Practice Management on Embodia - Part 3: Billing

Generating invoices requires the Managing patient invoices permission on your account. You can check with the clinic manager to see if you have such permission.

By default, the payer of the invoice is the patient for whom the invoice was generated.

In some cases, you might want to change the payer of the invoice. A typical use case would be allowing parents to pay for an invoice on behalf of their kids.

To be able to change the payer of the invoice, the following criteria need to be met:

• The payer needs to be added as a patient under your account; and
• The invoice in question should not initially contain any payments (you can add payments once you have changed the payer on the invoice).

If all the criteria mentioned above are met, at the top of the invoice page, you will see a "Payer". By default, the payer is the patient for whom the invoice was generated. If you would like to change the payer, click on the Edit icon.

In the pop-up form, search for the payer. You can also choose to display the payer's information on the invoice instead of the patient's information: