Treatment Packages
Create service bundles with session counts, assign to patients, and track usage
Overview
Treatment packages allow you to bundle multiple services or sessions into a single prepaid package at a discounted price. This is ideal for treatments requiring multiple visits (e.g., physiotherapy courses, dental treatment plans, dermatology sessions). Patients purchase a package, and the system tracks how many sessions they have used versus remaining, including an expiry date for package validity.
Creating a Treatment Package
- Navigate to Settings > Treatment Packages — Click Settings and select the Treatment Packages tab.
- Click "Create Package" — The package builder form appears.
- Define package details:
- Name (Arabic) — e.g., "باقة العلاج الطبيعي - 10 جلسات"
- Name (English) — e.g., "Physiotherapy Package - 10 Sessions"
- Description — What the package includes and any terms
- Sessions count — Total number of sessions included (e.g., 10)
- Validity days — How many days the package remains valid after purchase (e.g., 90 days)
- Add services — Specify included services with their unit prices:
- Service name, service type, quantity, and unit price for each component
- Set pricing:
- Total price — Sum of all service unit prices multiplied by quantities
- Discounted price — The actual price the patient pays (the bundle discount)
- Save — The package is now available for assignment to patients.
Assigning a Package to a Patient
- Open the patient's record and go to the Packages tab.
- Click "Assign Package" and select the package.
- Set the purchase date and payment information (amount_paid, billing_mode: self_pay or insurance).
- The system calculates the expiry_date based on validity_days.
- Click Save. The patient now has an active package with tracked sessions.
Treatment package list showing package names, session counts, pricing, and validity periods
Frequently Asked Questions
Can a package be partially refunded?
Yes. You can cancel a patient package and issue a credit note proportional to unused sessions. Change the status to "cancelled" and record the refund amount.
Can insurance cover a treatment package?
Yes. Set billing_mode to "insurance" and link the insurance_company_id. The package cost will be included in insurance claims rather than charged to the patient directly.
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