Updating your business profile

As a business, the types of changes you can manage vary depending on whether you provide WSIB and/or eClaims services.

Type of change WSIB eClaims
Change business general information X X
Change business contact information X X
Add location(s)   X
Add a mailing address X  
Remove location(s)   X
Change a service or mailing address X  
Change a location address   X
Remove current provider(s) X X
Add, remove, or modify provider role(s) and their licenses X X
Add new user(s) X X
Remove current user(s) X X
Disassociate from a head office X  

Note: You may not add providers from the Change Management application. You must do so from the Provider Portal.

Note: You will be asked to identify yourself. Only authorized users are permitted to update profiles.

  1. Launch the Change Management application as described in Accessing the Change Management application.

    Change Management application home page

  2. Within the Select your profile type section, select Business or clinic.

  3. Within the Select the service you are registered to section, select one or both of the services.

    Select your profile type and Services sections

  4. Within the What do you want to do today section, select the applicable management option(s).

    What do you want to do today section

  5. Within the Effective date to apply these changes section, click the calendar button to display the calendar, then select the date that these changes were, are, or will be effective.

    Selecting an effective date to apply the changes

  6. Click the Next step button.

    The Identification (Business or Clinic) screen is displayed.

    Identification (Business or Clinic) screen

    As this website does not require that you log in, you will need to provide information that TELUS can use to identify you. Enter the identifying information that is currently registered in your profile. You can update it further on in this procedure.

  7. Enter your TELUS Provider ID or WSIB provider ID.

  8. Enter your business' name in the Business Name field.

  9. In the Contact information section, enter your name in the First name and Last name fields.

  10. Enter your email address in the Email address field.

  11. Read the text associated with the three check boxes, then select them. You must agree to these statements to proceed.

  12. Click the Next step button to proceed.

    If, in step 4, you selected the Manage business name and contact information check box, a screen of that name is displayed.

    Manage organization name and contact information screen

  13. Indicate if an ownership change has occurred, and select one or both of the check boxes.

    If you select Yes, the following message will appear. You will need to stop this process, and register as indicated below.

    Ownership change section

  14. In the What do you want to do section, select one or both of the check boxes.

  15. To change the general information: 

    • Navigate to the Change business general information section.

      Change organization general information screen

    • Enter the Business operating name, GST/HST number, and Email address.

  16. To change the contact information:

    • Navigate to the Change business contact information section:

      Change organization contact information screen

    • Within the From section, identify the contact that is currently registered within the profile. Enter the First name and Last name, and select the Contact role. The possible options are Manager/Office Admin and Owner.

    • Within the To section, identify the new contact. Enter the First name and Last name, and select the Contact role.

  17. Click the Next step button.

    If you selected Manage business address information and hours in step 4, a section of the same name is added to the screen. The tasks that you can perform vary according to which service(s) you selected earlier: eClaims and/or WSIB.

    Manage organization address information and hours screen

  18. Select the appropriate option(s). The section(s) you need to use to complete the above tasks are added to the screen.

  19. To add a location:

    • Navigate to the Add location(s) to eClaims section.

      TAdd location(s) to eClaims section

    • Enter the optional Suite, as well as the Street no (street number), Street Name, and City of the new address.

    • Select the Province, enter the Postal Code and Phone, then select the optional Ext (extension).

    • To add another location, click the Add another location button.

      A new set of fields is added. Repeat the above bullets for the new location.

  20. To remove a location:

    • Navigate to the Remove location(s) from eClaims section.

      Remove location(s) from eClaims section

    • Enter the optional Suite, as well as the Street no (street number), Street name, and City of the address to be removed.

    • Select the Province, enter the Postal Code and Phone, then select the optional Ext (extension).

    • To remove another location, click the Remove another location button.

      A new set of fields is added. Repeat the above bullets for the new location.

  21. To change a location address:

    • Navigate to the Change a location address for eClaims section.

      TChange a location address for eClaims section

    • Within the From section, identify the address that is currently registered within the profile. Enter the optional Suite, as well as the Street no (street number), Street name, and City. Select the Province, enter the Postal Code and Phone, and the optional Ext (extension).

    • Within the To section, identify the new address. Enter the optional Suite, as well as the Street no (street number), Street name, and City. Select the Province, enter the Postal Code and Phone, and the optional Ext (extension).

    • To change another location, click the Change another location button, then repeat the above bullets for the new set of fields.

  22. To add a mailing address, for WSIB:

    • Navigate to the Add a mailing address section.

      Add location(s) to WSIB section

    • Enter an optional Suite, and the Street no (street number), Street name, and City of the new address.

    • Select the Province, enter the Postal Code, select the Country, and enter the optional Fax number.

    • Enter the Phone and optional Ext (extension).

  23. To change a service or mailing address, for WSIB:

    • Navigate to the Change a service or mailing address section.

      Change a service or mailing address section

    • Within the From section, identify the address that is currently registered within the profile. Enter the optional Suite, as well as the Street no (street number), Street name, and City. Select the Province, enter the Postal Code, select the Country, enter the optional Fax number, the Phone, and the optional Ext (extension). Select the appropriate Type of address.

    • Within the To section, identify the new address. Enter the optional Suite, as well as the Street no (street number), Street name, and City. Select the Province, enter the Postal Code, select the Country, enter the optional Fax number, the Phone, and the optional Ext (extension).

    • If you changed the Type of address from Service to Mailing in the second bullet above, the Additional service address information and Site accessibility features sections are hidden. Proceed to the next step.

    • In the Additional service address information section, for each day of the week, select or enter the Open and Closed times.

    • In the Site accessibility features section, optionally click the Choose features link to display the pop-up window of the same name. Select the check boxes to the left of the applicable features, or select the check box to the left of a section to select all features within it, then click the Done button.

      Site accessibility features pop-up window

  24. Click the Next step button.

    If, in step 4, you selected the Modify or remove providers and their roles for WSIB option, a screen of that name is displayed.

    Modify or remove providers and their roles for WSIB section.

    You can only remove providers from your business if at least one provider is still associated.

    Select the appropriate option(s). The section(s) you need to use to complete the above tasks are added to the screen.

  25. To remove current provider(s):

    • Navigate to the Remove current provider(s) section.

      Remove current provider(s) screen

    • Enter the First name and Last name of the provider to be removed.

    • To remove additional providers, click the Remove another current provider button, then repeat the above bullet for the new set of fields that is added.

  26. To modify existing provider(s):

    • Navigate to the Modify existing provider(s) section.

      Modify existing provider(s) section

    • Select one of the following options from the drop-down list to the right of the Provider to be changed label:

      • Add new role(s)

      • Remove current role(s)

      • Modify license of current role(s)

      • Modify associate provider details

    • If you selected to add a new role:

      • Enter the First name and Last name of the provider whose role will be changed.

      • Select the Province, Role, and License issuer of the new role, enter its License number, and select its License Date.

    • If you selected to remove the current role, the following fields are displayed:

      Modify existing provider(s) section

      • Enter the First name and Last name of the provider whose role will be removed.

      • Select the Province, Role, and License issuer of the role to be removed, enter its License number, and select its License Date.

    • If you selected to modify the license of a current role, the following fields are displayed:

      Modify existing provider(s) screen

      • Enter the provider's First name and Last name.

      • In the From section, identify the license to be modified. Select the Province, Role, and License issuer. Enter the License number, and click the calendar button to select the License date.

      • In the To section, identify the new license information. Select the Province, Role, and License issuer. Enter the License number, and click the calendar button to select the License date.

    • If you selected to modify associate provider details, the following fields are displayed:

      Modify existing provider(s) screen

    • In the From section, identify the provider details to be modified:

      • Select the Provider title.

      • Enter the Provider first name, Provider middle name, and Provider last name.

      • Select the Service language. Click the Add another language link to add additional languages.

      Note that language changes are additive i.e. newly selected languages will be added to the provider's existing list of languages. To remove a language, you must contact TELUS.

    • In the To section, identify the new provider details:

      • Select the Provider title.

      • Enter the Provider first name, Provider middle name, and Provider last name.

      • Select the Service language. Click the Add another language link to add additional languages.

  27. To modify another provider, click the Modify another existing provider button and repeat the previous step as needed.

  28. Click the Next step button.

  29. If in step 4, you selected Add or remove users, the Manage user access to the billing portal screen is displayed.

    Manage user access to the billing portal screen

  30. Select the appropriate option(s). The section(s) you need to use to complete the above tasks are added to the screen.

  31. To add new user(s):

    • Navigate to the Add new user(s) section.

    • Enter the First name and Last name of the new user.

    • To add more than one user, click the Add another role button. A new set of fields is added. Repeat the above bullets for the new user.

  32. To remove current user(s):

    • Navigate to the Remove new user(s) section.

    • Enter the First name and Last name of the user to be removed.

    • To remove more than one user, click the Add another role button. A new set of fields is added. Repeat the above bullets for the new user.

  33. Click the Next step button.

  34. If in step 4, you selected the Disassociate from a head office option, a screen of that name is displayed.

    Note: This option is only available if you are registered for WSIB services.

    Disassociate from a head office screen

    In the Head office name field, enter the name of the head office to disassociate from the business.

  35. Click the Next step button.

    The Review my information screen is displayed. Its contents vary according to the information you changed.

    Review my information screen

  36. Verify the information you entered. To change information, click the Edit link to the right of the applicable section.

  37. Click the Confirm and send button to submit your changes.

    The Confirmation screen is displayed. Click the Print button to print this page or record your confirmation reference number.

    Confirmation screen

    Your request is submitted to TELUS where it is reviewed and added to the TPR system. If any issues arise during this review, TELUS will contact you directly.