Let's delve into all things claims for Canadian Dentally users! 🇨🇦
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Submitting an insurance claim 🇨🇦
Once you have created your treatment plan and generated an invoice for the patient, you can then submit your claim.
Gif video example 👇
Written instructions guide:
From the Patient Record, select the tab titled ‘Account’.
Click '+ New Claim' and pick the invoice number for the claim you wish to submit from the drop-down list of invoices.
This then generates the claim.
You will then see the new claim box pop up:
Choose the billing provider, this is a mandatory field.
If the patient is a student, you can include the name of the school.
If you have completed a predetermination, then they can include the pre-authorisation number in the field titled 'Predetermination #'
Choose your 'Type Code' against each item as required from the drop-down list.
Scroll down and complete any of the additional information as required.
If the treatment was a replacement, then you will be asked to complete the date for the prior replacement.
This needs to be entered as Year/Month/Day or chosen from the pop up calendar.
Once all fields are completed, you click on Generate Claim.
This will then transmit the claim to CDAnet. If there are any errors, you will be advised immediately.
It will show you the transmission success and provide you with a claim acknowledgement which can be seen by click the blue EOB under the 'Results' column
The Claims tab on the patient record 🇨🇦
This shows all transactions that are listed for the patient and their status.
It will show you the eligibility and predeterminations and also link the claim back to the treatment plan.
As soon as we have a response from the primary insurance, the secondary insurance will be sent as appropriate, if needed.