⚠️ Important: If you work in Ontario, you must have a MDBilling account set up to bill in the CHR. See Integrating your CHR account with MDBilling.
If you are a provider, the standard and most efficient way to create bills is from within an encounter that is associated to an appointment.
To make your workflow even more efficient, you can add billing items to encounter templates if you use the same billing codes for routine visits and/or presenting issues. See Adding billing items to encounter templates.
Steps
1. Start an encounter associated to an appointment. See Other appointment actions.
2. If applicable, select an encounter template (with or without billing items added). See Starting an encounter.
3. In the Billing Items section of the encounter, complete or change the Insured Payment Detail and Ontario Health Insurance Plan Payment Detail fields, as necessary. For more information, see Creating provincial bills.
📌 Note: In the Template field, ensure Ontario Health Insurance Plan is selected for OHIP bills.
4. To add a billing item (service code) to the bill, click +Insured Billing. A New Ontario Billing Item window appears.
📌 Note: If you selected a template with insured billing items added, the billing items are displayed. Click a billing item to modify or delete it.
5. Enter the service code information. See Adding and modifying billing items (service codes) for your provincial bills (ON).
💡 Tip: You can quickly bill services codes that have been previously billed for the patient by clicking the icon next to Insured Billing. For more information, refer to Duplicating a fee item on a bill.
6. To save the billing item, click outside the Edit Billing Item window. The service code is added to the bill.
7. To add additional service codes, click + Insured Billing.
8. To edit or delete a billing item, click it.
9. Sign your encounter.
If your default billing status is Ready to Submit and there are no errors with the bill, the claim is submitted to MDBilling and the claim status updates to Submitted.
If there is any missing information in your bill (such as a diagnosis or a billing practitioner), or the patient's health card number is invalid, and your default billing status is:
Draft - an error appears and the encounter is not signed. Fix the issue and attempt to sign the encounter again.
Ready to Submit - the encounter is signed but the bill is not submitted to MDBilling. The status of the claim is Attention Required and the individual bill items have a status of Invalid. Fix the issue. Once there are no errors, change the claim status back to Ready to Submit so the claim can be submitted to MDBilling.
📌 Note: The billing items do not appear in the patient chart's Insured Billing section or the CHR Billing dashboard until you sign the encounter.
Updated January 24, 2025