You may need to create a Package that the Patient will need to make multiple payments. This method will display the Patient pay portion on the invoice.
Step One: Create a Multiple Payment Package
- Log in as the Admin.
- Click on the Gear icon in the top right header.
- Click on Templates.
- Scroll to the Packages & Membership section.
- Click Add New.
- Select Package.
- In the Price field, enter $0.00.
- Fill in the Tax, Expiry, and Bookings.
- Add your Service and Patient Portion.
- Click Save.
Important Note: This is the discount value for purchasing the Package. For example, the regular price for treatment is $60.00. However, they are paying for 10 treatments upfront so that the Patient portion would be $50.00 (based on a $10.00 discount).
Step Two: Accept Payment for the Package
Since the Package is valued at $0.00, you will need to add a payment to their account to move money into Credit and to pay for the Package. You will use the Credit to pay off the Package.
- Click on the Patient's Name.
- Click on Billing in the Sidebar.
- Click on Add Payment.
- Unchecked any outstanding invoices.
- Step through the Payment Process, which will add the cost of the Package to the Credit.
- Add a Note indicating the payment is the purchase of a Package.
Step Three: Add the Multiple Payment Package
- Click on the Patient's Name.
- Click on Packages & Memberships in the Sidebar.
- Select the appropriate Package.
- Click Purchase.
Step Four: Redeeming an Insurance-Friendly Package
- Create an Invoice.
- Add the appropriate Service that will be redeemed with this Package.
- Click Redeem.
- Select the Package.
- Click Redeem.
- Click Pay.
- Click Add a Payment Method.
- Click Apply Credit.
- Click Pay.
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