Manage Patient Payment Products, Services, and Memberships
Location: Admin
|
You need Admin privileges to complete this function. |
This feature lets you define products, services, and/or memberships that you sell to your patients. A product is something tangible like equipment or supplies. A service is something a provider performs. A membership is a recurring charge for a set period of time. Here are some examples:
Products
•Wheelchair
•Crutches
•Teeth Whitener
Services
•Office Visit
•Home Visit
•Tooth Extraction
Memberships
•Subscription-based Care
•Stress Reduction Yoga Class
•Pre-natal Class
To add a product:
1.Click MENU > Admin > Products, Services, and Memberships.
2.Click New.
3.In Type, select Product.
4.Enter Product Name.
5.Enter Product Description.
6.Check if Sales Taxable. The sales tax percentage defined in Patient Payment Settings pre-populates the field. If blank, either enter it here or on the Settings screen.
7.Select a Billing Method. If the product can be purchased as a one-time charge AND on a payment plan, set up separate products.
•Select Single Payment if it is a one-time charge. Then enter the Amount to charge.
•Select Payment Plan if it is a recurring charge over a number of months. Then enter the monthly Amount per Payment and Number of Payments.
8.Click Save.
To add a service:
1.Click MENU > Admin > Products, Services, and Memberships.
2.Click New.
3.In Type, select Service.
4.Enter Product Name.
5.Enter Product Description.
6.Check if Sales Taxable. The sales tax percentage defined in Patient Payment Settings pre-populates the field. If blank, either enter it here or on the Settings screen.
7.Select a Billing Method. If the service can be purchased as a one-time charge AND on a payment plan, set up a separate services.
•Select Single Payment if it is a one-time charge. Then enter the Amount to charge.
•Select Payment Plan if it is a recurring charge over a number of months. Then enter the monthly Amount per Payment and Number of Payments.
8.Click Save.
|
The following fields are automatically set: •Billing Method = Payment plan •Frequency = Monthly •Total Amount (amount x number of payments) |
To add a membership:
1.Click MENU > Admin > Products, Services, and Memberships.
2.Click New.
3.In Type, select Membership Plan.
4.Enter Membership Name.
5.Enter Membership Description.
6.Enter the monthly Amount per Payment.
7.Enter the Number of Payments.
8.Click Save.
|
The following fields are automatically set: •Billing Method = Payment plan •Frequency = Monthly •Total Amount (amount x number of payments)
Memberships do not have a sales tax. |
|
Be descriptive when naming membership plans and include the number of payments if offering multiple durations (e.g. Yoga Class 2 Months, Yoga Class 6 Months). |
To change a product, service, or membership:
1.Click MENU > Admin > Products, Services, and Memberships.
2.Select item to change.
3.Enter changes.
4.Click Save.
To inactivate a product, service, or membership:
1.Click MENU > Admin > Products, Services, and Memberships.
2.Select item to inactivate.
3.Uncheck Active.
4.Click Save.