You use billing item templates when you bill patients and/or third parties regularly, for example insurance companies, lawyers. You can customise billing item templates and group billing codes together. The billing codes can be pulled from provincial billing systems or you can create clinic specific billing codes.
By default, your clinic has one third-party and one private billing template in your CHR domain: Third Party and Private Pay.
If you use billing item templates when you create third-party or private bills, TELUS Health can associate each billing item template to an invoice template for you. We can also create new invoice template for you. See Variables for use in third-party and private invoice templates.
To request changes to your billing templates, contact the TELUS Health support team through the in-app support bubble. See Contact us.
Steps
1. From the main menu, click Settings > Billing.
2. Under Billing Item Template, click the gear icon.
A Billing providers window appears.
3.Click +Add.
A New Payment issuer window appears.
4. Under the General Tab, complete the following fields:
Field | Description |
Name | Name of the billing provider, i.e. third party name. |
Unique ID Code | Your unique ID code. This appears under the name.  |
ID Format | Your unique ID format. |
Payment Form Type | Select:
|
Custom Fields | Click + Add Field to add custom fields for the biller when adding a billing item. An Edit Field window appears:
 📌 Note: Base amount, Quantity, Service Date, time and Comments are standard fields under billing items that cannot be removed.  |
5. Click Save.
The Billing Providers window appears with the newly added provider.
Updated: July 30, 2021