📌 Note: Billing segregation is not yet available. This feature is currently in development and will be rolled out at a later date.
By default, all users can view billing information. Billing segregation ensures providers can only view their own billing information, keeping it private from other providers and staff in your clinic. This prevents unauthorized access to other providers' financial data while allowing TELUS support to maintain full visibility across all provider accounts for oversight and support.
Billing access delegation enables you to grant selective access to your billing information within your own provider account. You can authorize specific team members such as your clinic's MOA team or billing clerks to view your billing records. You maintain full control over who has access and can revoke permissions at any time.
When you grant billing access to a user, they can view your bills from:
Billing dashboard
Bills created in encounters
Patient chart (insured and private billing)
Visits dashboard (insured and private billing)
All users that bill must manage their delegation list. If you leave the delegation list blank, only the provider sees their own bills. Your billing team members cannot access billing information unless you explicitly delegate access.
⚠️Important:
Billing segregation is launching at a later date, and billing access delegation must be configured before that happens. You must set up your delegation list now to avoid disruptions and ensure your team can perform their billing functions effectively.
To manage billing delegation efficiently, create a group for your billing clerks and assign it to each provider. When a new person joins your billing team, simply add them to that group and they automatically gain access to all assigned providers.
Billing segregation is a permanent CHR feature that ensures system consistency.
Steps
At the top of the main menu, click your avatar image > Profile.
💡Tip: If you have Edit Other Users and Billing delegation settings permissions, you can configure billing delegates for other providers. This enables administrators to manage billing delegation across your entire organization rather than requiring each provider to configure their own settings in the Billing Delegation window.
Click the Billing tab at the top right of your profile.
In the Search for active members or groups field, type the name of the user or group you'd like to delegate billing access to and select them from the search results.
When a group is selected, the group name is added to the delegation list along with the number of users within that group.
4. To revoke billing access for a user or group, click the trash can icon next to their name.
📌 Note: If a user is deactivated after being added to the delegation list, they will remain on the list and you must manually remove them.
5. Click Save.
6. When prompted, enter your password to confirm and save your changes.
Updated March 30, 2026