Treatment packages are available on the Standard and Premium plans. To redeem a treatment package in ClinicSense, follow these steps:
- On the invoice, if the service was part of the package purchased, you will see a switch for Apply Treatment Package
- Once that switch has been clicked, the unit price will be updated, the invoice will reflect as paid, and the count of treatment packages left will be reduced by one
- Click Save or Save & Close to complete the transaction
Using a treatment package on a service other than what it was purchased for
- On the invoice, select Add Payment
- In the Payment Method dropdown, select Redeem Package
- Make sure the client's name is correct and select the appropriate package.
- You'll now see the price & total have changed and the total is now $0.00.
To complete the transaction, click Save or Save and Close
- You will be prompted to Apply the package to a service that is an exception.
Redeeming a package for another client
The process is similar to redeeming a package for a different service with two extra steps
- You'll notice that when you select Redeem Package you receive an error saying, "This client does not have any packages"
- Begin by:
A. Typing in the name of the client whose package you want to use.
B. Selecting the package you want to apply
- Once you've selected the client and package you can redeem the package and apply payment.