Practice Management on Embodia - Part 3: Billing
Practice Management on Embodia - Part 3: Billing
This course includes
The instructors
Overview
This guide explains how to set up and manage billing in Embodia’s practice management platform. Learn how to configure your clinic’s billing settings, create and manage invoices, accept payments, and streamline your insurance and Superbill workflows.
Follow this step-by-step guide to build an efficient financial system for your clinic using Embodia’s clinic billing software, designed to support modern physiotherapy billing software needs.
In This Guide
This guide covers the key steps required to set up billing in Embodia:
- Getting started with billing and configuring your clinic settings
- Setting up payment methods, taxes, and billing preferences
- Creating and managing products and services
- Generating, sending, and tracking invoices
- Accepting payments and managing payment records
- Setting up packages, memberships, and gift certificates
- Managing refunds and stored payment methods
- Configuring and optimizing insurance billing workflows
- Submitting claims and generating Superbills
- Running financial and compensation reports
Follow the individual guides to configure billing for your clinic. Several video tutorials are included to help you implement each step.
Who This Guide Is For
This guide is designed for rehabilitation clinic owners, administrators, and practitioners using Embodia’s clinic billing software who want to streamline invoicing, payments, and insurance billing workflows.
Embodia’s billing tools support the needs of modern physiotherapy billing software, helping clinics manage payments, claims, and financial reporting within a single practice management platform - reducing administrative workload and improving overall efficiency.
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
-
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
-
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
-
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
-
Setting up Superbills on your account
-
Generating a Superbill
-
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?