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Eggmed help center
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Getting started
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Creating your account
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Understanding your dashboard
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Getting started with telehealth on Eggmed
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How clients join the portal
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Schedule
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Navigating calendar
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Managing working hours
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Booking sessions/events
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Calendar sync
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Team management
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How to add a team member and assign a role
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How to add a new role
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Adding teams and departments
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Managing supervision
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Settings
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Managing your profile
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Using your calendar
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Managing notifications
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Managing sessions
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Understanding superbills
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Organisation settings overview
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Managing services
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Managing locations
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Managing team access and supervision
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Managing templates
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Managing billing profiles
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Managing fee schedules
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Managing payment providers
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Eligibility settings overview
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Copay automation
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Billing rules overview
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Payer setup
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Billing tab
My billing
Good faith estimates (GFEs)
Billing reports overview
Payments overview
Remittances overview
Claims overview
Invoices overview
Billing accounts
Billing overview
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Clients
How to assign intake templates to a client
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Insurance billing
Unapplied payments and how to resolve them
Write-offs, adjustments, and reconciliation
How to add insurance coverage to a patient
Corrected and resubmitted claims
When to bill insurance vs self-pay
How treatment plan supervision works
Understanding invoices and superbills
What to do when a claim is rejected or stuck
How to post and allocate payments
Understanding claim statuses
How to create and submit insurance claims
How to add insurance to a client profile
How copays work and how to charge them
How to record cash or check payments
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