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Practice Management on Embodia - Part 3: Billing

When creating a claim, you need to enter the insurance information of the patient. This includes:

  • The insurer;
  • The Policy/Group number;
  • The Member ID / Certificate;
  • The relationship to the policy holder.

Storing patient policy details on Embodia


Instead of manually adding this information every time you start a new claim, you can utilize the Patient policies feature outlined in this help article to save those details in a patient policy. You can then select the patient policy in the claim form when starting a new claim.

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