To create/edit packages, go to Menu > Settings > Products & Services > Packages.
Packages have three primary use cases:
- Ease of use packages
- Packaged deals
- Pre-canned estimates
Ease of use Packages
- Ease of use packages are defined in the terms of "If I use this item, I will also need a set number of these items as well."
- Properties generally include a collection of items added to the package without adding price changes, quantity changes, or even necessarily overall package pricing.
- Compounded items or vaccine inventory is commonly constructed as packages.
- Package deals are defined in the terms of "If the client purchases all of these items together, I wish to offer a bundled discount."
To adjust prices, practices can update the prices of individual items in the package by clicking on the edit pencil next to the price on each item, updating the price, and then clicking Save.
Please Note: This will only update the price of this item in this package only. It does not affect the price of the item if it is used in other packages or on its own.
The new price of the package is calculated by adding together the total price of each item and the price of the package itself in the General Information field.
Common uses for discount packages include:
- Creating a base exam package (possibly including an exam code, rabies vaccine code, and DHPP vaccine code).
- Then adding additional "add-ons" to the package at reduced rates.
- For example, if a client buys a base package, you can add a heartworm test for only $20 instead of $25 by clicking on the "edit pencil icon" next to the heartworm test code and change it from $25 to $20.
Note: When adding a package to a patient's medical record you can remove the individual add-ons if they are not purchased by your client.
- Certain surgical procedures may have a set or fixed cost for sedation regardless of what medications are used.
- Clinics will generally add a sedation procedure to a package with a set price, and then add all possible drugs that could be used and override their component prices to $0.00.
- For each individual use of the package, unused drugs are removed from the patient treatment and quantities are updated to the amount used so that inventory and controlled drug logs are up to date.
The last common use of packages is to create canned estimates. Canned estimates are built in the same manner as regular packages, but with the additional configuration of specified high/low ranges for Quantity, Service Fee, and Total Price of an item. Those ranges will translate over when the package is added to an estimate.
- For Quantity, click on the edit pencil and enter a default quantity, a minimum quantity, a maximum quantity for that item and then click Save:
- For Service Fee, click on the edit pencil and enter the default quantity, a minimum quantity, a maximum quantity for that item and then click Save.
- Generally, the Service Fee quantity min and max values are the same as those you entered for the Quantity min/max unless the Service Fee is flat regardless of the quantity administered.
- For the item Total Price, click on the edit pencil and enter the minimum price and the maximum price, then click save.
- For estimates, input the minimum and maximum prices for an item.
- Example: If you specified a min/max for Quantity and a min/max for Service Fee, you'll input the Minimum Price as:
- (Quantity Minimum * Price) + (Service Fee * Service Fee Quantity Minimum) = Total Price Minimum
- The Price Override field works with the minimum and maximum price fields in a loose sense -- if the price override field is filled in, that's the price of an item displayed on an invoice. Minimum and maximum pricing is reflected displayed on estimates.
NOTE: If you do enter a Price Override for the Total Price, Service Fees minimum and maximums are no longer applicable and the edit pencil for service fees disappears.