Canada Insurance Plans

For Canada users, in the Family Module, double-click an Insurance Plan.

The Insurance plan looks slightly different in Canada than it does for other countries. The key difference is terminology; all insurance plan fields are in the same place.

Assignment of Benefits (pay dentist): When checked, insurance will send payments to provider. When unchecked, payments will be sent to patient. Unchecking box will also turn off the automatic import of EOBs (when in use in Clearinghouses).

Benefit Information: To see recommended insurance categories for Canada, see Canada Insurance Categories.

Scroll to the bottom of the Insurance Plan Information section on the left and there will be a Canadian section.

Dentaide Card Sequence: Enter the mandatory two digit value for Dentaide.

Plan Flag: Usually left blank, but used to indicate one of three kinds of Provincial Medical Plans:

Is Provincial Medical Plan: If Plan Flag indicates a Provincial Medical Plan, check the box. If it is blank, uncheck the box.

Diagnostic and Institution codes: Only required if Plan Flag is set to A.