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TELUS eClaims - Setting Up Your TELUS eClaims Integration

  1. Insurance Billing (Canada)
  2. TELUS eClaims - Setting Up Your TELUS eClaims Integration

    3. 24 min read
    Practice Plan Thrive Plan

We’re absolutely thrilled, actually make that ecstatic, to announce that Jane is now integrated with TELUS eClaims! 🎉

Feel free to explore this guide from start to finish, or jump straight to the section that interests you most below:

If you still have questions or are running into any issues, don’t worry, we’re here to help! Please take a look at our TELUS eClaims FAQ and Troubleshooting Guide or Contact Us to chat it out with our team.

❗️ Please Note: This integration is only available on the Practice or Thrive plans with our Insurance add-on. Check out our guide on Missing the Insurers Tab? Adding the Insurance add-on to the Practice or Thrive Plan for more details on how you can upgrade your subscription.

TELUS eClaims Supported Insurers & Disciplines

With our TELUS eClaims integration, you can now easily submit claims to an impressive list of insurers, including:

  • Alberta Blue Cross *only available for healthcare practitioners OUTSIDE of Alberta
  • Neneva Inc.
  • BPA - Benefit Plan Administrators
  • Canada Life
  • Canada Life - PSHCP
  • Canadian Construction Workers Union
  • Chambers of Commerce Group Insurance
  • CINUO
  • ClaimSecure
  • Coughlin & Associates Ltd.
  • Cowan
  • D.A. Townley
  • Desjardins Insurance
  • Equitable
  • First Canadian
  • GMS Carrier 49
  • GMS Carrier 50
  • GroupHEALTH
  • GroupSource
  • Industrial Alliance
  • Johnson Inc.
  • Johnston Group Inc.
  • LiUNA Local 183
  • LiUNA Local 506
  • Manion
  • Manulife Financial
  • Maximum Benefit
  • MDM Insurance Services Inc.
  • People Corporation
  • RWAM Insurance Administrators
  • Simply Benefits
  • TELUS AdjudiCare
  • Union Benefits
  • UV Insurance

Jane’s eClaims integration is available to chiropractors, counselors, dietitians, physiotherapists, psychologists, podiatrists, speech-language pathologists, massage therapists, acupuncturists, naturopathic doctors, chiropodists, physical rehabilitation therapists, social workers, occupational therapists, psychotherapists, and osteopaths.

🔥 Hot Tip! TELUS also has a handy Insurer Toolkit and an Insurer Coverage table where you can search by your discipline and province to see a list of participating insurers.

New to TELUS eClaims? Register an Account

Are you new to TELUS eClaims? To use the integration in Jane, you’ll need to register your clinic with TELUS first.

Just head over to the registration page on the TELUS website to get started. Once they process your registration, you’ll receive an email with all the information you need to access eClaims and link it to Jane.

Already a TELUS eClaims user? Great! Keep reading for step-by-step instructions on how to find your credentials and link your existing eClaims account with Jane.

Link Your TELUS eClaims Account to Jane

📍 Heads Up! Only a Full Access user has access to set up and manage the TELUS eClaims integration.

To begin setting up your integration, head to Settings > Integrations to Get Started on TELUS eClaims.

Assign Disciplines & Treatments

Before we jump into linking your TELUS eClaims account with Jane, let’s make sure everything is set up for a smooth integration. We need to double-check a couple of settings:

  1. Discipline Categories - Each discipline in your practice should be assigned to a category. This helps TELUS eClaims understand which services are being provided.
  2. Treatment Disciplines - Every treatment you offer needs to be assigned to a discipline as well. This way, eClaims knows what type of practitioner is providing the service.

Jane will automatically scan your account settings and give you a heads-up if any disciplines are missing a category or if treatments haven’t been assigned to a discipline.

If there are any missing disciplines or categories, choose the appropriate option from the drop-down menu next to each item to assign a category or discipline. Then, select the blue Update All in the bottom right-hand corner to apply those changes all in one go.

Awesome! With your treatment and discipline settings confirmed, you’re ready to add your TELUS eClaims account credentials.

📍 Heads Up! The setup process for your TELUS eClaims integration is slightly different depending on whether you’re a solo practitioner/independent provider or if you’re an organization so we’ve added information for both scenarios below. Typically a clinic is registered as an organization with TELUS eClaims if there is more than one provider in the clinic and all providers at that clinic are direct billed using the same TELUS eClaims account.

Link Your Solo Practitioner or Independent Provider TELUS eClaims Account

🔥 Hot Tip! Make sure you enter all the information exactly as it appears in the TELUS Provider Portal, without any extra spaces or “0”s. If anything doesn’t match up with what TELUS has on file, it can cause errors when you try to submit claims.

📍 Heads Up! If you are setting up a new staff member who is an independent provider with their own TELUS eClaims account and you’ve already set up your location by using a different TELUS eClaims account, you can skip this section and head down to the “Linking a New Provider” section.

Let’s start by linking your location by using the Link Location button.

When linking a new location in Jane, you will need to have the following information ready:

  • Username - The alpha-numeric username that is used to get into the TELUS eClaims portal (eg. XX0000123456)
  • Password - The password that is used to log into the TELUS eClaims portal
  • First Name - The first name of the account holder, as listed in the TELUS eClaims portal
  • Last Name - The last name of the account holder, as listed in the TELUS eClaims portal
  • Location ID - The location ID assigned to the location, as listed in the TELUS eClaims portal (eg. 123456)

Username & Password

The username and password entered for your location must match the username and password you use when signing into the TELUS eClaims portal.

🔥 Hot Tip! If you need assistance retrieving your username or password, navigate to the TELUS eClaims portal login page and select Forgot username or Forgot password.

First Name & Last Name

To view the first and last name TELUS eClaims has on file for your account, log into the TELUS eClaims portal and use the Menu button in the upper left corner.

The first name and last name will be displayed at the top of the menu, along with the TELUS Provider ID which will be entered in a later step.

Location ID

To find the location ID, you will also need to be logged into the TELUS eClaims portal and select the Menu button in the upper left corner.

Within the Menu, select Work locations. Your Location ID is displayed beneath the street address for each of your locations.

For the final field of the “Link New Location” page, when asked “Is this clinic registered as an organization with TELUS eClaims?” you can select No, my TELUS eClaims account is set up for a solo or independent practitioner. and Create Location.

Once you have linked your location, you can link yourself as a provider by clicking Link Provider.

When linking a new provider in Jane, you will need to have the following information ready:

  • Provider Name - The name of the staff member you are linking as a provider
  • Provider Type - Whether the provider you are linking is an Independent / Solo Practitioner or an Associate of an organization
  • Role - The discipline of the provider, as listed in the TELUS eClaims portal
  • License # - The license number issued by the provider’s college or association, as listed in the TELUS eClaims portal
  • License Issuer - The college or association that issued the license # for the provider, as listed in the TELUS eClaims portal
  • TELUS Provider ID - The provider ID assigned to the provider, as listed in the TELUS eClaims portal (eg. 1234567)

Provider Name & Provider Type

For the Provider Name, select the appropriate provider using the drop-down menu and for the Provider Type, you can select Independent / Solo Practitioner.

Role, License #, & License Issuer

To view the role, license number, and license issuer TELUS has on file, log into the TELUS eClaims portal and use the Menu button in the upper left corner. Within the Menu, select Roles & licenses.

The role will be listed along with the license issuer and license number.

📍 Heads Up! Multi-licensed providers will need to add one provider to the integration for each license that they hold. See the “Multi-licensed Provider” section below.

TELUS Provider ID

To view the TELUS Provider ID assigned, log into the TELUS eClaims portal and use the Menu button in the upper left corner.

Within the Menu, under your first and last name, the TELUS Provider ID will be listed.

If you are a solo practitioner in your Jane account, you can skip the “Alternate TELUS eClaims Account (Optional)” section and Link Provider.

Alternate TELUS eClaims Account (Optional)

If you’ve chosen Independent / Solo Practitioner as your Provider Type, you might notice some extra fields under the “Alternate TELUS eClaims Account (Optional)” heading. No worries, these fields are only applicable if the provider you are creating is an independent provider that has a different TELUS eClaims account than the one that was used to set up the location in the previous steps. This means if you are a solo practitioner in your Jane account, you can leave these fields blank.

Now, if you’re in a multi-practitioner clinic where each provider is an independent provider that has their own TELUS eClaims account, these fields will come in handy. They allow you to enter different account information for each provider, overriding the location info you entered earlier.

If you need to fill out these fields, just follow the same steps we covered in the “Linking Your Location” section above.

📍 Heads Up! Providers who work out of more than one location will need to be added to each location separately within the integration.

Link Your Clinic Organization TELUS eClaims Account

🔥 Hot Tip! Make sure you enter all the information exactly as it appears in the TELUS Provider Portal, without any extra spaces or “0”s. If anything doesn’t match up with what TELUS has on file, it can cause errors when you try to submit claims.

Let’s start by linking your location by using the Link Location button.

When linking a new location in Jane, you will need to have the following information ready:

  • Username - The alpha-numeric username that is used to get into the TELUS eClaims portal (eg. XX0000123456)
  • Password - The password that is used to log into the TELUS eClaims portal
  • First Name - The first name of the account holder, as listed in the TELUS eClaims portal
  • Last Name - The last name of the account holder, as listed in the TELUS eClaims portal
  • Location ID - The location ID assigned to the location, as listed in the TELUS eClaims portal (eg. 123456)
  • Organization Name - The name of the clinic organization, as listed in the TELUS eClaims portal
  • TELUS Provider ID - The TELUS Provider ID assigned to the clinic organization, as listed in the TELUS eClaims portal

Username & Password

The username and password entered for your location must match the username & password you use when signing into the TELUS eClaims portal.

🔥 Hot Tip! If you need assistance retrieving your username or password, navigate to the TELUS eClaims portal login page and select Forgot username or Forgot password.

First Name & Last Name

The First Name and Last Name entered for your location should match the name of the account holder for the TELUS eClaims account. The first two letters in the username for TELUS eClaims typically match the initials of the account holder.

Location ID

To find the location ID, you will need to be logged into the TELUS eClaims portal and select the Menu button in the upper left corner.

Within the Menu, select Business profile. Your Location ID is displayed beneath the Service address heading.

Organization Name & TELUS Provider ID

When asked “Is this clinic registered as an organization with TELUS eClaims?” you can select Yes, my TELUS eClaims account is set up as an organization. This will bring up two additional fields for Organization Name and TELUS Provider ID.

Both the name of the organization and its TELUS Provider ID can be found when logged into the TELUS eClaims portal by selecting the Menu button in the upper left corner. Within the Menu, the name of the organization is listed with the TELUS Provider ID under it.

Once all the fields on the “Link New Location” page are complete, you can Create Location.

Once you have linked your location, you can link a provider by selecting Link Provider.

When linking a new provider in Jane, you will need to have the following information ready:

  • Provider Name - The name of the staff member you are linking as a provider
  • Provider Type - Whether the provider you are linking is an Independent / Solo Practitioner or an Associate of an organization
  • Role - The discipline of the provider, as listed in the TELUS eClaims portal
  • License # - The license number issued by the provider’s college or association, as listed in the TELUS eClaims portal
  • License Issuer - The college or association that issued the license # for the provider, as listed in the TELUS eClaims portal
  • TELUS Provider ID - The provider ID assigned to the provider, as listed in the TELUS eClaims portal (eg. 1234567)

Provider Name & Provider Type

For the Provider Name, select the appropriate provider using the drop-down menu, and for the Provider Type, you can select Associate.

Role, License #, & License Issuer

To view the role, license number, and license issuer TELUS has on file, log into the TELUS eClaims portal and use the Menu button in the upper left corner. Within the Menu, select Roles & licenses.

The role will be listed along with the license issuer and license number.

📍 Heads Up! Multi-licensed providers will need to add one provider to the integration for each license that they hold. See the “Multi-licensed Provider” section below.

TELUS Provider ID

To view the TELUS Provider ID assigned, log into the TELUS eClaims portal and use the Menu button in the upper left corner.

Within the Menu, select Providers. You should now see a list of all the providers in the account along with their TELUS Provider ID.

Once you have completed all fields on the “Link New Provider” page, you can Link Provider.

📍 Heads Up! Providers who work out of more than one location will need to be added to each location separately within the integration.

Multi-licensed Providers

If any of your staff members have multiple licenses and need to bill for different disciplines through TELUS eClaims (eg. massage and acupuncture) you’ll need to add them as a provider for each license they hold.

In other words, if someone is qualified in two different disciplines, you’ll add them to the system twice, once for each license. That way, they can bill for both disciplines without any hiccups!

Payment Preferences

Once all of your locations and providers have been added, you can decide how you’d like payments to be managed for your TELUS eClaims submissions.

By default, Jane will automatically record a payment for each successfully submitted claim through the TELUS eClaims integration as soon as the approval comes through. Keep in mind, though, that these payments are recorded when you submit the claim, not when you receive the deposit from the insurer.

If you’d rather record the payments manually when you get your statements from insurers, no problem! Just check the box that says “Record Payments Manually.” That way, you’ll have more control over when those payments are entered.

If you’ve checked the Record Payments Manually option, when a claim gets approved through TELUS eClaims, Jane will mark it as Submitted but won’t automatically record a payment.

This means you’ll need to manually record the payments when you receive your statement and direct deposit from the insurers.

For details on manually recording these types of payments, check out our Receiving an Insurer Payment guide.

Create New & Transition Existing TELUS eClaims Insurers

Create New TELUS eClaims Insurers

To get started with TELUS eClaims billing in Jane, you’ll first need to Create and Set Up Insurers for each TELUS eClaims supported insurer you work with.

To add a new TELUS insurer, head to Settings > Insurers to create a New Insurer, then select the TELUS eClaims insurer option.

You can give your insurer a Name and then select the appropriate insurer from the Electronic Submission Insurer drop-down menu. Those are the only two required fields so feel free to review the default settings to see if you’d like to make any changes and hit Save when you’re done.

Transition Existing TELUS eClaims Insurers

If you’ve already set up insurers in Jane for TELUS eClaims, perhaps because you were billing TELUS externally before, you can easily transition those existing insurers and link them with your new TELUS eClaims integrations. This step is important, as the external insurers you’ve been using, along with any patient policies, will not be compatible with the TELUS eClaims integration now that you’ll be making submissions directly from Jane.

Fortunately, Jane offers a simple and efficient way to upgrade your existing insurers and transition them over to the new integration. This process not only saves time but also prevents the accidental creation of duplicate insurers.

To get started, navigate to Settings > Integrations, select 1 Integration, and click the Upgrade Existing Insurers to TELUS eClaims Insurers button.

Next, assign a supported TELUS eClaims insurer from the drop-down menu only to the existing insurers you want to update. If there is an insurer listed that does not need to be upgraded or is not a TELUS eClaims supported insurer, leave that insurer as Do not upgrade. After you have assigned a TELUS eClaims supported insurer to each eligible insurer you wish to upgrade, click the Update All Selected button. This will upgrade your selected insurers and leave all other insurers unchanged.

Once you have successfully upgraded your external insurers to integrated TELUS eClaims insurers, you will have the ability to toggle between paper submissions (through the TELUS eClaims portal) and electronic submissions (through Jane) for any claim created under existing insurance policies. More details about this can be found in the “Enabling/Disabling Electronic Submission” section of our Submitting Claims and Eligibility Checks Through the TELUS eClaims Integration guide.

Submitting Claims and Eligibility Checks Through the TELUS eClaims Integration

Congratulations on successfully setting up your TELUS eClaims integration! 🎉 You’re now ready to start submitting claims in Jane.

To learn how to submit claims and perform eligibility checks through the TELUS eClaims integration, please check out our guide: TELUS eClaims - Submitting Claims and Eligibility Checks Through the TELUS eClaims Integration.

Changes to Your TELUS eClaims Account

Any changes to your TELUS eClaims account, such as bank, address, and staffing updates, must still be made directly through the eClaims portal. For detailed instructions on making these changes, refer to TELUS’s eClaims FAQ page.

If a new practitioner joins your clinic or your TELUS eClaims account changes, complete the necessary registration steps and adjustments with TELUS first. Then, update your Jane account by going to Settings > Integrations, selecting TELUS eClaims, and clicking Link Provider or Link Location, depending on the change.

Updating Your TELUS eClaims Password in Jane

TELUS eClaims currently requires you to update your password every 120 days. When this is updated on the TELUS eClaims portal, you’ll also need to make sure the password you entered for the integration is updated as well.

Updating Your TELUS eClaim’s Password for an Organization or Solo Practitioner

To update your TELUS eClaims password in Jane, navigate to the Settings> Integrations and navigate to the TELUS eClaims section where you can click on the blue 1 Integration button.

For organizations or solo practitioners, you’ll want to ensure you are selecting Edit under Location.

The last step would be to simply update the Password field and then Link Location to save your changes.

Updating Your TELUS eClaim’s Password for an Independent Provider

To update your TELUS eClaims password in Jane, navigate to the Settings> Integrations and navigate to the TELUS eClaims section where you can click on the blue 1 Integration button.

For independent providers, you’ll want to ensure you are selecting Edit next to the appropriate provider under Providers.

The last step would be to simply update the Password field and then Link Provider to save your changes.
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