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Practice Management on Embodia - Part 3: Billing

Billing
Introduction
Generating an invoice from the consult page
Generating an invoice from the patient profile
Managing a patient 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

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.

Once a patient invoice has been created (as outlined in the previous lessons), on the invoice page, you can modify or delete an invoice line item by clicking on the edit or delete icon (#1 in the image below).

You can add an additional line item payment by clicking on Add a line item (#2 in the image below) and a payment by clicking on Add a payment (#3 in the image below). 

When adding a payment, you will be asked to select a payment method. The payment methods are set up by the clinic manager. Payment methods can connect to an online payment processor that will allow you to collect credit card information and process payment directly from Embodia. Learn more about this in the help article, Accepting credit card payments.

Sample invoice on Embodia

 

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