Here's how to create a patient package purchase:
1) From the patient record, navigate to the Transactions tab.
2) Click + Transaction.
3) Select the clinic location.
4) Select the provider and click + Add Package.
5) Select the package for purchase.
6) The package start date will automatically default to today. Update the start date if needed to reflect when the package should become active.
7) Click Save and collect payment!
Note!
Payments received for a package will be fully documented on the purchase date. When a patient redeems their package benefits, eligible treatments or service codes will be discounted at the time of use.
Watch a video demonstration below:
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