Accessing your insurance settings for Canadian Dentally users 🇨🇦
Once you have logged in, You will be able to go to the cog icon in the bottom left of Dentally to access your settings.
What you see here will depend on the level of user permissions that you have been set up with. You can look up how to amend permission levels here.
Once you are in your Settings, you will see the above screen. You can then navigate using either the tabs at the top or the list on the 'Home' tab as needed into the desired section.
For your Insurance settings, click on the 'Insurance' option.
This will take you to your Insurance Settings page, which is broken down into three more tabs, which you can see in the screenshot below:
Insurance carriers
Insurance plans
Provider certificates
