Practice Management on Embodia - Part 3: Billing

The actions described in this lesson require a Manager permission on your clinic.

The actions described in this lesson are optional and only used for guideline purposes. You will always have the ability to select any tax rate when billing for a product whether you've added tax scenarios or not.

You can create as many tax scenarios as you like for each product. 

If you will be charging different tax rates on a product depending on the scenario, you can attach those scenarios to the product. For instance, assume a product is subject to HST unless it has been prescribed by a physician, then you can create 2 tax rate scenarios: A "When prescribed by a physician" scenario without any tax rate, and a "Default tax rate" with an HST tax rate.

To add a tax scenario, click on the Add a tax scenario link and fill out the popup form with the scenario and the tax rate.