TELUS Health provides a comprehensive suite of configuration and mass action services to streamline your CHR workflows and optimize your clinic's operations. We offer customizable data templates tailored to your clinic's specific needs, pre-built standard mass actions for common bulk updates, and custom solutions designed for your unique workflows.
To request any of the Data template management services, contact the TELUS Health support team through the support chat. For all other services, contact us at care.emraccounts@telus.com. Provide the necessary information for the type of service (refer to each request type for the specific information required).
Data template management services
Data templates are structured repositories within CHR that store and organize custom data points specific to your clinic. They optimize your clinical workflows while enabling the analytics and dashboards you need for insights and reporting.
Patient data templates request
Patient data templates request
Request overview
Use this request to manage patient data templates in your CHR, unlocking capabilities to create categories relevant to your practice. CHR comes equipped with three essential categories (Demographics, Social History, and Vitals) right out of the box. We can customize additional categories like Preventive Care and Rourke to match your clinic's workflow.
Delivery timeline
We aim to deliver custom data template requests within 5 business days. Requests involving existing patient data may take longer to ensure data integrity.
How to request
Contact the TELUS Health support team through the support chat and provide the following:
CHR domain URL: The URL of your clinic domain e.g. myclinic.inputhealth.com.
Category name: The main category that will appear on the patient chart (e.g. Vitals).
Property name: The name of the group of fields inside that category (e.g. Blood Pressure).
Field(s)
Name: Name of the field in plain text (e.g. Date, Systolic, Diastolic)
Type: Plain text (single or multiple lines), single select, multi-select, numerical, or date.
Select values (if applicable): A list of the values for multi- and single-select fields.
Effort involved
This request type typically takes approximately one hour. Advanced Analytics and Enterprise Analytics packages can use their allocated hours towards the completion of those tasks. Additional charges might apply if the task is complex.
Referral data templates request
Referral data templates request
Request overview
Custom referral data functionality enables you to capture and manage supplementary information pertaining to the referral process itself, rather than patient-specific data. This includes critical details such as consultant appointment scheduling, referral classification keywords, and workflow management parameters.
Delivery timeline
We aim to deliver custom data template requests within 5 business days. Requests involving existing patient data may take longer to ensure data integrity.
How to request
Contact the TELUS Health support team through the support chat and provide the following:
CHR domain URL: The URL of your clinic domain e.g. myclinic.inputhealth.com.
Type of referral: Whether the referral data applies to incoming, outgoing, or internal referrals.
Category name: The main category that will appear on the patient chart (e.g. Outgoing Referrals).
Property name: The name of the group of fields inside that category (e.g. Appointment Details).
Field(s)
Name: Name of the field in plain text (e.g. Appointment Date)
Type: Plain text (single or multiple lines), single select, multi-select, numerical, or date.
Select values (if applicable): A list of the values for multi- and single-select fields.
For more information, refer to Adding referral data fields to referral items.
Effort involved
This request type typically takes approximately one hour. Advanced Analytics and Enterprise Analytics packages can use their allocated hours towards the completion of those tasks. Additional charges might apply if the task is complex.
Case data templates request
Case data templates request
Request overview
Cases are used to segregate a portion of the patient chart to only include information relevant to a specific case. For more information, refer to Using case templates and Case settings.
Delivery timeline
We aim to deliver custom data template requests within 5 business days. Requests involving existing patient data may take longer to ensure data integrity.
How to request
Contact the TELUS Health support team through the support chat and provide the following:
CHR domain URL: The URL of your clinic domain e.g. myclinic.inputhealth.com.
Category name: The main category that will appear on the patient chart (e.g. ICBC).
Property name: The name of the group of fields inside that category (e.g. Insurance Details).
Field(s)
Name: Name of the field in plain text (e.g. Start Date)
Type: Plain text (single or multiple lines), single select, multi-select, numerical, or date.
Select values (if applicable): A list of the values for multi- and single-select fields.
Effort involved
This request type typically takes approximately one hour. Advanced Analytics and Enterprise Analytics packages can use their allocated hours towards the completion of those tasks. Additional charges might apply if the task is complex.
Form data templates request
Form data templates request
Request overview
Form Data templates allow information collected in forms to be automatically saved to the Patient Data section of the patient chart. Form fields are mapped to specific data points in CHR, enabling seamless data transfer to patient records.
Delivery timeline
We aim to deliver custom data template requests within 5 business days. Requests involving existing patient data may take longer to ensure data integrity.
How to request
Contact the TELUS Health support team through the support chat and provide the following:
CHR domain URL: The URL of your clinic domain e.g. myclinic.inputhealth.com.
Category name: The main category that will appear on the patient chart (e.g. Patient Intake).
Property name: The name of the group of fields inside that category (e.g. Reason for visit).
Field(s)
Name: Name of the field in plain text (e.g. Start Date, Systolic, Diastolic)
Type: Plain text (single or multiple lines), single select, multi-select, numerical, or date.
Select values (if applicable): A list of the values for multi- and single-select fields.
Effort involved
This request type typically takes approximately one hour. Advanced Analytics and Enterprise Analytics packages can use their allocated hours towards the completion of those tasks. Additional charges might apply if the task is complex.
Mass actions and bulk updates
CHR mass actions empower you to efficiently perform bulk updates and actions across multiple patient charts simultaneously. Using Analytics dashboards, you can identify specific patient populations and execute mass updates or deploy questionnaires to targeted groups. Every mass action undergoes rigorous validation to protect patient data integrity and maintain privacy standards.
Standard mass action request
Standard mass action request
Request overview
TELUS Health offers a comprehensive suite of pre-developed standard mass actions, designed to meet most common bulk updates. All corresponding dashboards and import tools have been fully developed and thoroughly tested to ensure optimal performance and reliability.
Here is a full list of available mass actions grouped by category:
Patient identification
Mass action | Description |
Setting Primary flag to false | Switches the primary identification flag to use the CHR ID. |
Adding identification and setting Primary flag to true | Adds the identification type and value as a follow-up to setting the Primary flag to false. |
Deleting auto-assigned identification | Deletes any automatically assigned identification ID. |
Patient demographics and preferences
Mass action | Description |
Patient portal settings update | Modifies patient portal settings and access across multiple patient charts. |
Patient notification method update | Sets the preferred communication method (None/Email/ |
Preferred language update | Updates preferred communication language across multiple patient charts. |
Preferred pharmacy update | Updates preferred pharmacy across multiple patient charts. |
Prefix update | Modifies name prefixes (Mr., Mrs., Dr., etc.) across multiple patient charts. |
Primary practitioner update | Updates or applies a Primary Practitioner across multiple patient charts. |
Primary practitioner and family practitioner update | Updates or applies both a Primary Practitioner and Family Doctor across multiple patient charts. |
Patient primary location update | Changes the primary care location across multiple patient charts. |
Avatar mass upload | Updates patient and user avatars in bulk. |
Patient status and archive
Mass action | Description |
Patient archive | Archives multiple patient charts. |
Patient status update | Updates the active/inactive status across multiple patient charts. |
Status tag update | Modifies Status Tags across multiple patient charts. |
Appointments
Mass action | Description |
Appointment location update | Modifies appointment locations for multiple scheduled appointments. |
Appointment provider update | Changes the provider for multiple scheduled appointments. |
Appointment notification update | Modifies notification settings for multiple appointments. |
Encounters
Mass action | Description |
Encounter import | Imports signed encounters. |
Group visit encounter import | Imports signed group visit encounters. |
Injection and encounter mass upload | Imports injections and encounters with linked references. |
Patient files and data
Mass action | Description |
Patient file archival | Archives Patient Files in bulk. |
Mass file import | Imports multiple patient files during data migration. |
File tags change | Updates or modifies file tags across multiple documents. |
Preventive care file name updates | Renames files for preventive care standardization. |
Patient data addition | Adds Patient Data values to fields within a category across multiple patient charts. |
Referrals
Mass action | Description |
Referral archival | Archives multiple referral records in bulk. |
Facilities and contacts
Facility archive | Archives multiple facility records simultaneously. |
Facility import | Imports multiple facility records simultaneously. |
Contact archive | Archives multiple contact records simultaneously. |
Contact import | Imports multiple contact records simultaneously. |
Home clinic enrollment
Mass action | Description |
Home Clinic enrollment import | Imports practitioner, relationship start date, enrollment start date, and enrollment method to patient charts. |
Home Clinic unenrollment | Unenrolls multiple patients from a home clinic assignment. |
Delivery timeline
We aim to begin work on your mass action request within 5 business days of submission. Completion timelines vary based on the complexity of your request and how quickly we can collaborate with you on any confirmations or clarifications needed. Our team will keep you informed throughout the process.
How to request
Contact care.emraccounts@telus.com and provide the following:
CHR domain URL: The URL of your clinic domain e.g. myclinic.inputhealth.com.
Mass action: Which action from the list above.
Validation criteria: Criteria to define the data that needs to be updated.
Detailed description: Specify the new values.
Effort involved
This request type typically takes approximately three hours. Advanced Analytics and Enterprise Analytics packages can use their allocated hours towards the completion of those tasks. Additional charges might apply if the task is complex.
Custom mass action request
Custom mass action request
Request overview
If our standard mass actions don't quite fit your clinic's workflow, we can build custom solutions designed specifically for you. We'll assess your requirements to make sure they're feasible and work seamlessly with CHR. Custom mass actions do require additional development time to create personalized dashboards and import tools, but the result is a solution that works exactly how your clinic operates. We'll discuss any additional time and costs during the assessment phase, so you know exactly what to expect.
Delivery timeline
We aim to begin work on your mass action request within 5 business days of submission. Completion timelines vary based on the complexity of your request and how quickly we can collaborate with you on any confirmations or clarifications needed. Our team will keep you informed throughout the process.
How to request
Contact care.emraccounts@telus.com and provide the following:
CHR domain URL: The URL of your clinic domain e.g. myclinic.inputhealth.com.
Validation criteria: Criteria to define the data that needs to be updated.
Detailed description: Provide context for your request, including:
Reason for this mass action
Clinical/operational impact
Any special considerations or dependencies
Key information about the uploaded file (if applicable)
Effort involved
This request type typically takes approximately five hours. Advanced Analytics and Enterprise Analytics packages can use their allocated hours towards the completion of those tasks. Additional charges might apply if the task is complex.
Pathways-related services
Enables you to create customized, automated care workflows for patient visits. Assign tasks to staff, engage patients at each step, and let the system automatically advance patients through treatment phases - reducing manual work while improving outcomes.
For more information, refer to Pathways.
Pathways consultation request
Pathways consultation request
Request overview
Before we begin creating your custom pathway configuration, we'll start with a comprehensive Pathways consultation to ensure your solution is perfectly tailored to your clinic's needs. This essential planning phase serves as your roadmap to success and includes:
Expert clinical Pathway assessment: Our specialists will work closely with your team to understand your unique workflows and provide expert guidance on optimizing your clinical pathways for maximum efficiency.
Transparent project planning: You'll receive a detailed estimate outlining the timeline and investment required for your complete Pathways configuration, including the consultation phase, so you can plan with confidence.
Strategic foundation building: This consultation phase focuses on strategic planning and design rather than immediate system changes, ensuring we build the perfect foundation for your custom Pathways implementation.
Delivery timeline
We aim to begin work on your request within 5 business days of submission. Completion timelines depend on how well our team and your team's schedules align.
How to request
Contact care.emraccounts@telus.com and provide the following:
CHR domain URL: The URL of your clinic domain e.g. myclinic.inputhealth.com.
Detailed description: Describe your clinic's workflow
Effort involved
This request type typically takes approximately two hours. Advanced Analytics and Enterprise Analytics packages can NOT use their allocated hours towards the completion of those tasks.
Pathways configuration request
Pathways configuration request
Request overview
Once the Pathways consultation is completed and the clinic is ready to implement the customized solution, a Pathways configuration request is submitted to bring the vision to life. Here's what to expect:
Seamless integration with current operations: We’ll gather information from your current workflows and configure clinical pathways that will seamlessly integrate with your current day to day clinical workflow.
Comprehensive testing and training: Before going live, we'll thoroughly test all pathway configurations to ensure everything functions perfectly and meets the clinic's specific requirements and quality standards. We will also provide training sessions to ensure the clinic staff are confident in using Pathways.
Expert support: We’ll provide any support immediately after implementation if there is a need.
Delivery timeline
We aim to begin work on your request within 5 business days of submission. Completion timelines vary based on the complexity of your request and how quickly we can collaborate with you on any confirmations or clarifications needed. Our team will keep you informed throughout the process.
How to request
Contact care.emraccounts@telus.com and provide the following:
CHR domain URL: The URL of your clinic domain e.g. myclinic.inputhealth.com.
Has a Pathways consultation been completed?
Detailed description: Describe your clinic's workflow
Effort involved
This request type typically takes approximately two hours. Advanced Analytics and Enterprise Analytics packages can NOT use their allocated hours towards the completion of those tasks. Additional charges might apply if the task involves multiple Pathways configurations.
Updated June 23, 2026