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CDAnet, Insurance and Housekeeping - CA Only
These articles are specific to Dentally users in Canada π¨π¦ covering everything from creating insurance providers and sending claims.
Canada-Specific Insurance Configuration
How to set up, manage and use Canadian Insurance through CDAnet in Dentally.
How to access my Dentally Insurance Settings? π¨π¦Navigating to your Insurance settings in Dentally π¨π¦
Setting up your insurance carriers π¨π¦In order to process claims you will need to set up a list of the current insurance companies that process claims through CDAnet π¨π¦
Editing an insurance carrier π¨π¦Editing insurance carriers in dentally insurance settings π¨π¦
How to create an insurance plan π¨π¦To set up an insurance plan within Dentally, following the simple steps outlined in this help article π¨π¦
How to set the CDAnet office number π¨π¦Setting up the CDAnet office number for each site π¨π¦
How to submit an insurance claim in Canada π¨π¦Submitting an insurance claim and the 'Claims' tab.
How to add attachments when submitting a claim - CA only π¨π¦Including attachments when submitting insurance claims in Canada.
How to use the claims management tool in Canada π¨π¦Managing and reconciling claims in Dentally Canada, using the claims management tool.
Reversing an insurance claim π¨π¦How to reverse an insurance claim in Dentally? π¨π¦
How to add insurance to a patient's record - CA only π¨π¦Adding and editing insurance policies in Canada π¨π¦
How to create a predetermination - CA only π¨π¦Creating a predetermination claim in Canada when charting a treatment.
Canada-Specific FAQs
Answers to some of your FAQ's when it comes to Canadian insurance in Dentally.
Dealing with Rejected insurance claims π¨π¦Let's take a look at what you can do when dealing with Rejected insurance claims π¨π¦
Printing a manual Insurance claim form π¨π¦How to print a manual insurance claim form - BEFORE or AFTER the claim has been submitted. π¨π¦
Why is my billing provider list blank when submitting a claim? π¨π¦Why is the billing provider drop-down empty when trying to send a Predetermination or claim? π¨π¦
Insurance Claim Responsesπ¨π¦What do my insurance claim responses mean?
How to keep on top of daily, weekly and monthly tasks in Dentally - CA only π¨π¦Housekeeping jobs to be done on a regular basis, to ensure you're keeping on top of your accounts.
Which tasks you should do at the end of each day - CA only π¨π¦Daily housekeeping tasks to help you keep on top of your accounts.
Which tasks should be completed daily/weekly - CA only π¨π¦Tasks you should complete on a regular basis, to make month-end reporting smoother.
What you need to do prior to month-end - CA only π¨π¦The tasks to complete before the end of the month, so you're prepared for month-end reporting.
How to complete tasks at the end of the month using the month-end spreadsheet - CA only π¨π¦Using the month-end spreadsheet to assist with housekeeping and report on your monthly accounts.