How to Add Insurance to a Patient Profile Including TELUS Insurers

  • Updated

This article explains how to add insurance to a Patient Profile in Juvonno and highlights important rules - especially when working with TELUS eClaims insurers. 

Important: TELUS eClaims and Primary Insurance Rules 

If a patient has more than one insurance plan, and one of them us a TELUS insurer, the TELUS insurer must their primary insurance in order to submit claims through Juvonno.

  • If the TELUS insurer is not the primary, claims cannot be submitted through TELUS eClaims 
  • In this case, the patient will need to submit the claim manually to their insurer 

Quickly Identify a TELUS eClaims Insurer 

  1. When a TELUS insurer is selected from the Insurance Company dropdown, required fields will be marked with red asterisks
  2. A blue information box appears under Policy Rules 

Adding Insurance to a Patient Profile 

  1. Open the Patient's Profile 
  2. Navigate to Insurance 
  3. Select + New 

Policy Details

Payable To

  • Select who should receive payment when using this insurance: 
    • Provider Organization 
    • Provider
    • Policy Holder

Select the Insurance Company from the dropdown list 

  • Required policy fields will vary based on the selected insurance company (e.g., Policy #, Contract #, Certificate #, Group #, ID #) 

Policy Holder

  • Enter the name exactly as it appears on the insurance card. 

    By default, this will populate with patient's name so update if needed. 

Relationship to Policy Holder

  • Select the relationship (default is Self) 

    If anything other than Self is selected, ensure the Policy Holder's name and DOB are entered correctly 

Policy Holder DOB 

  • Enter the Policy Holder's DOB 

Policy Information 

  • Enter all policy numbers exactly as they appear on the card 

    Field labels may vary by insurer (e.g., Policy #, Contract #, Certificate #, Group #, etc.) 

Remember: When a TELUS eClaims insurer is selected from the Insurance Company dropdown, red asterisks will denote which of the policy detail fields are required. For example, the image below indicates Plan # and Member ID are needed when Canada Life is chosen  

Optional Field 

Custom Label

  • If you would like to name the insurance, enter a Custom Label. 
  • If left blank, the Insurance Company name will display. 

Adjusters 

If applicable, add the Adjuster (e.g., for a motor vehicle accident claim)

  1. Click into the Adjuster field and begin typing the Adjuster's name 

   2. If the Adjuster already exists as Contact, select their name

   3. If not: 

  • Click the dropdown arrow
  • Select +Add to create a new Contact 

4. Choose Adjuster as the contact type, enter contacts details and click Save 

 

Note: You can manage Adjusters and other contacts by going to Settings > Companies & Contacts > Contacts 

Deductible 

If known, you can enter the deductible details. However, this is not necessary. When you submit the claim, it will indicate whether you need to collect the deductible from the patient. If the patient submits the claim manually, the deductible will be deducted from their reimbursement.
 

Policy Rules 

TELUS eClaims Insurers  

For TELUS insurers

  • Do not adjust the Policy Rules 
  • Ensure coverage is set to Percentage Coverage 100%  

Non-TELUS Insurers 

Coverage Types Explained 

Default 

  • Coverage is the same across each category (e.g., all services are covered at 80%) 
  • Enter in the Percentage Coverage 

Block Fee

  • Used when a patient has received a set dollar amount for services (e.g., an motor vehicle accident claim) 
    • Enter:  
      • Start Date
      • End Date (required)
      • Amount 
    • The remaining balance will decrease as services are used 
Note: If no End Date is provided, choose a date far in the future (e.g., 2 years). The End Date can be updated later. 

Per Category 

Used when coverage varies by service type.

Example: 

  • Chiropractic: 80%
  • Massage Therapy: 50% 
Note: Categories can be set up under Settings in Product & Services Categories.

Per Detailed Category

Check out this article to learn how to set up per detailed category coverage insurance:  

How to Set Up Per Detailed Category Coverage Insurance

 

Other 

Billing Order 

  • For clients with more than one insurance plan, choose the order you would like this insurance to be billed. 
Reminder: TELUS eClaims insurers will always be first 

 Status 

  • Active: Insurance can be used
  • Inactive: Insurance is no longer applicable 

Notes 

  • Add any internal notes related to the insurance policy 

 



 

 

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