Step 3: Adding services to your ClinicSense practice

  • Services define the offerings your practice provides
  • You'll need services for online scheduling, writing treatment notes, and tracking invoices
  • Each service can have multiple durations, each with their own price, cleanup time, and color

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Contents


About creating services

  • When adding a service's name, don't mention it's length
  • Instead of having one service for each length, you'll create multiple durations for each service
  • Part B: Description and durations explains that process

Part A: Create the service

  1. Go to Setup, then Services
  2. Click Add Service, at top right
  3. Enter the Service Name, without mentioning its length
  4. Enter the shortest Duration you offer, because you'll add more Durations later
  5. Enter the Cleanup time, additional buffer time after the end of the service
  6. Enter the Price for your shortest Duration
  7. Specify any applicable Taxes, with the option to create a new tax
  8. When done, click Save
  9. Move on to Part B, below

Part B: Description and durations

  1. Complete Part A, above
  2. Enter a Service Description, which will be displayed to clients when they're booking online
  3. Click the add (+) icon, to the right of the first duration
  4. Enter the Minutes, Cleanup Time, Price, Taxes, and Color for the second duration
  5. Repeat steps 3 and 4 until you've added all your durations
  6. Click Save, in the bottom right corner
  7. Move on to Part C, below

Part C: Scheduling settings

  1. Complete Part B, above
  2. Go to the service's Online Scheduling tab
  3. Optionally, set Allow clients to book online? to Yes
  4. Optionally, select Which clients can book this service online?
  5. Optionally, select whether to Show this service's price to the client when booking online?
  6. Click Save, in the bottom right corner
  7. Move on to Part D, below

Part D: Available practitioners

  1. Complete Part C, above
  2. Go to the service's Practitioners tab
  3. Optionally, check (or un-check) the boxes for the Practitioners who offer this service
  4. Optionally, check (or un-check) the boxes for the Durations at which this service is offered
  5. Click Save, in the bottom right corner
  6. Move on to Part E, below

Part E: Required forms

  1. Complete Part D, above
  2. Go to the service's Forms tab
  3. Optionally, select Which treatment note template would you like selected by default for this service?
  4. Optionally, check (or un-check) What forms are clients required to fill out when they book this service?
  5. Click Save, in the bottom right corner
  6. Move on to Step 4: Picking you scheduling settings in ClinicSense

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