Overview

Patient packages "Bundles of healthcare services" are a win-win. They simplify access for patients and boost revenue for practitioners. Here’s how to set them up effectively and get them to your patients.

Packages are a great way to sell services to your patient or client. Acubliss allows you to set a number of sessions and total package price. Packages are configured within the settings. To configure your packages, go to "Settings">"Billing">"Service pricing & packages"
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You can set multiple package options with a service. For example, "5 sessions for $500", "10 sessions for $1000", etc. and give discounts that are calculated for you if you change the package price.

In order to apply a package to a patient, you add it in a charge. To start using a package, go to the "Services, missed appointment fees, packages and memberships” section of a charge where you select the package, located at the bottom of this drop down menu
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You'll see the option to use the first service in the package, as if the patient just received a treatment, you would choose this option. The package will then be tracked in their chart, you'll see the "package counter" under the financial snapshot of their chart.

When your patient returns, simply check them in and charge them for the "Follow-up Acupuncture" service (for example) that was part of the package. In the charge, you'll see a green message, saying, "Using session from purchased package." You can also create a charge for them if you are not checking them in (which automatically creates a charge for them).

Ideally, you have their Stripe credit card on file, so you would simply add a package to a charge and then accept payment for it with their card on file.

If you like, you can sell an eGift card in the Patient Portal which could allow patients to purchase packages online. Set them up in "Settings">"Billing">"eGift Cards".