Practice Management on Embodia - Part 3: Billing

The actions described in this lesson require a Manager permission on your clinic.

HCAI plans and invoices revolve around using injury codes and intervention codes for standardization. In order to be able to select those codes when filling out an HCAI plan or invoice on Embodia, you first need to "whitelist" which codes can be used for your clinic.

Whitelisting injury codes

To whitelist injury codes that can be used in your clinic, click on My clinic > Billing settings > HCAI settings > Injury codes:

Click on Manage injury codes. You will be redirected to a page where you can select which injury codes to allow when filling out HCAI plans and invoices.

Whitelisting intervention codes

To whitelist intervention codes that can be used in your clinic, click on My clinic > Billing settings > HCAI settings > Intervention codes:

Click on Manage intervention codes. You will be redirected to a page where you can select which intervention codes to allow when filling out HCAI plans and invoices.

Adding your templates 

You can create plan and invoice templates by going to My clinic > Billing settings > HCAI settings > Templates. This is optional, but can result in great time savings If you often fill out the same information for an HCAI plan or invoice.

Adding your case tags

HCAI documents (plans and invoices) are organized under a case. You can add tags to your cases. These tags are only for internal use, and can be used for filtering and reporting. To add your tags, go to My clinic > Billing settings > HCAI settings > Case tags.

Adding a dedicated payment method

Once an HCAI invoice is submitted and accepted by HCAI, Embodia allows you to record this payment and associate it with one or multiple patient invoices on Embodia. We will go over this in more detail in the help article, Connecting HCAI plans and invoices to invoices on Embodia, but it is recommended that you create a dedicated payment method for HCAI (for instance calling it "Auto Insurer" or whatever you see fit). You can learn more about adding a payment method in the help article, Setting up your payment methods.