How to check out an eClaims invoice from Patient > Accounts

How to check out an eClaims invoice from Patient > Accounts

Telus Health eClaims allows you to save time by billing directly to supported third party insurance companies when checking out a treatment. Before you can use eClaims, you must first configure the Telus Health eClaims module. You can find a tutorial on how to do that here.

To bill a treatment to eClaims, an appointment must exist for that patient within the past 31 days, as Telus Health eClaims requires this information to process the claim. This tutorial will show you how to bill a treatment to eClaims when starting from the Patient > Accounts area. You can also do this starting directly from your appointment calendar. There are tutorials for how to do this from the month calendar here, and the clinic view calendar here.


To do this, follow these steps:

  1. Go to Patient > Profile

  2. On the “Insurance” tab, verify that the patient has an existing claim. If they do not, click here for the steps to create one.

  3. Go to Patient > Accounts

  4. Select the correct patient using “Find Patient” if the correct patient is not already selected.

  5. Click the green add button beside Add Line Item.

  6. Select the appropriate service from the list.

  7. Click the green add button beside Add Payment.

  8. Select the Insurance category.

  9. Click on the Green add button beside their claim.

  10. Click Post

  11. In the resulting pop-up, specify whether the claim is related to an accident and fill in details if necessary. Next, you can change payee if needed and specify which role to run the check with if you have more than one. When finished, just accept the terms and conditions before pressing submit.

  12. If there is a balance owing, click the red and green icon to specify how the client is paying their portion of the treatment cost, and save.

When you are ready to reconcile the treatment (i.e. when you have confirmed receipt of payment) click here for a tutorial on how to reconcile.

Note: If you encounter an error when processing, it is important to verify that you have an appointment on the calendar no more than 31 days old, and that the service you are checking them out for is already setup in clinic settings in the Telus Health eClaims section of the providers tab. We also recommend consulting the Telus Health eClaims FAQ on their website for information on provider-specific issues and more.