Create an Insurance-Friendly Package

You may need to create an Insurance-Friendly Package that creates an invoice that Patients can submit to their insurance company for reimbursement. This method will display that the Patient has paid for a portion of the invoice.

Step One: Create the Insurance-Friendly Package Template

1. Log in as the Admin.
2. Click on the Gear icon in the top right header.
3. Click on Templates.
4. Scroll to the Packages & Membership section.
5. Click Add New.
6. Select Package.
7. In the Price field, enter $0.00.
8. Fill in the Tax, Expiry, and Booking per package.
9. Add your Service and Patient Portion.
10. Click Save.

Important Note: The Patient Portion is the discount value for purchasing the package. For example, the regular price for treatment is $60.00, however, they are paying for 10 treatments upfront, so the Patient pays portion would be $50.00 (based on a $10.00 discount).

Step Two: Accept Payment for the Package

Since the package is valued at $0.00, you will need to add a payment to their account to move money into credit and to pay for the package. You will use the credit to pay off the package.

1. Click on the Patient's Name.
2. Click on Billing in the Sidebar.
3. Click on Add Payment.
4. Unchecked any outstanding invoices.
5. Step through the Payment Process, which will add the package cost to the credit.
6. Add a Note indicating the payment is the purchase of a package.

Step Three: Add the Insurance-Friendly Package

1. Click on the Patient's Name.
2. Click on Packages & Memberships in the Sidebar.
3. Select the appropriate Package.
4. Click Purchase.

Step Four: Redeeming an Insurance-Friendly Package

1. Create an Invoice.
2. Add the appropriate Service that will be redeemed with this package.
3. Click Redeem.
4. Select the Package.
5. Click Redeem.
6. Click Pay.
7. Click Add a Payment Method.
8. Click Apply Credit.
9. Click Pay.