Configure WSIB eServices & Add Providers

When you launch WSIB eServices in Universal Office for the first time, you will need to complete the setup in Settings to add facility and provider information for claim submissions.

There are two contract types for the TELUS Health WSIB eServices: one for independent providers and the other for clinics/organizations. When adding a facility, it’s important to select the appropriate contract type that was used when registering with the TELUS Provider Registry.

• Licensed providers and Clinics/organizations are given a Provider Number upon registration approval with WSIB.
  Note: This Provider Number is required to complete the WSIB setup.

• If you have misplaced this Provider Number, it may also be found at the top of any remittance statement received from WSIB in the past or through the Telus Health WSIB portal at the top right of a new health bill submission.

Add Company

1. Click Add Company.
2. Enter the Organization name as registered with TELUS Provider Registry. If available, enter the optional Tax Identification Number (TIN).
   Note: The organization name cannot exceed 25 characters due to limitations set by the TELUS system.
3. Enter the Provider ID and select the Service Location as assigned by TELUS Provider Registry.
   Tip: To default the payee to the organization, check the Default payee to organization box, then enter the username and password as well as the user first and last name. This is the same username and password used to login to the TELUS online portal.
4. Click Save.

Add Provider

1. Click Add Provider.
2. From the Resource drop-down list, select a provider.
3. If available, enter the optional Tax Identification Number (TIN) and the Provider ID.
4. Select the Service Location and select the profession Type.
5. Add the provider address by copying the Address from either the Organization or Staff.
   Important: When adding an independent provider, the provider name, provider ID, and address must be present and appear exactly, word for word, letter by letter, as registered with TELUS Provider Registry. Claims will be rejected for even minor discrepancies.
6. Enter the Username and Password as well as the user first and last name and click Save.
   Note: You may add the same provider for each discipline as registered with the TELUS Provider Registry. If you have already entered in the login details when adding the organization, these fields can be left blank.

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 EHC eClaims and WSIB eServices Roles drop-down lists, select one of the available roles per module.
   Important: The selected role will determine user accessibility in the eClaims module. For a breakdown of role privileges, see the table below.
5. Click Save.

Privileges Tables

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 select the No access role for both the EHC eClaims and the WSIB eServices modules.

1. In Settings, select Users.
2. Double-click on a username or click Edit.
3. Select the No access role for all modules and click Save.
   Note: The user’s status changes to Disabled.
4. Click Remove, then click Yes to confirm.