Getting started with Embodia
Everything you need to continue to explore Embodia, including the parts we didn't get to in your demo. Work through it in order, or jump to what you need.
If you're reading this and haven't yet had a demo, you can book one here.
Start your 7-day free trial
Your trial gives you full access to everything in the Practice Management plan, free for seven days.
No commitment, and no credit card required.
Set up your clinic, build your charting templates, load your schedule, invite your team. Everything you set up and add is saved, so when you sign up, your practice is already built.
The one exception: AI Charting and AI DocBuilder aren't included in the trial. Both come with free credits once you sign up, so you'll still get to put them through their paces.
Onboarding & set-up
You don't have to figure this out on your own. Embodia offers several onboarding resources to help you hit the ground running.
1. Onboarding checklist: Inside your account you'll find an onboarding checklist you can work through at your own pace. 
2. Onboarding video: To pair with your checklist, we've also put together a 30 minute step-by-step onboarding video.
3. Guides: Embodia has a full library of guides at your disposal. You can search for quick answers, or explore collections of related guides as lessons. We've included some examples of where to get started below.
4. Onboarding call: Whether it's during your trial or after, we highly recommend you book an onboarding call with our team to iron out any of your questions and make sure everything is set up for your practice's needs. To make the most of your call, we recommend starting (or completing) your checklist first to familiarize yourself with the platform and collect your questions!
What to explore first
Start wherever your practice feels the most friction.
- Charting & EMR: Templates and SOAP notes you can shape around how you actually document
- Scheduling: Waitlists, reminders, online booking, and more
- Billing & invoicing: Payments, superbills, US clearing house integration, Canadian direct billing
- HEP & patient education: A library of 4,500+ exercise videos and patient resources, plus room to add your own
- Communications: HIPAA-compliant telehealth, messaging, email notifications, and optional SMS
- Diaries & questionnaires: Digital patient diaries and outcome measures with analytics
- Clinic-branded patient app: Your clinic's brand, not ours, right down to the app icon
Every feature has a written guide, and many have a short video. We've outlined a few below.
Get oriented
Clinical tools
- Introduction to charting (guide and video)
- Pelvic health content and features
- Telerehabilitation options (incl. a comparison table)
- Introduction to home exercise programs (HEP) (video)
- Your clinic-branded patient app (guide and video)
- External sharing (faxing alternative)
Billing and admin
- Setting up payment methods and accepting credit card payments
- Statistics and reports
- Superbills (guide and video) and OfficeAlly
- Direct billing for Canadian therapists: TELUS eClaims, Greenshield, and HCAI
AI tools*
- AI Charting: Populating a chart note in minutes (guide and video)
- AI DocBuilder: Building fillable forms from existing PDFs
*Available after sign-up. Free credits included for each.
Connect your other tools
A few common integrations clinicians like to explore:
Plus, you can find an outline of all Embodia integrations here.
Making the switch: Data migration
Data migration on Embodia happens in two steps, and includes support whenever you need it. You can find an overview of migrating data to Embodia in this guide, but we'll cover the basics below too.
Note: While Embodia is able to import a lot, the full extent of the import highly depends on the export capabilities of your previous system.
Step 1: Importing your patient list
You can do this easily yourself!
Just export your patients, and their details, from your current system as a CSV. Then, set up Patient Properties on Embodia to match the columns of patient information you want to bring across. You don't need Properties for first name, last name, or email, but you do for anything else.
A full walkthrough of this step can be found in this Data Migration Step 1 guide.
You can complete this step anytime during your free trial.
Step 2: Charts, past consults, and invoices
If your current system lets you export your charts as PDFs, you'll zip those up and send us a CSV that maps each file to the right patient, practitioner, and date. Consults (appointments) and invoices can also be imported. A full walkthrough can be found in this Data Migration Step 2 guide.
You can begin Step 2 once you've signed up and have a card on file. You can do all the prep at any time though, including during your trial. The exporting and CSV formatting is done on your side, so having it ready means we can start the moment you're signed up.
When you're at that point and finished your prep, just email support@embodiaapp.com and we'll send you a unique secure upload link. The import itself usually only takes a few days from when we have your files.
What it costs
The Practice Management plan is $45/month per practitioner. Patient accounts and admin accounts are free.
Clinic discounts
| Practitioners | Discount |
| 3–5 | 10% |
| 6-10 | 15% |
| 11-20 | 20% |
| 21-50 | 25% |
| 50+ | 30% |
Referred by a colleague? Use their referral code for $20 off your first month, and they get $20 off their next. More on the referral program
AI Charting: Your first 10 hours are free. After that, it's $0.01/minute, billed monthly. AI Charting pricing and details.
AI DocBuilder
When you're ready to sign up
Sign up from My Clinic > General info. Your trial work carries over, and onboarding and migration support come with you.
Want to walk through anything again first? Book another demo
We're here for you!
Someone from our team will check in while you explore, to make sure you're getting the answers you need.
For anything urgent, email support@embodiaapp.com and we'll get right back to you.