Add a Bundle
When Treatment Bundles have been created, add a bundle to a patient's medical record.
- Select the patient.
- From the Quick Links, click on Add Treatment Bundle.
- The Add Treatment Bundle opens.
- From the Add Treatment Bundle pick list, click on the bundle to add to the patient’s record.
- The Add Treatment Bundle side-panel opens.
Restrictions
The Treatment Bundle below has a restriction because the patient selected is a canine but one of the items in the bundle is for a feline spay.
Missing Information
The Treatment Bundle below shows the patient is missing information. In this case, it would appear the patient weight was not entered. Therefore, both service items, Bath, are selected for the patient. If the weight had been entered, only the "Bath" that met the criteria for the patient's weight would be selected.
Quantity
The quantity value will reflect the quantity that was set up for this billable item in the Manage Billable Items page. You can adjust the quantity in the picklist. Fractional numbers could be set up for the quantity as well.
Selecting Items
- All items in the bundle that do not have a restriction are checked and will be added to the invoice unless you uncheck an item.
- Click Clear All to uncheck all items. You can then select the items you want added to the patient's medical record.
- Use the Search bar to locate an item. This is useful when there is a large list and you need to locate a specific item.
Add and Capture Charges
Once you have the items selected and quantity adjusted, add the Treatment Bundle to the patient's record and capture the charges of the bundle items selected.
- Click Add to add the bundle to the patient record.
OR - Choose the option to Add and go to the treatment page. This option directs you to the items listed under Procedures, Inventory Items, and Labs under the patient's medical record.