In cases where a service is delivered by more than one healthcare provider within your practice, you may be expected to name all of the participating providers on your invoice.
For example, the College of Physiotherapists of Ontario states that any time a physiotherapist assistant has provided part or all of the treatment, their name and job title should be listed on the invoice. This guideline can be found in Section 3 of the Standard for Professional Practice: Physiotherapists Working with Physiotherapist Assistants.
However, there are exceptions outlined on the College’s FAQs page. When you’re required to complete a standard claim form or follow a process established by a third party payor, there may be no place on the form to list an assistant. Such third party payors may include OHIP, WSIB, and MVA insurers. When submitting claims to extended health insurers via TELUS eClaims, there’s a limit of one provider per invoice. As a result, you’re unable to identify the additional service providers involved simply because there is no room to do so.
Nevertheless, Universal Office is designed to allow you to list as many providers as you need on private invoices and those issued to extended health insurers. All you have to do is make sure that the preference settings allow for more than one provider to appear on those types of invoice printouts. Here’s how you do it.
Change Invoice Preference Settings
- Go to Edit > Preferences.
- From the list on the left select Invoice Settings.
- Clear the box next to Print Invoiced Providers Only.
Note: This option allows or restricts printing providers that are not selected in at least one service listed on the invoice.
Tip: To remove the provider reference letter (for example, A, B, C) beside each service, clear the Provider Reference box.
- Click Save Changes, then Close.
Note: We cannot ensure that the invoice will be accepted by your extended health insurer. We recommend that you check with the insurer to make sure it will be accepted.
Once the settings are changed, all providers you add to the providers list on private and EHC invoices will appear on your invoice printouts.