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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? 🇨🇦Navigating to your Insurance settings in Dentally 🇨🇦
Setting up your insurance carriers 🇨🇦In order 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 🇨🇦Editing insurance carriers in dentally insurance settings 🇨🇦
How to create an insurance plan 🇨🇦To set up an insurance plan within Dentally, following the simple steps outlined in this help article 🇨🇦
How to set the CDAnet office number 🇨🇦Setting up the CDAnet office number for each site 🇨🇦
How to submit an insurance claim in Canada 🇨🇦Submitting an insurance claim and the 'Claims' tab.
How to add attachments when submitting a claim - CA only 🇨🇦Including attachments when submitting insurance claims in Canada.
How to use the claims management tool in Canada 🇨🇦Managing and reconciling claims in Dentally Canada, using the claims management tool.
Reversing an insurance claim 🇨🇦How to reverse an insurance claim in Dentally? 🇨🇦
How to add insurance to a patient's record - CA only 🇨🇦Adding and editing insurance policies in Canada 🇨🇦
How to create a predetermination - 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 🇨🇦Let's take a look at what you can do when dealing with Rejected insurance claims 🇨🇦
Printing a manual Insurance claim form 🇨🇦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? 🇨🇦Why is the billing provider drop-down empty when trying to send a Predetermination or claim? 🇨🇦
Insurance Claim Responses🇨🇦What do my insurance claim responses mean?
How to keep on top of daily, weekly and monthly tasks in Dentally - CA only 🇨🇦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 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 report on your monthly accounts.