Practice Management on Embodia - Part 3: Billing
Billing
Introduction
Generating an invoice from the consult page
Generating an invoice from the patient profile
Managing a patient 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
As mentioned in a previous lesson, payment methods can connect to an online payment processor that will allow you to collect credit card information and process payment directly from Embodia.
On the invoice page, click on Add a payment:
This will open a form that will allow you to select the payment method and the amount to charge on this payment method.
If you select a payment method that is connected to a payment processor, once you submit the form, a new pop-up will appear that will allow you to:
- Email the invoice to the patient - the patient will receive an email with instructions on how to enter their payment information; or
- Enter the patient payment information (or select an existing payment method). Once the payment method has been entered, you can charge the credit card by clicking on Complete purchase.
