⚠️ Important: You must have a MDBilling account set up to bill in the CHR. See Integrating your CHR account with MDBilling.

If you create and submit bills for provider(s), you can perform this task directly from the Visits dashboard without opening the patient's chart.

πŸ’‘ 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. See Auditing billing items from the visits dashboard.


  1. From the main menu, click Visits. The Visits window appears with a list of all appointments for today.

    πŸ’‘ 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.

    πŸ“Œ Note: if you click a patient's name instead of the appointment, the patient's chart opens in a new window.

To create an insured bill, click the Insured tab and click Add Insured Payment.

The New Insured Payment window appears.

4. Complete or change the following bill fields, as necessary. For more information, see Creating provincial bills.

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.

πŸ’‘ 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: Click MOH Group to enter or change the group number for this bill, if necessary.

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.

5. Add the service codes to the bill. Click + Add Fee Item. A Edit Billing Item window appears.

πŸ’‘ Tip: If you previously created billing items for the specific patient and you want to use the same codes, click the clock icon next to +Add Fee Item and select a billing item from the list.

6. Complete the applicable fields:




  1. If you want to search by code, start typing the code in the first search box.

  2. If you want to search by description, start typing the description in the second search box.

  3. Matched are displayed, select one from the list.

πŸ’‘ Tip: Select the star icon next to the specific code to save the code to your favourites. Every time you create a bill, the starred favourites appear first in the list.

Base Amount

The fee amount of the code you selected is automatically populated.

πŸ“Œ Note: The amount can be manually changed if applicable.


If the code requires time units or number of services, such as codes for surgery, type the number of units or click the up or down arrow.

Diagnosis Codes

Enter the diagnosis code, or start typing a description to search for and select a diagnosis code from the list.

πŸ’‘ Tip: Select the star icon next to the specific diagnostic code to save it to your favourites. Every time you create a bill, the starred favourites appear first in the list.

πŸ“Œ Note: The list of diagnosis codes available depends on what is selected as your Default Diagnosis Template in Settings > Templates. See Configuring diagnostic codes for your account.

Service Date and Time

The date and time defaults to the appointment date.

To change this date and time for the specific billing item, click the calendar and clock icons.

This is useful when you see a hospital patient daily and you want to create multiple billing items with different dates under one claim.

7. To save your changes, click outside the Edit Billing Item window when you are finished adding the service code.

8. Click + Add Fee Item to add additional service codes.

πŸ’‘ Tip: Click the billing item to edit or delete 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 November 9, 2021

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