USE & TRACKING - Package

Note:

• The Service Package MUST be added to the Patient prior to performing the associated Service Sale and Tracking.
• The Service Package and Tracking results appear on the Patient Dashboard under Open Packages in the Patient Details panel.
• Service Packages are depleted and tracked by adding and selling the associated Service to a Sales Order.
• The Service Package and associated Service can be placed on the same Sales Order.

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. Add the associated Service to the Sales Order if being used at the time of the Service Package sale.
8. Select the green "Invoice" button.
9. Select the green "Continue" button located in the "TRANSACTION COMPLETED" modal.
10. Select the green "Collect Pmt, $ Money Bag" button OR the red "On Account, X Money Bag" button to complete the transaction.
11. The "Sales Order" document is SAVED automatically.
12. Note that the "Service Package" now appears on the "Patient Dashboard" under Open Packages in the Patient Details panel.