Packages
Set up
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
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.
Charging them for a package
In order to apply a package to a patient, you add it in a VISIT as visits are where charges go. To start using a package, go to the "services, missed appointment fees, packages and memberships” section of a visit where you select the package, located at the bottom of this drop down menu
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.
Packages must be paid in full at the time of service in order to use them for your patient. Partial payments towards a package will not start that package.
Return Visits
When your patient returns, simply check them in and charge them for the "followup acupuncture" service (for example) that was part of the package. In the visit, you'll see a green message, saying, "Using session from purchased package." You can also create a visit for them if you are not checking them in (which automatically creates a visit for them).
Ideally, you have their Stripe credit card on file, so you would simply add a package to a visit 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.