Set up Package Type Master

Who does this: hospital administrator or billing manager Where: Billing › Masters › Package Type Master

A package type groups similar packages, for example Health Check Up, Medical or Surgical. Every package in Package Master must have a type, and you can search packages by type.

Add a package type

1. Go to Billing › Masters › Package Type Master.

2. Click Add. The Package Type Master form opens on the right.

3. Fill in the fields:

   Field	What to enter	Required
   Package Type Code	Filled in automatically when you save.	—
   Status	Leave on Active.	—
   Name	The type name, for example Day Care.	Yes

4. Click Save. The form closes and the new type appears in the list.

Change or deactivate a package type

1. In the list, click the ⋮ button at the end of the row and choose Edit.
2. Change the name. To stop using the type, switch Status to Inactive.
3. Click Save.

Good to know

• Package types cannot be deleted. Make a type Inactive instead.
• Click Cancel or × to close the form without saving.

Related

• Next: Set up Package Master
• Previous: Set up Discount Master
• Billing FAQs