If your CHR account is integrated with TELUS Health eClaims, you can create, submit and track insurance claims for all TELUS Health eClaims-enabled insurers. However, there are insurance companies that are not part of the eClaims service. To keep track of all your third-party bills and payments in one place, you can add those insurance companies to your CHR so that you can create third-party bills similar to how you create bills for eClaims-enabled insurers.
Each insurance company that is not part of the eClaims service (added as a Payment Issuer), can have their own set of billing codes. You can create or edit a billing code template associated to the payment issuer. Alternatively you link an established billing code template, such as provincial fee items, to the payment issuer.
Each insurance company can also have their own default billing invoice template. Every added payment issuer has a default billing invoice template similar to the eClaims billing invoice template. You can edit this template.
Steps
1. From the main menu, click Settings > Billing.
2. Under Default Payment Issuer Setting, click the gear icon.
3. In the Billing Providers window, click +Add.
A New Payment Issuer window appears.
4. Under the General tab, use the below table to complete the following fields:
Field | Description |
Name | Type the name of the insurance company, for example Sunlife Financial. |
Unique ID Code | Create your own unique ID code. It can be alphanumeric. This appears under the payment issuer’s name in the list of billing providers. |
ID Format | Your unique ID format. |
Payment Issuer Type | Select Insurer. 📌Note: You cannot change the Payment Issuer Type after saving the new payment issuer.
When you add a new identification in the patient’s chart > Update Information > Identifications, and you choose a payment issuer specified as Insurer, the fields Member ID/Certificate, Policy/ Group, and Relationship to Insured Member appear.  And, when you save the identifier, it will appear under Insurers.
📌Note: After adding the insurance company as a payment issuer to your account, you must create a patient identifier for that insurance company so that you can add it as a new identification for this payment issuer, to the patient’s chart.Refer to Managing patient identifiers for insurance companies in the CHR (with eClaims enabled). |
Portal URL | Add the URL of the insurance company’s portal.
When you create a third-party bill for the specific payment issuer, you can access the URL when you click the Insurer portal button. 
|
Payment Form Type | Determines which set of codes to use when you create a bill for this insurer.
Select:
Ontario Health Insurance Plan to use the codes from the Ontario provincial billing system. |
Custom Fields | 📌Note: This section appears only if you select Payment Form Type > General.
When you create a third-party bill (with eClaims enabled), and you add fee items, these custom fields appear in the New Billing Item window.
Base Amount, Quantity, Service Date, and Service Time are automatically added to your template. You cannot delete or edit them.  To add additional fields:
 |
5. Click Save.
The newly-created payment issuer appears in the list of Billing Providers.
6. To delete a payment issuer, click X.
Updated June 11, 2024