Clinic Billing Software: Payments, Invoicing & Insurance Workflows in Embodia

Getting Started With Billing

• Setting up your payment methods
• Setting up your tax rates
• General billing settings
• Adding your registration number

Setting up your products

• Setting up your products

Billing

• Generating and sending an invoice
• Invoices and statuses
• Accepting credit card payments
• Viewing all invoices
• Patient policies
• Managing patients' cards on file

See all 11 articles

Packages and memberships

• Setting up your packages and memberships
• Assigning a package or membership to a patient
• Tracking visits from a package or membership
• Gift certificates
• Providing discounts for services or classes using packages

Canadian Insurance Billing

• An Introduction to TELUS eClaims on Embodia
• Obtaining patient's authorization and consent for TELUS eClaims
• Submitting a predetermination claim for TELUS eClaims
• Submitting a claim for TELUS eClaims
• Store Patient Insurance Information for Faster Claims

Superbills and Office Ally for US Practitioners

• Setting up Superbills on Embodia
• Generating a Superbill
• Submitting claims to Office Ally

FAQs

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

HCAI

• An Introduction to HCAI on 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

Billing Management & Tools

• Compensation reports

GreenShield

• An Introduction to Greenshield billing on Embodia
• Submitting a Greenshield claim on Embodia