How to set up invoice for a package?
Hi,
I am offering my services in a package, such as $xxx for 1 intake and 3 follow up appointments if pt pay upfront, how do I set that up in the invoice?]
I made a billing procedure code for it such as acup001 for 6 acupuncture visits. then charges that much for the patient $xxx. is that the way to do it?
Also when pt comes in for the visit, I want to generate the superbill correlating to the CPT code , would I then not have to put a money amount, because patient prepaid for it?
Also, if pt wants to pay off the package with a monthly payment, do I just go to the
patient's page, then
the balance for the patient, then press
make payment, then put in the amount manually and make it an incurring payment option?
Lastly, how do I change the
template for the terms and conditions in the invoice section so it's on every invoice? Thanks
Onna