Clinic Billing Software: Payments, Invoicing & Insurance Workflows in Embodia
Clinic Billing Software: Payments, Invoicing & Insurance Workflows in Embodia
This course includes
The instructors
Efficient billing is essential to maintaining a healthy, sustainable clinic. With the right clinic billing software, you can streamline invoicing, simplify payment collection, and manage insurance billing workflows with confidence.
This guide walks you through how to use Embodia’s billing tools to handle clinic finances - from creating invoices to tracking payments and supporting insurance-related workflows.
As part of a complete practice management software for clinics, Embodia connects billing with scheduling and clinical documentation, ensuring your financial processes are accurate, organized, and aligned with your daily operations.
The instructors
Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.
We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.
Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.
We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.
Material included in this course
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Setting up
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Setting up your payment methods
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Accepting card payments
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Setting up your products
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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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Billing
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Generating an invoice
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Providing discounts on patient invoices
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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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Refunding a card payment
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Importing multiple payments
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Packages and memberships
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Setting up your packages and 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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Enabling TELUS eClaims on your Embodia account
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Obtaining patient's authorization and consent
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Submitting a predetermination claim
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Submitting a claim
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Storing patient policy details
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Superbills (US)
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Setting up Superbills on your account
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Generating a Superbill
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Submitting claims to Office Ally
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HCAI
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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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Setting up Greenshield billing on Embodia
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Submitting a claim
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Compensation reports
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Compensation reports
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FAQs
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How to get a summary of patient invoices and/or receipts?