Practice Management on Embodia - Part 2: Scheduling
Welcome to your Tier 3, Practice Management account on Embodia, we're so happy to have you join us and are looking forward to supporting you and your practice!
In the 30-minute video below, we will walk you through everything you need to get set up and started.
Follow along and pause and rewind whenever you need so that you can complete the steps alongside us.
If after watching this video you still have some questions, we'd love to meet with you. Book your free onboarding call here.
Below you will find the relevant Embodia Guides associated with everything discussed in this video:
Scoping to a clinic
Video tutorial: Onboarding checklist
Contact info and branding
Video tutorial: Patient properties
Using patient properties
Statistics and reports
Creating and managing consent forms
Creating a questionnaire from scratch
Creating a questionnaire from a template
Customizing emails sent for consults
Customizing the emails sent to patients
Video tutorial: Setting up your consult settings
Introduction to SMS notifications
Setting up your payment methods
Video tutorial: online booking
Adding your availability
Setting up your services
Setting up your statuses
Video tutorial: Clinical cases on Embodia
Using the calendar view
Managing a patient invoice
Video tutorial: Superbills
Introduction: Greenshield
Introduction: HCAI
Introduction: TELUS eClaims
Video tutorial: Introduction to charting
Questionnaire and chart item question types on Embodia
Creating charting templates
Snippets for faster charting