Merge Accounts User Guide, Release r1

Merge AccountsUser Guide

© 2021 TELUS Health Solutions LP

TELUS Health Solutions LP is a registered trademark of TELUS Corporation and is used under license. All other trademarks are the property of their respective owners.

Release: 2021.1

Release Date: 19/04/2021

Proprietary NoticeCopyright © 2006-2021 TELUS Health Solutions LP

All rights reserved. Information provided in this publication is proprietary and confidential. No part of this publication may be distributed, reproduced, stored in a retrieval system, or transmitted, in any form or by any means (electronic, mechanical, recording, or otherwise) without the express written permission of TELUS Health Solutions LP.

DISCLAIMER

This publication, as well as the software described in it, is furnished under license and may only be used or copied in accordance with the terms of such license. TELUS Health Solutions LP makes no representation or warranties with respect to the contents of this publication, and specifically disclaims any express or limited warranties which may result from misuse of the software and failure to comply with the procedures and/or operating instructions provided herein.

Furthermore, TELUS Health Solutions LP reserves the right to make changes to the software and any part of this publication at any time, without obligation to notify any person or entity of such changes.

REVISIONS

The information contained in this publication is subject to change without notice and does not represent a commitment on the part of TELUS Health Solutions LP. Changes to this publication will be made, as required, to ensure that the contained data reflects the latest configuration of the software, procedures and/or operating instructions. These changes may be the result of design improvements and/or customer requests.

Every effort will be made to inform users of these changes as soon as possible, provided that the changes affect the performance and operation of the software.

Table of Contents

Table of Contents 3

Preface 4Purpose 4Audience 4Typographic conventions 4Related documentation 4

Introduction 5Associations versus merging 5Icons 6TELUS Provider ID 7

Merging accounts 9

Obtaining the status of your request 16

Table of Contents

Merge Accounts User Guide © 2021 TELUS Health 3

PurposeThe purpose of the Merge Accounts User Guide is to describe how providers with multiple accounts can merge them under one TELUS Provider ID.

AudienceThe Merge Accounts User Guide is intended for use by providers who have more than one log into the TELUS Provider Portal and want to combine them.

To use this application and this document, you require a basic knowledge and understanding of Windows applications and Web browsers.

Typographic conventionsThe typographic conventions used in this guide help you to identify the type of information that is presented.

Convention Use

Bold Bold text highlights items you can select in the interface, including buttons, tabs, and menu selections. It is also used in the identification of dialog boxes and screens.

Purple Italic Purple Italic text indicates that the text is linked to related section of the document. When you click a link, the related text is displayed.

Italic Italic text indicates a book title, and highlights important terms and information.

Related documentationThe User Access & Permissions User Guide describes how administrators can use the User Access & Permissions module to manage user profiles within the Provider Portal.

Preface

Preface


If you have multiple accounts of the same type (organization or provider) that have different credentials, you can now merge them under one TELUS Provider ID. For example, you might have separate credentials for a referral program. After the accounts have been merged, you can access both records from the same set of credentials rather than logging into each separately. The ID of the account that is absorbed is not lost; it remains associated with the remaining ID. You can search for an account by either ID.

When you merge accounts, you combine two accounts of the same type (provider or organization) that have separate credentials into a single account with one set of credentials. When you associate a provider to an organization, or an organization to a head office, you are identifying professional relationships, but the accounts for each remain separate.

Associations versus mergingProviders may use the association apps (Associate a head office, Associate an organization and Associate a Provider) to capture relationships between head offices and their organization(s), and between organizations and their service provider(s).

In the event that organizations of the same type need to be joined, for example an organization is merging with a second organization, or an independent provider has two separate accounts they want to combine into one, the Merge Accounts application should be used instead of the association applications.

You cannot merge two accounts that are registered for eClaims services. You can merge two accounts wherein one or both is registered for WSIB services, and only one is registered for eClaims services. If you attempt to merge two accounts that are registered for eClaims services, the following message is displayed: Both accounts are registered for the eClaims service. They cannot be merged.

The following table provides examples of when to use each of the association applications and the merge application:

Chapter1

Introduction


Scenario Action

A new provider begins working at an organization such as a Medical Centre.

The organization should associate the provider using the Associate a Provider application.

A head office will begin billing for WSIB services on behalf of a new organization.

Head offices are not supported for eClaims services.

The head office should associate the organization using the Associate an organization application.

An organization wants to have its head office perform its WSIB service billing on its behalf.

Head offices are not supported for eClaims services.

The organization should associate to the head office using the Associate a head office application.

An independent provider has two accounts because of a name change and wants to merge them.

The provider should use the Merge Accounts application to merge the information in the two accounts.

An organization has two separate accounts and wants to merge them.

The organization should use the Merge Accounts application to merge the information in the two accounts.

Table 1.1 Scenarios for association versus merge

IconsThe following table describes the icons used in this application. Some of these icons are displayed as buttons that you can click to perform actions.

Icon Name Description

Document Click to display the User Guide.

Information Click to display information about a specific section or field.

Mandatory Identifies mandatory fields.

Preferred In a table, displayed adjacent to a row that identifies the preferred contact number or email address.

Alert Used to highlight important information.

Merged Indicates that a merge operation has been successfully completed.

Denied Indicates that a merge operation has been denied.

Introduction > Icons

6 © 2021 TELUS Health Merge Accounts User Guide

TELUS Provider IDYour TELUS and WSIB Provider IDs were supplied in your welcome package. Only the TELUS Provider ID is required to use the Merge Accounts application.

Figure 1-1: TELUS Provider ID in the welcome package

If you no longer have your welcome package at hand, you can also find your TELUS Provider ID in the top right hand corner of the Provider Portal.

Introduction > TELUS Provider ID


Figure 1-2: TELUS Provider ID in the Provider Portal

Introduction > TELUS Provider ID


The following section describes how to merge multiple accounts. The accounts must be of the same type (organization to organization or provider to provider). Both organizational accounts in a merge must have the same address.

Chapter2

Merging accounts


To merge accounts

1. From the Provider Portal homepage, click the Merge Accounts link.

The Merge accounts screen is displayed.

2. In the Account information section, enter the Username, Password, and TELUS Provider ID of the account you would like to merge with the account you've logged in as.

For example, if you logged in as jsmith, and you want to merge the jsmith and jmith2 accounts, enter the Username, Password, and TELUS Provider ID for the jsmith2 account.

For information on these fields, click the information icon.

Merging accounts >


3. Click the Next button.

The Account information screen is displayed. The appearance of this screen varies depending upon whether you are merging organizations or providers. The following example illustrates this screen when merging organizations.

When merging providers, such as in the following screen, all of the information for both records is combined into the new merged record except for the provider name. It is important, then, to select the correct name.

Merging accounts >


4. Click the Use this account button beneath the account you want to retain.

The Review and submit screen is displayed. The appearance of this screen varies depending upon whether you are merging organizations or providers. The following example illustrates this screen when merging two organizations.

Merging accounts >


The following example illustrates this screen when merging two providers.

Merging accounts >


Merging accounts >


5. Review the merged account information, then click the Submit merge account button.

The Merge requested screen is displayed.

6. Click the Print this page button to print your confirmation reference number.

7. From the User Access & Permissions application, remove the duplicate user and verify the permissions of the remaining user.

Merging accounts >


After you have submitted a merge request, the request is displayed in the Merge status table on the right side of the Merge accounts screen.

Figure 3-1: The Request status table

The possible statuses are Pending, Approved, and Denied.

Chapter3

Obtaining the status of your request


© 2021 TELUS

TELUS is a registered trademark of TELUS Corporation and is used under license. All other trademarks are the property of their respective owners.

Merge Accounts User Guide, Release r1

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