Getting Started with Packages

A Package is the combination of multiple services and products given to a patient by the clinic.

For example, A patient walks into an aesthetic clinic and is suggested a Hair Smoothening Package. The package includes a combination of products and services such as; initial consultation, 3 sittings for smoothening and hair care products like 1 bottle of shampoo, 1 bottle of conditioner and 1 pack of hair mask.

For a step by step guidance on packages and how to use it on Clinicea, please click on the following relevant links.

STEP 1: CREATE A PACKAGE

• How to Create a Package

• How to create a Custom Package

• How to Bill Multiple Package

STEP 2: ASSIGN PACKAGE TO PATIENT

• How to assign a New Package to the Patient from Financials

• How to assign a New Package to the Patient from Appointments

STEP 3: MAKE-PACKAGEAPPOINTMENT, BILL AND MARK ITEMS AS COMPLETE

• How to make an Appointment for a Patient who is on a Package

• How to handle scheduling of Appointments for a Package

• How to bill a Package Item from Appointment

• How to set up Home Visit Packages

• How to edit Home Visits

• How to differentiate package appointments from the others

• How to raise an Invoice for each item in the Package as it gets completed

STEP 4: MANUAL OVERRIDES

• How to manually mark a Package Item as Complete in Calendar

• How to manually mark a Package Item as Complete in Financials

• How to manually mark a Package Item as Complete in Patient

STEP 5: CLOSING AND DELETING PACKAGES

• How to Auto-Close a Package

• How to Delete a Package

• How to Cancel a Package

STEP 6: APPLYING PACKAGES ACROSS CLINIC / CLINIC CHAINS

• How to update Packages across multiple clinics

STEP 7: COMPUTING COMMISSION TO STAFF FOR SALE OF PACKAGE ITEMS

• How to compute Commission for Service Items

STEP 8: REVENUE GENERATION FROM PACKAGES

• How to select the best revenue recognition policy for Package Revenues

STEP 9: PACKAGES AUTO COMPUTING PRICES

• How does a Package insulates its price from external changes

STEP 10: APPLY PROMOTIONS TO A PACKAGES

• How to give additional discount in Packages

ADVANCED: USE PAYMENT TERMS

• How to create a Payment Term to be used for Package

• How to use the Payment Term in a Package

• How to use a Payment Term when Billing a Package

Updated on: 23/06/2023