Practice Management on Embodia - Part 3: Billing - Introduction
Billing
Introduction
Generating an 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
Refunding a card payment
Importing multiple payments
In this section, we will go over the billing features available on Embodia, such as:
- Generating and modifying patient invoices;
- Using participant statuses to automatically generate invoices;
- Sending patient invoices to the patient to enter their payment information.
Please note that managing invoices requires the Managing patient invoices permission on your account. You can check with the clinic manager to see if you have such permission.