Skip to main content

Practice Management on Embodia - Part 3: Billing

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.

Once a patient invoice has been created (as outlined in the previous lessons), on the invoice page, you can modify or delete an invoice line item by clicking on the edit or delete icon (#1 in the image below).

You can add an additional line item payment by clicking on Add a line item (#2 in the image below) and a payment by clicking on Add a payment (#3 in the image below). 

When adding a payment, you will be asked to select a payment method. The payment methods are set up by the clinic manager. Payment methods can connect to an online payment processor that will allow you to collect credit card information and process payment directly from Embodia. Learn more about this in the help article, Accepting credit card payments.

Sample invoice on Embodia

 

Back
© 2024 Embodia