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 (see Creating billing item templates), TELUS Health can associate each of your billing item templates to an invoice template for you. We can also create new invoice template for you. To request changes to your billing templates, contact the TELUS Health support team through the in-app support bubble. See Contact us.

TELUS Health can add the following variables to your third-party and private invoice templates. These variables pull data from various parts of the patient chart and billing items and populate the templates.

Variables

Description

He/She/They/Sie/Zie

His/Her/Their/Hir/Zir

Him/Her/Them/Sir/Zim

Himself/Herself/Themself/ Hirself/ Zirself

Gender Identity under Patient demographics.

Allergies

Allergies in the patient chart.

📌 Note: It appears in a table format with the columns: Name, Status, Reaction, Other Reaction, Reported by, and Comments.

Medications List

Active Medication in the patient chart.

📌 Note: It appears in a list format: Name of medication, Dose, Route, Frequency, and Duration.

Medications Table

Active Medication in the patient chart.

📌 Note: It appears in a list format: Name, Dose, Start at.

Injections

Injections in the patient chart.

📌 Note: It appears in a table format with columns: Name, Dose, Date Administered.

Goals of Care

Health Profile > Goals of Care in the patient chart.

📌 Note: It appears in a table format with columns: Goal and Status; and list format: Advanced Directives, Organ or Tissue Donation, Notes.

Surgical History

Health Profile > Surgical History in the patient chart.

📌 Note: It appears in a table format with columns: Procedures and Procedure Date.

Social History

Health Profile > Social History in the patient chart.

📌 Note: It appears in a table format with columns: Type, Life Stage, Start Date, End Date, Age of Onset.

Medical History

Health Profile > Medical History in the patient chart.

📌 Note: It appears in a table format with columns: Diagnosis, Status, Onset Date

Family History

Health Profile > Family History in the patient chart.

📌 Note: It appears in a table format with columns: Diagnoses, Life Stage, Start Date, Age at Onset, Treatment, Relationship.

Risk Factors

Health Profile > Risk Factors in the patient chart.

📌 Note: It appears in a table format with columns: Risk Factor, Life Stage, Start date.

Appointment Practitioner

When you click on this variable, you can select from a list of all appointments made for the specific patient. Once selected, it populates the appointment practitioner.

📌 Note: If you use the appointment date and time variables, they will also automatically populate.

Appointment Date

When you click on this variable, you can select from a list of all appointments made for the specific patient. Once selected, it populates the appointment date.

📌 Note: If you use the appointment practitioner and time variables, they will also automatically populate.

Appointment Start Time

When you click on this variable, the user can select from a list of all appointments made for the specific patient. Once selected, it populates the appointment start time.

📌 Note: If you use the appointment practitioner and date variables, they will also automatically populate.

Add Patient Data Variable

Custom patient data in the patient chart.

📌 Note: This variable must be pre configured to pull specific items: Category, Property, Visible Data, Sentence Prefix and/or Suffix.

Add Instant Variable

This variable appears as a pink bubble in the template. See Creating Instant Variables for more details on how to configure.

Add Lab Result Variable

This variable appears as a green bubble in the template and pulls from the Latest Lab Results section of the patient chart. This variable must be pre configured to pull specific lab details, Lab Result and Format from the result.

Total Amount

The total amount of the billing item.

Total Due

The total amount of the billing item that is due.

Discount Amount

The discounted amount for the billing item.

Paid Amount

The total amount paid for the billing item.

Payment Notes

The internal notes made by users in the billing item

Location

Location information (address) associated to the billing item.

Invoice Number

This is an automatically generated number.

Billed Amount

The total amount billed minus discounted amount.

Write Off Amount

The amount written off by the clinic for a billing item.

Refund Amount

The amount refunded by the clinic for a billing item.

Tax Amount

The taxed amount for a billing item.

Patient - Identification Name

Patient demographics > Identifications > Identification Type.

Patient - Identification Value

Patient demographics > Identifications > Identification value (and version code).

Patient - Coverage Start

Patient demographics > Identifications > insurance plan start date.

Patient - Coverage End

Patient demographics > Identifications > insurance plan end date.

Date of Service

Date the service was delivered / patient was seen.

Payee - Full Name

Billing provider's full name.

Payee- First Name

Billing provider's first name.

Payee - Last Name

Billing provider's last name.

Payee - Title

Billing provider's title.

Payee - Email

Billing provider's email address.

Payee - Phone Number

Billing provider's phone number.

Payee - Fax Number

Billing provider's fax number.

Payee - Signature

Billing provider's signature.

Payee - Credentials

Billing provider's credentials.

Payee - Billing Number

Billing provider's billing number.

Payee - License Number

Billing provider's license number.

Payee - Tax Number

Billing provider's tax number.

Payment History

History from the Payments section of a billing item.

Billing Item Template

This information pulls from the configured billing item template section.

Additional Billing Item Template Variables

Tax description

The type of tax that is applied to the billing item amount, i.e HST (12%).

Quantity

The amount of billing items billed.

Code

The code of the billing item.

Description

The description of the billing item.

Base Amount

The full amount of the billing item.

Diagnosis Code

The diagnosis code and description associated to the billing item.

Service Code

The time the service was delivered / patient was seen.

Created: August 3, 2021

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