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Canada - Install & Setup 

The following installation and setup information applies to Canada users only.  See also Carriers and Networks, Insurance Plans, and Fee Schedules.

Install Database and Claim Form
Set the Region and Language Settings on your computer to Canada, then install the Trial Version.  The Canadian database and claim form will be automatically installed. 

If you need to send ADA paper Claims for an American patient, change the Claim Form for that Insurance Plan to the ADA claim form.  You will need to purchase blank forms from somewhere.  We are not allowed by law to include them in our software for users outside the Unites States.​

CDAnet compliant electronic Claims can be sent from Open Dental using either ITRANS or Claimstream
- If you send claims to Alberta Blue Cross, then you should setup Claimstream. 
- If you send claims to carriers other than Alberta Blue Cross, then you need to setup ITRANS. 
- If you send claims to Alberta Blue Cross and other carriers, then should setup ITRANS and Claimstream both. 
- Instream can be used instead of ITRANS for hygienists and denturists. Just install the required certificates under the CDANet user as you would for ITRANS.

Tooth Numbering/Surfaces
In Chart Module Preferences, change the Tooth Nomenclature value to FDI notation if not already set.  Supernumary teeth can be entered as 99.  In Canada, valid tooth surfaces are MOIDBLV(vestibular).  In USA, valid tooth surfaces are MOIDBLF(facial) as explained on the Enter Treatment page.  For USA, we also use V to represent a class 5 location along the gingival margin of the B or F.  For Canada class 5 is represented by "5" instead of "V" to avoid confusion with vestibular.

Ontario Dentist Unique Identification Numbers (UIN)
We are aware of the UIN changes for newly licensed dentists in Ontario (may begin with the digits 36, in addition to 06 and 56).  Currently Open Dental only checks a provider number to ensure it is exactly 9 digits before allowing claims to be sent electronically.  It does not check for a particular digit or format.  With the UIN change, provider numbers will remain 9 digits long.  Thus Ontario dentists should experience no issues when sending claims from Open Dental.

If you are using the Clinic feature in Canada, make sure to use a different provider for each dentist/clinic combination.  Each dentist is assigned an office number on the Provider Edit window.  So if a dentist is at two offices, the only way to enter two office numbers is to use two separate providers.


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