Before you can create and submit claims to an insurer on behalf of your patient, you must add the patient’s insurance policy information to the patient’s chart.
⚠️Important: You can only add two TELUS Health eClaims-enabled insurers (primary and secondary) per patient.
📌 Note: We recommend you ask your patient’s permission to submit their healthcare payment request or predetermination electronically. You should also ask their permission every time they wish to assign the payment to the provider. If you obtain written consent, you can use your own consent form, or alternatively you can use the TELUS Health eClaims patient consent form.
Steps
1. From the patient chart Dashboard view:
a. Click Update Information, or
b. In the Identifications widget, click Manage Identifications.
The Update Patient window opens.
2. From the General tab, under Identifications, click +Add New Identification.
3. In the Create Identification window that appears, use the below table to complete the fields:
Field | Description |
Create Identification Type | Select the insurer from the list.
If you do not see the insurer in the list, you must add them to your CHR account. Refer to Managing eClaims patient identifiers in the CHR.
📌Note: If all eClaims insurers are greyed out, you have already added the maximum of two insurers to the patient’s chart. |
Member ID/Certificate | Enter the patient’s membership ID. |
Policy/Group | Enter the group policy ID. |
Relationship to Insured Member | Select the relationship to the main member, for example Spouse.
📌Note: If this is not the Insured Member, an additional section appears. Enter the insured member’s first and last name, and optionally their middle name and date of birth. |
Plan Start Date | Click the calendar icon and select the patient’s insurance plan start date. |
Plan End Date | Click the calendar icon and select the patient’s insurance plan end date. |
4. Click Okay.
The name of the insurer, the member ID and group policy ID appear under Insurers.
And, in the Identifications widget, you see your patient’s personal health numbers and all their insurers.
5. If there are two insurers, define one of the insurers as the primary insurer by clicking Primary next to it.
💡 Important: Some insurance companies that are part of the TELUS eClaims service, can only be submitted as secondary coverage due to the coordination rules laid out by the insurers. Refer to Submitting to a secondary insurer for more information.
6. Click Save.
7. To edit the patient’s insurance policy information, next to the insurer name, click the gear icon.
8. To delete the patient’s insurance policy information, next to the insurer name, click the trash bin icon and click Okay to confirm the action.
Updated June 11, 2024