About Billing Packages

• This page provides an overview of the Billing Package products with a video and PowerPoint slide presentation that demonstrate the features and functionality provided on the Product Setup → Package tab.
  • Limited lifespan - Packages have an expiration date.
  • Package Items - The products and services that are included in the package, or offered at a discount.
  • Package Groups - A group of products and services, that are similar in function or purpose, can be grouped such that the products are interchangable, and mutually exclusive.
  • Group Equivalency - Products within a group can be used interchangeably.  The group has a maximum quantity, and package price.  The items in the group have an equivalency factor used to determine the maximum quantity for each item in the group.
  • Discount Price or Discount Rate - The package price is determined by either a discount rate, or discount price, for each package item; or, for the entire package.
  • Package Liability - The sum of the prepaid prices of the Time of Service, and Prepaid, Package Items that haven't been used before the package expires.
  • Types of Billing Packages:
    • Time of Service
      • Expiration date is determined by the discharge date.
      • May have 'Initial Quantities' that are added to the bill when the package is added.
      • Products, or groups of products, are explicitly included in the package.
      • Products, or groups of products, are prepaid, so they represent a liability.
    • Prepaid
      • Expiration date is determined by adding the 'Expiration Days' to the date when the package was added to the order.
      • Products, or groups of products, are explicitly included in the package.
      • Products, or groups of products, are prepaid, so they represent a liability.
    • Discount
      • Expiration date is determined by adding the 'Expiration Days' to the date of purchase.
      • Products within an entire product line, or individual products are offered at a discount to clients who purchase the Billing Package.
      • Products are not prepaid, so the Discount Package does not represent a liability.

Time of Service subtab

• Provides the ability to view, create, and edit Time of Service Packages.

Prepaid subtab

• Provides the ability to view, create, and edit Prepaid Packages.

Discounts subtab

• Provides the ability to view, create, and edit Discount Packages.

Package Item Substitution subtab

• Provides the ability to replace Billing Package Items with new Products across existing Billing Package definitions, and Liability.

Disclosures subtab

• Provides the ability to view, edit, add, and inactivate Billing Package Disclosures as attachments to the 'Billing Package' report.

Billing Package report

• Provides the ability to view and print the Billing Package definition from the Product Info screen, Order Details screen, or Patient Record (refer to the 'Navigation' section below).

  • When displayed from the 'Product Info' screen → 'Package' tab, the report will display the details of the package setup.
  • When displayed from the 'Order Details' screen, the report will display the details of the package that was sold.
  • When displayed from the 'Patient Record' screen → 'Patient Packages' tab, the report will display the package that was sold, and the quantities Used, Expired, Cancelled, and Available.
  • Review the 'Package tab' wiki page for details about the contents of the report.