Clinic Management Software: Setting Up & Managing Your Clinic in Embodia
Setting up your clinic correctly is key to getting the most out of your software. Embodia’s clinic management software allows you to configure your clinic structure, manage practitioners, and align workflows across scheduling, billing, and documentation.
This guide walks you through how to set up and manage your clinic, ensuring your team and systems are organized from day one.
For the clinic manager
Welcome to Clinics on Embodia
What are the benefits of becoming a Clinic?
How do I sign up as a Clinic?
Adding and removing practitioners from your clinic
Adding your Embodia account payment information
Buying a course on behalf of a colleague
Changing the clinic info
Referring other clinics
Reports
Setting up your clinic-branded Progressive Web App (PWA)
Introduction to Data Migration on Embodia
Data Migration Step 1: Importing patients
Data Migration Step 2: Importing charts, consults, and/or patient invoices
Communicate with Patients in Their Language (English & French)
Mailchimp for email marketing
Connecting your Mailchimp account
Adding an opt-in ask
The patient experience - Joining your Mailchimp mailing list