Create an Insurance-Friendly Package

Create an Insurance-Friendly Package that allows patients to receive an invoice suitable for submission to their insurance company for reimbursement. This package will demonstrate that the patient has paid a portion of the invoice.

Create an Insurance-Friendly Package

Follow these steps to create a template and process payments:

Step One: Create the Insurance-Friendly Package Template

1. Log in as the Admin.
2. Click the Gear icon in the top right header.
3. Click on Templates.
4. Scroll to the Packages & Membership section.
5. Click Add New.
6. Select Package.
7. In the Price field, enter $0.00.
8. Fill in the Tax, Expiry, and Booking per package.
9. Add your Service and Patient Portion.
10. Click Save.

Important Note: The Patient Portion represents the discount value for purchasing the package. For instance, if the regular price for treatment is $60.00 and the package is for 10 treatments, the patient pays portion would be $50.00 (with a $10.00 discount).

Step Two: Accept Payment for the Package

Since the package value is $0.00, you need to add a payment to the patient’s account to move funds into credit and pay for the package using the credit.

1. Click on the Patient's Name.
2. Click on Billing in the Sidebar.
3. Click on Add Payment.
4. Uncheck any outstanding invoices.
5. Step through the Payment Process, which adds the package cost to the credit.
6. Add a Note indicating the payment is for purchasing a package.

Step Three: Add the Insurance-Friendly Package

1. Click on the Patient's Name.
2. Click on Packages & Memberships in the Sidebar.
3. Select the appropriate Package.
4. Click Purchase.

Step Four: Redeem an Insurance-Friendly Package

1. Create an Invoice.
2. Add the appropriate Service to be redeemed with this package.
3. Click Redeem.
4. Select the Package.
5. Click Redeem.
6. Click Pay.
7. Click Add a Payment Method.
8. Click Apply Credit.
9. Click Pay.