Clinic Billing Software: Payments, Invoicing & Insurance Workflows in Embodia

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Getting Started With Billing
Setting up your payment methods
Setting up your products
Setting up your tax rates
General billing settings
Adding your registration number

Billing
Generating and sending an invoice
Providing discounts on patient invoices
Invoices and statuses
Internal statuses
Accepting credit card payments
View and print multiple patient invoices

Preview
Patient policies
Refunding a card payment

Packages and memberships
Setting up your packages and memberships
Assigning a package or membership to a patient
Gift certificates
Tracking visits from a package or membership
Providing discounts for services or classes using packages

Preview

Canadian Insurance Billing
An Introduction to TELUS eClaims on Embodia
Obtaining patient's authorization and consent for TELUS eClaims
Submitting a predetermination claim for TELUS eClaims
Submitting a claim for TELUS eClaims
Store Patient Insurance Information for Faster Claims
An Introduction to Greenshield billing on Embodia
Submitting a Greenshield claim on Embodia
An Introduction to HCAI on Embodia
Preparing your Embodia account for HCAI
Viewing and submitting plans and invoices to HCAI
Connecting HCAI plans and invoices to invoices on Embodia
Receiving payment from HCAI

Superbills and Office Ally for US Practitioners
Setting up Superbills on Embodia
Generating a Superbill
Submitting claims to Office Ally

Billing Management & Tools
Viewing all invoices
Managing patients' cards on file
Importing multiple payments
Compensation reports
How to get a summary of patient invoices and/or receipts?

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