Once you have created and saved bills in the Collaborative Health Record (CHR), you must submit them to MDBilling. Once CHR bills are submitted to MDBilling they are in the Saved Claims list in MDBilling.

When you create bills in the CHR, they are either saved as Draft status or are automatically submitted to MDBilling, depending on the default billing status for your CHR account. See Changing the default billing status for your account.

If your default status is Draft, you must manually change the status to Ready To Submit so that the bills can be submitted to MDBilling.

📌 Note: If your bill is in draft status, you can modify your bill before submitting it manually to MDBilling.

If your default status is Ready, your saved and signed bills are immediately and automatically submitted to MDBilling.

⚠️ Important: Once a claim has a status of Submitted, you can't make changes to it in the CHR. If it has not been submitted to the MOH yet, you can change the claim in MDBilling. However, those changes will not be reflected in the CHR. We recommend you create a new bill in the CHR if you forgot to add a billing item or made any other mistake (see Creating an insured bills from the patient chart) and submit it to MDBilling as per usual.

Steps (to manually submit to MDBilling)

You can manually submit an insured bill to MDBilling from Visits, Encounters (saved or signed) and the Insured billing section of patient charts.

  1. Click on a bill with status Draft.
    The Edit Insured Payment window appears.

  2. Click in the Status field and select Ready to Submit from the list.

  3. Click Save.
    The bill is immediately sent to MDBilling and the status changes to Submitted.

    📌 Note: If the heath card could not be validated, the bill cannot be submitted and instead the Status changes to Attention Required.

📌 Note: To submit your bills to the Ministry of Health (MOH), you must log into your MDBilling portal and submit them from there. See Submitting claims to the Ministry of Health from your MDBilling portal (Ontario).

Updated November 2, 2021

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