The Programs feature allows you to create programs, such as classes, that patients can sign-up and pay for directly from your Patient Portal or can be enrolled in by clinic staff. This article will walk you through How to Set Up Programs
| Important: In order to collect payment for Programs via the Patient Portal, you must have a payment gateway enabled. |
Activate in System Settings
| Note: If you do not have access to this feature, please contact your clinic administrator. |
Go to Settings>General>Modules and under Advanced, set the Programs field to Enabled then Save
Next, from the same window, select Portal then under Toolbar set programs to Visible and Save
Lastly, select the Scheduling tab then under Programs set Allow Public Signup to Yes then Save
How to Create a Program
Step 1: Navigate to Products & Services
Go to Settings, Products & Services then New Item
Step 2: Create a New Service
Set the Department and Category, then enter the Name, Cost, Retail, Description and any other relevant fields then Save.
| Important: If offering a free program, leave the Cost and Retail as 0 |
Step 3: Create your Program
From Settings select Programs
Then select New Program
Fill in the Program Details. If you'd like the Program to be available for registration via the Patient Portal, set Public to Yes
| Note: The Name, Description, and # of Classes will display on the Patient Portal |
Step 4: Add the Products & Services
Select beside Products & Services then enter the name of the product you created in step 1 into the Product/Service field, set the Quantity then Add/Update then Save
| Note: If you are charging for the program, the Quantity should match the total # of Classes |
Step 5: Scheduling the Program
From the Programs list, press the button then Add to Schedule
From here select your Start Date, Registration Cut Off Date, Time, Billing Practitioners and Practitioners then Continue
Next, select the day of the week you'd like the Program scheduled for and Save
| Note: You can move an individual date by clicking on the green box. Program Time cannot be altered |
Conclusion
Your Program has now been created and will appear on the chosen practitioners schedule
How to Register a Patient in a Program
From the Schedule, click on the Program appointment block then select Register a Patient
In the pop-up window, enter in the patient's name and Register
The Patient Experience
While logged into the Patient Portal, under the Programs tab, patients will find all the Programs your clinic currently has available
After a patient selects Sign Up, they will be able to confirm their registration by pressing Confirm Registration. They will then be prompted to either Pay in Person or Pay Now. If an online payment gateway is connected they will be able to pay through the portal, if not they are able to pay when they attend the first session
All upcoming sessions will now display under their Upcoming Appointments