This guide will cover the information that is displayed on patient receipts depending on the payment model that has been set up for your package or membership (pass).
Before getting started, check out our guide on Printing or Emailing Receipts if you’d like a quick refresher on how to generate receipts in Jane.
1. Patient pays upfront
With this set up, the patient pays the entire package amount upfront, and then no additional amount is collected for the individual sessions.
In the example below, the patient would pay $250 upfront for the 5 sessions, but each time they come in for their visit, they are not required to pay any additional amount (Patient Pays = $0).
Receipt for upfront package fee
This is the receipt your patient gets when they purchase their package and pay upfront:
This is the receipt you will provide your patient upon the initial purchase of the package. If you are collecting an upfront lump sum amount, the Standard (Options) Receipt will look like so:
The Detailed version of this receipt looks quite similar:
Receipt for $0 Individual Sessions
If you are collecting an upfront amount, you will likely set the Patient Pays field to $0 when creating your package so you don’t collect payment twice. This means that all sessions will have a $0.00 invoice.
The main difference between the standard and detailed receipt is that the detailed version will display the original value of the session along with the discount provided.
Standard (Options) Receipt:
Detailed Receipt:
2. Patient pays per session
With this set up, the patient pays $0 upfront, and they pay a reduced fee for each session. In this example, the patient pays $0 upfront, and a reduced rate of $50 for each of the five sessions (for a total of $250).
Package receipt
Here’s what the Standard Receipt would look like for a package where there is no initial fee ($0) collected upfront and the patient pays per session.
Session receipts
Both the standard and detailed receipt will show the payment collected for the session. However, just like in the previous scenario, the detailed receipt will also display the original price of the treatment and display the discount provided.
Standard (Options) Receipt:
Detailed Receipt:
We hope this helps! If you have any questions, don’t hesitate to reach out to our support team at [email protected].