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How to Redeem a Past Treatment under a Package

Sometimes a patient may decide to purchase a package in the middle of a series of appointments. Wondering how you can apply that package to their past appointments? Don’t worry, we’ve got you covered!

As long as the package has been paid for in full, you’re good to go! Check out our guide on Selling, Redeeming and Refunding a Package for a refresher on the first steps of this process.

Let’s dive in 🤿

If there are payments attached to the appointment, you’ll want to make sure that they’re uapplied first. Our guide doc on Unapplying a Payment has more details on the process.

With payments unapplied, you’ll want to head over to the Schedule, select the appointment and then scroll down to the Billing Info section of the Appointment Panel. From there, you can select the package and you’re all set!

click on the appointment and a panel will open up on the right side of the screen

Another option is to do this through the Patient’s Profile and under the Billing tab. You’ll want to click on the word View to the right of the appointment invoice.

in the profile, you'll be brought to the billing area. The invoices are listed in reverse chronological order and the view button is on the far right of the screen

Next, scroll down to the Packages & Memberships section and you’ll be able to select the package to redeem.

scroll down on the purchase screen to the Packages and Memberships section. Click in the circle to redeem the package

If you have any additional questions about Packages, check out these other guides that are jam-packed with information:

As always, we’re here for you if you have any additional questions about packages 💙

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