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Adding additional patient identifiers
Adding additional patient identifiers

Add other provincial health card or private IDs to patient charts

Updated over a week ago

Each patient must have a unique identifier in the TELUS Collaborative Health Record (CHR) to prevent duplicate patients. You can add additional patient identifications, such as the PHN or health cards for other provinces or a private chart number. You can select which ID is the default one that is chosen within patient demographics.


1. From the main toolbar, click Settings > Patient.

2. In the Patient Identification section, click Add Identification.

The New Identification window opens.

3. Enter the identifier information, as described in the following table:



Identification Name (required)

Type a name for the identification.

Auto Assign Unique Value

When adding a provincial insurer identification, always select No.

To generate a unique ID number for each new patient, select Yes. This is useful for private-paying patients.

Identification Visible Name

If your CHR is configured so patients can view their identifier in the patient portal, you can type a different identifier name that will be visible in the portal.

If you want the name of the insurer (Identification name) to be visible in the portal, leave this field blank.

Portal Visible

To enable patients to view their identifier in the patient portal, select Yes.


If using the billing module, select the identifier's issuer (such as MSP or Ontario Health Insurance Plan). This ensures that the correct provincial insurer information is used.

⚠️ Important: If you do not set an Issuer for a provincial identifier, out of province bills will be rejected and electronic labs will not match up with the patient.

📌 Note: When you select an Issuer, the CHR checks the health card for validation errors when you add a new patient.

When adding adding eClaim-specific patient identifiers to your CHR, select [CA/] TELUS eClaims.

External Profile

If desired, add a link to the identification issuer's web site.


Select No.

5. Click Save. The identifier is added to the list and available from patient demographics.

4. To make an identifier the default one when adding new patients, hover your cursor over it and click Make Primary. A blue bar appears next to the primary identifier.

📌Note: If your CHR is integrated with TELUS Health eClaims, your account has a pre-configured list of patient identifiers for eClaim-supported insurers. By default, they are marked as inactive in the Inactive tab.

In order to add insurance policy information to a patient chart, make the eClaims-insurer patient identifier active. Click the restore icon next to the insurer you submit eClaims to. For more information, refer to Managing eClaim patient identifiers in the CHR.

Updated September 7, 2023

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