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.