Managing plans and invoices to HCAI requires a 'Managing patient invoices' permission on your account. You can check with the Clinic Manager to see if you have such permission.
To reduce administrative hassle and the time spent filling out HCAI invoices, you can connect patient invoices generated on Embodia to HCAI invoices (OCF 21B and OCF 21C), and the corresponding services and fees will automatically be added to the HCAI invoice.
To be able to connect a patient invoice to an HCAI invoice, you need to have at least one HCAI invoice that is still in draft mode.
For HCAI invoices associated with HCAI plans created on Embodia, once you successfully submit an OCF 18 or an OCF 23 plan to HCAI, you can generate a new HCAI invoice by clicking on the Create <invoice type> invoice button from the HCAI plan page on Embodia:
You can also create an HCAI invoice from the patient profile (as outlined here):
Once you have completed the HCAI invoice, submit it by clicking the 'Submit document to HCAI' button.
Once the HCAI invoice has been submitted, Embodia will automatically associate the patient invoices:
Once you receive payment from HCAI, click the 'Add payment' button:
Then add the payment information. It is recommended that you create a dedicated payment method for HCAI (for instance calling it "Auto Insurer" or whatever you see fit). You can learn more about adding a payment method in the help article, Setting up your payment methods. Check the box next to 'Try to associate this payment with patient invoices on Embodia' to reduce administrative work!
Collecting payment from an external insurer
From a patient invoice, on the side panel, you will have the option to add other insurers payments for this invoice.
Click on Add insurer payment to connect a payment on Embodia to a payment from an external insurer (such as MOH or private insurance) on the HCAI invoice. When connecting these services and payments, the appropriate data will be added to the draft HCAI invoice.