1. Add Procedure Codes
- Click System Setup Tab
- Click Clinical
- Click Procedure Codes
2. Set Prices for Procedure Codes
- Click System Setup Tab
- Click Billing
- Click Price List
3. Assign Procedure Codes to Appointment Types
- Click System Setup Tab
- Click Clinical
- Click Appointment Types
Add/Edit an Appointment Type
Procedures Tab
Add Procedure Code
Procedure: XXXX
Modifier: N/A
Measure: Session
Quantity: 1.00
External Facility: N/A
Place: (Service Place Code)
4. Provider Type Abbreviations
- Click System Setup Tab
- Click Organization
- Click Resource
Here is a list of Provider Type abbreviations.
- PT
- DC
5. Create Payer
- Click Payers Tab
- Click Payer Administration
- Create new Payer
Telus WSIB
General Tab
Name: Telus WSIB
Limits Tab
Max Covered: Unlimited
Max Treatments: Unlimited
Percent: 100
6. Create eClaim Agent
- Click System Setup Tab
- Click Billing
- Click e-Claim Agent
- Create new e-Claim Agent
General Tab
Name: Telus WSIB
Locations: Select all Telus WSIB Locations
Payers: Select Telus WSIB
Setting Tab
e-Claim Layout: TELUS Health WSIB
User ID: User name (Telus Portal username)
Password: password (Telus Portal password)
Submitter ID: Provider ID (WSIB Provider ID)
Next Sequence ID: 1
7. Client Details
The following fields are required...
Profile Tab
Edit Profile
First Name
Last Name
Date of Birth
Gender
Records Tab
Edit Treatment Plan
Injured Date
Billing Tab
Add Payment Plan
Payer: Telus WSIB
Claim: Claim number
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