This article will take you through the process of changing your password, adding in providers, setting up your clients and billing through the Integration. This is a quick review meant to be looked at after you have had your training with a support member.
Telus, every so often, requires a password change for security purposes. The password changed on the Telus Portal must also be changed in InnoCare Software. You would go to System Setup > Billing > E-Claim Agents > right click-edit > Go to the Settings tab and change the password.
Names, registration number and licensing number in InnoCare Software must match the Telus Spreadsheet. The resource abbreviation itself must also be a Telus approved Abbreviation, such as:
Appointment Types/Procedure Codes:
Procedure Codes are what we put on the back end of an Appointment type and the procedure code is what Telus will pick up on. If you have new Appointment types that you want to add and bill through Telus for, you would:
Add the procedure code first = System Setup > Clinical > Procedure Codes > Right click and Add. We normally use pretty generic and easy to remember names/descriptions. Feel free to name them however you please! You will need to add the Telus Fee code to this procedure code. Click here for a list of the most commonly used Telus codes.
Next, you will add the Appointment Type: System Setup > Clinical > Appointment Types > Right click and Add. Input the appointment name, pull the proper resource over then go to the next tab and add the procedure code.
Once everything is set up, you are ready to bill! Keep in mind that in order to bill you must have:
-First and Last Name
-Date of Birth
-Full Address Information
-You would need to capture the payment plan information and properly input it into their billing tab.
After all that, you would right click on the appointment and select charge. A secondary window will pop up that looks like this:
Double check that the price and everything looks proper to you before clicking OK. If there is no price, please press cancel. Right click on the appointment in the schedule, choose attachments and input the price in there. Going forward, the system will remember the price and accordingly put it in for each treatment booked
In the billing tab, there will now be a transfer line that has a blue dot and a question mark-this means the transfer is waiting to be claimed. You will right click on the transfer line, choose create claim and another window will pop up:
Once again, double check to ensure all information is correct than check off the acceptance of terms and conditions. Choose OK and the claim will be created! Your claim will then appear here:
**Creating Claims Offline**
Creating claims offline can come in handy for record keeping purposes. There are some instances where carriers go down and are unable to be billed through the Integration so you would need to paper bill or use the portal BUT you can still create an offline claim so you can keep track of it in ICS. In order to create claims offline, you will need to make sure when you are creating the claim that you check off "do not send electronically":
This will keep track of the claim in InnoCare but will not send to the insurance company. You would then be able to go to the claim, right click, print preview and select "claim..." to find the invoice or EOB in the drop down.
If you need anything else, feel free to email us at firstname.lastname@example.org or give our toll free line a call 1-877-454-9870 Extension 2.
I would like to know how the eclaims submission process works, I get an error message when clicking on the video option.
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