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. Notable differences are highlighted in orange and discussed below.

Note: Some Canadian insurance carriers may combine the division number, subscriber ID, and dependent code into a single string of text, (e.g., UTM876543211-01) where the letters (UTM) are the Div. No., the numbers before the hyphen (876543211) are the subscriber ID and the numbers after the hyphen (01) are the Dependent Code. The hyphen is not entered.

Canadian Tab

The Canadian tab hosts additional Canada-specific settings.

Plan Examples

Below are some examples of setting up insurance depending on the insurance plan and region.

General Setup

The general setup is the most common. All fee on procedures show the provider's fees (usually the province fees). The patient is responsible for anything not covered by insurance.

Charge Difference

All fees on procedures show the provider's fees (usually the province fees), but the out-of-network fee guide is used for estimates. Percentages are based off the out-of-network fee guide. The patient is responsible for the difference between the two fees and anything not covered by insurance.

Charge Only

All fees on procedures show the fees for the assigned fee guide. The patient is not responsible for the fees on the assigned guide. The patient is responsible for anything not covered by insurance.

Two Different Fee Guides

All fees on procedures show the fees for the assigned fee guide. The out-of-network fee guide is used for estimates. Percentages are based off the out-of-network guide. The patient is responsible for the difference between the two fees and anything not covered by insurance.