You can watch our Video or follow the Steps below:

Video


Steps
Click on your clinic’s photo on the Sidebar Menu.



Click "Edit Clinic".



Go to Billing/POS > Services.

To add a new service:
Click the + button.



Select service type.



Enter details.

For Clinical Procedure service type:
Input the number of sessions that patients need to fulfill.



For Diagnostic service type:
Choose if laboratory or imaging.
Select test from dropdown list of diagnostic tests.



Input the corresponding amount for the test. Test is now linked with services.

For the Physical Exam service type:
Input the necessary details for the service.



Click the + button on the upper right corner of the PE Service Queueing Details section to arrange queue trail for PME patients.



Select the queue and queue type.



Click + Add to finalize the PE service queue.

For each service, you can add government insurance plans, HMO plans, company plans, staff commissions, and supplies used.

For Government Insurance Plans:
Click the + button.



Select the government insurance.
Check whether the amount to be covered is known or not.
If not, then the amount and discount part will be disabled.
Otherwise, you will be asked to input the amount and the percent discount.
Click Add to include the coverage on the list.

For an HMO coverage Plan and Company Plan:
Click the + button.
Check whether the amount to be covered is known or not.
If not, then the amount and discount part will be disabled.
Otherwise, users will be asked to input the amount and the percent discount.

To upload a bulk list of coverages or company plans:
Click on the import icon.



Download the template.
Fill out the necessary details on the Excel file template.
Upload the file back to the system. The system will automatically recognize the list of coverages and company plans.

For Staff Commissions:
Click the + button.
Input staff name to be commissioned.



Input percentages of the commission per private, gov. insurance, HMO, or company.
Click Add to finalize.

To upload a bulk list of staff commissions:
Click on the import icon.



Downloading the template.
Fill out the necessary details on the Excel file template.
Upload the file back to the system. The system will automatically recognize the list of staff commissions.

To indicate the supplies used for a particular service:
Click the + button.
Select the clinic supply to be linked to the service and its corresponding quantity.



Click Add to finalize.
To edit a service, click the edit icon then, edit details.
To delete a service, click the delete icon, then confirm.
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