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 English template. For example, you may want to add your own text or patient demographic information.
📌 Note: You cannot edit the French third-party invoice 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 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.
📌 Note: 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.
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 invoice templates.
7. Click Update and in the Edit Payment Issuer window click Save.
Updated March 21, 2025