Improvements
Redesigned patient chart header
📌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.
We’ve redesigned the patient chart header to modernize the interface, improve usability, and add new functionality to enhance your workflow.
While we have introduced changes to streamline the navigation, show more important patient information and make information updates easier, everything you could do before is still possible in the new design. Here are a few notable changes:
The Start/Open menu, renamed Menu, is now a dedicated navigation menu; you’ll find actions such as Message patient and Print label in the More actions (kebab) menu or as icons on the patient header.
You can edit the patient demographics without navigating to the Dashboard view by clicking Update patient info (pencil icon) to the right of the patient’s name.
You can view Status Tags, update the Patient status and access the Latest encounter.
To get more screen space while maintaining access to key functions, collapse the header by clicking the arrow at the top left.
For a summary of the changes, refer to Redesigned patient chart header.
Billing data segregation
📌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.
With billing data segregation, providers can now control who can view and manage their billing information in the CHR. This feature prevents unauthorized access to other providers' financial data.
When billing data segregation is enabled, providers can only view their own billing information. This applies to insured and private bills in the Billing dashboard, encounters, patient charts, and the Visits dashboard. They can grant access to other users by adding them to their list of billing delegates.
Start by making sure every provider has set up their delegation list, then enable billing data segregation for your clinic.
For more information, refer to Billing data segregation overview.
Adding a drug allergy when No Known Drug Allergies is set
When a patient has No Known Drug Allergies (NKDA) recorded, you can now add a drug allergy, either through the stop medication workflow or directly from the patient summary, without needing to manually clear the NKDA indicator first. The CHR no longer shows a validation error, but saves the allergy and automatically removes the NKDA status.
Viewing medication stop notes on prescriptions
When you stop a medication and enter additional context in the More Information field, that note now appears on the prescription for all stop reasons, not only the Other reason. The stopped treatment banner displays the stop reason followed by your note in parentheses.
Manitoba: Preventing bulk status updates for submitted and completed claims
The bulk status change feature now includes additional validation for Manitoba insured claims. In the Billing dashboard, when using the mass action icon to update multiple claims, the system prevents status changes for Submitted and Completed claims. This protects finalized bills from accidental modification and ensures billing integrity for payments that have already been processed.
If you attempt to bulk change the status of a claim with one of these statuses, an error message appears.
For more information, refer to Bulk changing the status of insured claims.
TELUS Health Connect: Configuring appointment visibility
You can now control whether a specific type of booked appointment appears for the patient in the Connect app. In the appointment type’s General settings, select Hide this type of appointment from patients. When you book an appointment with this type, no notifications are sent to the patient and the patient cannot refer to or manage the appointment from Connect.
The appointment appears with an Internal indicator when booking the appointment.
📌Note: When you enable Hide this type of appointment from patients, the Online Booking settings for that appointment type are automatically disabled.
Fixes
When exporting a patient's chart, injections recorded without a dose no longer display all possible dose units. The dose now correctly appears blank.
When stopping an active medication, the end date you select in the calendar is correctly entered. Previously, the day before the selected date was entered in the field.
On PDF encounters, long clinic names correctly wrap to multiple lines instead of being cut off.
When clicking Book Now in a referral and no service provider is selected, the scheduling window opens correctly without displaying a validation error and matches your view in the main schedule (e.g. day or week view, location).
When creating an encounter directly from an appointment, the location in the Billing Items section correctly defaults to the appointment's location rather than the user’s current location.
Draw question responses from Qnaires link correctly when included in encounter notes through natural language. In the History section, selecting click here to see opens the patient's drawing as expected instead of directing to an invalid page.
In the Referrals dashboard, you can now update your filters when a provider who has been deactivated or changed to a non-practitioner account type was previously selected.
When filtering the inbox, in rare cases where a file does not have a proper identifier, you could receive a server error. The inbox now loads properly.
When you generate a PDF letter that includes encounter content that was copied and pasted as plain text (for example, from an AI Scribe or a PDF document), extra spaces and line breaks no longer appear in the printed letter.
When you generate a PDF letter that includes encounter content with bullet points, left-aligned text is no longer indented to the right.
The QR code displayed in Settings > TELUS CHR Mobile no longer incorrectly shows as expired when scanned from the CHR Mobile app.
For clinics using role-based access control, opening an attachment from the inbox for a patient at a restricted location now consistently triggers the prompt to “break the glass” when applicable.
For clinics using role-based access control, create and update permissions in the inbox are now correctly enforced.
PEI: When a patient is synced with the Client Registry and has multiple addresses, the patient chart header now correctly displays the patient’s primary address. This issue is resolved in the redesigned patient header only.
📌 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.
Be sure to also view the TELUS Health Connect release notes for related platform updates.