submit Attachments' to the right-hand side of the relevant claim.

  • A window will pop up, showing all the documents in the patient's 'Correspondence' tab. Select the item(s) you wish to attach, and click 'Submit Attachment'.

πŸ“ Please note: Some insurance carriers don't accept electronic attachments, so these will need to be submitted manually.

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