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.
To generate an invoice for a patient, navigate to the invoices page under their profile by clicking on Billing > Invoices:
On the invoices page, click on New invoice and select if you want the first line item of the invoice to be for a consult, or a product. Once the invoice has been created with the first line item, you can add more line items to it.