Skip to main content
  1. Guides
  2. Practice Management on Embo...
  3. Enabling and adding your HC...

Practice Management on Embodia - Part 3: Billing - Enabling and adding your HCAI credentials to Embodia

HCAI
Video tutorial: HCAI
Introduction
Enabling and adding your HCAI credentials to Embodia
Preparing your Embodia account for HCAI
Viewing and submitting plans and invoices to HCAI
Connecting HCAI plans and invoices to invoices on Embodia
Receiving payment from HCAI

Important: The actions described in this tutorial require Manager-level permissions on your clinic account.


Step 1: Enable the HCAI Integration in Embodia

  1. In Embodia, navigate to Billing > Settings > General Settings.

  2. Check the box labeled Enable HCAI.

  3. Save your changes.

Once HCAI is enabled, you will need to enter the Practice Management System (PMS) credentials that HCAI provides. These credentials are created within your HCAI account (outlined in Step 2 below).

If you need help locating or managing your HCAI information, refer to HCAI’s official documentation.


Step 2: Set Up or Update Your PMS Information in HCAI

Log in to your HCAI account and navigate to: Manage > Facility Management > HCAI Submission Method (see highlighted red box in the example image below):

Adding Embodia as the practice management system on HCAI

Complete the fields as follows:

  • Practice Management System (PMS) Integration: Yes

  • PMS Vendor: Embodia

  • PMS Username: Create a username (you will use this in Embodia)

Click Save.

After saving, a Reset PMS Password button will appear:

  1. Click Reset PMS Password.

  2. Create a new password.

  3. Keep this username and password handy—you will enter them in Embodia in Step 3.


Step 3: Add Your HCAI Credentials to Embodia

Once your PMS credentials have been created in HCAI:

  1. In Embodia, go to Billing > Settings > HCAI Settings > Credentials.

    HCAI settings on Embodia

  2. Click Connect my HCAI account.

This popup form will appear:

Connect your HCAI account on Embodia

Enter the following information:

  • Facility ID

    • This can be found in your HCAI account (see highlighted red box in the example image below)

      Connecting Embodia to HCAI

  • Username

    • The PMS username you created in HCAI (Step 2).

  • Password

    • The PMS password you reset in HCAI.

Click Submit.

If the information is correct, Embodia will automatically retrieve:

  • Your HCAI facility information

  • The list of providers associated with your HCAI account

 

 

Updating or refreshing your HCAI information

If you need to update your HCAI credentials, or refresh your HCAI data (for example, after adding new providers in HCAI), follow these steps:

  1. Go to Billing > Settings > HCAI Settings > Credentials.

  2. Click Edit my HCAI account.

    Updating or refreshing your HCAI information

  3. Confirm your credentials in the popup form.

  4. Click Submit.

This will revalidate your credentials and refresh your HCAI information in Embodia.

Back
© 2026 Embodia