Creating a third-party bill
Updated over a week ago

You can bill a third party directly for any service or product that they are responsible for paying. Typical third parties include lawyers and private insurance companies.

In order to create third-party billing items, you should first check that you have a template configured. Go to Settings > Billing > click the gear icon beside Billing Item Templates. The TELUS Collaborative Health Record (CHR) has a default template called Third Party; you can also create your own. See Third-party invoice templates.

Depending on your workflow and if a patient has an appointment, you can create a third-party bill from:

  • An encounter

    • Providers can bill during or after a patient visit.

⚠️ Important: This process is different. For instructions, see Creating a third party bill from an encounter note.

  • The patient’s chart

    • Staff or providers can bill services without a visit or encounter.

  • The Billing dashboard

  • The Visits tab

    • Staff or providers can bill from a list of appointments.


1. The navigation to open insured billing varies, but the process to create the bill is the same.

From the patient chart

  • From the patient chart, click Start/Open > Insured Billing, and the Insured Payments section opens.

  • At the top-right corner, click +New Payment, and the New Insured Payment window opens.

From the Visits tab

  • From the main menu, click Visits. The Visits window appears with a list of today's appointments.

  • Select an appointment from the list. A patient information window appears.

  • Click the Insured tab and click Add Insured Payment and the New Insured Payment window opens.

2. Complete or change the following bill fields.

💡 Tip: You can use billing templates to speed up your billing process. For more information, refer to Using billing templates.




Defaults to your selected default billing item status (Draft or Ready to Submit). If you have any payment tags configured (see Creating payment tags), you can also select one or more from the bottom of the list.


If you have more than one location, select the location where the patient was seen from the list.

Payment Issuer

Select Third Party, or if you have additional third-party billing templates configured, select the one you want to use. To create new templates, see Third-party invoice templates. The codes associated with your selected template are now available for you to search.


The patient's information is auto-populated based on the chart you created the bill from. If this is not the correct patient, cancel the bill and open the correct patient's chart.

Billing Practitioner

Defaults to your name if you are a billing provider. To add a billing provider if you are not one, click No Provider Selected, then click No Provider Selected again in the window that appears. Search and select the billing provider you want to add.


Pull the third party's details into the bill and onto the invoice. Click No Recipient Selected and search by Contact or Facility. If it is a new third party, click the + icon to add a new contact.

Service Date

If you are logged in as a billing provider and the patient had a recent appointment booked in your schedule, the date defaults to the appointment date. Otherwise, the service date defaults to today's date. Click the date to select a different one from the calendar, or to select a date from a list of the patient's Latest Appointments.

Internal Notes

Add an internal note for historical reference. Will not show on the invoice.

3. Click + Add Fee Item, or to select a past billed item, click the history icon to look at the historical billing.

4. The Edit Billing Item window opens. Search and select the Code/Description to pull an item associated with your billing template.

5. If there is anything you need to change, select it and make changes. You can also manually add the details without selecting a Code.

  • Base Amount

  • Quantity

  • Diagnosis Codes

  • Date of Service/Time

  • Comments

6. Click outside of the Edit Billing Item window to exit.

7. If you want to add multiple items, click + Add Fee Item.

8. Next to Status, click to update the bill status to Ready to submit.

💡 Tip: To create an invoice to send to the third party, click the printer icon. See Collecting payment and invoicing third party bills.

9. Click Save.

Updated April 12, 2023

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