Articles on: Financials

How to update Packages across multiple clinics

A step by step guide on how to update Packages across Multiple Clinics:

1. Click on Tools | Package | Select the package name from the list.
The Package page will open. Click on the Applies To Clinics… button at the bottom of the page.

2. Now search for the name of the desired clinic and then click on the three vertical dots beside the clinic name on the right-hand side flyout.

Click on Edit.

3. It opens the Applies To… window with the name of the Selected Clinic auto-populated already.

Add Package Total and click Save. The settings get saved for the Selected Clinic.

4. We can also select between Circles or Clinic or All Clinics. This can be done by clicking on the Mass edit icon instead of searching for a particular clinic name. Multiple names can be selected at a time.

Enter the Package Total and then click on Save. The changes will get applied to the selected clinics or circles.

Updated on: 14/06/2023

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