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Set up Package Master

Who does this: hospital administrator or billing manager Where: Billing › Masters › Package Master Set up before: Service, Package Type Master, Class Master

A package bills a group of services at one price, for example a Basic Health Checkup or a surgical package. Each package is based on a service whose Service Type is Package, so create that service in the Service master first. The package then sets the price, the bed classes it is sold in, and which services it covers.

The Package Master list with search filters, package code, name, type and amount

Add a package​

  1. Go to Billing › Masters › Package Master.

  2. Click Add. The package form opens on the Package Details tab.

  3. Fill in the fields: The Package Details tab of a new package

    FieldWhat to enterRequired
    Package CodeFilled in automatically when you save.—
    TerminableTick if the package can be ended before it is complete.No
    StatusLeave on Active.—
    Package NameStart typing the name of the package service and pick it from the list.Yes
    Organisation Rate PlanThe rate plan this package price belongs to, if it is for one payer only.No
    Bed ClassThe bed class this package price is for, if it applies to one class only.No
    Package TypeFor example Health Check Up or Surgical.Yes
    Package CategoryFixed, Variable or PER DAY.Yes
    Applicable Visit TypeOut Patient, In Patient, Emergency, Both (Op & Ip) or All.Yes
    Duration, UOMHow long the package lasts, for example 1 Day. UOM can be Day, Week, Month or Year.UOM: Yes
    P&L ServiceThe service the package income is reported under. Pick it from the list.Yes
    Package PriceThe price charged for the package.No
    Effective Start DateThe first day the package can be sold.Yes

  4. Open the Billing Class Details tab and tick the bed classes the package can be sold in. Select All ticks them all. The Billing Class Details tab listing bed classes

  5. Click Save. The package appears in the list.

Choose what the package includes​

The Inclusion(s) and Exclusion(s) Details tab appears once the package is saved.

  1. In the list, click the ⋮ button on the package and choose Edit.
  2. Open Inclusion(s) and Exclusion(s) Details. The Inclusion(s) and Exclusion(s) Details tab with the Service Group sub-tab
  3. On the Services tab, include whole service groups on the Service Group sub-tab, or single services on the Service sub-tab. Choose the Service Group, enter a Total Limit Amount if the package covers only up to that amount, and click Add.
  4. On the Items(Drugs/IV/Consumables) tab, add the drugs and consumables the package covers in the same way.
  5. Click Save.

Change or delete a package​

  1. In the list, click the ⋮ button at the end of the row and choose Edit or Delete. The row menu with the Edit and Delete options
  2. After Edit, change the fields you need. To stop selling the package, switch Status to Inactive, then click Save.

Good to know​

  • If a package service does not appear under Package Name, check in the Service master that its Service Type is Package and that it is active.
  • Use the filters above the list (Package Code, Package Name, Package Type, Applicable Visit Type, Applicable Gender, Service Group) and click Search to find a package. Clear resets them.
  • Click Cancel to leave the form without saving.
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