⚠️ Important: This is a new feature being rolled out in phases. If you would like to start using TELUS Collaborative Health Record (CHR) Connect, or are already using it but want to disable it by provider or location, contact chrconnectsupport@telus.com.
You can customize the TELUS Collaborative Health Record (CHR) Connect to ensure that it functions in the way that you want. The settings apply to both the Connect app and desktop version. For more information, refer to TELUS Collaborative Health Record Connect.
📌 Note: You must have the Scheduling settings permission to manage the clinic’s CHR Connect App settings.
When CHR Connect is initially enabled for your clinic, all providers and locations will be enabled. CHR Connect can be enabled by location and provider. This is useful if you are a multi-location clinic and want to roll out CHR Connect only for one of your clinic locations. Similarly, some of your providers might want to use CHR Connect and others not.
For additional settings refer to Enabling and customizing the patient portal.
Steps
1. From the CHR main menu, click Settings > CHR Connect App.
2. Under the App settings tab, Enable or Disable the following:
Setting | Description |
View contact information | Enabled by default, and gives patients the ability to view your clinic's contact information such as phone number and email address (from Settings > Account information > General) in the Profile section of CHR Connect. |
View patient record details
| Gives patients the ability to view and edit some of their demographic information in the Profile section of CHR Connect, for example their phone number, or gender identity.
📌 Note: When patients modify their demographic information, you are not notified and their patient data is automatically updated in their patient chart.
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Default notification preference | The default method for notifications to new patients that register via CHR Connect.
Email only is selected by default. Select SMS only or Email and SMS to change it.
📌Note: This does apply to existing patients who already have a preferred notification method set. |
3. Under the Appointments tab, Enable or Disable the following:
Setting | Description |
View appointments | Gives patients the ability to view the Appointments section of CHR Connect.
If you disable it, all Upcoming and Previous appointment details are hidden and patients cannot use eBooking.
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Self-serve booking | Gives patients the ability to book appointments in the Appointments section of CHR Connect.
💡 Tip: If you would like to further customize your eBooking settings, refer to Customizing clinic-wide eBooking settings.
Select the visit types you would like patients to book online. You can select Virtual visit, In-person visit or Group visit.
💡 Tip: If you would like to further customize the appointment types patients can book online, refer to Overview of eBooking. |
Self Serve check in (for in-person individual or group visits) | Disabled by default. If it is enabled, gives patients the ability to check themselves into an in-person (physical) appointment. |
4. Under the Billing tab, Enable or Disable the following:
Setting | Description |
View Billing | Gives patients the ability to view a list of all their private bills in the Billing section of CHR Connect.
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Self-Serve Payments | Gives patients the ability to manage and pay their bills directly from CHR Connect.
⚠️ Important: You must have Stripe integrated in your CHR. 📌 Note: Patients cannot make partial payments. |
5. The following patient portal settings also apply to the Connect app.
a. From the CHR main menu, click Settings > Patient Portal.
b. Under Patient Portal Configuration, Enable or Disable the following:
Setting | Description |
Portal Accessibility | Gives patients access to CHR Connect. |
Portal Accessibility for New Patient | Gives all new patients access by default. |
Patient Registration | Allows patients to self-register at your clinic using the CHR Connect. |
Patient Conversation Responses | Allows patients to respond to your messages.
💡 Tip: If enabled, you can still choose to prevent patients from responding to messages on a per message basis. Refer to Sending messages to patients through the patient portal. |
6. To enable CHR Connect for specific locations, refer to Creating and modifying clinic locations.
📌 Note: If CHR Connect is enabled for a location, all the patients for that location will be directed to the CHR Connect app to read their appointment notifications and manage their bookings.
If CHR Connect is disabled for a location but the provider at that location has CHR Connect enabled, all patients under that location are directed to the patient portal to read their appointment notification.
7. To enable CHR Connect for a specific provider at your clinic, refer to Updating users' general profile information and settings.
📌 Note: If CHR Connect is enabled by provider and they send their patient a message or a billing invoice, the patient will be directed to the CHR Connect app. Similarly, if you manage referrals and your system is set up to notify a patient automatically, if the service provider has CHR Connect enabled, the patient is directed to read the notification in CHR Connect.
If CHR Connect is enabled by location but not provider, the patient is directed to the patient portal to view their messages and billing invoices.
Updated November 1, 2024