⚠️ Important: This is currently a beta feature. It will be available once the beta period is complete.
⚠️ Important: In order to bill New Brunswick Medicare from your CHR, you must be integrated. Your clinic lead must send an email to the CARE team at care.emraccounts@telus.com requesting them to set up your CHR account to bill.
If you create, review, and submit bills for provider(s), or if you are a provider who wants to bill from a list of appointments (for example, if you do all your billing at the end of the day), you can review and create bills from a list of appointments through the Visits dashboard without having to open patient charts.
💡 Tip: If provider(s) create their bills from within an encounter and want you to check and submit them, you can do so from the Visits dashboard.
📌 Note: If you're billing for a patient who does not have an appointment booked (for example, for a hospital visit), you can create a bill from the Insured Billing area of the patient's chart or the Billing dashboard. Refer to Creating provincial (Medicare) bills from patient charts or Quick billing from the Billing dashboard.
Steps
1. From the main menu, click Visits. The Visits window appears with a list of all appointments for today.
💡 Tip: You can filter the Visits dashboard by location, date, provider, appointment type, and status. Refer to Filtering the Visits dashboard. You can also change the view of the dashboard. Refer to Customizing the Visits dashboard.
2. Select an appointment from the list. A patient information window appears.
📌 Note: If you click a patient's name instead of the appointment, the patient's chart opens in a new window.
3. Click the Insured tab.
4. Perform one of the following actions:
If you're creating a new bill, click Add Insured Payment.
If you're reviewing or editing a bill that's already been created (for example, if the provider created the bill from the encounter), click the bill.
The New Insured Payment window appears.
💡 Tip: You can use billing templates to speed up your billing process. For more information, refer to Using billing templates.
5. If needed, modify the billing item fields. Refer to Modifying a provincial bill's billing practitioner, location, specialty, and other information.
📌Note: If the provider has multiple payee numbers, to change from the default number, click the Payee Number and select the applicable payee.
6. To add a service code (billing item) to the bill, click + Add Fee Item and, in the New NB Billing Item window, complete the applicable fields. Refer to Adding and modifying billing items (service codes) to provincial bills.
💡 Tip: You can quickly bill service codes you previously billed for the patient by clicking the clock icon next to +Add Fee Item and selecting a billing item from the list.
7. To save your changes, click outside the Edit Billing Item window. The service code is added to the bill.
8. To add additional service codes, click +Add Fee Item again.
9. To edit a billing item, click it.
10. To delete a billing item, click it and click the trash can icon in the top-right corner.
11. To add internal-only notes to the bill, under Internal Notes, click in the empty box and type. For example, if you’re not finished, you can note where you left off or ask questions you need answered.
📌 Note: These notes are not included in the submitted claim.
12. To submit the bill to New Brunswick Medicare, at the top of the window, in the Status drop-down, select Ready to Submit, otherwise, leave Draft selected.
💡 Tip: You can set the default status for new bills. Refer to Setting your default billing status for more information.
13. Click Save.
📌 Note: All Ready to Submit bills in the CHR are processed immediately.
14. To return to the Visits dashboard, click outside the window.
Updated October 7, 2024