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How to assign a New Package to the Patient from Financials

In order to assign a New Package to a Patient from Financials:

1. Go to Financials | New Package | select and click on a Patient, a New Package window will open.


2. Go to New Package | Add Bill Items, select a package by clicking on the +button beside the package of choice | Save.


The patient can make a Full Payment, Part Payment or No Payment to subscribe to a package.


Note: you can also assign Multiple Packages at one go using the Custom Package feature (For more info, please have a look at Part II in How to create a Custom Package.