Improvements
Viewing demographic information in the schedule
You can now hover your cursor over a patient’s name in the schedule to see additional demographic information. This provides quick access to important patient information when you need it, further streamlining your workflow by reducing the need for multiple clicks and page navigation.
In addition to the patient demographic information, the appointment date, time, type, and status show at the top of the window. If the appointment is a virtual visit, a video icon is included.
Viewing a patient’s full name when hovering
When you hover your cursor over the patient’s name in the Opened patients list, the chart header or in the schedule, the patient’s full name is now displayed instead of what you set as your preferred patient name format in your user preferences. This way you can set your preferred format for the display of the name but still quickly and easily access the patient’s full legal name.
Viewing fee item status and encounter notes from the Visits dashboard
To make billing from the Visits dashboard even easier, you can now see the status of all fee items for an appointment without having to open the appointment, and you can also view encounter information.
The fee item status displays in the Insured column.
To display encounter information, click the gear icon and select Encounter to add the column. The Encounter column displays the presenting issue recorded in the encounter note. Click the encounter to see the entire Assessment and Plan, including diagnosis codes.
Creating bilingual Qnaire disclaimers
If you have French enabled in your CHR, you can now write the privacy and consent terms (disclaimer) for your Qnaires in both French and English. When patients complete the Qnaire, they can view the disclaimer in either language.
From the main menu, choose Settings > Disclaimer and enter the French and English text.
For more information, refer to Adding privacy and consent terms (disclaimer) to Qnaires.
Limiting a user’s access to only their own encounters
You can now prevent users from viewing and accessing all encounters for a patient, and see only encounters they created. This is useful for roles that should not have access to a patient’s entire medical history.
This permission is off by default, meaning users with access to encounters can see all encounters for that patient. To limit access to only that user’s own encounters, enable the Encounter: Owner Restricted Access permission for that user.
📌Note: If this permission is enabled, the user is also prevented from attaching any encounters other than their own to messages, cases etc.
For more information, refer to User permissions or Role permission options (role-based access control).
Navigating and sorting a patient’s encounters
📌Note: TELUS Health must manually enable this feature following the release. To ensure a smooth transition, this feature will gradually be made available over the next several weeks.
When opening a patient’s list of encounters from Start/Open > Encounters, we now display 25 encounters on a page and you can navigate to previous encounters using the page numbers at the bottom. This makes the list of encounters easier to navigate and more responsive.
You can also sort the encounters by clicking the header of the column you want to sort by.
Also, as part of our ongoing usability and design improvements, the Encounters section now uses clearer labels and button styles.
For more information, refer to Viewing all encounters for a patient.
Account information interface enhancements
📌Note: TELUS Health must manually enable this feature following the release. It could take up to 24 hours before you see the functionality. This is also not currently available for clinics using role-based access control.
As part of our ongoing usability and design improvements the Users tab in Settings > Account information now uses clearer labels and button styles.
The edit and deactivate icons are updated and, when you edit a user’s account, the layout of information within each tab is streamlined, making it easier to navigate and find the information you need at a glance.
Alberta: Uploading WCB files
To better track WCB batch return files and remittance files, there are now two separate tabs to upload files in the Billing > AB WCB window: Batch Return File Upload and Remittance File Upload. The functionality remains the same as the previous File Upload tab.
📌Note: The previously-uploaded batch return and remittance files are still available in the File Upload History in the corresponding tab.
Alberta and British Columbia: Referring practitioner not populated by default
If the patient has a referring practitioner recorded, the Referring Practitioner checkbox on a bill is no longer selected by default and populated with the patient’s referring provider. This saves time when creating a bill where a referring practitioner is not required. If you select the Referring Practitioner checkbox, the provider’s name is populated.
To have the Referring Practitioner checkbox selected by default, in Start/Open > Insured Billing, click the gear icon beside the New Payment button and select By default show advanced fields with referral practitioner (BC MSP, AB Hlink). For more information, refer to Customizing your insured payment settings.
Ontario: Viewing who submitted a bill
In the transaction details of a billing item, you can now see the name of the user who submitted a bill (changed the status to Ready to Submit) in the Sent By column. This is helpful to track who originally submitted a bill and who made changes and resubmitted a bill.
Click the information icon in the top-right corner of the billing item to view the Transaction Details. For more information, refer to Viewing transaction details of your submitted provincial claims (Ontario).
CHR Connect: Managing your CHR Connect settings
If you have the Scheduling settings permission you can now manage the clinic’s CHR Connect settings. You can also enable or disable CHR Connect for a location and for a user. Previously only the TELUS CHR Support account could do this. This ensures you can customize the CHR Connect settings to suit the needs of your clinic and that you can control which locations and providers have CHR Connect enabled (for example, if you want to do a slow rollout to your patients).
From the main menu, choose Settings > CHR Connect App. For more information, refer to TELUS Collaborative Health Record Connect Settings.
eClaims: New service codes
For clinics using TELUS Health eClaims, we added the following service codes for billing:
1.xx.xx.SW Shockwave therapy
1.xx.xx.HT Hydrotherapy
1.xx.xx.TT Thermotherapy
Fixes
Below is a list of bugs we have identified and fixed in this release. For more information, contact our TELUS Health support team.
When scrolling through the list of a patient’s appointments in Start/Open > Appointments, the column headers now stay in view. If there are more than 25 appointments, the page numbers at the bottom of the list also stay in view.
You can add flexible hours from your avatar > Schedule Flex even when no other users have flexible hours configured.
All available timeslots are listed when you book an appointment using the +Add button in the schedule and the schedule is set up with flex hours.
When you use an encounter or billing template with No Practitioner Selected as the billing provider, the default billing integration on the bill now corresponds to the payment issuer set in the template. For example, if the payment issuer is BC - Medical Service Plan on the template, when the billing practitioner is populated on the bill, Teleplan is selected.
When you save or print a graph of a lab result, the generated PDF now includes the same information on the graph as shown in the CHR.
If you have multiple locations configured, when more than one person uses the same computer, the current user’s location is no longer set to the previous user’s location.
The Qnaire title and image are now displayed when viewing a patient’s Qnaire Responses in Grid view.
When recording an injection, the Site Given list is no longer sorted alphabetically; it is grouped by area of the body.
You can add a weight less than one pound in a growth chart.
An error no longer appears when you attach a cover page to a file in the inbox and generate the PDF.
The file no longer temporarily disappears from the list of files when opening a file from the Patient Files section of the chart in split view.
The file name and owner you set before splitting a document are saved successfully.
The referral is saved successfully when you create a referral from a form attached to an existing referral.
Ontario: A permission denied error no longer appears when you swipe a patient’s health card and choose to Auto-Update Patient Record.
What's new in the CHR help
Here’s what we recently added to the CHR help:
Video: Creating appointment types