Practice Management on Embodia - Part 3: Billing - Generating an invoice

Generating invoices requires the Managing patient invoices permission on your account. You can check with the clinic manger to see if you have such permission.

Generating an invoice from the consult page

To generate an invoice from a consult, next to the participant name, click on the credit card icon:

This will create an invoice with one line item. Once the invoice has been created you can add more line items to it.

Generating an invoice from the patient profile

To generate an invoice for a patient, navigate to the invoices page under their profile by clicking on Billing > Invoices:

On the invoices page, click on New invoice and select if you want the first line item of the invoice to be for a consult, or a product. Once the invoice has been created with the first line item, you can add more line items to it.

Managing the patient invoice

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.