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Add services and packages to a bill

Put several services or a health package on one bill, change the quantity and remove a line added by mistake.

A bill can carry any number of services. A package is a set of services sold at one price, and you add it from the same search box as a single service.

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Who can do this: cashier and front desk staff with billing rights

Where: Billing › Billing Dashboard › Add › Service Name

Before you start​

Add another service​

  1. Type at least three letters in Service Name. The list shows the matching services. The service search with one service already on the bill
  2. Pick the service. To bill it under a different doctor, select that doctor in Doctor Name beside the search box.
  3. Click Add. The service becomes a new line under Invoice Items, and Grand Total and Collected update. Two services under Invoice Items
  4. Repeat for every service the patient has taken.

Add a package​

  1. Type the package name in Service Name. Packages appear in the same list as services. Packages in the service search
  2. Pick the package and click Add. The package is one line at the package price. A package added as one line on the bill
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If a package shows 0.00, no price is set for it. Ask your administrator to check it in the Package Master before you bill it.

Change the quantity or price​

  • Quantity: type the new number on the line. Amount and Net recalculate. The box is locked for services that are always billed once.
  • Price: you can type a price only for services marked as variable price. For all other services the price comes from the rate plan and is locked.

Remove a line​

  1. Click the three dots at the end of the line. The line menu with Delete and Edit Service Master
  2. Choose Delete. The line is removed and the totals update.

Troubleshooting​

What you seeWhat it meansWhat to do
Service is RequiredYou clicked Add without picking a service from the list.Type the name and pick the service from the list, then click Add.
Service Already Exist!The service is already on this bill.Increase the Quantity on the existing line.
Please clear all payment details firstA payment is already added to the bill.Delete the lines under PAYMENT DETAILS, change the services, then add the payment again.
The service is not in the listIt is not in the Service master, or it has no price for this patient's rate plan.Ask your administrator to set up the service and its rate.