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.
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2. Click Apply package.
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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:
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Here is what it looks like when the eligible item is a service code:
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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:
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