📌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.

As part of our ongoing usability and design improvements, the Patient Search window first introduced in the Inbox and Patients now extends to billing. When you click Quick Bill Entry from the Billing Dashboard, you now see the updated patient search interface.

To streamline the inbox interface, attachment cards that duplicate information already visible in the Summary column have been removed from Qnaires, files, labs, and faxes. This update provides a cleaner display and allows more room for the Summary without compromising functionality, as all attachment features are still easily accessible within messages.

Before:

After:

You can now document more items quickly without navigating away from the patient summary.

When you click the new plus icon in the section header of Social History, Surgical History, Family History, Files and Admin Notes, the window opens directly within the summary view and you can easily document new information within these sections.

The Upload File window now features a new Sending Facility Report Number field in the Additional Fields section. This unique identifier enables easy tracking and verification of scanned documents from different facilities.

In the Upload File window in a patient chart, when you upload a document, you can enter a specific facility report number in the field. Alternatively, you can leave the field blank and the system generates a report number automatically.

For documents imported from other systems, such as Health Report Manager (HRM) in Ontario, the field is populated automatically and is read-only.

You can now easily identify split prescriptions and view complete dispensing details in the Dispenses tab alongside your original medication order.

For example, when the pharmacy adjusts the prescription by combining available medications to match your ordered strength, a red Split indicator appears, and you can see the reason for the split.

If your clinic uses CHR Connect, you can now resend a New Bill notification directly to patients for any unpaid private billing items.

In the Private Billing section of the patient chart, under All Payments, click Resend beside the amount due. In the window that opens, you can choose to send the notification via email or SMS. The Resend button only appears for bills linked to CHR Connect-enabled locations.

A new Self-serve patient registration setting is now available in Settings > CHR Connect App. This setting is found in the newly renamed General tab (formerly App settings). When this setting is enabled, a new patient that doesn’t already have a patient record can register to your clinic through CHR Connect.

View Appointments is now enabled by default in the Appointments tab. The self-serve booking and self-serve check-in features are only visible if View Appointments is enabled.

For more information, refer to TELUS Collaborative Health Record Connect Settings.

For clinics using the CHR AI-powered inbox, in Settings > AI-Powered Features, you can now view the total number of documents for the selected period (this month, this year, etc.). This new metric appears alongside existing token usage data, so you can easily track how many documents your clinic handles using AI.

For more information, refer to AI-powered inbox: Monitoring feature usage.

📌Note: TELUS Health must manually enable this feature following the release. It could take up to 24 hours before you see the functionality.

To streamline the shadow billing process, salaried providers can submit shadow billing claims to MSP more efficiently. The enhanced Teleplan integration enables you to submit bills directly within a single CHR account.

You can set your SAL payee number as the default option. When you need to submit the bill as fee-for-service, you can select the FFS Payee Number from the list under Payee Number. The system automatically clears the Shadow Bill checkbox and the billed amount is calculated accordingly.

To enable shadow billing, email the CARE team at care.emraccounts@telus.com.

For more information, refer to Shadow billing for provincial (MSP) claims (British Columbia).

The process for managing Predetermination Accepted or Predetermination Rejected claims is updated. To ensure your bills are handled correctly, you can no longer change the predetermination claim status to Draft or click the trash icon to delete the claim.

To resubmit a Predetermination Rejected claim, change its payment status to Ready to Submit, update the fee items, and click Save. This streamlined approach improves the tracking and management of rejected predeterminations.

To delete a Predetermination Accepted or Predetermination Rejected claim, change the claim status to Mark as Cancelled and then create a new bill for your claim.

For more information, refer to Submitting claims to Medicare Claims Entry (MCE) for predetermination (New Brunswick).

You can now adjust a billed amount to match the paid amount for MDBilling items that are in the Adjusted status and have a partial payment. This ensures that your billing reports are accurate.

To update the Billed amount to match the Paid amount, open the claim, and beside the billing item, click the Adjust billed amount to paid amount icon (card icon). The billing item status is updated to Paid and the claim status is updated to Completed.

To track adjustments, click Activity Logs in the top-right corner of the claim.

📌 Note: New CHR versions are released on a regular bi-weekly schedule. However, there are times where a fix is released prior to the next scheduled release. These off-schedule release fixes are documented in the separate off-schedule release notes.