⚠️ Important: You must have a MDBilling account set up to bill in the CHR. See Integrating your CHR account with MDBilling.
If you create, review, and submit bills for provider(s), you can perform this task directly from the Visits dashboard without opening the patient's chart.
💡 Tip: If provider(s) create their bills from within an encounter and they want you to check the bills and submit them, you can do so from the Visits dashboard.
Steps
1. From the main menu, click Visits. The Visits window appears with a list of today's appointments.
💡 Tip: You can filter the Visits dashboard by location, date, provider, appointment type and status. See Filtering the Visits dashboard. You can also change the view of the dashboard. See Customizing the Visits dashboard.
2. Select an appointment from the list. A patient information window appears.
📌 Note: If you click a patient's name instead of the appointment, the patient's chart opens in a new window.
3. Click the Insured tab.
4. Perform one of the following actions:
If you're creating a new bill, click Add Insured Payment
If you're reviewing or editing a bill that's already been created (for example, if the provider created the bill from the encounter), click the bill.
The New Insured Payment window appears.
4. Complete or change the following bill fields, as necessary. For more information, see Creating provincial bills.
💡 Tip: You can use billing templates to speed up your billing process, in the top-right corner, click Template. For more information, refer to Using billing templates.
a) Status: 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.
b) Location: if you have more than one location, select the location where the patient was seen from the list.
c) Payment Issuer: Ensure Ontario Health Insurance Plan (OHIP) is selected.
d) Patient/Identification: The patient's information is auto-populated.
💡 Tip: You can easily see the patient's health card validation (HCV) status. A green box appears next to a valid health card number and a red box appears next to an invalid health card number. To update the patient's demographic information on the bill, click the patient's name. However, this does not update the information in the patient's chart. To change the patient's demographic information on the chart (which will then apply to the bill), click the person icon.
e) Billing Practitioner: If you are a provider, by default your name is displayed. If you are not a provider, you must select a billing practitioner. Click No Provider Selected, and then click No Provider Selected again in the window that appears. Search for the appropriate provider. Under Available Billing Provider, select MD Billing.
⚠️ Important: The billing practitioner must be connected to MDBilling in order to submit bills. Do not create any bills within the CHR until your contact at TELUS Health informs you that the MDBilling integration is complete.
f) Service Date: Defaults to the date of the selected appointment.
g) MOH Group: To change the group number for this bill, click MOH Group and select a different one from the list.
h) Referring Physician Billing Number: If there is a Referring Practitioner specified in the patient's demographics, their billing number appears here. If there is no referring provider specified and the bill requires one, either type the referring provider's billing number or click the magnifying glass icon to search for the provider in your list of contacts.
i) Service Location: If you are required to submit SLI codes, select an SLI code from the list.
⚠️ Important: If you are using SLI codes, you must enable a setting in your MDBilling portal. See Enabling Service Location Indicator codes for more information.
j) WSIB: If the bill is to be paid by the MOH but is WSIB-related (such as minor assessment because of work injury), click WSIB and select Yes.
k) Admission Date: If you are creating an inpatient bill, click and enter the date you admitted the patient.
l) Manual Review: Click to flag a bill for manual review. This is helpful for fee codes, such as K035, when a provider wants manual adjudication.
m) Facility: If you are creating an inpatient or outpatient bill, click and search for the institution by name or facility number.
n) Specialty: If you want to change the default specialty, click and search for the specialty by name or code.
💡 Tip: To set a specialty as a favourite, select the star icon beside it. When you create a bill, starred favourites appear first in the Specialty search list.
5. To add service a code (billing item) to the bill, click + Add Fee Item and, in the Edit Billing Item window, complete the applicable fields. See Adding service codes and other details to your insured bills (ON).
💡 Tip: You can quickly bill previously billed service codes for the patient by clicking the clock icon to the right of +Add Fee Item. For more information, refer to Duplicating a fee item on a bill.
6. To save your changes, click outside the Edit Billing Item window when you are finished adding the service code.
7. To add additional service codes, click +Add Fee Item again.
8. To edit or delete a billing item, click it.
9. To add internal only notes associated to the bill, under Internal Notes, click in the empty box and type. These notes are not included in the submitted claim.
10. Click Save. Depending on your settings, the claim status either remains as Draft or it changes from Ready to Submit to Submitted or Attention Required. See CHR Billing statuses for more details.
11. Click outside the window to get back to the Visits dashboard.
Updated January 2025