How to Add a Third-Party Company

This article explains how to create a Third-Party Company profile in Juvonno. Third-Party Companies can be used for organizations that are responsible for paying for a patient's treatment, such as insurance companies, motor vehicle accident insurers, workplace injury insurers, employers, or other funding organizations.

When to Use This 

Use this article when you need to:

• Add a new insurance company
• Add a TELUS insurer 
• Add a motor vehicle accident insurer
• Add a workplace injury insurer, such as WCB or WSIB
• Create a profile for any other third-party organization that will be responsible for payment

What You Need

Before you begin, gather the following information:

• The company name
• The company contact information
  • Address
  • Phone number
  • Fax number
  • Email address (if available)

Permissions 

• User Type with access to Settings 

Contact your clinic administrator if you don't have the required access. 

Adding a Third Party Company 

1. Click Settings 

2. Under Companies & Contacts, select Third-Party Companies 

    

3. Click + New Third-Party Company 

4. Complete the Details section: 

Name	Enter the name of the third-party company This name will appear on invoices and throughout Juvonno
Contact Information	Enter the company's: Address  Phone number Fax number Email address This information may appear on invoices and other billing-related documents
Group	Select the group that best describes the company  Examples :  Motor Vehicle Accidents  Extended Health Benefits    Grouping companies helps organize and manage third-party billing records
eClaims Insurance #	If the company participates in TELUS eClaims, select the appropriate eClaims code from the dropdown list Do not select an eClaims code for: Motor vehicle accident insurers WCB or WSIB insurers Other organizations that do not participate in TELUS eClaims

5. Click Save

    

Result 

The Third-Party Company profile is created and can now be selected when configuring patient insurance profiles, third-party billing arrangements, or other funding sources.

Things to Know

• Selecting a Group helps to keep third-party records organized
• An eClaims Insurance Number is only assigned to insurers that participate in TELUS eClaims
   

Troubleshooting

I can't find the company when creating a patient insurance profile

• Verify that the Third-Party Company profile has been created successfully and that it has not been marked inactive

I don't know which Group to select

• Choose the Group that best matches the organization's role
• If you're not sure, check with your clinic administrator to learn how your clinic organizes third parties  

I don't see the correct eClaims Insurance Number

• Verify that the insurer participates in TELUS eClaims
• If the insurer is not a TELUS eClaims participant, no eClaims code is required