Practice Management on Embodia - Part 3: Billing

Welcome to Billing on Embodia

Setting up your payment methods

Accepting credit card payments

Accepting in-person card payments

Setting up your tax rates

General billing settings

Adding your registration number

Introduction

Setting up your products

Setting up tax scenarios on a product

Managing your inventory

Setting up inventory alarms

Allowing patients to purchase products from the patient portal

Introduction

Generating an invoice

Providing discounts on patient invoices

Changing the payer of an invoice

Invoices and statuses

Internal statuses

Accepting credit card payments

Viewing all invoices

Multiple patient invoices in one document

Patient policies

Managing patients' cards on file

Refunding a card payment

Importing multiple payments

Introduction

Setting up your packages

Setting up your 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

Video tutorial: Direct Billing with Embodia (How to submit an eClaim)

Introduction

Enabling and adding your TELUS eClaims credentials

What kind of response can I expect?

Obtaining patient's authorization and consent

Predetermination claim - not associated with an invoice

Predetermination claim - associated with an invoice

Submitting a claim

What happens when a claim is accepted?

Nullifying a claim

Storing patient policy details

When and how should I expect payment for a claim?

Video tutorial: Superbills

Introduction

Setting up Superbills on your account

Generating a Superbill

Specifying default procedure codes for your services

Other general settings

Submitting claims to Office Ally

Video tutorial: HCAI

Introduction

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

Introduction

Registering a provider account on GreenShield

Adding your GreenShield credentials to Embodia

Submitting a claim

Compensation reports

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