Canada - Provider Setup

Before a provider can send electronic claims in Canada, they must be registered with the appropriate organizations.  See Register Providers for E-Claims.

In the Main Menu, click Lists, Providers.  Then click Add or double click an existing provider to edit.

If fields are not relevant to your practice, you can leave them blank. 

Abbreviation:  This abbreviation will identify the provider in various lists throughout the program. There is a 255 letter limit for the abbreviation, but the shorter the better. The abbreviations may be changed at any time.

CDA Number/Office Number:  These are assigned in the ITRANS instruction and password sheet(s). See step 8 in Register Providers for E-Claims.
- CDA number:  The 9 digit provider identification number.
- Office Number:  The four digit office identifier.  May contain numbers and letters. 

Appointment Color: Single click on the colored box to select the background color for this provider's Appointments. Lighter colors help the black text show more clearly.

Highlight Outline Color: Single click on the colored box to select the background color for appointment information that appears when a user hovers over an appointment. Lighter colors help black text show more clearly.

Fee Schedule: The Provider's Fee Schedule or the Usual, Customary, and Regular (UCR) fee schedule. This is typically the fee schedule that will be used for the provider's new patients, unless the patient has Insurance (in which case the insurance fee schedule is usually used).

Specialty: Select this provider's specialty.  Taxonomy Code is not sent in Canadian claims.

Anesthesia Provider Groups (optional): Assign the provider to an anesthesia group. If assigned, this provider will populate the corresponding dropdowns in the Anesthetic Record.

Is CDAnet Member:  This box must be checked to send e-claims.

Secondary Provider: Check this box if the provider is a hygienist.

Signature on File: Check this box if the provider has a signature on file.

Not a Person:  This is useful when offices use business name instead of individual name as the provider on Claims. Check this box, and enter business ID numbers instead of individual ID numbers. 

Hidden: Check this box to remove this provider from the Providers list. This is a useful for providers who are no longer with the practice. We recommend waiting at least one year before hiding a provider who has left, so that their information still appears on Reports.

Supplemental Provider Identifiers: This is not used in Canada.