Procedure Catalogue
Add Custom Procedure Code
Insurance Preauthorization Builder
Select payer, then click a tooth to add procedures
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Documentation Readiness
Add procedures and documentation
Guided workflow
Select the preauthorization tooth
Optional step-by-step mode. Open it when staff want a walkthrough.
Step 1/7
Workflow
Guided workflow
Select the preauthorization tooth
Optional step-by-step mode. Open it when staff want a walkthrough.
Step 1/7
CDCP (Sun Life / Health Canada) Details
Click a tooth to add a procedure
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Select a tooth on the chart below
Add procedures — Tooth —
No matching procedures found
Common Bundles (recommended)
Post/Core + Crown
25711 + 27201
Core Buildup + Crown
23602 + 27201
Crowns (require preauth)
Crown — Porcelain/Ceramic 27201
Crown —
Porcelain Fused to Metal
27211
Crown — Cast Metal
27301
Bridges / Pontics
3-Unit Bridge (select 3 teeth)
67201 retainer + 62501 pontic
Bridge Retainer — Porcelain/Ceramic
67201
Bridge Retainer — PFM
67211
Bridge Pontic —
Porcelain/Ceramic 62501
Bridge Pontic — Cast Metal
62301
Bridge Retainer — Metal
62701
Assign Bridge Roles
Abutment = anchor teeth (present) · Pontic = replacement tooth (missing/extracted)
Dentures
Complete Denture — Maxillary
51101
Complete Denture —
Mandibular
51102
Partial Denture — Maxillary 52301
Partial Denture — Mandibular
52302
Procedures Added
Click any verified (green) tooth on the chart above to add a
procedure for preauthorization.
Preauthorization Findings Wizard
Capture procedure-specific findings, documentation, and eligibility checks.
Incomplete
Treatment information
Common crown findings
Select the findings that apply. The editable summary below updates automatically; add clinic-specific wording if needed.
Crown-specific details
Choose the criterion that matches the tooth type and endodontic status.
Available documentation
Patient eligibility reminders
Pre-submission review
X-rays, photos, screen captures, 3D screenshots -- all supporting evidence in one place.
Click any attachment to annotate with arrows, labels, and notes.
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Drop files here or click to browse
X-rays, intraoral photos, screenshots, documents
X-rays, intraoral photos, screenshots, documents
Cmd+V / Ctrl+V to paste
Drag and drop
No attachments yet. Add X-rays, photos, or screen captures above.
Required for crowns -- enter probing depths for teeth needing treatment
Reinsert a section into the PDF package if you removed it from the preview.
Preauthorization Package
Live preview · click fields to edit
Local Processing
Updated
Browser-local case handling
Patient files are processed in this browser and are not uploaded by this app. Runtime libraries are served locally from this site.
Patient files are processed in this browser and are not uploaded by this app. Runtime libraries are served locally from this site.
- X-rays, photos, scans: held in browser memory for the active case
- PDFs: generated locally using jsPDF
- Practice profile, footer, procedure order, and submission history: stored in this browser's localStorage when used
This design reduces server-side PHI exposure, but deployment still needs privacy review, consent workflow, retention policy, and access controls before regulated production use.
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Add procedures, clinical notes, or attachments to see a live preview of your pre-authorization document here.