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 by checking the tickbox to the left of it, then click one of the actions at the top. Choose from:
Add payments
Mark as paid
Unmark as paid
Mark as reversed
Mark as manually submitted
Discard
Filters can be applied to the list using the filters at the top. After selecting filters, ensure you click 'Apply filters'. Choose from:
Date From/To
Insurance carrier
Claim status
Insurance status
Billing provider
There is also an option to clear filters to reset the list.
How do I complete a bulk reconciliation in the claims manager?
In Canada, if you receive payment from an insurance carrier which needs to be assigned to multiple patients:
In the claims management tool, filter the table by insurance carrier.
Check the tickbox against all of the payments you want to pay. You can select primary or secondary insurance (or both).
Click 'Add payments'.
In the window that pops up, enter the amounts for each payment. If you adjust the amounts, the amount you set will be shown.
You can also add the payment method and transaction reference.
💡 Top tip: We recommend putting the cheque or deposit reference number as the transaction reference, so you can easily find it later.
When you are finished, click 'Confirm'.
This will then explain the payments to the corresponding invoice.