Soft billing validation automatically checks bills against the provincial insurer or billing provider to verify if any key information is missing, such as fee code or health card number.
📌 Note: The CHR automatically checks the bill against its internal validation first to verify if any key information, such as a billing provider is not missing. If a bill is missing this information, you are unable to save it. A validation error appears.
With soft validation turned on,
Errors related to the bill itself (such as missing specialty) block the bill from being saved with an error dialog.
Errors related to individual fee items (such as missing diagnosis code or service code) allow the bill to save with an Attention Required - Invalid status and with error details displayed on the bill.
With soft validation turned off, you receive an error and cannot save the bill.
To enable or disable this setting, refer to Customizing your insured payment settings.
Soft validation checks the following for all provinces:
The provider is set up correctly, i.e. their integration details are valid, for example their data center number, practitioner/physician number, and payee number.
A patient is assigned to the bill and they have a gender.
Out of province or country patients have an address.
The Diagnosis Codes are included.
A fee code is included.
The Service Date is selected in the fee item.
A Quantity is included.
A Payment Issuer is included.
Additional validations are done for the following provinces:
Alberta
Alberta
Some fee codes require a Referring Practitioner.
Manitoba
Manitoba
Some fee codes require the Start Time.
A Base Amount is included in the fee item, or a Billed Amount is included in the fee item summary.
PEI
PEI
Some fee codes have validation rules requiring the following fields be completed:
Referred To
Referred By
Comment Start Time
Time Spent (Minutes)
Independent Consideration
Steps
Create a bill as you normally would depending on the province you are billing from.
Select the billing provider, they must have a billing integration.
Update the Status to Ready to Submit.
Click Save. If there are errors related to the bill itself, an error dialog appears and the bill is not saved. If there are only errors related to individual fee items, the bill is saved with an Attention Required status and the individual bill items have a status of Invalid.
When you are ready, go back and fix the issue.
Change the bill's Status back to Ready to Submit and it is submitted as usual.
📌 Note: If the bill is saved as Draft, no error message appears.
Updated August 18, 2026