Reporting on your claims in Dentally for Canadian users π¨π¦
Navigate to the Reporting menu using the toolbar on the left, scroll down to see the 'Insurance' category and a report titled βClaimsβ.
In the filters on the left, select the parameters on the date filters (to/from) as to the period you wish to review.
This generates a list of all of the claims that you have submitted, including the following information:
Invoice
Patient (which directly links to the patient record)
Date of submission
Claim total
Insurance carrier (Primary and Secondary if applicable)
Claim status
Benefit
π‘ Tip, you can favourite reports using the star next to the report on the Reports menu; this way, it will show at the top of the Reports menu every time!