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. For Membership, you can select payment processing to be manual or automatic. Automatic payments can be done if linked to Square or Shift4, and Patient has a card on file. 
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.