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How do I create packages?

  • Updated

Creating packages to bundle services, labs, and products can help streamline the ordering process for treatment plans, estimates, and wellness plans. They can be used for services that require more than one linked item, like a Cytopoint injection requiring two different vials; or can be created to function as canned estimates or estimate templates. This article will define the settings available when creating a package based on the use case. 

Creating a New Package Packages for Wellness Plans Special Considerations

 

Creating a Package

  1. Click on Menu > Settings > Products & Services > Packages.
  2. On the Package Management screen, click Add a New Package.

package general information.png

General Information

  1. A code can be entered but is not required.
  2. Enter the Name of this package. 
  3. A Common Name can be entered to have an alternate name appear on invoices.
  4. Barcode
  5. Price: This is the base price of the package. This can be the final price or a price added to the items within the package.
    • Note: This price field is NOT TAXED and should only be used if your package is not taxable.
  6. Allow Price Change: Allows employees to adjust the price of the package upon invoicing. *Best practice recommendation is to have this turned ON, as the ability to change prices is managed through each employee's rights.
  7. Exclude from Percentage Discounts: Excludes this package and the items within it from discounts associated with Client Statuses or Patient Discounts
  8. Percentage Discount: Allows you to discount the entire package based on a percentage. 

Special Considerations

Client Education

Information entered into this section is optionally emailed to the client if you add the package to a patient's medical record. Typically, this is only used if you do not have any handouts associated with any of the billable items in the package. This cannot be printed. 

Restrictions

Allow package restriction by patient weight, age, or species. Restrictions are not required to configure before clicking Save to move on to the next step of Adding Items. 

Save

The Save button will configure the package and permit you to add items to it. NOTE: Saving changes to an existing package WILL NOT retroactively update packages already ordered onto a treatment plan, estimate, or wellness plan. Only new packages ordered after the save will display the updates made to the package details. 

 

Adding Items to Your Package

Add Item will allow you to search by name or code throughout all your inventory items, services, and labs.

Once items are populated, you can reorganize the order of the items by dragging and dropping them. 

  • Quantity Min/Max: You can adjust the default quantity of the item when it is added to a package. 

Using Packages for Legacy Wellness Plans

If this package will be used as a Wellness Plan, when checked, additional options appear:

    • Production override: specifies a fixed dollar amount to use in production reporting when invoicing the Wellness Plan.
    • Plan duration in days: configures the duration (and expiration) of the Wellness Plan.
    • Out-of-plan discount: this tells the system what discount the client will get for items that are outside the Wellness Plan.
    • Auto Renew?: if checked, the plan will renew when it expires.

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