Practice Management on Embodia - Part 3: Billing
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Setting up
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Welcome to Billing on Embodia
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Setting up your payment methods
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Accepting credit card payments
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Accepting in-person card payments
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Setting up your tax rates
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General billing settings
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Adding your registration number
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Setting up your products
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Introduction
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Setting up your products
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Setting up tax scenarios on a product
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Managing your inventory
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Setting up inventory alarms
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Allowing patients to purchase products from the patient portal
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Billing
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Introduction
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Generating an invoice from the consult page
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Generating an invoice from the patient profile
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Managing a patient invoice
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Providing discounts on patient invoices
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Changing the payer of an invoice
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Invoices and statuses
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Internal statuses
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Accepting credit card payments
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Viewing all invoices
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Patient policies
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Managing patients' cards on file
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Packages and memberships
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Introduction
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Setting up your packages
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Setting up your memberships
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Assigning a package or membership to a patient
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Gift certificates
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Tracking visits from a package or membership
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TELUS eClaims
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Video tutorial: Direct Billing with Embodia (How to submit an eClaim)
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Introduction
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Enabling and adding your TELUS eClaims credentials
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What kind of response can I expect?
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Obtaining patient's authorization and consent
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Predetermination claim - not associated with an invoice
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Predetermination claim - associated with an invoice
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Submitting a claim
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What happens when a claim is accepted?
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Nullifying a claim
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Storing patient policy details
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When and how should I expect payment for a claim?
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Superbills (US)
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Video tutorial: Superbills
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Introduction
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Setting up Superbills on your account
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Generating a Superbill
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Specifying default procedure codes for your services
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Other general settings
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HCAI
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Video tutorial: HCAI
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Introduction
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Enabling and adding your HCAI credentials to Embodia
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Preparing your Embodia account for HCAI
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Viewing and submitting plans and invoices to HCAI
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Connecting HCAI plans and invoices to invoices on Embodia
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Receiving payment from HCAI
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GreenShield
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Introduction
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Registering a provider account on GreenShield
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Adding your GreenShield credentials to Embodia
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Submitting a claim
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Compensation reports
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Introduction
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Setting up your compensation settings
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Running compensation reports
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Viewing compensation reports
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FAQs
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How to get a summary of patient invoices and/or receipts?