Create and Submit an Invoice to the Workplace Safety & Insurance Board (WSIB)

Create and Submit an Invoice

Important: Before you submit invoices with WSIB eServices, ensure the patient is registered with WSIB and that their information appears exactly the same in Universal Office. If there is even a small discrepancy, the system will display an error and the invoice will not be submitted.

1. Click New and select Invoice for services.
   Tip: The system will prompt to search for patients. By default, the system will list all WSIB patients who have charges that have never been invoiced.
2. Select one of the listed patient cases (if any) or use the search box to find a patient.
   Tip: Enter a first or a last name in the search box and press Enter.
   Note: The system will open a New invoice prepopulated with information already entered in Universal Office, pulling all details from the patient’s case.
3. Add billing items to the claim using one of three options:
   a.Preview and transfer:  When charges that were never invoiced exist in a patient’s case, the system will allow you to transfer those charges. Simply click Preview and transfer, select one or more charges (make sure the charges were billed under the same provider name), then click Apply.                                                              b. Add one item at a time:
   1. 1. 1. Click Select Provider.
         2. Select a provider and click Save.
         3. Click Add item and select an item from the drop-down list.
         4. Make sure the Date corresponds to the actual service date.
            Note: If the service is older than 31 days, then you will have to submit it manually as the eClaims service does not allow users to submit services older than 31 days.
         5. You may also change an item Description, Code, Quantity, and Unit Rate.
            Important: The description that appears on the form is for your reference only. As with the HCAI submissions, the only part of the service identifier that is submitted via TELUS Health WSIB eServices is the Service Code.
4. Review the invoice for accuracy.
   Note: Based on your settings, when a claim is created, the payee will either default to the provider name or to the organization. When applicable, you can use the Payment to be issued to drop-down to select either the provider name or organization.
5. Click [Submit] on the toolbar. The system will display a progress bar to communicate claim submission.
   Note: In case you are not ready to submit, click [Save draft] on the toolbar. You will find the claim in the Drafts queue. For more information about each queue see the Monitor WSIB eServices Claim Submission article

View Log

From the moment the claim was saved as a draft to its final state, the system logs every action taken.

1. Open an invoice from any one of the available queues (Drafts, Submitted, Adjudicated, Paid, Void, Submission Failed or Inbox).
2. To view the log, simply click [View log] on the toolbar.

The system will list timestamped records for each event with a username next to each record responsible for the event.

Edit Draft

1. In the Drafts queue, double-click on an existing draft claim.
2. Make changes to the claim, then click [Save draft] or [Submit] buttons on the toolbar.
   Tip: Click Edit Memo to add or modify a memo.

Delete Draft

1. In the Drafts queue, select an existing draft claim.
2. Click [Delete] on the toolbar.
3. Click Yes when prompted.