How to Submit Insurance Claims Through Telus Health

Important: You must register with Telus Health before configuring the integration in CompanyOn.

Connect Your Telus Health Login Credentials

1. Click on your profile photo (or initials) in the top right corner of the screen.

2. Select "Settings" from the dropdown menu.

3. Under "Connect TELUS Health eClaims", click "Login Credentials".

4. A form will appear. Complete the following fields:

   • Username — enter your Telus Health username

   • Password — enter your Telus Health password

5. Click "Login" to verify your credentials.

Complete the Telus Health Configuration

1. In the same "Connect TELUS Health eClaims" section, click "Configuration".

2. A form will appear. Complete the following fields:

   • Provider type — select the provider type:
     If you select "Organization", an additional CPR Provider ID field will appear. Enter your CPR Provider ID.

   • Specialty type — select your specialty type

   • Location Address — enter your clinic address

   • Location name — enter your clinic name

   • Location ID — enter your location ID

3. Click "Save".

Align Your Discipline in Your Practitioner Profile

1. Click on your profile photo (or initials) in the top right corner of the screen.

2. Select "View My Profile" from the dropdown menu.

3. Locate the discipline field and make sure it matches the discipline you registered with in Telus Health.

4. Scroll down to the "TELUS Health eClaims required" section and complete the following fields:

   • License Issuer

   • License ID

   • Provider ID

5. Click "Save".

Assign a Telus Code to a Service

For an existing service:

1. Click on your profile photo (or initials) in the top right corner of the screen.

2. Select "Services" from the dropdown menu.

3. Click on the name of the service you want to link to Telus Health.

4. Scroll down to the "TELUS Code" field and select the corresponding code from the dropdown.

5. Make sure you are listed under "Users" for that service.

6. Click "Save".

For a new service:

1. In the Services module, click "Create Service".

2. Complete the service fields as usual.

3. Under "Users", make sure to add yourself as the provider so the Telus codes become available.

4. Scroll down to the "TELUS Code" field and select the corresponding code.

5. Click "Save".

Add an Insurance Policy to a Client Profile

1. In the left sidebar, click the people icon to open the Clients module.

2. Click on the client's name to open their timeline.

3. Click on the "Policies" tab.

4. Toggle "TELUS Health eClaims" to Yes.

5. Complete the following fields:

   • Name — enter the policy name

   • Member ID/Certificate Number — enter the member ID

   • Policy relation — select the relationship to the policy holder

   • Insurer — select the insurance provider

   • Policy/Group Number — enter the policy or group number

6. Click "Save".

Book the Appointment

1. In the left sidebar, click the calendar icon to open the Appointments module.

2. Create a new appointment as usual.

3. Make sure to:

   • Select yourself as the practitioner linked to the Telus Health configuration

   • Select a service that has a Telus code assigned

   • Select the client's insurance policy in the Policies field

Submit the Claim

1. Once the client arrives, click on the appointment in the calendar.

2. Click "Check In".

3. From the checked-in appointment window you will see two options:

   • "Generate Predetermination" — check the coverage amount available for the client before submitting the claim

   • "Generate Claim" — submit the claim directly to the insurance provider

4. Follow the prompts to complete the submission.

Note: If the insurance covers the full amount, the invoice can be processed entirely through Telus eClaims. If there is a remaining balance, it can be processed separately through CompanyOn.