ClinicAid - Ontario - Integration

Follow the instructions for ClinicAid - Registration before continuing

Instructions

ClinicAid Setup

1. Log in to clinicaid.ca with your email and password provided by ClinicAid.
2. Click 'Get Started.'
3. Click "Read the Getting Started Guide for Ontario."  
4. Click "Connecting your account to the MC EDT system."  
   • This will complete the setup for ClinicAid. Note: Provider setup is not required in ClinicAid.

Clearinghouse Setup

1. Log in to RevolutionEHR.
2. Access Admin > General > Practice Preferences > Practice Claims Preferences.
3. In the Clearinghouse dropdown menu, select ClinicAid.
4. In the Account ID field, enter the ClinicAid account number.
5. In the API Key field, enter the API key. Note: Copy & Paste feature is recommended to enter this data.
6. Click 'Save.'

Insurance Companies

1. Access Admin > Vendors/Partners > Insurance Companies.
2. Open OHIP. Note: If OHIP is not listed, click the + icon to add.
3. Click 'Edit.'
4. In the Classification dropdown menu, select OHIP.
5. In the Claim Submission dropdown, select Electronic.
6. Click 'Save.'

Employees

1. Access Admin > Employees/Roles > Employees > open the provider > Provider Details.
2. In the Provider Type dropdown menu, select the correct provider type of Optometrist or Ophthalmologist.
3. In the Provider ID's section, delete any previous data from the API Key field.  
4. In the Registration # field, enter the provider's registration number or college ID number.
   
   • If you use a Group Number for your claim submission payments, contact customersupport@revolutionehr.com for setup assistance.
5. Click 'Add' from the Provider Insurance IDs section.
6. In the Provider Insurance ID modal, in the Company dropdown menu, select OHIP.
7. Enter the Provider's OHIP number in the ID field without dashes. Note: Qualifier may be left blank.
8. Click 'Save.'
9. Click 'Save.'
10. Repeat steps 1-9 for each provider.
11. Log out and log in to complete the setup.

Service Fees

Service fees in RevolutionEHR must match the fee schedule set by OHIP.

1. Access Inventory > Services.
2. In the Service Search field, enter a service code.
3. Click 'Search.'
4. Log in to ClinicAid > Create Invoice > search for the same service code in the Code field to verify fees match the fee in RevolutionEHR.

Auto-Posting

1. Access Admin > General > Practice Preferences > Additional Preferences > Accounting.
2. Allow ERA Auto-posting, select Yes.
3. Click 'Save.' 

Note: Please do not setup Providers in ClinicAid.