Practice Management on Embodia - Part 3: Billing

Patient policies can be used to automatically add payments to a patient invoice. A typical use case is when the patient has insurance that covers the cost of your services.

To create a policy, visit the patient profile, and then click on the Policies tab under the Billing tab.

Click on New policy, and then complete the form with the relevant information. For a given invoice, if you would like Embodia to compute how much can be covered under the policy, you need to specify at least one of the following fields:

• Maximum coverage amount per visit;
• Percent coverage per visit.

Once a policy is added, you can attach it to clinical cases and patient invoice payments.

Attaching a policy to a clinical case

If the patient has an active policy, you will have the option to attach it to a clinical case:

When an invoice is generated for a consult that is part of this clinical case, and if the "Maximum coverage amount per visit" and/or "Percent coverage per visit" are specified for the policy, a draft payment will automatically be created based on the attached policy.

Attaching a policy to a patient invoice payment

If the patient has an active policy, you will have the option to attach it to an invoice payment:

When you select a policy from the dropdown, if the "Maximum coverage amount per visit" and/or "Percent coverage per visit" are specified for the selected policy, the subtotal and taxes will automatically be populated based on the criteria of the policy.