Overview
CompanyOn supports insurance claim submissions through Telus Health for eligible services and insurers.
This workflow allows clinics and practitioners to:
• Submit insurance claims electronically
• Reduce manual claim processing
• Track insurance claim activity
• Simplify payment workflows for clients and clinics
Important Requirements
Before submitting claims through Telus Health:
• Telus Health integration must be configured
• Practitioner information must be completed correctly
• Eligible insurers must support Telus Health submissions
• Client insurance information must be entered accurately
Required Client Information
Before processing a claim, verify:
• Insurance provider
• Policy or certificate number
• Member ID
• Client date of birth
• Policy holder information if different from the client
Steps to Submit an Insurance Claim Through Telus Health
Open the appointment or invoice
Confirm the services rendered
Verify the client insurance information
Select the Insurance Claim or Telus Health submission option
Review the claim details
Submit the claim electronically through Telus Health
What Happens Next
After submission:
• The claim is transmitted electronically
• Claim responses may indicate approval, rejection, or pending review
• Payment amounts and eligible coverage may be displayed depending on insurer response
• Remaining balances can still be collected from the client if applicable
Payment Workflow Options
Depending on the insurer response:
• Insurance may pay the full amount
• Insurance may pay a partial amount
• The remaining balance can then be processed directly from the client
Payments can be:
• Processed immediately
• Recorded later after claim approval
• Split between insurance and client responsibility
Best Practices
• Verify insurance information before submission
• Confirm practitioner credentials are accurate
• Review claim responses carefully
• Track rejected or pending claims regularly
• Document claim reference numbers when available
Common Reasons Claims May Be Rejected
• Incorrect policy information
• Expired coverage
• Unsupported service types
• Practitioner eligibility issues
• Incomplete client information