OHIP Billing Tip #20 - Time Saving Tip - Adding Templates


How to create OHIP billing templates

As a time-saving feature, users are able to utilize templates, which can quickly pre-populate fields when creating new claims in the “New Claims” screen.

A template contains the following variables:

  • Template name
  • Facility
  • Diagnostic code (Dx)
  • Manual review
  • Service codes and quantity

To add templates, go to Settings (under username)→ Add Template under "My Templates"
MDBilling settings menu Add billing template

Enter the detailed information for your templates and save. You can select your default template. Your templates can be edited anytime.

Add billing template menu item

Select "My Preferences" on the left menu → Select "Enable Templates" → Save

Create a billing template page
Enable template setting

Once the templates are enabled, you will be able to use your templates when creating a new claim.

Use a billing template when creating an OHIP claim

We also have a video tutorial that guides you on how to add favourite codes and templates: - Advanced Time Saving Features

For more billing tips, please check out our OHIP Billing Tip Library.

Questions? Check under the HELP tab or send an email to


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