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:

  • General to pull from custom codes.

  • Medical Service Plan to pull the codes from British Columbia billing system.

  • Manitoba Health Card to pull the codes from Manitoba billing system.

  • Ontario Health Insurance Plan to pull the codes from Ontario billing system.

Custom Fields

Click + Add Field to add custom fields for the biller when adding a billing item.

An Edit Field window appears:

  1. Under Name, type the field name.

  2. Under Extra, select if entry is required.

  3. Click Update.

📌 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

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