Creating a Multiple Payment Package

Create a package that allows patients to make multiple payments. This setup ensures that the patient pay portion is displayed accurately on the invoice.

Create a Multiple Payment Package

1. Log in as the Admin.
2. Click on 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 Bookings.
9. Add your Service and Patient Portion.
10. Click Save.

Important Note: This is the discount value for purchasing the package. For example, if the regular price for treatment is $60.00, and they are paying for 10 treatments upfront, the patient portion would be $50.00 (reflecting a $10.00 discount per treatment).

Accept Payment for the Package

Since the package is valued at $0.00, you will need to process a payment to move money into the patient's account credit to cover the package cost.

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 will add the package cost to the account credit.
6. Add a note indicating the payment is for the purchase of a package.

Add the Multiple Payment Package

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

Redeeming 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.