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Practice Management on Embodia - Part 3: Billing - Introduction

Packages and memberships
Introduction
Setting up your packages
Setting up your memberships
Assigning a package or membership to a patient
Gift certificates
Tracking visits from a package or membership
Providing discounts for services or classes using packages

If your clinic provides pre-paid packages or memberships, you can use Embodia to bill and manage those packages or memberships. The lessons in this section will go over:

  • How to add the different packages to your clinic;
  • How to add the different memberships to your clinic;
  • How to assign a package or membership to a patient;
  • How to collect payment for a package or membership;
  • How to use the pre-paid package or membership to settle a patient invoice.
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