Adding a Package or Membership to a Patient Profile

Create and manage Packages and Memberships efficiently before adding them to patient profiles or invoices. Ensure you have a Package or Membership template ready for streamlined integration.

Add a Package or Membership to a Patient

You can easily add a Package or Membership right from the Patient Profile. Follow these steps:

1. Click on the Patient's Name.
2. Select Packages & Memberships from the sidebar.
3. Click Add New.
4. Choose either Package or Membership.
5. Click Purchase.

Important Note: When adding a membership, the start date you select will also be the renewal date. To change the renewal date, you must cancel the membership and enable it on the new date.

Add a Package to an Invoice

Follow these steps to include a Package in an invoice:

1. Create an Invoice.
2. In the Add Product or Service box, enter the Package Name.
3. Complete the Payment to enable Package redemption.

Important Note: For Packages, ensure payment is complete before redemption. For Memberships, processing can be manual or automatic, but payment is required prior to use.