Master Insurance and Maximize Efficiency with Dentally

Managing insurance claims in Canada is a crucial part of running a dental practice, but it doesn’t have to be a time-consuming process.

With Dentally, handling claims from start to finish is now more streamlined than ever, with simplified workflows, family accounts and new claim management tools, we aim to make your experience as efficient as possible, so you can focus on delivering a better patient experience. 

In this blog, we’ll take you step-by-step through the insurance claim process, so you can see exactly how Dentally is revolutionizing the way practices handle insurance claims in Canada. 

Step 1. Easily Manage Insurance Providers and Policies 

Adding and managing patient insurance details is now quicker than ever with Dentally. You can add multiple insurance policies for each patient, with the order of primary and secondary policies being automatically detected based on standard claiming rules to save you time. 

You have the option to manually adjust the order of your policies using the ‘Reorder’ button, should these need to be swapped around. Plus, Dentally’s integration with CDAnet enables instant eligibility checks directly in-app, ensuring all details are approved before submitting your insurance claims, avoiding any possible hiccups further down the road.  

Additionally, Dentally has the option to archive insurance policies, plans, and carriers. Instead of deleting inactive policies, you can archive them, keeping your system clutter-free while allowing easy restoration when needed. For example, if a patient’s eligibility changes due to job status, their policy can be archived and quickly reinstated when they regain coverage. Archived policies are not selectable for claiming, keeping the workflow organized and efficient. 

Step 2. Simplified Claim Submissions 

After charting treatment in Dentally, you can submit predetermination claims before invoicing and submitting your claim to CDAnet, giving you a clear estimate of what the patients insurance will cover and helping patients avoid unexpected costs. 

Once you are happy, claims can be submitted from the accounts screen directly to the patient's primary and/or secondary provider if needed. With Dentally’s claims management tool, all claims and statuses are visible in one centralized system for real-time monitoring. 

Gone are the days of shuffling through paperwork or switching between systems. Whether you're dealing with multiple patients or handling claims for different providers, Dentally ensures that the entire process is efficient and seamless, freeing up time for you and your staff to focus on what matters most – your patients.  

Step 3. Family Accounts Made Simple 

Managing payments and insurance balances for patients—especially families—can be tricky. After submitting your claims, Dentally’s updated Accounts screen makes taking and sharing payments across family members as seamless as possible. Whether it’s splitting costs between parents, taking pending payments or managing multiple children under one account, this feature streamlines the entire payment process. 

Dentally also allows you to track the insurance balance across all family members in one central view on the Accounts tab, allowing you to easily reconcile payments and insurance claims without the hassle of switching between profiles. This ensures that your practice stays organized while providing a more seamless experience for your patients. 

Step 4. Comprehensive Claim Management all in One Place 

Dentally’s stand out new claim management tool -made specifically for Canadian dental practices- allows you to tackle the final piece of the insurance claim puzzle head on, with the ability to monitor all insurance claims in a single, consolidated view. You no longer need to jump between systems or hunt down individual claim details. Everything is right at your fingertips. 

From this central hub, you can see the status of all claims—whether they’re pending, approved, or need attention—so nothing slips through the cracks. With Dentally’s system automatically updating in the background, all claims are tracked in real time, allowing you to spend more time on delivering exceptional patient care rather than on administrative headaches. 

Reconciling claims used to be a time-consuming part of the process, but not anymore. Dentally’s claim management tool also allows you to reconcile claims in bulk, saving your team hours of administrative work! 

This feature ensures that all payments are correctly matched to their respective claims in just a few clicks, eliminating the need to go through each transaction manually. With this bulk reconciliation tool, your practice can ensure that payments are tracked accurately, providing you with up-to-date financial reporting. By simplifying this final step in the claim workflow, you can ensure that your practice runs efficiently, without sacrificing accuracy!  

A Unified System for Practice Efficiency 

Having a single system that does everything for you not only saves time but also helps you gain insights into your practice’s performance. Whether you're tracking patient data, insurance claims, or monthly finances, Dentally ensures that all the necessary information is available in one place, helping you optimize your workflow and make data-driven decisions. 

If you need help getting up to speed with these new features, the Dentally Help Centre is always available with detailed guides and resources. Additionally, you can reach out to the Local Canada Team via Live Chat and we will be more than happy to assist during working hours.  

💡 Top Tip: Ellie Bot our AI assistant is available 24/7 through our Support Chat in app! Get the answers you need whenever you need them, so you can feel confident navigating Dentally. 

Whether you're just starting to explore claim management or need assistance with specific workflows, our team is here to ensure a smooth transition as you enter the future of dental practice management with Dentally.