Clinic Billing Software: Payments, Invoicing & Insurance Workflows in Embodia
Clinic Billing Software: Payments, Invoicing & Insurance Workflows in Embodia
This course includes
The instructors
Efficient billing keeps your clinic financially healthy — and it shouldn't require a separate system to manage it. Embodia's billing tools handle invoicing, payment collection, packages, memberships, and insurance workflows, all connected to your scheduling and clinical documentation.
For Canadian practitioners, these guides cover direct billing through TELUS eClaims, GreenShield, and HCAI. For US practitioners, you'll find guides for Superbills and Office Ally claim submission. Whether you're collecting payment at time of service or managing complex insurance workflows, everything runs through the same platform.
Explore the guides for your specific workflow below, or visit Embodia's physiotherapy billing software page for a full overview of what's included in your plan.
The instructors
Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.
We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.
Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.
We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.
Material included in this course
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Getting Started With Billing
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Setting up your payment methods
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Setting up your products
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Setting up your tax rates
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General billing settings
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Adding your registration number
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Billing
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Generating and sending an invoice
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Providing discounts on patient invoices
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Invoices and statuses
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Internal statuses
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Accepting credit card payments
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Patient policies
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Refunding a card payment
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Packages and memberships
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Setting up your packages and memberships
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Assigning a package or membership to a patient
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Gift certificates
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Tracking visits from a package or membership
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Canadian Insurance Billing
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An Introduction to TELUS eClaims on Embodia
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Obtaining patient's authorization and consent for TELUS eClaims
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Submitting a predetermination claim for TELUS eClaims
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Submitting a claim for TELUS eClaims
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Store Patient Insurance Information for Faster Claims
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An Introduction to Greenshield billing on Embodia
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Submitting a Greenshield claim on Embodia
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An Introduction to HCAI on Embodia
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Preparing your Embodia account for HCAI
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Viewing and submitting plans and invoices to HCAI
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Connecting HCAI plans and invoices to invoices on Embodia
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Receiving payment from HCAI
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Superbills and Office Ally for US Practitioners
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Setting up Superbills on Embodia
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Generating a Superbill
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Submitting claims to Office Ally
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Billing Management & Tools
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Viewing all invoices
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Managing patients' cards on file
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Importing multiple payments
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Compensation reports
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How to get a summary of patient invoices and/or receipts?