In your personal billing settings, you can authorize specific team members such as your clinic's MOA team or billing clerks to view your billing records. For more information, refer to Delegating billing access to individual users and groups.
If you are in Ontario and use CHR's agentic AI, you can also specify your capitation model and specialty code. These will be used in the future for an AI billing agent.
📌 Note: Users with the Edit Other Users and Billing delegation settings permissions can update this information for you from Settings > Account information > Members.
Steps
1. At the top of the main menu, click your avatar image and then click Profile.
2. In your Personal information settings, click the Billing tab.
3. Enter your billing settings:
Section | Description |
Capitation Model (Ontario only) | Assists the AI billing agent in determining the correct billing rules to provide appropriate billing suggestions.
Select your payment model from the list (e.g. Fee for service (FFS), FHN, FHO+) and click Save.
📌 Note: The AI billing agent will be released at a later date. |
OHIP Specialty Code (Ontario only) | Assists the AI billing agent in determining the correct billing rules to provide appropriate billing suggestions.
Select your medical specialty from the list and click Save.
📌 Note: The AI billing agent will be released at a later date. |
Billing Delegation | Specify which users or groups can access your billing information. For more information, refer to Delegating billing access to individual users and groups. |
Updated May 15, 2026