Configure Universal eClaims

When you launch Universal eClaims for the first time, the system will prompt you to add facility and provider information.

There are two contract types for the TELUS Health eClaims Service: one for independent providers and the other for clinics/organizations. Depending on your business arrangements, select the one you used to register with the TELUS Provider Registry.

• Licensed providers who register as Independents will be given a Provider Number, as well as a Service Location ID.
• Clinics/organizations will be given an Organization Identification Number (AKA TELUS Health Provider Number), as well as a Service Location ID (AKA WLN).  There must be at least one licensed provider registered as an Associate Provider under this type of contract.  Each licensed associate provider who works for the clinic/organization is registered through the organization contract and will be issued Provider Identifiers. The Service Location ID will be shared by all professionals working out of the clinic/organization.

Add Company

1. Click Add Company.
2. Fill in the Organization name as registered with TELUS Provider Registry, the OIN and WLN.
   Note: Due to limitations set by TELUS eClaims API business requirements, you may not enter more than 25 characters into Organization name.
3. Click Save.

Tip: To make things more convenient, you can change the settings so that one user can submit claims as opposed to creating user profiles for every associate provider in the eClaims module. Check the Submit all claims on behalf of user registered for organization box and complete the form with the credentials provided by the TELUS Provider Registry.

Add Provider

Adding an individual provider and an associate provider is very similar, with one exception. If you checked the Submit all claims on behalf of user registered for organization box when adding a company (see above), you will not be asked to enter the username and password requested under the TELUS CPR section.

1. Click Add Provider.
2. From the Resource drop-down list, select a provider.
3. Enter the Provider Number and Service Location ID.
4. Select the Provider Type and make sure the default Licensing Body is the correct one.
5. From the License No. drop-down list, select the applicable college registration number.
   Note: The License No. list is pulled from the college registration number(s) entered for the provider registered in the Resource Manager in Universal Office.
6. Copy the Address either from the Organization or Staff fields that appear for the provider.
   Important: The provider must be present and appear word for word as registered on TELUS Provider Registry. Your claims will be rejected by the TELUS Health eClaims service even for minor discrepancies in the provider address.
7. For Individual providers, enter the Username and Password to be used to submit claims and click Save.

Note: You may add the same provider for each discipline as registered with the TELUS Provider Registry.

Users

By default, only the admin user has access to the Universal eClaims module. The admin user is assigned by the Office Admin role. To grant access to other users, you will have to add them and assign a desired role.

Add User

1. In Settings, select Users.
2. Click Add User.
3. From the UO User drop-down list, select an active Universal Office user.
4. From the Role drop-down list, select one of the available roles.
   Important: The Role will define the level of user accessibility for the eClaims module. For a breakdown of role privileges, see the table below.
5. Click Save.

Edit User Role

1. In Settings, select Users.
2. Double-click on a username or click Edit.
3. Change user Role, then click Save.

Delete User

In order to delete a user, you must first clear the Enabled box.

1. In Settings, select Users.
2. Double-click on a username or click Edit.
3. Clear the Enabled box, then click Save.
   Note: The option to remove a user appears.
4. Click Remove.
5. Click Yes when prompted.

Note: In most cases, it’s enough to disable a user to prevent him or her from entering the system. Users whose access has been revoked will not be able to access the eClaims module.