Setting up

Welcome to Billing on Embodia Setting up your payment methods Accepting credit card payments Accepting in-person card payments Setting up your products Setting up your tax rates General billing settings Adding your registration number

Billing

Introduction Generating an invoice Providing discounts on patient invoices 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 Refunding a card payment Importing multiple payments

Packages and memberships

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

TELUS eClaims

Video tutorial: Direct Billing with Embodia (How to submit an eClaim) Introduction Enabling and adding your TELUS eClaims credentials What kind of response can I expect? Obtaining patient's authorization and consent Predetermination claim - not associated with an invoice Predetermination claim - associated with an invoice Submitting a claim What happens when a claim is accepted? Nullifying a claim Storing patient policy details When and how should I expect payment for a claim?

Superbills (US)

Video tutorial: Superbills Introduction Setting up Superbills on your account Generating a Superbill Specifying default procedure codes for your services Other general settings Submitting claims to Office Ally

HCAI

Video tutorial: HCAI Introduction Enabling and adding your HCAI credentials to 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

GreenShield

Introduction Registering a provider account on GreenShield Adding your GreenShield credentials to Embodia Submitting a claim

Compensation reports

Compensation reports

FAQs

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

Guides
Practice Management on Embodia - Part 3: Billing

Video tutorial: Superbills