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

‹ Back to course page

Setting up
Setting up your payment methods
Accepting card payments
Setting up your products
Setting up your tax rates
General billing settings
Adding your registration number

Billing
Generating an invoice
Providing discounts on patient invoices
Invoices and statuses
Internal statuses
Accepting credit card payments
Viewing all invoices
Multiple patient invoices in one document

Preview
Patient policies
Managing patients' cards on file
Refunding a card payment
Importing multiple payments

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

TELUS eClaims
Enabling TELUS eClaims on your Embodia account
Obtaining patient's authorization and consent
Submitting a predetermination claim
Submitting a claim
Storing patient policy details

Superbills (US)
Setting up Superbills on your account
Generating a Superbill
Submitting claims to Office Ally

HCAI
Enabling and adding your HCAI credentials to 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

GreenShield
Setting up Greenshield billing on Embodia
Submitting a claim

Compensation reports
Compensation reports

FAQs
How to get a summary of patient invoices and/or receipts?

Sign In

Or

Create an account to access the course

Back