If the insurance company only pays you partially, or if they pay the insured member directly, you can collect payment from the patient and record it in the CHR.
You can create a PDF invoice with or without a cover page, to print, email or fax to the patient. You can also download or save the invoice to the patient’s chart. You can do this before, at the time of payment, or after.
Steps
1. From the patient’s chart, click Start/Open > Insured Billing and click the claim you want to create an invoice for.
The Edit Insured Payment window opens.
2. At the top-right corner, click the printer icon.
📌Note: To add the PDF invoice to the Patient Files section of the patient's chart without previewing it, click the Save icon. You can also save the PDF invoice to the patient's chart after previewing it.
3. In the PDF Settings window, if you do not want to include a cover page, select None. To include a cover page, select it from the list. For more information on cover pages, refer to Adding a fax cover page to a PDF document.
💡 Tip: If you make any changes, you can Save as my default PDF settings so the selected options are remembered for the next time you generate a PDF invoice. If you do this, you may also want to select the checkbox Do not open this dialog by default, so you will not see this window going forward.
4. After specifying your PDF settings, click Generate PDF.
5. The PDF invoice appears in a window. From here, you can download a copy of the PDF to your computer, change the PDF settings, print, email, or fax the invoice, or save it to the patient's chart.
📌 Note: When you choose to email the patient, their email address automatically appears in the To field. The email subject is labeled either Invoice for outstanding balances, or Receipt when fully paid.
📌Notes:
If the claim is for a TELUS Health eClaims-enabled insurer, you cannot edit the invoice template.
If the claim is for a third-party insurer (with eClaims enabled), you can edit the English third-party invoice template. You cannot edit the French third-party invoice template.
If your third-party invoice template does not include information such as the clinic’s fax number and email address, the provider’s license and billing numbers, occupation and, if configured, electronic signatures and payment due dates, you must add a new billing provider in Settings > Billing > Default Payment Issuer Setting and select the Payment issuer type: Insurer.
6. Click Close when you are finished.
Updated March 21, 2025