TELUS Collaborative Health Record (CHR) has a number of configurable billing settings and defaults. These are clinic-wide settings where the changes you make affect all users in your domain. For user specific settings, refer to Customizing your insured payment settings.
For private billing settings, refer to Configuring your private billing settings.
Steps
1. From the main menu, navigate to Settings > Billing.
2. Use the below table to update the settings as required.
Setting | Description |
Default Payment Issuer Setting | Choose the default billing template for your account.
This is the payment issuer, and fee code list that pulls into your claims. Typically your province specific template is selected, for example OHIP (Ontario) or MSP(BC).
Click the gear icon to create a custom billing template. For more information, refer to Creating third-party and private billing templates. |
Payment Issuer and Diagnosis Set Link | 📌Note: TELUS Health must enable this feature. Contact the TELUS Health support team through the support chat.
Your default diagnosis set (configured in Settings > Template > Encounter) is linked with your default payment issuer. However, you can link other diagnosis sets with different payment issuers. This is useful for providers or clinics billing in multiple provinces. Refer to Linking diagnosis sets to payment issuers for more information. |
Outstanding balance calculation | Select which billing types (Both, Private or Public) to include in the patient's outstanding balance.
You can choose to show the amount they owe in the chart header. For more information, refer to Showing or hiding patient balance due in the chart header. |
Public billing providers | Providers can configure their province specific billing integration. Refer to: |
Public Billing Settings | Select your default billing status (Draft or Ready).The default billing status is applied when you create an insured billing item. For more information, refer to Setting your default billing status. |
Private Billing Providers | Configure your Stripe integration. For more information, refer to Configuring Stripe in the CHR. |
Payment Tags | Create Payment Tags, these can be added to insured and private bills. You can use these to filter the billing dashboard. For more information, refer to Creating Payment tags. |
Updated July 26, 2024