How to Set Up Teleplan & Practitioners

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System Settings

Go to Settings, General, System, Accounting, Billing section.

BC Health Default Bill to Field set to: Pay Patient Opted Out when you want Teleplan to pay the clinic directly.  Save.


Practitioner, Payee and Clinic Numbers

1. Go to Settings>Practitioners>Open the practitioner profile.

2. On the General tab, Practitioner & Payee fields enter the #'s.

3. The Payee field is the account number payments will be received into from Teleplan.

Bc billing practitioner payee number.JPG



Where to enter Clinic numbers

1. Go to Settings>General>System.

2. You will be on the Accounting tab. Scroll down to the bottom of the page and fill in the Clinic numbers. The number usually starts with a (T). It's generally 5 numbers.  You receive this number from Teleplan.

Bc billing tetra numbers settings general accounting.JPG

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