We recommend doing the tutorials on a demo database


Purpose


Demonstrate how to bill a patient for a service, while consuming inventory items during the application of the service. The consumables will not be disclosed to the customer through the bill.


Summary


1. Create the treatment as service item - Botox Treatment

2. Create the consumables as inventory items - Botox Solution, Syringe

3. Purchase the materials - Botox Solution, Syringe

4. Create the recipe of the treatment with the consumables as components

5. Applying the treatment - Botox Treatment  

6. Bill the treatment - Botox Treatment 

7. View materials stocks after the treatment

Tutorial bill services inventory flow



1. Create the treatment as service item - Botox Treatment


Make sure that you mark the item as service and check the Available as Treatment as bellow

Tutorial bill services inventory item editor2

Related - Items and Item Editor



2. Create the consumables as inventory items - Botox Solution, Syringe


Make sure that you mark the item as inventory so the program keeps track of the stocks. 

Tutorial bill services inventory item editor

In a similar way the Syringe is created.  The stocks should look like bellow:

Tutorial bill services inventory 9

Related - Items and Item Editor




3. Purchase the materials - Botox Solution, Syringe


Under Company->Measurements Units, create a new measurement unit like bellow:

Tutorial bill services inventory 8

This Pack100 measurement unit, means that 1 Pack100 contains 100 (ration) of the measurement unit item

Go to Purchases->Invoices and create a purchase item for 5 pack of seringes and 50 Botox units(items). The entering of the 5 packs (500 syringes) should be like bellow:

Tutorial bill services inventory 7


The purchase invoice should look like bellow. Press Close and Save

Tutorial bill services inventory 6

Now the inventory should look like bellow, with inventory items in stock and ready to consume

Tutorial bill services inventory 5

Related - Invoices



4. Create the recipe of the treatment with the consumables as components


The recipe is a template of what components will be consume when doing a Botox Treatment. It will contain the ideal or default consumption. During the application of the treatment, this consumption can be adjusted if necessary to the real values.

Go to Company->Recipes->New to create a new recipe. The recipe should look like bellow.

Tutorial bill services inventory 4

The meaning is that when applying a Botox Treatment, typically 6 units of Botox Solution and 1 Syringe will be consumed.

Related - Recipes



5. Applying the treatment - Botox Treatment  


Go to Consultations and create a new consultation. In the treatment fields enter Botox Treatment

Tutorial bill services inventory mapping

A bill of materials should open, prefilled with the consumable values that were defined in the Recipe. If you need adjustment, you can  edit the consumable quantities and event enter new consumables. When finished press Save and Close in the Bill of Materials, and next Save and Close in the Consultation

Related - Consultation Editor




6. Bill the treatment - Botox Treatment


 Go to Patient Chart->Billing. To bill the Botox Treatment press the Build Invoice or Build Receipt 

Tutorial bill services inventory billable



Typically Build Invoice is used when the amount will be paid later – thus enabling balance for the patient, and Build Receipt when the amount is paid on the spot. The invoice should look like bellow:

Tutorial bill services inventory invoice

Related - Patient Chart->Billing




7. View materials stocks after the treatment


The stock should look like bellow, with 6 units of solution and 1 syringe consumed


Tutorial bill services inventory

Related - Items