Packages on EZDERM

How to add packages to EZDERM

Scenario #1

Adding package Items into the system for example (Laser hair removal package 6 $800)

When the patient comes into the office and buys this you will go to: 

• Go to check out
• Add item (laser hair removal)
• Select form of payment 
• Click pay

Now when the patient comes to have the procedures you will need to:

• Go to check out
• Add individual item
• Discount it at 100% (make note that it is part of a package and that is why you discounted it)

• You will need to do this for entire packageScenario #2
  

  When the patient comes into the office and buys the package you will go to:

  • Go to Check out
  • Add full payment
  • Click details (make a detailed note of what was paid and for what services)
  • This will remain unapplied

  When the patient comes to have the procedures you will need to:

  • Go to check out
  • Add individual item and provide a discount if needed depending on how much the package will make each treatment cost
  • See available funds and click the check box
  • That will deduct the service from the unapplied amount
  • Click the red hyperlink that will take you to the patient's financials
  • Click on the unapplied payment from the financials
  • Add the item that you added from check out
  • Click distribute
  • Add a note
  • Click post
  • You will need to do this for the entire package

• Disclaimer:

  Scenario #2 would work best for offices with multiple providers. If a package is being sold, but any provider in the practice can treat the patient, the provider treating the patient for the day would receive the allocated funds in the payment allocation report.