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
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
STEP 6: APPLYING PACKAGES ACROSS CLINIC / CLINIC CHAINS
STEP 7: COMPUTING COMMISSION TO STAFF FOR SALE OF PACKAGE ITEMS
STEP 8: REVENUE GENERATION FROM PACKAGES
STEP 9: PACKAGES AUTO COMPUTING PRICES
STEP 10: APPLY PROMOTIONS TO A 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
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