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Package Deals - Paying Practitioner At Time of Visits

💡Heads Up! In October 2020, we released a dedicated Packages Feature to manage package deals sold to your patients. As a result, some of the information in this guide might be outdated. Check out our guide Setting up a Package for more information.

Package Deals are usually sold up front as a credit, with the patient working down the balance as they use up the treatments. There are a few things you can do to help with the administrative tracking of these packages.

This help document will look at using an adjustment, selling the package, recording package usage, and using the package.

Setting Up Adjustments

It’s not a mandatory part of using packages, but you can use adjustments to lower pricing of your full priced treatments. So if you sell a package of 5 treatments and each treatment is discounted $5 from the private price, you can create an adjustment called “5 treatment package” that can be applied to the regular priced treatment.

See more about creating adjustments here

Selling the Package

To sell a package you can simply overpay for the first treatment or take a payment without any invoices selected to create a credit for the patient.

The patient can be provided with a receipt showing the credit, and can also be provided a receipt at each treatment showing the visit details.

Record the Package

You can use Starred Notes to help keep track of things right on the patient’s appointments. You can create this in the “Notes” area from the scheduled visit or in the patient’s profile. Once you’ve created the note hit the Star icon to make it “sticky”.

An example of how this note might be used:

Continue adding the visits as they are used and the note will update everywhere for that patient.

Using the Package

  1. If using adjustments then add the adjustment to the patient’s billing. * To apply an adjustment click on the patient’s visit on the schedule, open the “Billing Info” area, and use the “Adjustment +” button that appears when you hover over the billing info box.
  2. Or you can attach a default adjustment to an account that gets provided on every visit on the patient profile. See this document on adjustments
  3. Arrive the appointment.
  4. Hit the “Pay” button.
  5. Use the credit to pay for the appointment.
  6. Record the date on the note.

Patient Statement

A great way to work with patient receipts with the package deals is to provide them with a statement at the end of the course of treatments.

You can create a statement from the Patient’s Profile by going to their Billing tab and then selecting the visits you would like to include on the statement. Click the “Statement” button and from there you can choose to print or email the statement directly to the patient.

Or you can follow the directions in this guide: Patient Statements

As always let us know if you have any questions. You can contact us directly through Jane by using the “help” button at the top right corner of your screen, or give us a call at 1-844-310-5263.

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