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Editing third-party billing invoice templates (with eClaims enabled)
Editing third-party billing invoice templates (with eClaims enabled)
Updated over 5 months ago

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. You can add these insurance companies as payment issuers to your CHR.

Added payment issuers with type Insurer have a default billing invoice template that is similar to the eClaims billing invoice template. You can edit this template. For example, you may want to add your own text or patient demographic information.

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 that opens, click the payment issuer’s name.

4. In the Edit Payment Issuer window, click the Print tab, and under Payment Template, click Edit.


The Edit Printable Page window opens.

5. Click and type any text you want to add using the formatting options at the top.

6. Click Insert Variable to pull in data variables. See Variables for use in third-party and private invoice templates.
​7. Click Update and in the Edit Payment Issuer window click Save.

Updated June 27, 2024

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