How to set up, manage and use Canadian Insurance through CDAnet in Dentally.
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 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 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.
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.
How to record an insurance payment using the claim management tool🇨🇦 CA only - Using the claim management side panel to reconcile insurance payments.