You can define the private billing products and non-insurable services you offer at your clinic. You manually set the price, code and track stock quantities.
After you add a private billing item, you can update its stock amounts and other stock settings. To learn more, see Managing your products and stock.
If you are using CHR Connect and have a Stripe integration, you can also configure eBooking pre-payments and require patients to pay a fee before booking an appointment. For more information, refer to Charging an appointment fee during eBooking.
⚠️ Important: If you delete a product, it is removed from all bills even if they are paid. Instead of deleting, make the stock zero.
Steps
From the main menu, navigate to Settings > Product.
To add a new item, at the top-right corner, click +Add Product.
📌 Note: Click an existing product name to edit, or click the X to delete.
Type the Description, Unit, Code and Amount.
📌 Note: Required items have a red star.
Under Amount, choose a currency from the list.
Select whether the item is Stockable. If you select Yes, add a Low Quantity Threshold amount. You can track quantities and quickly see when you are low on stock.
Under Tax, select if you would like to charge GST.
Click Save.
Updated October 4, 2024