CDAnet, Insurance and Housekeeping - CA Only
These articles are specific to Dentally users in Canada 🇨🇦 covering everything from creating insurance providers and sending claims.
By Hebe and 1 other2 authors25 articles
Canada-specific insurance and claims
How to set up, manage and use Canadian Insurance through CDAnet in Dentally.
- How to set up a CDAnet certificate for billing doctors (practitioners) - CA only 🇨🇦🇨🇦 CA only - Set up and manage your CDAnet certificates 🇨🇦
- How to access your insurance settings 🇨🇦🇨🇦 CA only - Navigating to your insurance settings in Dentally
- How to set up an insurance carrier 🇨🇦🇨🇦 CA only - To process claims, you will need to set up a list of the current insurance companies that process claims through CDAnet.
- How to edit an insurance carrier 🇨🇦🇨🇦 CA only - Editing or deleting an existing insurance carriers.
- How to create or edit an insurance plan 🇨🇦🇨🇦 CA only - Set up, edit or duplicate an insurance plan.
- 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 submit electronic attachments for predeterminations and claims - CA only 🇨🇦🇨🇦 CA only - Submitting electronic attachments for predeterminations and claims
- How to use the claims management tool in Canada 🇨🇦🇨🇦 CA only - Managing and reconciling claims in Dentally Canada, using the claims management tool.
- How to reverse an insurance claim 🇨🇦🇨🇦 CA only - Reversing an insurance claim if you have made a mistake
- How to add insurance to a patient's record - CA only 🇨🇦🇨🇦 CA only - Adding and editing insurance policies in a patient's record.
- How to create a predetermination 🇨🇦🇨🇦 CA only - Creating a predetermination claim in Canada when charting a treatment.
- How to record an insurance payment using the claim management tool🇨🇦 CA only - Using the claim management side panel to reconcile insurance payments.
- How do I assign a mouth area when charting?🇨🇦 CA - Canadian practices can assign a mouth area (such as, an arch or quadrant) when charting certain treatments. This is automatically included in claims and predeterminations.
- How to delete or edit an invoice if a claim was already submitted - CA only🇨🇦 CA only - Steps to reverse a claim if an invoice needs editing after the claim has been submitted
Canada-Specific FAQs
Answers to some of your FAQ's when it comes to Canadian insurance in Dentally.
- How to deal with rejected insurance claims 🇨🇦🇨🇦 CA only - What you can do when dealing with rejected insurance claims
- How to print a manual insurance claim form 🇨🇦🇨🇦 CA only - How to print a manual insurance claim form - before or after the claim has been submitted
- How to add a billing provider 🇨🇦🇨🇦 CA only - What to do if you encounter issues when adding a billing provider to a predetermination or claim.
- How to interpret different insurance claim responses🇨🇦🇨🇦 CA only - Understanding what insurance claim responses mean
- How to use the claims management tool to review claims that need attention🇨🇦 CA only - Use the claims management tool to track insurance payments and make sure you are collecting payment.
- 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.