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
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
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