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CDAnet and Insurance - CA Only
CDAnet and Insurance - CA Only

These articles are specific to Dentally Users in Canada ONLY!

How to set up a CDAnet certificate for billing doctors (practitioners) - CA only πŸ‡¨πŸ‡¦For Canadian users, set up and manage your CDAnet certificates πŸ‡¨πŸ‡¦
How to access my Dentally Insurance Settings? πŸ‡¨πŸ‡¦Navigating to your Insurance settings in Dentally πŸ‡¨πŸ‡¦
Setting up your insurance carriers πŸ‡¨πŸ‡¦In order to process claims you will need to set up a list of the current insurance companies that process claims through CDAnet πŸ‡¨πŸ‡¦
Editing an insurance carrier πŸ‡¨πŸ‡¦Editing insurance carriers in dentally insurance settings πŸ‡¨πŸ‡¦
How to create an insurance plan πŸ‡¨πŸ‡¦To set up an insurance plan within Dentally, following the simple steps outlined in this help article πŸ‡¨πŸ‡¦
How to set the CDAnet office number πŸ‡¨πŸ‡¦Setting up the CDAnet office number for each site πŸ‡¨πŸ‡¦
How to submit an insurance claim in Canada πŸ‡¨πŸ‡¦Submitting an insurance claim and the 'Claims' tab.
How to add attachments when submitting a claim - CA only πŸ‡¨πŸ‡¦Including attachments when submitting insurance claims in Canada.
How to show pending payments in a patient's account - CA only πŸ‡¨πŸ‡¦Recording pending payments on a patient's account, for incoming insurance payments.
How to use the claims management tool in Canada πŸ‡¨πŸ‡¦Managing and reconciling claims in Dentally Canada, using the claims management tool.
Reversing an insurance claim πŸ‡¨πŸ‡¦How to reverse an insurance claim in Dentally? πŸ‡¨πŸ‡¦
How to add insurance to a patient's record - CA only πŸ‡¨πŸ‡¦Adding and editing insurance policies in Canada πŸ‡¨πŸ‡¦