Practice Management on Embodia - Part 3: Billing
Practice Management on Embodia - Part 3: Billing
This course includes
The instructors
Welcome to Billing on Embodia!
This course will guide you through the Billing features available on Embodia.
In this course, you will learn how to:
- Set up billing
- Accept payments
- Set up your products and manage inventory
Billing on Embodia is included in Tier 3 Memberships.
There's an opportunity to leave your feedback at the end of the course. However, if you have questions as you go through this course, send us an email at support@embodiaapp.com.
Enjoy!
- Your Embodia Team
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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Welcome to Billing on Embodia
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Setting up your payment methods
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Accepting credit card payments
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Accepting in-person card payments
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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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Setting up your products
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Introduction
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Setting up your products
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Setting up tax scenarios on a product
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Managing your inventory
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Setting up inventory alarms
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Allowing patients to purchase products from the patient portal
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Billing
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Introduction
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Generating an invoice from the consult page
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Generating an invoice from the patient profile
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Managing a patient invoice
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Providing discounts on patient invoices
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Changing the payer of an invoice
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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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Introduction
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Setting up your packages
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Setting up your 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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Video tutorial: Direct Billing with Embodia (How to submit an eClaim)
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Introduction
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Enabling and adding your TELUS eClaims credentials
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What kind of response can I expect?
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Obtaining patient's authorization and consent
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Predetermination claim - not associated with an invoice
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Predetermination claim - associated with an invoice
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Submitting a claim
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What happens when a claim is accepted?
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Nullifying a claim
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Storing patient policy details
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When and how should I expect payment for a claim?
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Superbills (US)
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Video tutorial: Superbills
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Introduction
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Setting up Superbills on your account
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Generating a Superbill
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Specifying default procedure codes for your services
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Other general settings
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HCAI
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Video tutorial: HCAI
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Introduction
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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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Introduction
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Registering a provider account on GreenShield
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Adding your GreenShield credentials to Embodia
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Submitting a claim
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Compensation reports
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Introduction
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Setting up your compensation settings
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Running compensation reports
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Viewing compensation reports
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FAQs
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How to get a summary of patient invoices and/or receipts?