Applying package visits

Packages can cover visits based on the treatment type, or they can cover specific codes— depending on the eligible treatments and codes you select when creating a package. To apply a patient package use to a purchase, the patient must have purchased a package that includes an eligible treatment type or code on the purchase. 


Here is how to apply a package visit to a patient's purchase: 

1. On the patient purchase, click Edit
 

 

2. Click Apply package. 

 

3. You will see that the package use has been applied. 

Here is what is looks like when the eligible item is a treatment type:

Here is what it looks like when the eligible item is a service code:

 

Note!

For a service code to be eligible for package use, you must mark the code as non-billable. This means that the service code will not appear on the claim form. 

 

 


Watch a video demonstration below: 


Related articles: 

Package settings

Purchasing a package

View patient packages   

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