If you want to create a provincial bill for a patient without an appointment or an encounter (for example, for hospital visits), you can create a bill from the Insured Billing area of the patient's chart.

📌 Note: If the patient has an appointment booked, you should bill from the encounter (providers), or from the appointment in the Visits dashboard (staff). This links the bill to the appointment - making it easier to confirm that all appointments are billed.

⚠️ Important: Before you can bill MSP through the CHR, the provider's user account must be set up to integrate with Teleplan. See Integrating your CHR account with Teleplan (British Columbia).

Steps

1. From a patient's chart, click Start/Open > Insured Billing. The Insured Payments area opens.

2. Perform one of the following actions:

  • If you're creating a new bill, click +New Payment.

  • If you're reviewing or editing a bill that's already been created (for example, if the provider created the bill from the encounter), click the bill.

The New Insured Payment window appears.

3. If needed, modify the Billing Practitioner, Service Date or other bill details. See Modifying a provincial (MSP) bill's billing practitioner, location and other bill details.

⚠️ Important: The Service Date at the top of the bill is not submitted as part of the claim to MSP. Only the service date on the individual billing items (next step) is submitted.

4. To add a billing item (service code) to the bill, click +Add Fee Item and, in the Edit Teleplan Billing Item window, complete the applicable fields. See Adding and modifying billing items (service codes) for MSP bills (British Columbia).

⚠️ Important: The Service Date in the above window is submitted to MSP as part of the claim. Make sure this date is correct.

💡 Tip: You can quickly bill service codes that have been previously billed for the patient by clicking the clock icon next to +Add Fee Item.

5. To save the billing item, click outside the Edit Teleplan Billing Item window. The service code is added to the bill.

6. To add additional service codes, click +Add Fee Item.

7. To edit or delete a billing item, click it.

8. To add internal only notes to the bill (for example, to add notes for a billing clerk who reviews your bills before they're sent), in the Internal Notes field, type your notes.

📌 Note: These notes are not included in the submitted claim.

9. To submit the bill to MSP, at the top of the window, in the Status drop-down, select Ready to Submit, otherwise, select Draft.

💡 Tip: You can set the default status for new bills. See Setting the default billing item status for your account for more information.

10. Click Save.

If the bill's Status is Ready to Submit and there are no errors with the bill, the claim is submitted to Teleplan today at 6pm and the claim status updates to Submitted.

If the bill is missing information (such as a Service Location or a Billing Practitioner), and the bill's status is:

  • Draft - an error appears and the bill is not saved or submitted. Fix the issue and attempt to save it again.

  • Ready to Submit - the bill is saved, but is not submitted to MSP. The status of the claim changes to Attention Required and the individual bill items have a status of Invalid. Fix the issue, and then change the bill's Status back to Ready to Submit so the claim can be submitted to Teleplan.

💡 Tip: You can set the default status for new bills. See Setting the default billing item status for your account for more information.

Updated January 19, 2022


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