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Configuring your private billing settings
Configuring your private billing settings
Updated this week

To align with your clinic's workflow, you can configure private billing settings, including the default billing currency, late penalties, and interest rates. This article goes over the configuration done within Billing Settings.

📌 Note: Access to these Private Billing Settings is restricted to the TELUS CHR Support account only. If you need adjustments to your private billing settings, contact the TELUS Health support team through the support chat.

If you are configuring private billing, also consider these configurations outside of billing settings:

Steps

1. From the main menu, click Settings > Billing, and scroll down to Private Billing Settings.

2. Configure the following fields:

Item

Description

Default Private Billing Currency

  1. From the list, select the currency.

📌 Note: You can change the currency type when creating the bill.

Penalty Calculation

Set a financial penalty for late payments.

  1. Type a dollar amount in the empty field.

  2. From the list, choose how often the penalty is applied (e.g. monthly). Due Date Period is used as the start date.

Interest Calculation

Set an interest rate for late payments.

  1. Type a percentage.

  2. From the list, choose how often the interest is applied (e.g daily or monthly). Due Date Period is used as the start date.

Show Private Billing Item(s) Service Code

Enabled by default. If you do not use service codes for private bills, or the service codes are not relevant to patients, select Disable to hide the Service Code on private bill invoices.

Show Bill to/Bill from

Enabled by default. Select Disable to hide both the Bill To and Bill From sections on private bill invoices.

Show Provider/Patient

Enabled by default. Select Disable to hide both the Provider and Patient sections on private bill invoices.

💡 Tip: You can override the default when generating an invoice by clearing or selecting the Show Patient and Provider Information checkbox.

3. Click Save Private Billing Settings.

Updated March 21, 2025

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