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Practice Management on Embodia - Part 3: Billing

If your clinic has set up statuses, some statuses can automatically generate a patient invoice. In the example below, setting the status to Arrived will automatically generate a patient invoice.

To set the status, on the consult page, next to the patient name, click on the status button (#1 in the image below) and set it to Arrived:

Automatically generate an invoice from statuses on Embodia

Since we set up the Arrived status to automatically generate an invoice, a draft invoice will be created (please note that this behaviour might be different for your clinic). To visit the invoice page, simply click on its link (#2 in the image above).

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