Direct Pay / Other Insurance - Instructions


The instructions here applies to the following forms:

  • Private invoice (direct pay) to patient or 3rd party insurance
  • RAMQ to Quebec patients
  • UHIP (Sunlife) to University and College students.



Patients from BC, AB, MB, SK, and the Maritime provinces can be submitted through our system electronically - more information here

However, patients who: will pay you directly; have a 3rd party insurance; or from Quebec need to be billed manually through a paper form and then physically mailed.  Our system allows you to pre-populate the appropriate forms based on the claim information you have already entered in our platform.


Follow the Five (5) steps:

Step 1: Complete the "Form & Document Details" section

(if you have completed this step, go to Step 2)

The details you enter will be pre-populated in the PDF forms. This should be your business/ practice address where patient or insurance can send you payment.

Top Right --> Settings --> Form & Document Details



Step 2: Select the claim by entering the Accounting ID. 

Only claims in Unsubmitted, Submitted, Rejected, Saved, or Archived status can be selected (claims in Adjusted Payment or Paid status have been processed by OHIP, so you can not claim OHIP and also invoice the patient or insurance company).


Step 3: Populate the form & generate the PDF form

Follow the instructions on the page.  Select the code(s) you want to include in the form.


Step 4: Review PDF form

The form is created in "fillable" PDF.  Complete any missing information (patient's insurance #, etc..), save, and print.


Step 5: Mail the form

Private invoice

Directly to the patient's address, or 3rd party insurance

RAMQ (Quebec)

Régie de l'assurance maladie du Québec
Service de l'application des programmes (Q037)
Case postale 6600
Québec (Québec)
G1K 7T3

UHIP (Sunlife)

Sun Life Assurance Company of Canada
Claims Department
PO Box 2015 STN Waterloo
Waterloo ON N2J 0B1







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