ADD - To Patient

Note:

• The Service Package is added to a Patient using a Sales Order.
• See the Sales Order - Create, How-to, Help Article for more detailed information on Sales Orders.

Steps:

1. Select the green "Add Package" button located at the bottom of the Patient's "Sales Order".
2. Select the desired "Service Package" from the "SELECT PACKAGE" modal list.
3. Select the "Close" button located at the bottom of the modal after completing your selection(s).
4. Note that the "Quantity Required" and "Quantity Filled" boxes are auto-populated and not editable.
5. Also note that the "Comments" box is auto-populated with the "Service" name and quantity being purchased.
6. Add "Line-Item Discount" and "Commission", if applicable.
7. Select the green "Invoice" button.
8. Select the green "Continue" button located in the "TRANSACTION COMPLETED" modal.
9. Select the green "Collect Pmt, $ Money Bag" button OR the red "On Account, X Money Bag" button to complete the transaction.
10. The "Sales Order" document is SAVED automatically.
11. Note that the "Service Package" now appears on the "Patient Dashboard" under "Open Packages" in the "Patient Details" panel.