Practice Management on Embodia - Part 3: Billing
The actions described in this lesson require a Manager permission on your clinic.
This lesson will go over how to set up your products if your clinic is planning on selling products to your clients.
To manage your products, click My clinic > Our products in the top bar:
Start by adding a category by clicking on Add category and filling up the popup form. Once a category is added, you can add a product to it by clicking on Add product:
In the popup form, you can enter:
- The name of the product;
- An internal code for the product (optional);
- A description of the product (optional);
- If you want to allow patients to purchase this product directly from the patient portal (ie: on your online booking page);
- A thumbnail image of the product (optional);
- Payment method
- Tax rate
- Questionnaire - If you specify a questionnaire in this field, the patient will be asked to complete the questionnaire being able to proceed with the purchase of the product;
- Whether the product should be active (you can only bill for active products).
Once the first product has been added you can add more variants by clicking on the Add a variant link:
