Here's how to create a package in your Clinic Settings:
1) Navigate to the profile icon in the top right corner and select Clinic settings.
2) Select the Billing tab and then navigate to Packages.
3) Click + Add
4) Enter Package Name, Package Price, Expiration, and Number of Uses:
- Package Name
- Package Price (total price patient will pay for package at time of purchase)
- Expiration (if package expires, enter expiration timeframe - if package does not expire, indicate)
- Total number of uses (how many times this package can be applied)
5) Select Eligible Treatments and/or Eligible Billing Codes.
- If your package covers an entire visit, select the relevant treatment type under Eligible Treatments.
- If your package covers a specific billing code, select the relevant billing code under Associated Billing Codes.
6) Finish entering package details.
- Additional Patient Payment per Use (additional charge when a package ‘visit’ is applied)
- Eligible Providers
- Eligible Locations
7) Remember to hit Save!
Watch a video demonstration below:
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