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.
There are insurance companies that are not part of the eClaims service. You can also create claims for these insurance companies from the CHR. Before you create claims, you must add a new patient identifier for that insurance company so you can add the patient's insurance policy info to the chart.
📌Notes:
You must have the Patient settings permission to add or edit patient identifiers.
The CHR has a pre-configured list of patient identifiers for eClaim-supported insurers. They appear in the list with TELUS eClaims at the end of their name.To add or modify these patient identifiers, refer to Managing eClaim patient identifiers in the CHR.
Steps
1. From the main menu, click Settings > Patient > Add Identification.
The New Identification window appears.
2. Enter the identifier information as described in the following table:
Field | Description |
Identification Name | Type the name of the insurer. |
Auto Assign Unique Value | Select No. |
Identification Visible Name | If your CHR is configured so patients can view their identifications in the patient portal, the Identification Name is displayed. If you prefer, enter a different identifier name here to show that name instead. |
Portal Visible | Select Yes to enable patients to view their identification in the patient portal. |
Issuer | Select the Issuer (insurance company) from the list.
📌Note: If you do not see the insurance company in the list, create one. Refer to Adding third-party insurance companies as payment issuers (with eClaims enabled). |
External profile | If desired, add a link to the insurance companies website. You can access the website from the Identifications widget in the dashboard view of the patient's chart. |
Archived | Defaults to No. In the future, if you need to delete this identifier, select Yes. |
3. Click Save. The insurance company is added to the list of patient identifiers and can be selected in patient demographics.
4. To set an insurer as the default insurer for new patients, hover your cursor over the insurer and click Make Primary. A blue bar appears to the left of the primary identifier.
5. To delete an insurer, click the trash can icon.
6. To edit insurer details, select the insurer name, make any changes, and click Save.
Updated June 18, 2024