Modifying a provincial (MSP) bill's billing practitioner, location and other bill details (British Columbia)

When you create an MSP bill, at the top of the bill, you can modify the defaulted Billing Practitioner, Location (if your clinic has multiple locations), Data Center Number, Practitioner Number, Payee number, and other bill information ad hoc. The information you can modify, depends on where you're billing from - from an encounter, from the Visits dashboard, or from the Insured Billing area of the patient's chart.

Modifiable bill information when billing from an encounter:

Modifiable bill information when billing from the Visits dashboard, or from the Insured Billing area of the patient's chart:

The following table outlines the bill information you can modify.

Field	Description
Location	If you have more than one clinic location, and location is set to Default: If the bill is linked to an appointment, the appointment's location is selected for the bill If the bill is not linked to an appointment, the billing practitioner's primary location is selected for the bill To change the location, click the field, and select one from the list.
Payment Issuer (if you're billing from the Visits dashboard or from the patient's chart) Template (if you're billing from an encounter)	Make sure Medical Service Plan is selected. 💡 Tip: To make Medical Service Plan your default billing item template, click Settings > Billing. Under Billing Item Template, in the drop-down list, select Medical Service Plan. 📌 Note: If the patient is from another province, leave MSP selected as the insurer and use the MSP fee codes.
Patient/Identification (this field is available only if you're billing from the Visits dashboard or from the patient's chart)	The patient's information is auto-populated based on the chart or appointment you created the bill from. Healthcare numbers are automatically validated: Invalid healthcare # = Red box Valid healthcare # = Green box 💡 Tip: to update the patient's demographic information on the bill, click the patient's name. This does not update the information in the patient's chart. To change the patient's demographic information on the chart (which will then apply to the bill), click the person icon.
Billing Practitioner	If you are a provider, by default your name is selected. If you are not a provider, you must select a billing practitioner. ⚠️ Important: The billing practitioner's CHR account must be integrated with Teleplan in order to submit bills. 📌 Note: If you created any insured bills before your Teleplan integration is complete, you can manually attach them to the billing provider, once set up. See Submitting provincial (MSP) bills created prior to Teleplan integration.
Service Date (if you're billing from the Visits dashboard or from the patient's chart) Visit Date (if you're billing from an encounter)	If you created the bill from the patient chart: If you are logged in as a billing provider and the patient had a recent appointment booked in your schedule, the date defaults to the appointment date. If you are not a billing provider or the patient does not have an appointment booked in your schedule, the service date defaults to today's date. If you created the bill from an encounter: If you are logged in as a billing provider and the patient had a recent appointment booked in your schedule, the date defaults to the appointment date. If you are not a billing provider, the date defaults to the Visit Date specified at the top of the encounter. If you created the bill from the Visits dashboard: The service date defaults to the date of the appointment. 💡 Tip: Click the date to select a different one from the calendar, or to select a date from a list of the patient's Latest Appointments.
Data Center Number	This is your clinic's Teleplan data center number. 📌 Note: To modify the provider's default data center number, contact the TELUS Health support team.
Practitioner Number	This is the provider’s billing number. 💡 Tip: You can add or modify the provider's default billing number from their user profile. See Updating your user profile information (if you're the provider) or Updating a user's general profile information and settings (if you're not the provider).
Payee Number	This is the billing practitioner's payee number - which determines where MSP sends payments to. If a provider has more then one payee number, select the correct one from the list. 📌 Note: To modify the provider's payee number(s), contact the TELUS Health support team.

Updated September 22, 2023