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Manage Billing Form - ON

  • Updated

Here we will review how to update a Billing Form, as well as how to create a new Billing Form.

Please see instructions below on how modify a Billing Form to add or remove desired OHIP related codes. While the process of adding/removing Private billing codes, similar there are some key difference. Please see related article instead.

Link to Video: Billing Form Management 

  • Navigate to Administration
  • Select Billing > Manage Billing Form
  • Click on the service code radio button, select desired form to edit from drop down (eg. General Practice), hit Manage


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  • There are three columns on a billing form with a maximum of 20 fields each. 
  • To add a code, type in desired billing code into an available field (eg. P004A)
  • Insert a number character to the right of the billing code representing its order in the form (eg. 18 would mean it would appear as the 18th selection in the row)

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  • To remove a billing code, erase the billing code value and order number from the fields.
  • Continue adding/removing/editing billing codes
  • Click Update (at the bottom) when finished to save


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  • Create a new test invoice to ensure associated billing codes are showing up correctly.
  • In order to create a new blank Billing Form, you would select the option Add/Edit/Delete Billing Form and click Manage:

  • This will load options to add a new form, or to edit one that is already available:
  • If editing one, you can click on the name of the Billing Form on the right to load.
  • To create a new billing form, the information on the left needs to be filled out and then Add Form to save!
  • Service Type ID is mandatory and needs to be 3 characters long - it is not visible, and can be anything, such as specialty number with a 0, or follow sequential order from sample ones and enter in S12, S13, S14.
  • Service Type Name is the name of the billing form, such as General Practice.
  • Group 1-3 Name are the names of the columns/groupings of service codes, you can update this or leave as Group.
  • The rest of the drop downs can be set - type, Visit Type, Site Number and SLI Code.

Preference:

  • If you've created a new Billing Form, you can set it as your default billing form by opening your Preferences and selecting Edit Billing Preferences:
  • You may then scroll up to hit Update to save the changes made under Preferences