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Billing for an appointment using packages

Discover how to use a package to pay for appointments

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Written by Andy Wilson

Once a package has been added to a patient record, you will see that when booking appointments for patients - the first options within the appointment charge area of the appointment window, will show in bold and with the [Pre-paid] tag beside them:

These indicate the charges that can be paid off with the package on the patients record.

You will want to select one of these bold [Pre-paid] options if you want to use the package to pay for the appointment in question.


Once the appointment is then completed you will see this window appear:


Ensure you select the option that hows and then select yes to use the package to pay for this appointment.


You can then go to the patient record > finances > pre paid items and select view on the package to see the uses and details of the package to confirm it was used correctly:



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