How do I manage and reconcile insurance claims in Canada?
To open the claims management tool, go to the 'Claims Management' section (the shield icon) in the left-hand toolbar in Dentally.
Here you will see all your practice's claims:
When using the claim management tool:
You can choose for the claims to be sorted by invoice number, by treatment date or by date sent. Select your chosen order by clicking the relevant header at the top of the column.
Clicking the patient's name will open their patient record in a new window.
To complete bulk actions, select a claim (or as many claims as you need) by ticking the checkbox to the left of it.
At the bottom of the page, you will see available actions based on your selection. These actions will vary depending on various factors such as the claim's status and how many claims you have selected - if you select claims with different statuses, you will see the 'Choose action for partial selection' dropdown. Actions which could be visible are:
Record payment
Mark as reversed
Unmark as paid
Restore
Clear selection
Mark as manually submitted
Mark EOB as received
Discard
💡 Top tip: If you receive a bulk insurance payment, you can select as many claims as you need to reconcile - make your selection, click 'Record payment' and use the reconciliation side panel to review and adjust amounts as needed before recording the payment.
Filters can be applied to the list using the filters at the top. After selecting filters, ensure you click 'Apply filters'. Choose from:
Treatment date
Insurance carrier
Claim status
Insurance status
Billing provider
💡 Top tip: You can use the claim management tool to review which claims need your attention.