Insurance
Direct billing insurance for clients
Submit claims for clients and track what the insurer pays.
If you submit claims to insurers for your clients:
- 1Turn on I direct bill insurance in Settings → Business info → Receipts & insurance. New clients then get the direct billing consent form with their booking confirmation.
- 2Submit the claim through the insurer's own portal (for example TELUS eClaims), using the details on the invoice.
- 3When the insurer pays, record an Insurance payment on the invoice with the insurer's name.
- 4Record the client's share as a separate payment.
Good to know
CliniqSync doesn't send claims to insurers automatically yet. You submit them through the insurer's portal.
Updated October 12, 2026
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