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CDAnet, Insurance and Housekeeping - CA Only
These articles are specific to Dentally users in Canada 🇨🇦 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? 🇨🇦🇨🇦 CA only - Navigating to your Insurance settings in Dentally
Setting up your insurance carriers 🇨🇦🇨🇦 CA only - To process claims you will need to set up a list of the current insurance companies that process claims through CDAnet
Editing an insurance carrier 🇨🇦🇨🇦 CA only - Editing insurance carriers in dentally insurance settings
How to create an insurance plan 🇨🇦🇨🇦 CA only - To set up an insurance plan within Dentally, following the simple steps outlined in this help article
How to set the CDAnet office number 🇨🇦🇨🇦 CA only - Setting up the CDAnet office number for each site
How to submit an insurance claim in Canada 🇨🇦🇨🇦 CA only - Submitting an insurance claim and the 'Claims' tab.
How to add attachments when submitting a claim - CA only 🇨🇦🇨🇦 CA only - Including attachments when submitting insurance claims
How to use the claims management tool in Canada 🇨🇦🇨🇦 CA only - Managing and reconciling claims in Dentally Canada, using the claims management tool.
Reversing an insurance claim 🇨🇦🇨🇦 CA only - How to reverse an insurance claim in Dentally
How to add insurance to a patient's record - CA only 🇨🇦🇨🇦 CA only - Adding and editing insurance policies
How to create a predetermination - CA only 🇨🇦🇨🇦 CA only - 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 🇨🇦🇨🇦 CA only - What you can do when dealing with Rejected insurance claims
Printing a manual Insurance claim form 🇨🇦🇨🇦 CA only - How to print a manual insurance claim form - BEFORE or AFTER the claim has been submitted
Why is my billing provider list blank when submitting a claim? 🇨🇦🇨🇦 CA only - Why is the billing provider drop-down empty when trying to send a Predetermination or claim?
Insurance Claim Responses🇨🇦🇨🇦 CA only - What do my insurance claim responses mean?
How to keep on top of daily, weekly and monthly tasks in Dentally - CA only 🇨🇦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 🇨🇦Daily housekeeping tasks to help you keep on top of your accounts.
Which tasks should be completed daily/weekly - CA only 🇨🇦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 🇨🇦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 🇨🇦Using the month-end spreadsheet to assist with housekeeping and report on your monthly accounts.